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The Voice of Canada’s Investment Funds Industry

Communicating Advisor Value

The benefits of financial advice are now well-recognized. Independent research and academic studies confirm the higher levels of wealth achieved by those who use advisors on an ongoing basis. These investors also have better savings habits and are more confident in their ability to meet their retirement income needs.

In Canada, advice is readily available because the foundational principles of investment funds – shared costs, risks and rewards – extend to advisor services. These enable Canadian investors, even first-time savers and those with modest levels to invest, to access advice at a lower cost than investors in several other countries.

In addition to our own research reports on the value of advice, IFIC provides links to academic and international research.



Documents

2020
IFIC and Pollara Strategic Insights Investor Survey (September 2020)

The annual survey measures the attitudes, opinions, and behaviours of mutual fund and exchange-traded fund investors in Canada. This year, the survey has been expanded to include investor responses on responsible investing.


Saving for the Future: Impacts of Financial Advice on the Canadian Economy

This research report is an update of the Conference Board of Canada's 2014 paper "Boosting Retirement Readiness and the Economy Through Financial Advice". It evaluates the impact of advice on individual savings, and the resulting positive effects on the Canadian economy.


Report on Responsible Investment

The report provides an overview of responsible investing (RI) in Canada and around the world, including terminology, financial performance and the future of RI.


2019
IFIC and Pollara Strategic Insights Investor Survey (September 2019)

Annual survey has been expanded to include responses from both mutual fund and exchange-traded fund (ETF) investors.


Canadian Investment Funds Industry: Recent Developments and Outlook

The report examines the current state of the investment funds industry in Canada, including trends that impact investors.


Behavioural Economics Applied to Enhance Disclosure Practices and Investor Outcomes (February 2019)

This report explores how behavioural economics principles can be used to enhance aspects of fee and performance reporting.


2019 Your Guide to Investment Funds

Helpful information for every stage of your financial journey


2018
Canadian Mutual Fund Investor Survey

The 13th wave of Pollara's telephone survey of mutual fund investors in Canada. The study was initiated to better understand Canadian mutual fund holders, to identify their attitudes, opinions, needs, expectations and behaviours and to track these over time.


Advisor Insights: Global Regulatory Developments in Investor Protection (May 2018)

This issue of Advisor Insights focuses on regulatory developments in 16 countries and is based on a research report that was updated in May 2018. It summarizes report findings in a number of areas, including expanded disclosure, targeted reforms, best interest standard and embedded commissions and includes key points for advisors to discuss with clients.


IFIC Brondesbury Group Investor Survey – Anatomy of Advice (November 2017)

The survey aims to understand what financial services clients mean by "advice" and how this may evolve and differ under a variety of circumstances.