ETF 2020 – Preparing for a new horizon
ETFs are no longer a niche product, and their impact will continue to be felt much more widely than imagined.This publication can assist your organization in weighing the mertis/demertis of an ETF strategy.
Redefining competition in a world without boundaries: 18th Annual Global CEO Survey — Key findings in the asset management industry
This report is a summary of our survey findings in the asset management sector, based on the answers from 155 asset management CEOs in 46 countries.
NI 81-106 disclosure checklist - Canadian investment funds 2014
This publication is intended to provide supplemental general guidance for those preparing financial statements of investment funds subject to National Instrument 81-106 – Investment Fund Continuous Disclosure (NI 81-106).
Truth in transparency: Findings from PwC's mutual fund investor survey
The purpose of our survey is to address this gap and the need to understand the perspective from the investor — who is the ultimate client.
CRM2: Ready or not… Industry perspectives on Client Relationship Model – Phase 2
Are Canada’s financial services firms ready for Phase 2 of the Client Relationship Model (CRM2)? We surveyed a number of banks, insurers and asset management firms to find out.
Asset Management 2020 - A Brave New World
To help asset managers plan for the future, we have considered the likely changes in the asset management industry landscape over the coming years and identified key game.
2013-10-25 First-time IFRS annual financial statements, Investment funds - An illustration (Second Edition)
This Newsletter contains the second edition of illustrative first-time IFRS annual financial statements prepared to help investment funds transitioning from Canadian GAAP to IFRS.
Asset Management – Strategic imperatives for asset managers
This report identifies the strategic imperatives for the asset management industry and the key implications for asset managers, and the questions firms should ask to best adapt their strategies.
2013-05-13 First-time IFRS annual financial statements, Investment funds - An illustration
This Newsletter contains the illustrative first-time IFRS annual financial statements prepared to help investment funds transitioning from Canadian GAAP to IFRS.