Investment Fund Survey

This survey covers all investment funds managed by IFMs registered in Ontario, including prospectus-exempt and prospectus-qualified investment funds, that have net asset values of at least $10 million. The survey focuses on several areas, including leverage, liquidity, and asset class exposures of investment funds. In particular, this survey seeks data points including, but not limited to: fund size, type of holdings (by geography and asset class), leverage, ownership and liquidity profiles.

Access level: Open
Access notes:

Data aggregated to protect investment fund managers' confidentiality.

Date created:
Last modified:
Update frequency: Annually
Format: CSV, Tableau dashboard, Webpage

Data and additional documentation

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