View Full Report
Executive Summary

This report contains links to the data tables in excel format for the Canadian Institutional Investor Key Trends.

Methodology

This research is based on in-depth interviews conducted from February through November 2024 with 153 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.