Adaptive Capacity: How Canadian institutional investors are responding to a changing investment environment
Millani Investor Sentiment Study
September 8, 2026
 
When everything feels material, what matters most?
 
Drawing on confidential conversations with 36 Canadian institutional investors representing approximately C$7.2 trillion in assets under management, Adaptive Capacity explores how investor expectations are evolving as material issues become more interconnected, AI changes how investors assess information, and organizations navigate an increasingly uncertain investment environment.
 
What are investors seeing, what do they expect from organizations, and is your governance equipped to keep pace? Discover the insights shaping this new era of dynamic materiality.