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AI can enhance DC pension communication, employee experience

Employers can leverage artificial intelligence to enhance the employee experience, including improvements to defined contribution pension communication, said John Bradley, director of emerging technologies at…

Association of Ontario Midwives Benefits Trust supporting employees with financial literacy, DC plan options

Financial literacy initiatives and a wide range of capital accumulation plan options are key components in supporting the financial health of midwives, said Nicole Mellin,…

What are the options for implementing real assets in DC plans?

While real assets are largely absent among the investment options offered by Canadian defined contribution pension plans, they can offer significant long-term benefits to plan…

A look at the SPP’s evolving investment, decumulation options

From its roots as a retirement plan for Saskatchewan farmers, the Saskatchewan Pension Plan has grown over the past four decades to accommodate Canadians from…

What can Canadian DC plans learn from U.S. pension legislation?

Features such as automatic enrolment in 401(k) savings plans are helping U.S. employees become retirement ready, said Mark Iwry, a non-resident senior fellow at the…

AI presents opportunities, disruptions for DC pension plan investments

The evolution of artificial intelligence is creating new challenges and investment opportunities for defined contribution pension plan members, said Kathrin Forrest, equity investment director at…

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Caisse invests $200 million in Quebec-based apparel firm, CPPIB buys energy company for US$6.2 billion

The Caisse de dépôt et placement du Québec and Gildan Activewear Inc. have reached an agreement that will see the Montreal-based apparel manufacturer issue $200…

  • By: Staff
  • May 9, 2024 May 9, 2024
  • 15:00

ETF assets held by institutional investors reach US$56 billion in 2023: report

Institutional investors in North America owned US$56 billion worth of exchange-traded fund assets at the end of 2023, a 22 per cent increase year over…

  • By: Staff
  • May 9, 2024 May 9, 2024
  • 11:00
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Expert panel: Cessation of real return bonds increases risk profile for Canadian pension fund model

The recent pressure put on Canadian pensions plans from private managers and governments to re-discover an investment home bias has been met with little enthusiasm,…

74% of U.S. DC pension plan sponsors to conduct plan fee review in 2024: survey

Three-quarters (74 per cent) of U.S. defined contribution pension plan sponsors say they’ll review plan fees throughout 2024, according to a new survey by investment…

  • By: Staff
  • May 8, 2024 May 8, 2024
  • 15:00
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Survey finds institutional investors are gaining confidence in cryptocurrency assets

Four in 10 (39 per cent) Canadian institutional investors say they have either direct or indirect exposure to cryptocurrency, according to a new survey by…

  • By: Staff
  • May 8, 2024 May 7, 2024
  • 15:00
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Average Canadian DB pension plan returns 3.6% in Q1 2024: reports

The average Canadian defined benefit pension plan posted a median return of 3.6 per cent in the first quarter of 2024, according to a new…

  • By: Staff
  • May 6, 2024 May 6, 2024
  • 15:00
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ESG standards helping institutional investors realize positive annualized returns: study

Environmental, social and governance standards have helped investors generate positive annualized returns, with environmental investments leading the pack globally, according to a new study from…

  • By: Staff
  • May 3, 2024 May 7, 2024
  • 15:00

Diverse-managed funds receiving smaller allocations from U.S. institutional investors: report

While U.S. institutional investors have slightly increased their allocations to diverse-managed funds, more than 95 per cent of their capital commitments remain concentrated in non-diverse…

  • By: Staff
  • January 8, 2025 January 8, 2025
  • 15:00

Effective AI integration requires customization effort from pension plan sponsors: report

User personalization and an ease-of-use approach are key in the adoption of artificial intelligence technology tools by pension plan sponsors, according to a new report…

  • By: Staff
  • January 7, 2025 January 7, 2025
  • 09:00

CPPIB selling China real estate portfolio for $235 million, investing in global software provider

The Canada Pension Plan Investment Board is selling a 49 per cent stake in a portfolio of China real estate projects for nearly $235 million. The…

  • By: Staff
  • January 6, 2025 January 3, 2025
  • 15:00

Amazon facing lawsuit over use of forfeited 401(k) funds, potential violation of ERISA

Amazon.com is facing a lawsuit that claims the company violated U.S. federal law by using nearly US$350 million in forfeited 401(k) funds to offset the company’s…

  • By: Staff
  • January 10, 2025 January 9, 2025
  • 09:00

Expert panel: Building a more effective pension system for Canada’s private sector workers

According to Statistics Canada, 80 per cent of Canadian public sector workers benefit from a respectable, life-long pension. However, for many private sector employees the…

Editorial: Challenges and opportunities amid an increasingly imbalanced generational divide

The keynote session at Benefits Canada’s 2024 Defined Contribution Investment Forum warned that the failure to plan for the ‘boomer bulge’ is affecting private and…

Canadian equities, fixed income to deliver stable performance in 2025 amid potential economic headwinds: report

Expected economic headwinds in Canada won’t prevent strong results from equities and fixed income in 2025, according to a new report by the Royal Bank…

  • By: Staff
  • December 11, 2024 December 10, 2024
  • 09:00

Global pension plan sponsors’ assets reach US$63.1 trillion in 2023, offset by decrease in equities: report

While global pension plan sponsors’ assets grew by 10 per cent to reach US$63.1 trillion in 2023, this value is still five per cent lower…

  • By: Staff
  • December 4, 2024 December 3, 2024
  • 09:00

Average funded status of Ontario DB pension plans at 121% in Q3 2024: report

The average funded position of defined benefit pension plans in Ontario was 121 per cent in the third quarter of 2024, down just two per…

  • By: Staff
  • November 28, 2024 November 27, 2024
  • 09:00

Expert panel: Regulatory guidelines, geopolitical risk impacting pension plan sponsors in 2025

With the start of a new year, there are several developments and trends that will likely impact Canadian pension plan sponsors in 2025. Implementation of…

OPTrust reduces financed emissions intensity by 11% compared to 2022: report

The OPSEU Pension Trust has reduced its financed emissions intensity by 11 per cent when compared to 2022, according to the investment organization’s latest climate…

  • By: Staff
  • December 20, 2024 December 19, 2024
  • 15:00

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

An article on the federal government’s decision to transfer a $1.9 billion public pension surplus to general revenue was the most-read story on BenefitsCanada.com this…

  • By: Staff
  • December 20, 2024 December 19, 2024
  • 09:00

Making sustainable investments count at five New York City pension funds

Brad Lander is advocating for public pension funds to enforce their responsible investment mandates even if that pits them against their partners. As New York…

Canadian institutional investors’ responsible investments reach $4.5 trillion: report

Responsible investments account for 71 per cent of the total assets under management by Canadian institutional investors, according to a new report from the Responsible…

  • By: Staff
  • November 26, 2024 November 26, 2024
  • 09:00

2024 Top 40 Money Managers Report: To divest or engage?

With 15 different client organizations, including nine public sector pension plans, the Alberta Investment Management Corp. has opted to engage, rather than divest, from certain…

  • By: Blake Wolfe
  • November 15, 2024 November 22, 2024
  • 08:57

Feds’ report dismisses Alberta’s CPP entitlement, offers formula to calculate potential exit: expert

While it doesn’t contain an exact figure, the federal government’s official rebuttal to a 2023 report — which argued Alberta is entitled to more than…

59% of global institutional investors haven’t discussed AI with investment managers: survey

More than half (59 per cent) of global institutional investors have yet to discuss artificial intelligence with their managers, according to a new survey from…

  • By: Staff
  • January 2, 2025 January 2, 2025
  • 15:00

Report finds investment management fees for open-end real assets funds as high as 20%

Investment management fees for open-end real assets funds can reach as high as 20 per cent, while median fees cost institutional investors either 10 per…

  • By: Staff
  • December 18, 2024 January 1, 2025
  • 15:00

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…

FSRA monitoring target-benefit framework, pension risks in 2025

The Financial Services Regulatory Authority of Ontario is closely monitoring administrative risk and pension plan sponsors’ geopolitical concerns in 2025, says Andrew Fung, the organization’s…

Institutional investors increasingly eyeing private assets amid shifting interest rates, diversification push: report

Evolving expectations, a shifting interest rate environment and the need to manage increasingly large asset bases for performance and for national and societal impact are…

  • By: Staff
  • December 16, 2024 December 16, 2024
  • 14:45

Ottawa to remove 30% investment cap for Canadian pension funds

Finance Minister Chrystia Freeland says today’s fall economic statement will remove the cap that currently restricts Canadian pension funds from owning more than 30 per…

2024 DC Investment Forum: Three tips for picking the right target-date fund

With defined contribution pension plan assets expected to double in the near term and members now using target-date funds at “unprecedented” rates, plan sponsors need…

2024 DC Investment Forum: Investing in appropriate TDFs can lead to higher than average account balances

The majority of Canadian defined contribution plan members are invested in the appropriate target-date fund vintage and those who are may be better prepared for…

2024 DC Investment Forum: New decumulation product combining income predictability with capital availability

Pension plan members’ primary concerns about their golden years are whether they’ve saved enough money to live their dream retirement, whether those funds will last…