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Executive Summary

Despite the public market rebound in 2023, investment outlook remains clouded by macroeconomic and geopolitical uncertainties. Contending with macro risks and market volatility while optimally positioning their portfolios are top priorities for asset owners.

Methodology

This research is based on in-depth interviews conducted from February through November 2023 with 156 of the largest tax-exempt funds in Canada. Senior fund professionals were asked to provide quantitative and qualitative evaluations of their investment managers, assessments of those managers soliciting their business, and detailed information on important market trends.