Investment Performance Analytics
Real data insights that help Canadian investors make smarter decisions. We break down complex market trends into clear, actionable intelligence that actually matters for your portfolio.
Beyond Surface Numbers
Most investment reports give you what happened. We dig into why it happened and what comes next. Our analytics team processes market data from TSX, NYSE, and international exchanges to spot patterns that others miss.
Multi-Market Analysis
We track over 15,000 securities across North American and global markets, analyzing correlation patterns that impact Canadian portfolios specifically.
What makes our approach different? We focus on the Canadian investor perspective. Currency fluctuations, tax implications, sector weighting – all filtered through what actually affects your returns.
Sector Performance Deep Dives
Canadian energy, tech, and financial sectors behave differently than their US counterparts. Our quarterly reports break down these nuances with specific examples.
- Resource sector volatility patterns and seasonal trends
- Technology stock correlation with currency movements
- Banking sector dividend sustainability analysis
- Real estate investment trust performance metrics
Each report includes three-year historical context plus forward-looking indicators based on economic policy changes and market structure shifts.
Henrik Bramstrom
Senior Investment Analyst
"I spent eight years at pension funds analyzing Canadian equity performance. The biggest mistake I see is treating our market like a smaller version of Wall Street. It's not – the dynamics are completely different."
Henrik leads our sector analysis team and publishes monthly insights on resource stock patterns.
Risk Assessment Framework
Standard deviation and beta coefficients tell part of the story. We layer in currency risk, regulatory changes, and concentration risk specific to Canadian portfolios.
- Multi-currency exposure analysis for global holdings
- Concentration risk in Canadian dividend aristocrats
- Interest rate sensitivity across asset classes
- Liquidity analysis for mid-cap Canadian equities
Our risk models helped clients identify potential issues in March 2024 when oil price volatility created unexpected correlation spikes between energy and financial sectors.
Performance Attribution
Your returns came from somewhere specific. We break down exactly which decisions added value and which ones didn't, so you can learn from real experience.
Asset allocation, security selection, timing – we measure the impact of each component. Plus sector tilts, currency hedging decisions, and fee impact analysis.
This granular approach helps portfolio managers understand what's working and what needs adjustment based on actual results rather than theoretical models.
Monthly Intelligence Reports
Get comprehensive market analysis delivered the first Tuesday of each month, covering trends that matter for Canadian investors.
Market Structure Analysis
How changing market dynamics affect liquidity, volatility, and execution quality for Canadian securities.
Currency Impact Studies
Detailed analysis of how CAD movements affect different asset classes and hedging strategies.
Economic Indicator Tracking
Bank of Canada policy implications, employment data impacts, and commodity price correlations.
Start Receiving Detailed Analytics
Our next comprehensive market report launches in August 2025. Get early access to our analysis framework and sample reports.
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