Simfund Canada combines the wealth of Investor Economics fund industry databases with the technological and analytical prowess of Strategic Insight’s nearly three decade-long history of the Simfund solution. Simfund Canada is a highly interactive web-based decision support and market analysis tool that empowers its users to quickly construct fund industry analyses and pinpoint emerging trends in the Canadian funds industry.View Factsheet

Key Features

  • Trusted Investor Economics data enhanced by global research and local market expertise
  • Quality data from Investor Economics enhanced by the Simfund user interface integrates seamlessly into existing workflow
  • An “all in one database,” including a broad-based investment fund universe (ETFs, funds of funds)
  • Exclusive access to Investor Economics proprietary databases, including the multiseries and fee/expense ratio database
  • Provides historic perspective with monthly industry asset and flow data back to 1990; as well as investment return ratings and top holdings information
  • Asset categorization including the CIFSC and Investor Economics asset classifications


  • Empowers user to conduct in-depth analysis via a self-service model
  • High-touch support and service from experts on the ground, including analytical and client services teams
  • Ability to share compiled analytical views with internal audiences and Investor Economics internal experts
  • Increases productivity and problem-solving with the ability to create custom reports by funds, flows, fund size, fund series

Value to Senior Management

  • Fosters a deeper understanding of industry developments and emerging trends; provides the forum for monitoring success of product ideas and competitive analysis
  • Improves analyst productivity and effectiveness by delivering critical information in a single data source

Value to Product Development

  • Ability to run extensive reports and cross-tab data saves time
  • Full access to Investor Economics analytical team to spot trends and formulate projections

Value to Sales & Marketing

  • Fast and accurate insight into the Canadian market
  • Establish strong connection to leading customers and prospects

Additional Simfund Products

Simfund Dash Australia is an interactive reporting and analysis tool. Designed to support the financial industry in its product, marketing, distribution, benchmarking and research efforts covering Australian superannuation and investment markets with data provided by Plan For Life.

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Simfund Latin America features more than 150 data points for over 10,000 funds across the five major markets including Brazil, Chile, Mexico, Peru and Argentina.

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