For 30 years, Investor Economics Household Balance Sheet (HBS) Report, has been utilized by financial service providers to identify opportunities, anticipate challenges, solve questions facing their business, and benchmark their position. Now reinvented for greater impact.

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June 2025

HELLO

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You are the first to know about a major advancement which we are now unveiling. We are launching a NEW HOUSEHOLD BALANCE SHEET REPORT.

 

For 30 years, Investor Economics Household Balance Sheet (HBS) Report, has been utilized by financial service providers to identify opportunities, anticipate challenges, solve questions facing their business, and benchmark their position. HBS is Canada’s most comprehensive data-driven perspective on the current and future states of household wealth.

 

AS THE HBS REPORT HEADS INTO ITS 17TH EDITION IT IS EVOLVING INTO A NEW STRUCTURE BASED ON REQUESTS AND FEEDBACK FROM OUR CLIENTS.

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Rest assured there will be no compromise to the in-depth research, but you will see more condensed 
formats which get right to the point.

 

Instead of a massive HBS Report being released every 2 years with rebased forecasts in between, this new structure brings you a steady stream of intelligence to keep you current on the outlook for wealth and retail financial services.

New HBS Structure and Research Release Schedule

We are very excited about this new structure and higher frequency of research releases and hope that you will help us spread the word by passing this along to others at your firm.

Please let our Client Success team know if you have any questions (emails below).
mariela.cayaffa@issmarketintelligence.com | bijeta.saha@issmarketintelligence.com

 

We look forward to releasing the NEW HBS.

Goshka Folda
Managing Director
Global Head of Research, ISS Market Intelligence | Head of Investor Economics

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