The continuing demographic shift has put the retirement income issue into the spotlight and prompted discussion between government, the private sector and Canadians. But people’s…
Standard Life Mutual Funds Ltd. has proposed changes to the investment objectives of five of its funds: Standard Life Global Monthly Income Fund, Standard Life…
BlackRock has named Edwin Conway as head of its U.S. and Canadian institutional businesses, which oversee $1.1 trillion in assets. Prior to joining BlackRock, Conway…
Sprott Inc. has named David Franklin CEO of Sprott Private Wealth LP, a business unit of the company that provides wealth management services to high…
Portfolio measurement is usually performed by the calculation of returns. But returns alone do not describe the performance of a portfolio. It is essential to…
A majority of investment managers remain in favour of Canadian equities, while an increasing number of managers expect U.S. equities to provide growth in the…
Buck Consultants has launched a new service—Buck Global Investment Advisors (BGIA)—designed to offer pension plan and endowment clients access to a broader range of fund…
Mercer has announced an expansion in its global responsible investment consulting business, naming Richard Fuller and Ryan Pollice to the team. Fuller will be based…
TMX Group has announced the integration of two new on-book dark order types—Dark Mid-point and Dark Limit Orders—into the existing order books on Toronto Stock…
Several of the stories we’ve run on BenefitsCanada.com over the past few weeks have triggered a lot of discussion. When we asked if convicted felons…
Connor, Clark & Lunn Financial Group has formed a new private equity real estate venture. Crestpoint Real Estate Investments Ltd. will offer institutional and high…
Zhu Congjiu, assistant to the chair of the China Securities Regulatory Commission (CSRC), told reporters in Beijing today that China should allow pension funds to…
After months of being lectured on their debt accumulation habits, Canadians have apparently taken up another bad habit, in part to combat the first: raiding…
As a plan sponsor for a defined benefits (DB) program, what keeps you up at night? Is it volatility? Is it the funded status of…
There’s a sunny outlook for the U.S. economy, which may be positioned to outperform in 2011, according to Laurentian Bank. The U.S. economy has already…
Climate change has investment implications that could cost institutional investors trillions of dollars, according to a study by Mercer. The research, conducted in conjunction with…
TMX Group, operator of the Toronto Stock Exchange, has announced that it will merge with the London Stock Exchange (LSE). The result would be a…
From Investmentreview.ca With most Canadian private-sector workers lacking access to a defined benefit (DB) pension plan – and with the ones who do facing Nortel-like…
New data from the Russell Active Manager Report shows Canadian large cap growth managers in Canada gained 11.1% in the final quarter of 2010, their…
The past couple of years of market turbulence have resulted in a growing shift from active investment management strategies to passive ones and an increasing…
Optimizing the tax treatment of stock options in employees’ hands has long been a staple of Canadian executive compensation design and tax planning. No less…
Small and medium-size institutional investors are increasingly utilizing exchange-traded funds (ETFs) to efficiently implement investment strategies that used to be the exclusive domain of large…
If you needed reassurance that Canadians do, in fact, need financial advice, it’s here. Despite a dominant belief that now is a good time to…
Investor confidence is waning on a global basis, according to the latest reading of the State Street Global Markets Investor Confidence Index. Developed by Harvard…
Pension plans with an exposure to private equity should benefit from increased liquidity in those investments, as private equity exits are expected to increase in…