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 the result of an ongoing review, the committee is publishing, for a 60-day comment period, a variety of proposals for category changes. The proposals include:
• New Category Proposal for Equity Other and Fixed Income Other
• Addition of a section addressing concentrated portfolios to the “Notes on Classification Methodology”
• New Category Proposal for Healthcare Equity
• New Target Date Portfolio categories
• New Canadian and Global Core Plus Fixed Income categories
• High yield threshold and other changes to multiple fixed income categories
After the 60-day comment period the committee will review the comments and determine, by private vote, whether to proceed with the changes. To submit comments please use the ‘Contact’ link on the home page or [click here].
Deadline to submit comments is December 31st, 2024.
