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Q4Pooled Fund Survey2016Table of Contents 01INTRODUCTION41CORPORATE BONDS02SUMMARY OF MANDATE MEDIANS AND INDEX RETURNS42HIGH YIELD BONDS04BALANCED43LONG DURATION BONDS07CANADIAN EQUITY45REAL RETURN

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Who needs pooled fund survey?

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Pooled fund surveys are beneficial for organizations or institutions involved in collaborative projects or joint funding arrangements.

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Government agencies, non-profit organizations, research institutions, and corporations that administer or participate in pooled funds can benefit from conducting and participating in such surveys.

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It helps monitor the progress, performance, and impact of pooled fund initiatives, facilitates data-driven decision-making, and fosters transparency and accountability among stakeholders.

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What is pooled fund survey?

Pooled fund survey is a report that aggregates data from multiple funds to provide a comprehensive overview of investment activities.

Who is required to file pooled fund survey?

Financial institutions and investment firms are required to file pooled fund surveys.

How to fill out pooled fund survey?

Pooled fund surveys can be filled out online through the designated reporting portal provided by regulatory authorities.

What is the purpose of pooled fund survey?

The purpose of pooled fund survey is to monitor and regulate investment activities to ensure transparency and compliance.

What information must be reported on pooled fund survey?

Information such as investment holdings, transactions, performance metrics, and compliance with regulatory requirements must be reported on pooled fund surveys.

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