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The Voice of Canada’s Investment Funds Industry

Investor Research

The opinions and attitudes of Canadian investors help shape many of IFIC’s policy positions.

Every year since 2006 we have sponsored a survey by the independent research firm, Pollara, of 1,000 or more Canadian mutual fund investors on everything from their confidence in funds to help them meet their investment goals to how much money they first invested.

The important insights gleaned from the results help us to understand the possible impact on investors of proposed regulations and to share that knowledge with our regulators.

We also seek credible, unbiased research from other third-party sources, some of which is included below.



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.


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.


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.


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.


2016
IFIC Pollara Investor Survey (September 2016)

2015
IFIC Pollara Investor Survey (October 2015)

2014
IFIC Pollara Investor Survey (October 2014)

Annual survey of mutual fund investors