Equities – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Mon, 15 Jul 2024 20:34:28 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Medicus Pension Plan reports 158% funded status at start of 2024 https://www.benefitscanada.com/canadian-investment-review/db-investments/medicus-pension-plan-reports-158-funded-status-at-start-of-2024-report/ Tue, 11 Jun 2024 13:00:46 +0000 https://www.benefitscanada.com/?p=156720 The Medicus Pension Plan, a defined benefit multi-employer pension plan designed exclusively for incorporated physicians in Canada, reported a funded status of 158 per cent on a going-concern basis and a 115 per cent funded status on a solvency basis as of Jan. 1, 2024. The plan, which launched in May 2023, is designed to […]

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]]> 2024 Global Investment Conference: How institutional investors can re-think active management to add value, generate alpha https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-how-institutional-investors-can-re-think-active-management-to-add-value-generate-alpha/ Mon, 10 Jun 2024 11:55:21 +0000 https://www.benefitscanada.com/?p=155798 An active manager only adds value for clients through three distinct ways: interpreting information through their research and decision-making, the way they manage risk through their portfolio construction and the way they engage as active owners in the businesses they’re invested in, said John Chisholm, investment director of global and international equities at Schroders, during […]

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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/canadian-investment-review/db-investments/top-5-hr-benefits-pension-and-investment-stories-of-the-week-75/ Fri, 08 Mar 2024 14:00:52 +0000 https://www.benefitscanada.com/?p=152916 An article on Eastman Kodak Co.’s plans to outsource management of its pension assets was the most-read story on BenefitsCanada.com. Here are the top five human resources, benefits, pension and investment stories of the week: 1. Kodak outsourcing US$1.6TN of pension assets to maximize overfunded status 2. OMERS returns 4.6% for 2023, driven by equities, fixed income […]

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]]> How active management strategies are helping institutional investors amid volatile global marketplace https://www.benefitscanada.com/archives_/benefits-canada-archive/how-active-management-strategies-are-helping-institutional-investors-amid-volatile-global-marketplace/ Fri, 09 Feb 2024 13:57:55 +0000 https://www.benefitscanada.com/?p=151594 As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride out the storm. Pension funds are currently operating amid uncertainty and potential risk, says Ruslan Goyenko, an associate professor of finance at McGill University’s Desautels Faculty of Management. “There are […]

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]]> 2023 Investment Innovation Conference: ETFs playing larger role in institutional investors’ active strategies https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-etfs-playing-larger-role-in-institutional-investors-active-strategies/ Thu, 18 Jan 2024 12:58:56 +0000 https://www.benefitscanada.com/?p=148331 Over the last year, the volatile interest rate period has increased demand for fixed income exchange-traded funds among institutional investors, said Robert Forsyth, head of SPDR ETF strategy and research at State Street Global Advisors, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “Institutional investors were using ETFs to gain really quick access […]

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]]> 2023 Investment Innovation Conference: Equities, fixed income assets generating real returns in volatile market regime https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-equities-fixed-income-assets-still-generating-real-returns-in-volatile-market-regime/ Thu, 18 Jan 2024 12:56:39 +0000 https://www.benefitscanada.com/?p=149959 Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what has been the norm over the past 10 years, said Robertas Stancikas, a senior research associate of institutional solutions at AllianceBernstein, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in […]

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]]> New study explores how DB pension plan size impacts investment mandates, asset allocation https://www.benefitscanada.com/news/cir-news-news/new-study-explores-how-db-pension-plan-size-impacts-investment-mandates-asset-allocation/ Thu, 03 Aug 2023 15:00:07 +0000 https://www.benefitscanada.com/?p=141591 A new study looking at the implications of scale in defined benefit pension plans found size is key for several trends over time, including investment mandates, asset allocation and cost in returns. The research, ‘Scale Economies, Bargaining Power and Investment Performance: Evidence from Pension Plans‘ was recently awarded first prize in the International Centre for […]

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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pension-and-investment-stories-of-the-week-39/ Fri, 16 Jun 2023 13:00:50 +0000 https://www.benefitscanada.com/?p=139908 An article on Saskatchewan’s Public Employees Benefits Agency transition to a not-for-profit corporation was the most-read story on BenefitsCanada.com over the last week. Here are the five most popular news stories of the week: 1. Saskatchewan’s pension and benefits administrator transitioning to not-for-profit model 2. University Pension Plan’s assets declined 9.1% in 2022, led by public equities 3. Survey […]

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]]> CPPIB returns 1.3% in fiscal 2023, bracing for headwinds ahead https://www.benefitscanada.com/canadian-investment-review/research-markets/cppib-returns-1-3-in-fiscal-2023-bracing-for-headwinds-ahead/ Thu, 25 May 2023 13:00:40 +0000 https://www.benefitscanada.com/?p=138730 The Canada Pension Plan Investment Board is bracing for headwinds in the event of a recession, but says a wide range of investments makes it well-positioned for uncertain economic conditions. The CPPIB reported Wednesday it earned a net return of 1.3 per cent in its latest fiscal year as inflation and rising interest rates weighed on both […]

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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pension-and-investment-stories-of-the-week-29/ Fri, 24 Mar 2023 13:00:46 +0000 https://www.benefitscanada.com/?p=135592 An article on how British Columbia’s incoming pay transparency legislation could impact employers was the most-read story on BenefitsCanada.com over the last week. Here are the five most popular news stories of the week: 1. How B.C.’s pay transparency legislation could impact employers 2. Report finds new diabetes, migraine treatments could impact private drug plans in 2023 3. CPPIB […]

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