Expected Allocation Shifts in Institutional Asset Management – Canada

This report provides detailed information from institutional investors in Canada on expected shifts over the medium term in allocation changes.

This research is based on personal interviews conducted from July through October 2018 with 221 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.