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Executive Summary

This report provides detailed information on the a state of the market in Canada's Investment Consulting business. Topics covered include: change in assets under advisory elvels, manager sleection pipeline, top OCIO providers and more.

Methodology

Coalition Greenwich conducted in-depth interviews with the leading investment consultants in Canada between February and April 2023.

Large and mid-sized consultants were asked to provide quantitative and qualitative evaluations of investment managers including short list recommendations.