Investor Economics

Empowering Financial Growth Through Comprehensive Research and Insights

Investor Economics has been a leading provider of business intelligence and thought leadership to the wealth management industry for over three decades. We empower our clients to make informed decisions, navigate market challenges, and achieve sustainable growth. Founded on the principles of integrity, innovation, and collaboration, we are trusted by financial institutions, asset managers, and wealth advisors across North America.

Our Expertise

Our team of experienced researchers and industry experts are dedicated to delivering unparalleled insights across the entire wealth management landscape. We offer a comprehensive range of services, including:

Research

• Market research: In-depth analysis of current trends and future outlook across product, distribution, and demand in the retail financial services industry.
• Investor research: Comprehensive study of investment strategies, performance benchmarks, and market dynamics affecting investment funds and other wealth management products.
• Data analytics: Development of unique metrics and analytical frameworks to quantify and track industry performance.

Consulting

• Strategic guidance on market positioning, distribution expansion, and product innovation.
• Operational efficiency assessments and process improvement recommendations.
• Leadership development programs and executive coaching.

Tools & Resources

• Access to our extensive research library and online tools.
• Custom-developed data dashboards and reporting solutions.
• Executive briefings and personalized consultations with our experienced professionals.

Our Vision

Our vision is to be the most trusted source of independent research and insights for the wealth management industry. We are committed to providing our clients with the knowledge and guidance they need to navigate the complexities of the financial landscape and achieve lasting success.