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Public equities account for 42% of global asset owners’ portfolios: report

Public equities account for, on average, 42 per cent of asset owners’ portfolios, according to a new report by Northern Trust Corp. The report, based…

OPB earns high marks in sustainability investment assessment review: report

The Ontario Pension Board scored at or above the median for the Principles for Responsible Investment Reporting Framework assessment tool, according to its latest sustainability…

  • By: Staff
  • April 28, 2025 April 24, 2025
  • 15:00
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Top 5 HR, benefits, pension and investment stories of the week

An article on how flexible retirement savings plans can help employees retire early was the most-read story on BenefitsCanada.com this past week. Here are the…

  • By: Staff
  • April 25, 2025 April 24, 2025
  • 09:00
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Ontario DB pension plans’ median solvency ratio at 122% in Q4 2024: report

The median solvency ratio for Ontario defined benefit pension plans remained stable at 122 per cent in the fourth quarter of 2024, according to a…

  • By: Staff
  • April 25, 2025 April 24, 2025
  • 09:00
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CAAT returns 15.2% in 2024, net assets increase to $23.3 billion

The Colleges of Applied Arts and Technology pension plan is reporting a 15.2 per cent net return at the end of 2024. The investment organization’s…

  • By: Staff
  • April 24, 2025 April 22, 2025
  • 11:00

Average solvency ratio of Canadian pension plans drops 3% in Q1 2025: report

The average solvency ratio of Canadian pension plans declined three per cent as at March 31, 2025, according to a new report by Normandin Beaudry.…

  • By: Staff
  • April 23, 2025 April 22, 2025
  • 15:00

Are Canadian institutional investors reconsidering U.S. allocations amid ongoing trade war?

Institutional investors are facing tough choices about their allocation choice amid a trade war launched by U.S. President Donald Trump, says Dustin Reid, vice-president and…

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AIMCo staff cutting non-essential U.S. business travel: report

The Alberta Investment Management Corp. is preventing its staff from travelling to the U.S. for non-essential business trips, according to a report by Bloomberg. The…

  • By: Staff
  • April 22, 2025 April 17, 2025
  • 09:00
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CPPIB sells private equity fund interest portfolio, BCI joins group investing in insurance firm

The Canada Pension Plan Investment Board is selling a portfolio of 25 limited partnership fund interests in North American and European buyout funds for roughly…

  • By: Staff
  • April 18, 2025 April 17, 2025
  • 15:00
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Vestcor returns 12.2% in 2024, net assets increase to $23.1BN

Vestcor Inc. achieved an overall investment portfolio return of 12.2 per cent as at Dec. 31, 2024, surpassing its benchmark by 0.1 per cent. In…

  • By: Staff
  • April 17, 2025 April 16, 2025
  • 09:00

NAV Canada CFO Donna Mathieu to retire in October

Donna Mathieu, vice-president and chief financial officer at NAV Canada, is retiring, effective Oct. 31, 2025. She joined NAV Canada in 2003 and became CFO…

  • By: Staff
  • April 16, 2025 April 15, 2025
  • 15:00

PSP Investments monitoring global trade conditions amid calls to divest from Tesla

A federal public sector union representing more than 27,000 members is asking the Public Sector Pension Investment Board to divest any holdings in Tesla Inc.…

80% of Caisse’s portfolio invested in low-carbon assets: report

The Caisse de dépôt et placement du Québec is reporting nearly 80 per cent, or $330 billion, of its total portfolio is invested in assets…

  • By: Staff
  • April 15, 2025 April 14, 2025
  • 09:00

New York City pension funds pursuing legal action against Tesla, blames mismanagement for losses

The office of the New York City comptroller, which oversees five public pension systems, is recommending the New York City Law Department seeks securities litigation…

Japanese institutional investors slow down allocations to private assets, remain interested: report

Japanese institutional investors are slowing their allocations to private assets, according to a new report by Crisil Coalition Greenwich. It found the share of Japanese…

  • By: Staff
  • April 9, 2025 April 7, 2025
  • 15:00

AIMCo returns 12.3% in 2024, driven by public equities

The Alberta Investment Management Corp. is reporting a total fund net investment return of 12.3 per cent, roughly 1.5 per cent below its 13.8 per…

  • By: Staff
  • April 7, 2025 April 4, 2025
  • 09:00

Coverage of the 2024 Defined Benefit Investment Forum

On Dec. 6, 2024, leaders from Canada’s defined benefit pension plan sponsor community, alongside thought leaders and investment experts, came together at the Omni King Edward…

2024 Defined Benefit Investment Forum: Canadian economy on high alert for impact of U.S. policy

The Bank of Canada will require another year of its rate-cutting cycle to absorb the number of resources in the economy that aren’t being used…

2024 DB Investment Forum: Unexplored real estate assets offer foundation for strong risk-adjusted returns

Despite the turbulent environment shaped by the coronavirus pandemic, aggressive interest rate hikes and liquidity issues, institutional investors taking a long-term perspective can uncover strong…

Report finds average Canadian DB pension plan returns 2.8% in January

The funded position of a typical Canadian defined benefit pension plan increased both on a solvency and accounting basis in January, according to Telus Health’s…

  • By: Staff
  • April 10, 2025 April 14, 2025
  • 09:00

Average funded ratio of Canadian DB pension plans down 2% in Q1 2025: report

The aggregate funded ratio for Canadian pension plans in the S&P/TSX composite index declined to 105.5 per cent in the first quarter of 2025, compared…

  • By: Staff
  • April 8, 2025 April 7, 2025
  • 09:00

U.S. institutional investors increasing private market exposure, leaving ESG behind: report

Private equity allocations are increasing to 12 per cent in the asset mix of U.S.-based institutional investors while public equities reached 38 per cent in…

  • By: Staff
  • April 4, 2025 April 2, 2025
  • 15:00

Coverage of the 2025 DC Plan Summit

Benefits Canada celebrated the Defined Contribution Plan Summit’s 25th anniversary by looking at how the world has changed over the last quarter century, the subsequent…

2025 DC Plan Summit: President Trump’s pro-business agenda could boost mergers, acquisitions and public offerings

Donald Trump is poised to be the “most transformational” U.S. president due to his corporate tax rate approach and a unique deregulation plan across financial…

2025 DC Plan Summit: How financial advice has evolved in 25 years of retirement savings

Over the past 25 years, the pension industry has seen many significant shifts, from defined benefit to defined contribution, from accumulation to decumulation and from…

IMCO returns 9.9% in 2024, driven by public equities

The Investment Management Corp. of Ontario is reporting a weighted average net return of 9.9 per cent as at Dec. 31, 2024. At the end…

  • By: Staff
  • April 9, 2025 April 9, 2025
  • 15:00

2025 DC Plan Summit: Making the case for more Canada in DC investment portfolios

Home-country bias is a conversation that ebbs and flows, with U.S. investment returns since the 2008/09 financial crisis reigniting the conversation, said Jon Knowles, institutional…

2025 DC Plan Summit: Blend of active and passive leading trends in U.S. DC investment

An emerging trend in U.S. defined contribution investment strategies is the ‘blend trend,’ which is a target-date solution that allocates to underlying building blocks that…

Ontario Teachers’ sells interest in mining asset for US$300M, Rogers equity raise gets pension fund support

The Ontario Teachers’ Pension Plan is selling its remaining 19.9 per cent free cash flow interest held in a mining asset to New Gold Inc.…

  • By: Staff
  • April 11, 2025 April 11, 2025
  • 15:00

Top 5 HR, benefits, pension and investment stories of the week

An article on how incoming health-care legislation could impact plan sponsors’ virtual care offerings was the most-read story on BenefitsCanada.com this past week. Here are…

  • By: Staff
  • April 11, 2025 April 10, 2025
  • 09:00

2025 DC Plan Summit: Is there a rising tide lifting all decumulation priorities from an investment perspective?

Rather than a single defined contribution plan sponsor tackling the decumulation dilemma alone, decisions need to be reframed as a decumulation ecosystem, said Nicole Lomax,…

Investment volatility increasing scope of pension governance questions: expert

Increased investment volatility could trigger additional questions on the decisions of Canadian pension funds as governance reviews come into focus, says Level Chan, a partner…

66% of institutional investors increasing private asset allocations: survey

Two-thirds (66 per cent) of global institutional investors say they plan to increase their private asset allocations over the next five years, according to a…

  • By: Staff
  • March 31, 2025 March 31, 2025
  • 14:30

How institutional investors are approaching community bonds

While community bonds, an investment asset offered by not-for-profits looking to raise capital for socially conscious projects, are growing in Canada, they don’t match the…

2025 DC Plan Summit: Aluminum tariff policy shows misguided U.S. approach against Canada

Amid all of the Canadian industries impacted by tariffs imposed by U.S. President Donald Trump, targeting the production of aluminum shows a misunderstanding of the…

Canadian institutional investors prioritizing liquidity needs in small-cap equity market: report

Canadian institutional investors are prioritizing efficient access to liquidity and high-quality brokerage services in the domestic equity market, according to a new report from Crisil…

  • By: Staff
  • March 27, 2025 March 25, 2025
  • 11:00

Pension risk transfer sales increase to $5.2BN in Q4 2024: report

The pension risk transfer market achieved a record-breaking demand with $11 billion in deals at the end of 2024, according to a new report from…

  • By: Staff
  • March 26, 2025 March 26, 2025
  • 09:00

Financial market regulators establish committee to implement total cost reporting plan

The Joint Forum of Financial Market Regulators is establishing a committee to help implement its total cost reporting plan. The plan aims to increase investor…

  • By: Staff
  • December 15, 2023 December 15, 2023
  • 15:00

Men more likely than women to report reduced stress due to financial wellness programs: survey

More than a quarter (28 per cent) of male employees in the U.S. report a reduction in their stress levels due to their employer’s financial…

  • By: Staff
  • September 25, 2023 September 22, 2023
  • 09:00

Alberta deserves more than half CPP assets if it exits program: report

A report commissioned by the Alberta government estimates the province would be entitled to more than half the assets of the Canada Pension Plan if it…