Research Reports
2023
2022
Assessment of the Joint Regulators’ Enhanced Fee Disclosure Proposal - PwC
Examines the proposed amendments to fee disclosure (know as total cost disclosure) by the Canadian Securities Administrators (CSA) and the Canadian Council of Insurance Regulators (CCIR). The report focuses specifically on the proposals to the securities sector. The report examines fee disclosure in other key jurisdictions, examines projected impact on investors, and evalutes impact on the industry.
2021
IFIC and Pollara Strategic Insights Investor Survey (September 2021)
The annual survey measures the attitudes, opinions, and behaviours of mutual fund and exchange-traded fund investors in Canada.
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.
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.
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.
Examines the proposed amendments to fee disclosure (know as total cost disclosure) by the Canadian Securities Administrators (CSA) and the Canadian Council of Insurance Regulators (CCIR). The report focuses specifically on the proposals to the securities sector. The report examines fee disclosure in other key jurisdictions, examines projected impact on investors, and evalutes impact on the industry.
2021
IFIC and Pollara Strategic Insights Investor Survey (September 2021)
The annual survey measures the attitudes, opinions, and behaviours of mutual fund and exchange-traded fund investors in Canada.
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.
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.
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.
The annual survey measures the attitudes, opinions, and behaviours of mutual fund and exchange-traded fund investors in Canada.
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.
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.
The report provides an overview of responsible investing (RI) in Canada and around the world, including terminology, financial performance and the future of RI.
This report examines online interactive disclosure and its potential to enhance the understanding of investment fee and performance reporting.
