Case Study: a major Canadian pension fund improves shareholding disclosure processes with FundApps

Canada’s largest single-occupation pension fund cuts disclosure delays with FundApps in 24 hours

Canada’s largest single-occupation pension fund, which administers pensions for Ontario's teachers, faced a time-consuming and inefficient shareholding disclosure process. Their in-house system was outdated, generated numerous daily reports, and produced unclear warnings, making it difficult to keep up with constant regulatory changes. They sought an automated solution and selected FundApps for its accuracy and simple user interface.

FundApps implemented its automated Shareholding Disclosure service, which features a comprehensive and rapidly updated global rule set. This solution streamlined the pension fund's processes, freeing up valuable time for their team to focus on other risk areas. FundApps also enabled them to check for filings early in the morning, providing a timelier heads-up for EU deadlines, which is critical as they are located in North America.