Other Studies:
-> Employee participation in voluntary retirement plans
-> Selecting a Global Custodian
-> Response to triggering life events
-> How exporters perceive risk and what they do about it
-> Using service improvements to change buyer behavior
-> Re-activating lapsed large-ticket leasing customers
-> Sales success among life insurance agents
-> Implementing e-commerce in large corporations


Losing Finance Proposals - Causes & Cures

The key question is “Can lost financing proposals be reduced without lowering rates”. Through a mix of personal and telephone interviews combined with sophisticated analysis, we identified a small number of quality improvements yielding gains of more than $200 million in revenue.

Information & Trust

A study of 500 consumers highlights the need for multi-channel learning about financial matters. While many can be reached by the Internet, newspapers and magazines are still a solid source of financial information for the average consumer. Above all though, people remain the best way of getting financial messages to most consumers. Regardless of the method, finding information that can be trusted remains a key issue.

What is the Value of Wealth Management Credentials?

What is the value of professional designations in the securities industry -- to employers, to designation holders and most of all to their clients? In an era where consumers are increasingly demanding accreditation, what gives them a sense of comfort about the advisor that serves them? These questions and others are the focus of this work which looks at drivers of value for professional designations and how well several wealth management designations deliver this value. Ways of enhancing the value of wealth management designations are explored. Link to Overview of Findings.

Financing Transportation-for-Hire in the US

This study evaluates current methods of financing transportation-for-hire in the US, as seen from the viewpoint of service providers, equipment owners, and equipment vendors. We assess buyer motivation and decision-making, as well as the competitive position of major providers. Recommendations for desirable new services are provided.

Price & Value in Money Purchase Plans

A look at market sensitivity to price increases for defined contribution plans focused on both price elasticity and the value of special services provided by life insurers. Current costs and the buyers’ understanding of what they are buying helped us identify pricing strategies for existing and potential buyers.

Listed Companies Say More Disclosure Will Help Them

Institutional investors, pension funds and listed companies themselves applauded the introduction of new rules to improve uniformity of disclosure requirements for publicly-traded companies. Institutional investors in our recent study (commissioned by the TSX) indicated that changes in disclosure will encourage them to invest more in smaller issuers, notwithstanding the limitations of small cap investing by large investors. Both listed companies and institutional investors believe that new disclosure rules will improve public perceptions of transparency and consistency in their market, while improving issuer access to capital.