Canada is the only major industrialized country without a national securities regulator. Dealing with 13 different securities regulators—each with different rules and fees—has made managing…
Global investors are less confident than they were a month ago.
The Ontario Securities Commission has published OSC Rule 91-506 Derivatives: Product Determination and OSC Rule 91-507 Trade Repositories and Derivatives Data Reporting, the first set…
My previous article discussed techniques for monitoring an investment manger’s track record to avoid making poor (and expensive) hire/fire decisions. In that article I also…
Extreme risks—events that are unlikely to occur—should be considered by institutional investors because they could have a significant impact on returns, according to a report.
Like most academics, Paul Halpern’s office is filled with books and papers on a variety of research topics. But he’s not walled up in the…
Investors are less confident this month than they were in September.
Investor optimism over the global economic recovery and corporate profits has been dented, though sentiment toward Europe has improved.
Morneau Shepell maintains a proprietary database with detailed data on hundreds of DB plans. Every so often, it yields up some interesting tidbits of information.…
The Canadian exchange-traded fund industry is poised for continued growth, according to a BMO Global Asset Management report.
There’s a clear disconnect between what information fund marketers are providing at the initial marketing stage and what institutional investors want to see.
The global Investor Confidence Index declined in September, largely due to cautiousness in North America.
Northern Trust is opening an office in Riyadh, the capital city of the Kingdom of Saudi Arabia. It will serve the custodian bank’s growing client…
Investors with significant international holdings often hedge their currency exposure to protect their portfolios against movements in the exchange rate. This strategy is intended to…
Investors around the world became less confident in August compared to the previous month, a trend driven primarily by cautiousness in Europe and Asia.
Lucrative deals might be just a mouse click away for Canada’s pension funds and other institutional investors.
Mellon Capital Management, a multi-asset manager for investment company BNY Mellon, has become a signatory to the Principles for Responsible Investment backed by the United…
In a settlement with the Securities and Exchange Commission, billionaire hedge fund manager Philip Falcone has agreed to be barred from the securities industry for…
The Ontario Teachers’ Pension Plan and private equity firm Ares Management have reached a deal to buy building products maker CPG International.
In my previous articles I demonstrated the benefits of investors extending their time horizon when evaluating an investment manager’s performance because it’s almost certain that…
Global investment management firm AllianceBernstein will acquire W.P. Stewart, an asset management company, according to a definitive agreement the two sides have just reached.
In an effort to avoid risk, Americans choose cash as the best way to invest money not needed for more than 10 years, a trend…
American non-profits need to abandon traditional investment strategies in order to tackle chronic underfunding in the current environment of low yields, high volatility, fewer donations…
After four years of stalled growth, money managers’ assets under management (AUM) worldwide rose to a high of US$62.4 trillion in 2012— topping the 2007…
CI Investments has launched the G5|20 Series, a new mutual fund that aims to provide cash flow, growth potential and protection from market downturns.