Search
IFIC logo
The Voice of Canada’s Investment Funds Industry

Research

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.

(September 26, 2019)

Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios A Global Perspective (2019 Update)

This report has been commissioned by The Investment Funds Institute of Canada (IFIC) as an update to the data, analysis and information originally developed in 2012 as part of a study into the cost of ownership (CoO) of mutual funds in Canada and the United States. The analysis was expanded to include the cost of ownership of fund in the U.K. and Europe.

(July 25, 2019)

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.

(June 6, 2019)

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.

(March 6, 2019)

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.

(September 26, 2018)

Global Regulatory Developments in Investor Protection (May 2018)
(May 31, 2018)

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.

(February 28, 2018)

IFIC Pollara Investor Survey (November 2017)

The 12th 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.

(November 22, 2017)

Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios: September 2017 Update

This report provides a comprehensive assessment of the full cost of owning mutual funds in Canada and the United States. 2017 update to the 2012 study by Strategic Insight.

(October 4, 2017)

Economic Impact Assessment of Banning Embedded Commissions in the Sale of Mutual Funds - PwC
(July 5, 2017)

Advice and the Modest Investor: A Canadian Perspective
(June 7, 2017)

IFIC Pollara Investor Survey (September 2016)
(September 15, 2016)

Investor Economics - Analysis of Factors Influencing Fund Flows - September 2015
(December 4, 2015)

IFIC Pollara Investor Survey (October 2015)
(October 16, 2015)

Quebec’s Mutual Fund Industry: Assessing the Economic Footprint - Institut du Québec (June 3, 2015)
(June 3, 2015)

Money Management Matters: Assessing the Economic Footprint of Ontario’s Funds Industry - Conference Board of Canada (November 20, 2014)
(November 20, 2014)

Boosting Retirement Readiness and the Economy through Financial Advice - Conference Board of Canada (September 22, 2014)

Research report on the economic impact of a potential increase use of financial advice

(September 22, 2014)

Paying for Advice - Why Options are Important
(August 29, 2014)

Mutual Fund Industry Economic Footprint - Conference Board of Canada (October 7, 2013)
(October 7, 2013)

Canadian Study - Mutual Fund MERs and Cost to Customer in Canada (September 2012)
(September 1, 2012)