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| These awards recognize the best institutional funds in Canada across a range of investment categories. Pooled funds include institutional, pension and endowment assets. A separate specialist analyst committee is assembled annually to choose the winners. These awards are not based on submissions. |
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| Canadian Income Pooled Fund - Sponsored by Audi Canada |
| Canadian Fixed Income Fund |
| Canadian Balanced Pooled Fund |
| Canadian Equity Pooled Fund |
| Canadian Small Cap Pooled Fund |
| Global Balanced Pooled Fund - Sponsored by Audi Canada |
| Global Equity Pooled Fund |
| International Equity Pooled Fund |
| US Equity Pooled Fund |
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| Eligibility
Requirements |
- Have a three year performance history ending August 31st
- Have had the same manager, or team of managers, in place for the same three-year period
- Have had a consistent investment objective over the past three years
- Be a pooled fund recognized by the Canadian Investment Funds Standards Committee (CIFSC)
- Index funds are not eligible
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| Analytical
Guidelines |
| When nominating funds or making a final selection each committee member should consider the following issues. It is important to note that these are guidelines only and each committee member can consider relevant issues that are not listed and can weigh the following issues as they see fit. While we want to maintain the highest standards of analytical rigour, it is equally important to allow for differences of opinion and multiple perspectives within a sound analytical framework. |
What the judges are looking for:
Quantitative Considerations:
- Absolute performance
- Relative Performance
- Risk/return profile (relative to benchmark or peer group)
Qualitative Considerations:
- Management Tenure
- Management Quality
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