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The Voice of Canada’s Investment Funds Industry

Research Reports


2017
Canadian Mutual Fund Investors’ Perceptions of Mutual Funds and the Mutual Funds Industry – 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.


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.


Economic Impact Assessment of Banning Embedded Commissions in the Sale of Mutual Funds - PwC

Advice and the Modest Investor: A Canadian Perspective

Global Regulatory Developments and Impacts (April 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.



2016
IFIC Pollara Investor Survey (September 2016)


2015
Investor Economics - Analysis of Factors Influencing Fund Flows - September 2015

IFIC Pollara Investor Survey (October 2015)

2015 Update - Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios - A Canada - U.S. Perspective

May 2015 Update to the 2012 study by Investor Economics and Strategic Insight