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...

Overall usage of consultants for traditional advice and manager selection services declined again in 2016 as smaller funds continue to outsource.

Allocations to alternatives and real assets will continue to rise over the next 3 years at the expense of Canadian equities, with large plans leading the charge.

This report provides detailed information from large corporates regarding their relationships with their 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.

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

Overall expected hiring increased again with almost a third of Canadian institutional investors expecting to hire in 2017 driven primarily by new mandates rather than replacement searches.

2016 will go down as the Year of the Unexpected, as Brexit, Trump and the Chicago Cubs upended “likely outcomes.”

For the second year, an unusually large amount of corporate banking business and relationships is up for grabs.

Although the flow of European fixed-income market share to U.S. competitors slowed considerably last year, the market’s post-crisis evolution is far from complete.