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Executive Summary

This report provides detailed information on investment consultant usage globally. Review the market position of leading firms, including those consultants most frequently considered for a new assignment.

Methodology

This research is based on personal interviews conducted from July through November 2021 with 160 of the largest tax-exempt funds in Canada. Total assets exceed $1 trillion.

Senior fund professionals were asked to provide quantitative and qualitative evaluations of their investment managers, qualitative assessments of those managers soliciting their business, and detailed information on important market trends.