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
This report provides statistics and analysis of mutual fund and exchange traded fund (ETF) sales and assets under management.
(January 23, 2020)Annual survey has been expanded to include responses from both mutual fund and exchange-traded fund (ETF) investors.
(September 26, 2019)This report quantifies the economic footprint of the Canadian investment funds industry.
(August 7, 2019)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)The report examines the current state of the investment funds industry in Canada, including trends that impact investors.
(June 6, 2019)This report explores how behavioural economics principles can be used to enhance aspects of fee and performance reporting.
(March 6, 2019)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)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)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)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)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)(June 7, 2017)
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)(September 15, 2016)
(October 16, 2015)
May 2015 Update to the 2012 study by Investor Economics and Strategic Insight
(June 9, 2015)(June 3, 2015)
