Investor Presentaiton
About the 2020 CSA Investor Index and the Manitoba Custom Report
Background:
The 2020 CSA Investor Index Study is the sixth survey on investment knowledge, investor behaviour, and incidence of investment fraud among Canadians conducted by the Canadian
Securities Administrators (CSA). The previous five surveys were conducted in 2006, 2009, 2012, 2016, and 2017. The information and analysis from these surveys are intended to help the
CSA Investor Education Committee develop and deliver programs to help investors make appropriate investment decisions and recognize, avoid, and report suspected fraudulent
investments.
Research objectives:
The CSA commissioned Innovative Research Group (INNOVATIVE) to design and conduct the 2020 CSA Investor Index. The CSA's Investor Index survey is designed to track key benchmarks
on investor knowledge, confidence, risk orientation, behaviours, use of information, and investment fraud. The full index has been conducted previously in 2006, 2009, 2012, and 2017;
along with a shorter version of the survey in 2016. Each investor index has also included special topics sections focusing on emerging or important issues for that year.
Manitoba Custom Report:
Of the six CSA Investor Index Studies, an oversample of Manitoba respondents were surveyed in 2017 and 2020. These results are tracked in this report to provide the MSC with robust
data about Manitoba over time and in comparison with national results.
Special topics in 2020:
In 2017, we added a new module on robo-advisers. With their increasing popularity, the new special topic explored investors' familiarity with robo-advisers, their prevalence, and the
perceptions surrounding these services. The 2020 Investor Index includes this special topic again, providing tracking on prevalence and key attitudes related to robo-advisers.
One change from 2017 on this topic is around the language used to discuss robo-advisers. While in 2017 we referred to them as "automated advisers", this language has been updated to
"online investment advisers". All specific changes in question text are indicated throughout this report where applicable.
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