The Municipal Finance Authority of BC offers a suite of Pooled Investment Funds covering a range of investment horizons and asset classes to support your investment needs.
Fund performance information can be accessed through our Client Portal.
If you have additional questions or would like to APPLY for an account, please email us!
MFA Pooled Investment Funds
Investment capital is pooled, invested in high quality securities, and managed by Phillips, Hager & North, Ltd. MFA’s Pooled Investment Fund program provides numerous benefits including:
- Professional active management of funds
- Objective benchmarking of performance
- Simple, quick transactions via MFA's Client Portal
- Reporting resources
- No transaction costs
- Reduced administration time and costs to manage investments
MFA's Pooled Investment Funds are available to the following organization types:
- Municipalities
- Regional Districts
- Regional Hospital Districts
- Regional Library Districts
- Emergency Communications Corporations
- The Columbia Basin Trust
- The Northern Development Initiative Trust
- The North Island-Coast Development Initiative Trust
- The Southern Interior Development Initiative Trust
- The South Coast British Columbia Transportation Authority (Translink)
- Universities, Colleges, and School Districts
- First Nations via the First Nations Finance Authority
- Improvement Districts and municipal organizations
Please contact us at invest@mfa.bc.ca to discuss eligibility.
MFA'S FOSSIL FUEL FREE INVESTMENT OPTIONS: Please email us at invest@mfa.bc.ca for details.
Frequently Asked Questions
Transactions and Forms
Please be advised that transactions for Pooled Investment Funds, apart from MFA’s specialty funds, are completed in MFA’s Client Portal. Documents related to MFA’s Pooled Investment Funds, such as Mandate Profiles and General Guidance for Pooled Investment Fund Accounting, are also stored in the Client Portal exclusively.
Resources
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RESPONSIBLE INVESTING & POOLED INVESTMENT FUNDS
Read the letter from our Client Treasury Solutions team here. Please email us at invest@mfa.bc.ca for more information.
- INVESTMENT INSIGHTS
Performing a material ESG risk analysis should be considered as essential as other conventional credit research. Read PH&N Institutional’s article here.
Yields and Prices
Please login to the Client Portal to view daily and historical prices and yields.
Monthly Performance Results
Please login to the Client Portal to view monthly performance results.
Quarterly Market Update
Please login to the Client Portal to view quarterly market updates.
