Investor Readiness for Better Investing (Part 3 and Final Report)
The final part of a three-part, longitudinal study shows that the new CRM2 fee reports have produced a positive overall effect on investor knowledge and behaviour.
Investor Readiness for Better Investing (Part 2)
Findings from this study show that BC investors find value in their new CRM2 fee reports because the reports are easy to understand and they help investors learn about the fees they pay for the investments they hold.
Investor Readiness for Better Investing (Part 1)
This study confirms that BC investors need to learn more about investment fees, including the types of fees they pay and how much they pay their advisor. It also showed that investors with smaller portfolios are less informed, less satisfied, and less likely to communicate with their advisors.
Smarter Investor Study: BC Report
Findings from the national Smarter Investor Study from the BC Report showed that while most British Columbians agree they have responsibilities when it comes to investing, many neglect those responsibilities.
National Smarter Investor Study
In this study of 2,407 Canadians, the BCSC generates new understanding and insight into client knowledge and perceptions about investing among Canadians aged 35 and older, with a particular emphasis on probing their relationship with advisors in more detail than in the past. The study also introduces a new lens for understanding investing behaviour — personality.
British Columbia Investment Fraud Vulnerability Insights
This study goes beyond an examination of overall levels of vulnerability by testing a key example of each of the think, feel, and do principles, showing that each has its own distinct impact on vulnerability to investment fraud.
National Investment Fraud Vulnerability Report
This study looks past trust and examines who is most vulnerable to fraudulent investment offers and what triggers would motivate them to invest in one.