Investor Economics Inc.

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Since 1992, Investor Economics has become a thought leader in financial services by constantly identifying trends and creating benchmarks for the industry to follow. With a staff of over 25 experts dedicated to timely and relevant research, we provide the highest possible value of service and support for our clients every day. Our team constantly challenges the norm and discerns new trends to better define fresh ways of looking at the marketplace. Together, their knowledge, passion and dedication come to life in the data they analyze and interpret.

At Investor Economics, we provide our clients with a comprehensive assessment of the financial services industry at large. We collect a massive amount of data and translate it into easy-to-understand analysis. The completeness and continuity of our data allows our team to constantly challenge the norm, identify new trends, and introduce new ways of looking at the marketplace.

Founded in 2009 by Chairman and CEO Jim Casella, Asset International provides critical data, business intelligence, and information services to the global investment management industry. AI delivers proprietary data and analytics, as well as marketing solutions that target global asset managers. The Company’s client base includes over 500 of the most prominent names in the asset management industry, representing more than $20 trillion of global AUM. Its recognized data products include the Simfund Mutual Fund database, Strategic Insight, Investor Economics, and Plan for Life.

On a partially unrelated note, and bucking the trend set in the second and third quarters of 2012, ODB trading volumes in the closing frame of the year were once again on the rise. Growth was partially driven by the pre-RRSP season ramp-up. Despite the bump, early indications are that transaction levels will remain near four-year lows. Stay tuned over the coming weeks for a fourth quarter wrap-up for both the online/discount and full-service brokerage channels.

Jim Casella added, “Our superior data has allowed us to build strong client relationships, and our business intelligence products are differentiated by their quality and ease of use. We are uniquely positioned to grow our client base and benefit from the long-term growth in retirement saving and planning driven by aging demographic trends worldwide.

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