Recent Headlines

CIFSC Introduces New Chair

The Canadian Investment Funds Standards Committee (CIFSC) has elected Brian Bridger, Director, Analytics and Data at Fundata Canada Inc. as its Chair for the coming year, effective January 1, 2013. To see the press release, please click here.

Download 2011 New Chair Announcement View 2013 New Chair Announcement (PDF)

CIFSC Announces changes to Policies and Procedures

Feb 29, 2012 – The CIFSC has made changes to the Policies and Procedures regarding the process for category changes under Section A / Part 1 / 1.2 / point 7. The new procedures will take effect immediately. The new Policies and Procedures document is available here

Download 2010 New Chair Announcement View CIFSC Policies and Procedures (PDF)

2011 Category Changes Announcement

Jul 13, 2011 -- The CIFSC has reviewed the category schema and will be making the following changes. For more information, please click here.

Download 2010 New Chair Announcement View 2011 Category Changes Announcement (PDF)

CIFSC Introduces New Chair

The Canadian Investment Funds Standards Committee (CIFSC) has introduced Reid Baker, Analyst, Investment Analytics and Research at Fundata Canada, as its Chair effective Jan 1, 2011. To see the press release, please click here.

Download 2011 New Chair Announcement View 2011 New Chair Announcement (PDF)

2010 Category Changes Announcement

Jul 12, 2010 -- The CIFSC has reviewed the category schema and will be making the following changes. For more information, please click here.

Download 2010 New Chair Announcement View 2010 Category Changes Announcement (PDF)

CIFSC Introduces New Chair

The Canadian Investment Funds Standards Committee (CIFSC) has introduced David O’Leary, Manager of Fund Analysis at Morningstar Canada, as its Chair effective April 1, 2010. To see the press release, please click here.

Download 2010 New Chair Announcement View 2010 New Chair Announcement (PDF)

2009 Comment Period Notice

1-May-2009 -- The CIFSC has released its decision concerning the revisions to the category definitions for 2009. Please click on the following for details.

Download 2009 Comment Period Notice View 2009 Comment Period Period Notice (PDF)

2008 Category Revisions

25-Apr-2008 -- The CIFSC has released its discussion paper concerning the upcoming revisions to the category definitions. The discussion paper outlines the proposed changes to the category schema, as well as the timelines involved.

Download Discussion Paper View 2008 Category Revisions Discussion Paper (PDF)

CIFSC Releases 2008 Policies and Procedures Manual

31-Mar-2008 -- The CIFSC has released their 2008 Policies and Procedures Manual for public consumption. The document outlines the general operations of the committee, classification principles and processes, and communication procedures. The document was initiated in the effort to better familiarize the public with the committee's ongoing operations. To download a copy, plese visit the "Policies and Procedures" section of the website.

CIFSC Completes Rollout of 2007 Retail Investment Fund Categories

10-Aug-2007 -- The Canadian Investment Funds Standards Committee (CIFSC) today posted on its website, www.cifsc.org, the list of funds classified in the new 2007 CIFSC category system. read more

CIFSC Releases Updated Category Definitions for Public Comment

5-Apr-2007 -- The Canadian Investment Funds Standards Committee (CIFSC) today released an updated version of its Retail Investment Fund Categories for public review and comment. read more

Morningstar Rejoins CIFSC

6-Mar-2007 -- Morningstar Canada and the Canadian Investment Funds Standards Committee (CIFSC) announced today that Morningstar Canada has rejoined the CIFSC, effective immediately, setting the stage for re-establishing a single set of basic industry-wide categories for Canadian investment funds later this year. read more

CIFSC Introduces New Chair

1-Feb-2007 -- The Canadian Investment Funds Standards Committee (CIFSC) today introduced Chris Adair, General Manager of Fundata Canada Inc., as its Chair for 2007. read more

New FundSERV Representation at CIFSC

18-Dec-2006 -- The Canadian Investment Funds Standards Committee (CIFSC) today announced that FundSERV Inc. is now represented on the committee by Harry Gundy, Senior Manager, Customer Relations and Business Analysis. read more

CIFSC Completes Quarterly Fund Category Review and Reiterates Position on Income Trusts

2-Nov-2006 -- The Canadian Investment Funds Standards Committee (CIFSC) announced today that it has completed its first quarterly review of funds under its new classification system. read more

CIFSC Completes Launch of New Fund Classifications

13-Sep-2006 -- The Canadian Investment Funds Standards Committee (CIFSC) today confirmed the completion of its launch of an updated and more consumer-friendly classification system for Canadian investment funds. read more

CIFSC Launches New Fund Classifications

1-Jun-2006 -- The Canadian Investment Funds Standards Committee (CIFSC) today launched an updated and more consumer-friendly categorization process for Canadian retail investment funds. read more

CIFSC revises definition for Canadian Income Balanced

26-Sep-2005 -- The Canadian Investment Funds Standards Committee has approved a revised definition for Canadian Income Balanced funds. It takes effect as of the Sept. 30 data reporting period. read more

CIFSC revises definition for Canadian Income Balanced

10-Jun-2005 -- The Canadian Investment Funds Standards Committee confirmed today it has made revisions to its categories, effective as of the May 31 data reporting period. There are now 34 categories, down one from previously. One new category -- Canadian Income Balanced -- has been added and two others -- Canadian Mortgage and Latin American Equity -- have been eliminated. read more

CIFSC approves category revisions

10-Feb-2005 -- The Canadian Investment Funds Standards Committee (CIFSC) announced today that it has approved revisions to the standard categories used by all of its members for their products and services. The revisions are scheduled to take effect as of the monthly reporting period ended May 31, 2005. read more