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

Research Reports


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.



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.


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.


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.


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.


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.



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.


Global Regulatory Developments in Investor Protection (May 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.