Research Reports
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.
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.
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.
2017
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.
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
This report quantifies the economic footprint of the Canadian investment funds industry.
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.
The report examines the current state of the investment funds industry in Canada, including trends that impact investors.
This report explores how behavioural economics principles can be used to enhance aspects of fee and performance reporting.
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.
The survey aims to understand what financial services clients mean by "advice" and how this may evolve and differ under a variety of circumstances.
2017
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.
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
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.
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.
