Archive for the Article Category

Category Change Proposal; issue for comment

The CIFSC continuously monitors and analyses the categorization of funds, the current category definitions and structures, as well as any new and developing trends in the investment funds industry. As a result of the most recent review the committee is publishing, for a 30 day comment period, […]

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CIFSC Completes Quarterly Review

The CIFSC has completed its quarter-end reclassification review. The changes are based on data up to March 31st, 2022 and will be reflected in the release of April 2022 month-end data. To see the results of the review, please click here.

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The Canadian Investment Funds Standards Committee (CIFSC) Requests Comment on a proposed Responsible Investment Identification Framework

TORONTO, (April 13, 2022) – The Canadian Investment Funds Standards Committee (CIFSC) requests comment on an updated proposal of a Responsible Investment Identification Framework. The CIFSC’s goal is to meet the need for an objective, comprehensive list of Canadian responsible investment funds allowing investment fund manufacturers and […]

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CIFSC Completes Quarterly Review

The CIFSC has completed its quarter-end reclassification review. The changes are based on data up to December 31st, 2021 and will be reflected in the release of January 2022 month-end data. To see the results of the review, please click here.

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CIFSC Elects Ian Tam as New Chair

The Canadian Investment Funds Standards Committee (CIFSC) is pleased to announce the election of Ian Tam, CFA, Director of Investment Research, Morningstar Canada, as its Chair for the coming year, effective January 1, 2022. In this leadership role, Mr. Tam will be instrumental in guiding the volunteer […]

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CIFSC finalizes fund movers for new alternative categories

The CIFSC’s two new Alternative categories are now effective and the committee has finalized the list of funds that will be moved to the new categories. Please click here for the fund list of fund movers.

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CIFSC Completes Quarterly Review

The CIFSC has completed its quarter-end reclassification review. The changes are based on data up to September 30th, 2021 and will be reflected in the release of October 2021 month-end data. To see the results of the review, please click here.

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CIFSC updates French category names for Alternative Categories

The CIFSC will be changing the French names for the existing Alternative categories to better align with current translations. The changes will be effective November 30th. Please [click here] to view the list of changes.

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Category Change Announcement

After a 60-day comment period the committee voted for, or against implementing proposed category changes [click here for original proposal]. Approved changes will be effective November 30th. Click here for results [link to PDF].

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CIFSC Completes Quarterly Review

The CIFSC has completed its quarter-end reclassification review. The changes are based on data up to June 30th, 2021 and will be reflected in the release of July 2021 month-end data. To see the results of the review, please click here.

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