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  • CIFSC Completes Fourth Quarter Review | Canadian Investment Funds Standards Committee(CIFSC)
    NEWS ALERTS ABOUT ABOUT POLICIES AND PROCEDURES MEMBERSHIP FUND COMPANY CONTACTS CONTACT CONTACT CIFSC Completes Fourth Quarter Review Home Article CIFSC Completes Fourth Quarter Review The CIFSC has completed its quarter end reclassification review The changes are based on data as of December 31st 2008 and will be reflected in the release of January month end data To see the results of the review please click here Navigation HOME FUND

    Original URL path: http://www.cifsc.org/cifsc-completes-fourth-quarter-review/ (2016-02-16)
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  • 2008 Category Revisions | Canadian Investment Funds Standards Committee(CIFSC)
    CLASSES RECLASSIFICATION RESULTS SHARE CLASSES NEWS ALERTS ABOUT ABOUT POLICIES AND PROCEDURES MEMBERSHIP FUND COMPANY CONTACTS CONTACT CONTACT 2008 Category Revisions Home News 2008 Category Revisions 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 CIFSC 2008 Category Revisions Navigation HOME FUND CATEGORIES SHARE CLASSES ABOUT NEWS

    Original URL path: http://www.cifsc.org/2008-category-revisions/ (2016-02-16)
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  • CIFSC Releases 2008 Policies and Procedures Manual | Canadian Investment Funds Standards Committee(CIFSC)
    CONTACT CONTACT CIFSC Releases 2008 Policies and Procedures Manual Home News CIFSC Releases 2008 Policies and Procedures Manual 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

    Original URL path: http://www.cifsc.org/cifsc-releases-2008-policies-and-procedures-manual/ (2016-02-16)
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  • CIFSC Completes Rollout of 2007 Retail Investment Fund Categories | Canadian Investment Funds Standards Committee(CIFSC)
    final step in the rollout of the new fund classification system for Canadian mutual funds and provides investors with a first hand look of how their funds are now classified After months of co operative efforts among the nation s leading mutual fund data providers the CIFSC has reestablished itself as the single source of fund categories across Canada The release of the 2007 CIFSC category system represents a significant milestone for the CIFSC in its ongoing goal to develop a single consistent set of categories for the benefit of investors and fund industry participants alike said Chris Adair Chair of CIFSC The fact that the feedback on the new category system has generally been very positive is a credit to all of the hard work that has gone into the development of the new category system and to the consultative approach that the committee took in developing its new category system The classification of funds is an on going process that the CIFSC reviews monthly for re classification requests and quarterly for full fund reviews For further information please contact Chris Adair Chair CIFSC 416 898 8847 About CIFSC CIFSC is a volunteer organization made up of competing yet

    Original URL path: http://www.cifsc.org/cifsc-completes-rollout-of-2007-retail-investment-fund-categories/ (2016-02-16)
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  • CIFSC Releases Updated Category Definitions for Public Comment | Canadian Investment Funds Standards Committee(CIFSC)
    in early June The CIFSC s mandate is to create and maintain a single objective standardized transparent and consistent set of investment fund categories for the benefit of investors and other participants in the Canadian investment fund industry As such it is committed to reviewing the category definitions annually to ensure they remain up to date and reflective of the range of investment fund products available The official rollout of these new category definitions will represent the return to a single fund category standard for Canadian investment funds making Canada one of the few jurisdictions in the world with such a standard in place said Chris Adair Chair of the CIFSC We look forward to receiving feedback from any interested parties on our new categories and to the eventual release of the updated category definitions once the feedback that is received has been taken into account Copies of the new category definitions and related information on the CIFSC can be found at http www cifsc org For comments on the new categories or other matters the committee can be reached via email at http www cifsc org en feedback php For further information contact Chris Adair Chair of CIFSC 416

    Original URL path: http://www.cifsc.org/cifsc-releases-updated-category-definitions-for-public-comment/ (2016-02-16)
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  • Morningstar Rejoins CIFSC | Canadian Investment Funds Standards Committee(CIFSC)
    establishing a single set of categories for the industry is at hand said Adair who is also General Manager of Fundata Canada Inc Morningstar s return to the CIFSC follows extensive discussions held between the two groups that focused on combining the best features of the two existing category systems into a single new set of categories The new categories will be released later this year after a comment period that will enable the fund industry and other interested parties including the public at large to express their views In addition to the development of a new category schema the two groups addressed logistical procedural and governance issues including the adoption of non voting membership status for industry trade groups and other future advisory members of the committee Our mutual goal is to assist Canadian investors in their investment decisions said Morningstar Canada President and CEO Scott Mackenzie Canadian investors will once again benefit from having a single set of basic categories with which to evaluate mutual funds Mackenzie added that the agreement to rejoin CIFSC addresses Morningstar Canada s concerns regarding the development and monitoring of standard fund categories as well as governance issues About CIFSC CIFSC is a volunteer organization made up of competing yet collaborative organizations committed to the goal of a single objective and standardized investment fund classification system for use across Canada Its current membership includes representatives from the Canadian Life and Health Insurance Association Cannex Financial Exchanges FP Datagroup Fundata Canada FundSERV The Globe and Mail The Investment Funds Institute of Canada Lipper Morningstar Canada and individual consultants About Morningstar Canada Morningstar Canada is the Canadian subsidiary of Chicago based Morningstar Inc a leading provider of independent investment research Morningstar Canada produces the popular PALTrak and Morningstar Advisor Workstation investment fund research tools and

    Original URL path: http://www.cifsc.org/morningstar-rejoins-cifsc/ (2016-02-16)
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  • CIFSC Introduces New Chair | Canadian Investment Funds Standards Committee(CIFSC)
    am looking forward to both the opportunities and challenges that face the Committee this coming year said Adair The Committee made significant progress last year under the leadership of Ralf Hensel and it is an honour to have been chosen as Chair for 2007 About CIFSC CIFSC is a volunteer organization made up of competing yet collaborative organizations committed to the goal of a single objective and standardized investment fund

    Original URL path: http://www.cifsc.org/cifsc-introduces-new-chair-6/ (2016-02-16)
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  • New FundSERV Representation at CIFSC | Canadian Investment Funds Standards Committee(CIFSC)
    set of investment fund categories for the benefit of investors and other participants in the Canadian investment fund industry FundSERV s focus on B2B connectivity security and efficiency within the Canadian investment fund industry complements the CIFSC s mandate to standardize investment fund categories There is a direct relation to the Electronic Standards Group s goal of facilitating interoperability of our customers systems FundSERV has been a long standing valuable member of CIFSC said Ralf Hensel chair of CIFSC and we look forward to working with Harry Gundy We want to ensure the Committee receives input from a broad spectrum of participants in the investment funds industry so that issues concerning classification of investment funds are appropriately considered About CIFSC CIFSC is a volunteer organization made up of competing yet collaborative organizations committed to the goal of a single objective and standardized investment fund classification system for use across Canada Its current membership includes representatives from Canadian Life and Health Insurance Association Cannex Financial Exchanges FP Datagroup Fundata Canada FundSERV The Globe and Mail IFIC Lipper and individual consultants More information is available at at www cifsc org About FundSERV FundSERV provides mission critical networks and workflow management to the

    Original URL path: http://www.cifsc.org/new-fundserv-representation-at-cifsc/ (2016-02-16)
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