Data that matter
Products & Services
Listing Services
Fundata’s Listing Services increases fund visibility by ensuring distribution of data through Fundata products, which include data feeds and analytical tools reaching media outlets, investors, advisors, planners, front offices, and back offices.
Data Feeds
Fundata offers the most accurate and comprehensive data on Canadian investment funds available in the market. Combined with commitment to fast, flexible client service, the quality of the information provided makes Fundata the vendor of choice for your market data and analytical requirements.
FundGrade
FundGrade’s monthly ratings system showcases your funds’ monthly superior performance and help investor’s select high-quality investments from the Canadian investment fund universe. FundGrade is an objective and completely quantitative measure.
Analytics
With over 30 years of industry experience and the largest Canadian investment fund database, Fundata is able to offer in-depth, precision and custom analytic solutions. We transform raw data into meaningful information which helps decision makers make intelligent business decisions.
Web Solutions
We can help you create a dynamic and interactive website to match your client and organizational needs. Whether you need an online tool, top-flight research, or compelling content, we can help build your online presence with the most comprehensive data in the business.
Marketing Sheets
Fund Marketing Sheets integrate Fundata’s sophisticated data processing capabilities into easily downloadable, printable PDFs that are ready for delivery to advisors and investors. Fundata’s Marketing Sheets are customizable to highlight the key features and strengths of each individual fund.
Fund Facts
Fundata has developed the latest industry compliance solution to help investment brokerage dealers, back-office developers and financial advisors meet new regulatory requirements in the delivery of Point-Of-Sale Fund Facts documents to investors.
ESG
Considering heightened environmental, social, and governance concerns, Fundata has developed ESG ratings with a focus on Canadian investment funds by leveraging its market leading Canadian investment fund data to deliver comprehensive and timely ESG data to the financial services marketplace.
Fixed Income
Fundata has teamed up with CanDeal Data & Analytics (CanDeal DNA) to distribute the most comprehensive set of Canadian fixed income pricing and analytics. CanDeal DNA Canadian Fixed Income Reference Pricing Service offers valuations for a universe of over 80,000 Canadian fixed income securities at multiple snap times throughout the day.
News & Announcements
Total Cost Reporting
Implementation Framework Update - February 2024. Contact us at TCR@fundata.com.
Fund Library Website
Enhanced with new functionality such as comparison tools, portfolio scenarios, personalized PDFs and more.
Fundata’s ESG Ratings
A lens into the quality of a fund’s portfolio measured by Environmental, Social and Governance factors.
CanDeal Observations
Find out what's new in Canadian Money Markets.
A Celebration of Excellence FundGrade A+ Awards
The FundGrade A+ Award is given annually to investment funds and managers who have shown consistent, outstanding, risk-adjusted performance incorporating up to 10 years of history.
