Carlos Cardone

Senior Managing Director

Carlos is Senior Managing Director, leading a team of 10 professionals heavily immersed in the research of investment funds, deposit products and Canada’s wealth market. He is one of the key contributors to the Household Balance Sheet Report as well as the firm’s wealth market segmentation analysis. Mr. Cardone also leads the research for the Insight Report, which focuses on investment funds; SIMFUND Canada, a web-based decision-making tool; the ETF and Index Fund Report; the Deposit and Fixed Income Advisory Service and Share of the Wealth Market Report, a customized study that measures the success of distribution and product strategies.

Mr. Cardone joined Investor Economics, a premier Toronto-based research and consulting firm that SI acquired in 2015, in 2004. Trained as a market analyst, he has several years’ experience in the automotive industry in South America.

Mr. Cardone graduated from the Social Sciences School, University of Buenos Aires, in Argentina. He is a native Spanish speaker, and as one might anticipate, a soccer fan. 
Latest Research
Global Fintech: Direct-to-client Robo-advice – Global Whitepaper Series New Funds in Global Markets Analysis of External Fund Distribution Costs 2017 Household Balance Sheet Report (Canada) Executive Insight Series Global Retirement Trends – Whitepaper < Back to Our Research Team