Just as an investment manager is responsible for evaluating a particular security within the context of the overall portfolio, a pension plan committee is responsible…
Investors were recently left wondering whether they were “Muppet” investors, when they heard that one major financial institution has been referring to its clients as…
Investors who had their assets frozen in the third-party Asset-Backed Commercial Paper fiasco of 2007 are now one step closer to their money.
Liability driven investment (LDI) can help DB pension plans match their assets to their liabilities. But it’s not an approach adopted by every plan.
Canadian investment manager sentiment toward equities improved this quarter, led by U.S. and Canadian small cap equities, according to the latest quarterly Russell Investment Manager…
After building up its assets under management to $1.6 billion over two decades from its home office in Winnipeg, the brain trust at Cardinal Capital…
My previous article examined three themes—investment consultant expertise, service models/service delivery and retention of professional staff—in the context of questions to include when creating a…
Financial executives believe that heightened focus on risk will increase demands on audit committees and, by extension, company CFOs over the next two years, according…
The Canadian IPO market is struggling for traction, after having the weakest quarter in recent history, and the outlook for the balance of 2012 remains…
Sun Life Global Investments has proposed additional changes to the funds it recently took over as manager and trustee from McLean Budden.
The chips seem to be falling in favour of investors, with North American equity markets rebounding after a volatile 2011 and the S&P 500 reaching…
The Office of the Superintendent of Financial Institutions Canada (OSFI) has issued a draft policy confirming that pension plans are permitted to invest in annuity…
Factor-based portfolios that rely on Barra factors like momentum, value, growth and volatility don’t always cut it in Canadian markets, according to research by Pyramis…
In the world of pensions and investments, we often find ourselves caught up with the “number.”
As institutional funds continue to be battered by volatile equity markets and low interest rates, more boards and investment committees are considering investment delegation, also…
An Ontario court has approved a plan submitted by the OSC and IIROC to distribute funds to investors burned in the third-party Asset-Backed Commercial Paper…
The market value of Canadian employer-sponsored pension funds dropped to $1.06 trillion at the end of the third quarter of 2011, down 1.7% from Q2,…
A research paper published in The American Economic Review in September 2000 suggests that the start of Daylight Saving Time can have a serious effect…
The Canadian Securities Administrators and the Investment Industry Regulatory Organization of Canada are seeking feedback from investors and market participants on appropriate disclosure and transparency…
Poor financial literacy and a lack of confidence in financial institutions and advisors is leaving many Canadians in limbo when it comes to retirement planning,…
First and foremost, custodians keep an investor’s assets safe and secure. But as pension plans continue to invest in more sophisticated assets—private equity, derivatives and…
Institutional investors often hire consultants to provide expertise in writing requests for proposals (RFPs) for services required by the institution, as well as to access…
The freezing rain began to fall on Jan. 5, 1998. When it subsided some 80 hours later, ice accumulations of between five centimetres and 10…
Active managers were back on top in the final quarter of 2011, as 76% of large cap managers outperformed the S&P/TSX Composite Index, according to…
Investor confidence dropped this month, according to State Street’s Investor Confidence Index (ICI).