ISS MI Investor Economics: Household Balance Sheet
Actionable Insights to Navigate the Canadian Financial Landscape
View our recent webinar The Big Squeeze of the 2020s, based on the data-driven insights published in ISS MI’s Household Balance Sheet (HBS) Report.
Household Balance Sheet is the definitive source of information on the Canadian financial landscape — a deep, data-driven perspective on the current and future state of Canadian household wealth (demand) along with actionable insights and implications for the financial services industry operating in or entering Canada (supply).
For almost 30 years, ISS MI’s Investor Economics has provided comprehensive data and a cohesive analytical framework utilized by financial services providers to identify opportunities, anticipate challenges, drive strategy and tactics and quantify and benchmark their positioning within the Canadian retail financial services industry.
Household Balance Sheet
Why does this matter?
- Anchors thought leadership
- Foundational data and forecasts
- Drives the exchange of data, intelligence, and insights
To learn more about what’s included in the 2023 report including the table of contents, report framework and special analysis sections. Fill out the form to download the brochure, or contact ISS Market Intelligence Customer Service for more information.
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In this episode, Benjamin Reed-Hurwitz, Associate Director of EMEA Research at ISS MI, leads a conversation with Goshka Folda, Global Head of Research at ISS MI, diving into the latest Household Balance Sheet (HBS) Report. Ben and Goshka dissect the evolving power dynamics, growth avenues, specialized strategies, and overarching trends, which, while focused on the Canadian wealth management landscape, provide transferable insights applicable to other geographies.
The report highlights a significant surge in model portfolio investment fund sales in the second half of the year, an 11% growth compared to 2% for the entire investment fund channel on a trailing six-month gross sales basis. Model portfolio sales comprised 53% of all investment fund sales in the second half of the year.
The Brit ISA policy, aimed at directing investments towards UK companies, comes at a time when data indicates a shifting landscape in investor preferences. Analysis conducted by ISS MI reveals a notable decrease in demand for domestic equity funds not only in the UK but also in key European markets such as Germany and France.
Over the past five years European-domiciled equity funds have been on quite the roller coaster ride—a ride that most recently climaxed between 2020-2022 as investor euphoria during the pandemic led to a spike in positive investment flows during 2020 and 2021.
ISS Market Intelligence has released the latest edition in the Windows into Defined Contribution series. The Q4 2023 edition discusses full year 2022 defined contribution results, examining the declines in retirement plan assets alongside the moderation in plan outflows.
Join Goshka Folda, host of MI Talk and Global Head of Research at ISS Market Intelligence, and Will Stevenson, Senior Research Associate at ISS MI as they delve into the 2023 edition of the Household Balance Sheet. In this episode, they explore the “Big Squeeze,” dissect the decline in household savings rate and uncover flows within different cohorts.
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