Investment research – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 10 Apr 2024 19:26:01 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Investment research – Investment Executive https://www.investmentexecutive.com 32 32 FCA to revive research bundling https://www.investmentexecutive.com/news/from-the-regulators/fca-to-revive-research-bundling/ Wed, 10 Apr 2024 19:26:01 +0000 https://www.investmentexecutive.com/?p=483499 Regulator aims to ease asset managers' access to investment research

The post FCA to revive research bundling appeared first on Investment Executive.

]]> Insurance advisors share industry sentiment and needs (charts) https://www.investmentexecutive.com/in-depth_/special-reports/insurance-advisors-share-industry-sentiment-and-needs-charts/ Mon, 12 Feb 2024 05:14:50 +0000 https://www.investmentexecutive.com/?p=479882 Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

The post Insurance advisors share industry sentiment and needs (charts) appeared first on Investment Executive.

]]> Investment industry at “inflection point” with new tech, rate environment: report https://www.investmentexecutive.com/news/research-and-markets/investment-industry-at-inflection-point-with-new-tech-rate-environment-report/ Wed, 06 Sep 2023 13:00:02 +0000 https://www.investmentexecutive.com/?p=471074 The CFA Institute outlined trends for the next decade, including product personalization and active management

The post Investment industry at “inflection point” with new tech, rate environment: report appeared first on Investment Executive.

]]> How we did it: Dealers’ Report Card https://www.investmentexecutive.com/newspaper_/dealers-report-card/how-we-did-it-dealers-report-card-2/ Mon, 28 Aug 2023 04:02:02 +0000 https://www.investmentexecutive.com/?p=470605 Methodology for the Report Card for 2023

The post How we did it: Dealers’ Report Card appeared first on Investment Executive.

]]> CIRO plans industry-wide client research project https://www.investmentexecutive.com/news/from-the-regulators/ciro-plans-industry-wide-client-research-project/ Fri, 04 Aug 2023 18:49:10 +0000 https://www.investmentexecutive.com/?p=469758 SRO to expand former MFDA project to all dealers in 2024

The post CIRO plans industry-wide client research project appeared first on Investment Executive.

]]> Canadians’ financial confidence slipping amid recession fears: survey https://www.investmentexecutive.com/news/research-and-markets/canadians-financial-confidence-slipping-amid-recession-fears-survey/ Wed, 09 Nov 2022 13:00:14 +0000 https://www.investmentexecutive.com/?p=455085 IG Wealth's latest index shows most Canadians expect a recession next year

The post Canadians’ financial confidence slipping amid recession fears: survey appeared first on Investment Executive.

]]> Morningstar discontinuing CPMS platform at end of 2023 https://www.investmentexecutive.com/news/industry-news/morningstar-discontinuing-cpms-platform-at-end-of-2023/ Thu, 14 Jul 2022 19:39:42 +0000 https://www.investmentexecutive.com/?p=448045 The firm will continue to collect the same data, and funds won't be affected

The post Morningstar discontinuing CPMS platform at end of 2023 appeared first on Investment Executive.

]]> Equity issuance hits record heights in 2021: Refinitiv https://www.investmentexecutive.com/news/research-and-markets/equity-issuance-hits-record-heights-in-2021-refinitiv/ Fri, 01 Oct 2021 18:53:55 +0000 https://www.investmentexecutive.com/?p=430209 Global IPOs and secondary offerings set records, at the same time as green bond issuance jumped

The post Equity issuance hits record heights in 2021: Refinitiv appeared first on Investment Executive.

]]> Canadian investors pared back foreign holdings: StatsCan https://www.investmentexecutive.com/news/research-and-markets/canadian-investors-pared-back-foreign-holdings-statscan/ Fri, 17 Sep 2021 15:06:40 +0000 https://www.investmentexecutive.com/?p=428963 Meanwhile, foreign investors continued adding Canadian securities in July

The post Canadian investors pared back foreign holdings: StatsCan appeared first on Investment Executive.

]]> Advisors, investors turn their backs on Bitcoin https://www.investmentexecutive.com/news/research-and-markets/advisors-investors-turn-their-backs-on-bitcoin/ Fri, 16 Jul 2021 16:42:34 +0000 https://www.investmentexecutive.com/?p=425560 Both groups ranked energy as their most bullish asset class, Q3 surveys suggest

The post Advisors, investors turn their backs on Bitcoin appeared first on Investment Executive.

]]>