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The Voice of Canada’s Investment Funds Industry

Research

Research

Evidence-based research serves as the core of all of IFIC’s submissions and communications. We draw on Canada’s most respected research bodies to ensure that the research we publish and promote is independent and follows the highest professional standards, including the use of recognized scientific methodologies, rigorous analysis, and ethical principles. .

Working with leading domestic organizations such as the Conference Board of Canada, the Fraser Institute, Calgary School of Public Policy and Montreal Economic Institute and Pollara, as well as global research powerhouses such as PwC and Strategic Insight, our goal is to contribute to policy discussions and create better understanding of the industry through factual analysis.

In addition to IFIC-sponsored research, we promote member and stakeholder awareness of independently produced research such as the ground-breaking work of Montreal-based CIRANO on the value of advice.

Finally, drawing from internal and external data, and drawing from third-party research, we conduct analyses and produce summaries and white papers on topics ranging from international regulatory developments to how advice helps the modest investor.

Featured Documents

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)

Media Backgrounder: Financial Advice – Who Needs It and Why.
(June 6, 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 presents Claude Montmarquette: The Gamma Factor and the Value of Financial Advice
(October 25, 2016)

Mutual Fund Investors Recognize the Value of Financial Advice
(September 15, 2016)

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

Media Backgrounder - Research on Factors that Drive Mutual Fund Flows
(February 26, 2016)

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