Research
Documents
2020
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.
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.
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.
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.
Annual survey has been expanded to include responses from both mutual fund and exchange-traded fund (ETF) investors.
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.
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.
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.
