In-Depth Research

Our fact-driven research provides timely analysis and commentary on our many practice areas, shedding light on a range of important industry themes. Browse our in-depth research offering in six practice areas: household wealth; product strategy and development; retail distribution; retirement; institutional asset management; and college savings.

Practice Title Release Frequency
Retail distribution Fund Sales Benchmarking: 2018 2018-08 Annual
Retail distribution State of Retail Distribution: 2018 2018-10 Annual
Household wealth Sales and Service Models for the Mass Affluent 2018 – Canada 2018-06 Annual
College Savings 529 Industry Analysis 2018 2018-06 Annual
College Savings 529 Distribution Analysis 2017 2017-12 Annual
Household wealth Asset Management Industry Market Sizing, 2017 – 2022 2017-12 Annual
Retirement Retirement Market Sizing Report – U.S. 2017-10 Annual
Retail distribution Analysis of External Fund Distribution Costs 2017 2017-12 Annual
Household wealth Household Balance Sheet Report (Canada) 2017-07 Annual
Retail distribution Fund Sales Benchmarking 2017 2017-08 Annual