Direct Funding

Capital Funding Pool

Allocate pool of capital to be distributed to select managers

$$-$$$

Operations and Technology

Shareable Databases

Shared access to financial and non-financial data, including alternative data databases

$$

Platforms

Shared regulatory and operational platform access for select managers

$$-$$$

ESG Standards

Shared access to Responsible Investment consultants to integrate ESG at firm and fund levels

$$

Sales and Marketing Support

Facilitate Canadian Fund of Fund of Emerging Alternative Managers

Create fund of fund solution to access variety of Canadian managers in one ticket

$-$$

Due Diligence Review and Consultant: Shared Services

Shared access to proactive due diligence consultant review

$-$$

Marketing Support: Shared Services

Shared access to marketing consultant and initial designed marketing collateral suite

$

International Promotion

Global Affairs Canada to lead promotion of Canadian managers in international jurisdictions

$

Talent pipeline

Student Education, Awareness & Grants

Promote alternative investment education in universities and provide student grants for CAIA programs

$

Regulatory

Improve access for retail distribution

Increase independent product access and reduce hurdles of internal risk ratings and allocation limits

$

Tax Credits/Refunds

Offer tax refunds for direct spending on these initiatives and for industry association dues

$