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Executive Summary

Review the market position of leading investment consultancies in Canada employed by influential institutional investors. Learn more about global institutional consultant intermediation, investment consulting citations, client evaluations – size of fund, and more.

Methodology

This research is based on in-depth interviews conducted from February through September 2025 with 149 of the largest tax-exempt funds in Canada. Senior fund professionals were asked to provide quantitative and qualitative evaluations of their investment managers, assessments of those managers soliciting their business, and detailed information on important market trends.