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The Voice of Canada’s Investment Funds Industry

Research Reports

Fact-based independent research is fundamental to IFIC’s approach to policy and advocacy. Each year, we commission reports from some of Canada’s most respected think tanks, research houses and industry analysts.

Reports range from detailed economic analyses to investor research. They explore topical issues with the intention of providing regulators and public policy makers with authoritative input.

Through IFIC’s partnerships with highly-regarded organizations known for the integrity of their research methodologies, policy makers and regulators can have confidence in the reliability of IFIC reports.

Featured Documents

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.

(September 21, 2020)

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.

(June 25, 2020)

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.

(June 11, 2020)

Can Dynamic Interactive Design Improve Investment Disclosure?

This report examines online interactive disclosure and its potential to enhance the understanding of investment fee and performance reporting.

(March 12, 2020)

2019 IFIC Investment Funds Report

This report provides statistics and analysis of mutual fund and exchange traded fund (ETF) sales and assets under management.

(January 23, 2020)

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)

Assessing the economic footprint of the funds industry in Canada (The Conference Board of Canada)

This report quantifies the economic footprint of the Canadian investment funds industry.

(August 7, 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)

IFIC 2018 Investment Funds Report

This web-based year-end report provides asset and fund sales information for both mutual funds and exchange traded funds for 2018.

(January 23, 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)

CIRANO - The Gamma Factor and the Value of Financial Advice – Summary of Findings

In August 2016, the Center for Interuniversity Research and Analysis of Organizations (CIRANO) released its latest publication by Claude Montmarquette and Nathalie Viennot-Briot examining the value of financial advice. This document provides a summary of findings.

(March 15, 2017)

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