Research at SIMA
Evidence-based research underpins SIMA’s submissions and communications. We draw on Canada’s most respected research bodies to publish independent analysis that clarifies complex issues, informs policy and regulatory decisions, and helps the industry respond with confidence.
Latest from research
Stay current on the policy and industry issues where we’re working to protect the interests of Canadian investors and asset managers.
The Shifting Landscape of Financial Influence: Finfluencers, Advisors, and Digital Trust
Survey of Canadian investors
Canada’s Retirement Puzzle: Why Private Savings Must be at the Centre of Reform
Canadian mutual fund and ETF investor survey
Funding the future: The economic impact of Canada’s investment funds industry
IFIC and Pollara Strategic Insights investor survey (October 2023)
Financial advice in Canada report
IFIC and Pollara Strategic Insights investor survey (October 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.
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.
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.
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.
More resources you may be interested in
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