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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 in-depth interviews conducted from February through November 2022 with 163 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.