Retail investors are set to drive growth in private investment strategies, with global assets expected to double by 2027, a new report says.
This year's report analyzes Canadian angel investment totaling $262.1 million, a record recovery from 2020’s pandemic low of $102.9 million.
Karsten Wenzlaff, Advisor
August 26th, 2025
Karsten Wenzlaff is a Crowdfunding and Fintech Expert from Germany. He is Secretary-General of Digit[...]
Category Archives: Research
Retail Investors to Drive Growth in Private Assets Under Management Expected to Reach $18.3 Trillion by 2027
Investment Executive | Mark Burgess | Oct 6, 2022
Retail investors are set to drive growth in private investment strategies, with global assets expected to double by 2027, a new report says.
- Data provider Preqin forecasts global private assets under management will grow from US$9.3 trillion at the end of 2021 to US$18.3 trillion by the end of 2027.
- With many institutional investors nearing their target allocations for alternative assets, retail investors will be a key driver of that growth as more products become available in that channel, Preqin said in a report released Wednesday. There are plenty of profitable options from real estate to investing in clothing brands, see the Nakd Stock Forecast 2025 for articles and research of interest.
See: SEC commissioner: Investors have the right to make their own decisions without regulators standing in the way
- Interest among high-net-worth investors, in particular, is expected to increase.
- “Against this backdrop, we expect to see more sustained growth in the asset classes which have historically performed well in more volatile markets and which are able to provide inflation protection, such as infrastructure, natural resources and private debt,” Preqin CEO Christoph Knaack said in a release.
- In Canada, asset managers have been acquiring private investment firms to try to stand out in a competitive market for high-net-worth clients and to fight back against diminishing fund fees.
Continue to the full article --> here
The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org
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FT Partners Oct 2022: Blockchain & Crypto Monthly Market Update and Analysis
FT Partners | Oct 5, 2022
View the 72 page online report --> here
The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org
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Kraken Sep 2022 Report: Silver Lining
Kraken Blog | Oct 6, 2022
Hot on the heels of August, September 2022 also trended negatively for cryptoassets overall. Based on market capitalization, all sectors saw negative returns for the month, ranging from -14% to -1%.
Following the overall crypto market trend, NFT market activity also slowed in August. Average daily users and average daily transactions fell -5.7% and -3.1% MoM, respectively. NFT volume also decreased as average daily volume dropped -26.3%. DeFi assets saw mixed returns, ranging from -21% to +27%.
See: Chainanalysis Breaks Down the White House Framework on Crypto
Are the markets poised for recovery in the coming weeks? Find out in our latest market recap and outlook report as the team explores what happened in September and what lies ahead.
Continue to the full article --> here
View the 11 page report --> here
The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org
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Reg CF in the U.S. Created 300,000 Jobs and Boon for Local Economies, Women. and Minorities Seeking Funding
Crowdfund Insider | | Sep 29, 2022
In 2021, the SEC took an important step in helping the ecosystem by increasing Reg CF from an anemic funding cap of $1.07 million to $5 million. Industry insiders believe the cap should actually be more than that – at least $10 million, or higher. The JOBS Act 4.0 seeks to improve upon Reg CF alongside other capitol formation policy goals. Hopefully, Congress will bump #J4 to the top of the legislative list, by now, the benefits should be clear.
See: JOBS Act of 2012: Ten Years of Legalized Investment Crowdfunding
This past week, the Association of Online Investment Platforms (AOIP) visited with multiple House and Senate offices, along with the Securities and Exchange Commission, to share the success of the exemption, alongside the other exemptions that help companies raise money online.
Crowdfund Capital Advisors (CCA) was helpful in providing an update on Reg CF. Sherwood “Woodie” Neiss, Principal at CCA, stated that Washington, DC needs to be reminded of the success. Some key points provided by CCA, include:
- Companies that have raised funds online have pumped over $3.4 billion into local economies by purchasing goods and services mainly from local vendors.
- Another interesting data point is that women and minority founders are seeing a higher success rate (67%) than white male founders (48%).
- The economic value of successful issuers is scaling and will lead to some sizable returns for investors
- Companies are receiving funding all across the USA, in more than 1,500 cities, and in over 500 different industries
- The success rate of issuers raising funds online is greater than other forms of financing which is why women and minorities are turning to investment crowdfunding as their preferred method for capital formation
- Over 300,000 jobs have been created or supported as a direct result of investment crowdfunding proving it can be a jobs engine and live up to its namesake, the JOBS Act.
See: Fintech Fridays EP57: 10 Years of Investment Crowdfunding: Past, Present & Future Since the JOBS Act
“As we enter this uncertain period for our economy, we are reminded that the key to keeping local economies strong is supporting local businesses.These local businesses include small/medium businesses as well as pre-IPO startups that aren’t heading to Silicon Valley anymore. As the capital markets recoil, investment crowdfunding will play a larger role in supporting these businesses and our overall economy.” Sherwood Neiss
Continue to the full article --> here
The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org
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NACO Publishes 2022 Report on Angel Investing in Canada
NACO | Sep 28, 2022
This year's report analyzes Canadian angel investment totaling $262.1 million, a record recovery from 2020’s pandemic low of $102.9 million.
For the first time in our history, we’re leveraging our international platform to spotlight the achievements of 27 women trailblazers. These leaders are at the forefront of Canada’s innovation economy. Together, we are working to transform inertia into action, barriers into opportunities and gaps into indicators of how much more is possible.
This year‘s report is an in-depth, data-driven analysis that highlights persistent regional inequities. This is not just academic. It is a lived, day-to-day experience for Canada’s entrepreneurs. This is especially true for those that face systemic barriers and limited local pathways to mentorship and funding networks.
In these uncertain times, the economic and social imperative to take bold action cannot be overstated.
See: OSC Publishes 2022 Investment Funds Survey Results Data
However, change is coming. In communities across the country, innovation leaders are putting in place the building blocks needed to support entrepreneurs within emerging provincial and territorial ecosystems. Together we are creating a more collaborative, nationally accessible entrepreneurial economy.
As NACO celebrates its 20th anniversary, we strive to build a future that is better than the past. On the ground in local communities across the country, our members are helping us drive progress across Canada’s innovation ecosystem. By leveraging our national platform and network of early-stage investors, along with our country’s most prominent business incubators and accelerators, we can push Canada‘s innovation ecosystem to the next level.
In shining a national spotlight on the incredible leaders featured throughout this report, we aspire to motivate additional widespread change that transforms inertia into action, barriers into opportunities and gaps into indicators of how much more is possible.
Download the report --> here
The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org
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OSC Publishes 2022 Investment Funds Survey Results Data
OSC | Sep 14, 2022
The Investment Fund Survey (IFS) is an annual survey sent to more than 400 investment fund managers (IFMs) registered in Ontario to collect data on approximately 5,700 prospectus-qualified and exempt investment funds with at least $10 million in net assets. The collection of such data will allow for more comprehensive oversight of the Canadian investment fund industry and delivers on the OSC’s mandate of contributing to the stability of the financial system.
See: Why Data is the Lifeblood of a Modern Regulator
Each year the annual data from the IFS is shared by:
- providing aggregated survey data as a downloadable CSV file on a no-names basis, and
- publishing charts that allow stakeholders to see certain insights from the data.
This data is shared to promote greater transparency, in a manner that protects IFM confidentiality. This information will be updated annually as new data is received from IFMs.
- Aggregated IFS data (CSV)
- Summary IFS charts (PDF)
Read more about the IFS to understand why and how it is conducted.
Continue to the full article --> here
The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org
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OMFIF / EY Report: Blockchain for Public Finance – Capital Markets and Beyond
More effective and efficient policy-making can be realised by a public finance management system that places transparency and the seamless sharing of data at its heart. A PFM system should ensure that funds reach their intended recipients and are used for their intended purpose. And it must give the central budgetary authority accurate and regular reports of how its resources are being used, providing it with the information necessary to formulate and design fiscal policy.
See: KKR Partners with Securitize to Launch Part of Health Care Fund on Avalanche’s Public Blockchain
The advent of digitalisation promised simplification and efficiency. However, since each entity involved in the finance management and budget delivery process uses their own systems, the consequence is often a huge duplication of effort — financial and nonfinancial reporting conducted anew at every level, requiring manual reconciliation. This duplication wastes time and resources. A more automated process would not only cut down on this, but also reduce the incidence of costly mistakes. A key challenge in the construction of an efficient PFM system is to address these problems.
Table of Contents
Improving public policy and delivery: More effective and efficient policy-making can be realised by a public finance management system that places transparency and the seamless sharing of data at its heart.
Existing challenges: Building a dedicated public finance management system that overlays internal ones will help aid data capture and sharing, delivering for the public good.
See: Canada to Launch ‘Digital Ambition 2022’ Public Consultation For Digital ID Framework of Federal Public Services
Economic advantages of improvements: A modern PFM system would not only save on overhead and administrative costs, but bring benefits through fraud
and waste reduction, as well as better tracking what how impactful spending is.
Applications in capital markets: Green bond issuers and investors will benefit from a modern PFM system, tracking more efficiently how proceeds are spent and regulations are adhered to.
Towards better public finance management: More effective and efficient policy-making can be realised by a public finance management system that places transparency and the seamless sharing of data at its heart.
Public finance management systems have existed in one form or another for a long time but, in many cases, have failed to develop the sort of streamlined interinstitutional functionality now needed.
Download the 24 page PDF report --> here
The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org
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