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Executive Summary

Review 2024 highlights from institutional investors in Canada. Topics covered include information on key challenges facing institutional investors, allocation shifts, factors influencing manager selection decisions, current and projected impact of ESG, global institutional consultant intermediation, consultant hiring expectations, and more.

Methodology

This research is based on in-depth interviews conducted from February through September 2024 with 151 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.