Shifts in allocations vary dramatically by product category and channel. About 27% of corporate investors expect to significantly increase allocations over the next three years to U.S. fixed-income active investments.

Corporate DC plans decreased allocations for active U.S. and international equities.

Investors continue to express frustration with credit market liquidity, but massive efforts undertaken by market participants and service providers are finally starting to ease the pain.

This report provides detailed information from large corporates regarding their relationships with their banks, service quality and product usage.

This report provides detailed information from large corporates regarding their cash management relationships with their banks and non banks, service quality and product usage.

This report provides detailed information from large corporates regarding their trade finance activities and types of trade finance relationships with their banks and non banks, service quality and product usage.

This report provides key findings from large corporates regarding their bank and non bank relationships in banking, cash management and trade finance discovered in the 2016 Large Corporate Finance Study.

Despite a volatile year in the markets, Canadian plans improved funding levels, but appear to be more focused on managing risk going forward. Managers are focusing more on outcome oriented strategies to address the shifting needs of institutional...

Canadian equity allocations continue their decline in portfolio allocations in favor of non-domestic equities and alternatives, particularly among larger investors.

Fees remained largely stable in 2016 for Active Canadian Equity Managers, Active U.S. Equity Managers, Active Int'l/EAFE Equity Managers, Active Canadian Fixed Income Managers.