Many institutional investors include value-oriented equity strategies in their portfolio to provide protection during declining equity markets. But not all value strategies are created equal, as…
Uncertainty on how U.S. and Chinese policies will affect trade, Italy’s budget standoff with the European Commission, worry over Brexit and the U.S. Federal Reserve’s monetary policy all…
The Caisse de dépôt et placement du Québec is lending $150 million to SSQ Life Insurance Co. Inc. SSQ Insurance, a large insurance and investment company based in…
Canadian taxpayers are providing $22 billion each year to the country’s public sector pension plans by assuming undisclosed investment risks, according to a new report…
Though financial markets were volatile and bond yields dropped, Canadian defined benefit pension plans benefited from higher asset returns in November, with median solvency standing…
Emerging market equities are expected to show the heftiest returns in 2019, underpinned by a stronger economic background, said William Yun, executive vice-president at Franklin Templeton Multi-Asset Solutions,…
While many investors expect the U.S. bull market to end in 2019, some institutional investors are planning changes to their allocation strategy or return assumptions,…
A coalition of investors is asking North American fossil fuel producers to up their disclosure on water risks. The Shareholder Association for Research and Education…
Mercer has completed the previously announced acquisition of Pavilion Financial Corp.’s investment consulting, alternatives consulting and wealth management operations. “We’re thrilled to be welcoming Pavilion…
The Canada Pension Plan Investment Board is investing about $665 million in an American packaging supplier as part of a recapitalization deal with private equity firm…
The Canada Pension Plan Investment Board is buying shares in ChargePoint Inc., an electric vehicle infrastructure company, as part of a US$240 million funding round led by…
The federal government is asking Canadians to weigh in on a consultation paper that tackles issues related to underfunding, insolvency and pension plans. The topics…
The Public Sector Pension Investment Board is acquiring a 49 per cent interest in a U.S. wind facility through its existing stake in renewable energy company Pattern Energy…
The Ontario Teachers’ Pension Plan is entering into a partnership with Fleet Complete, a Toronto-based software company in the vehicle space. The company provides GPS tracking…
While global institutional investors’ ability to analyze fixed income products on environmental, social and governance factors is growing, the supply of socially or eco-savvy bonds…
Canada Pension Plan Investment Board is “embracing disruption” and looking to cash in on emerging shifts in the global economy, such as a move towards…
The number of indexes at an investor’s fingertips grew by 12 per cent (or 438,000) in 2018, rising to 3.72 million distinct indexes globally as of…
On Nov. 7, 2018, the California State Teachers’ Retirement System (CalSTRS) announced that it will be divesting from two U.S. publicly-held companies that operate private…
Even 10 years after the financial crisis, many Canadian investors still don’t feel secure, according to a new survey by Natixis Investment Managers. More than half (59…
Increasing exposure to less liquid, alternative assets like infrastructure, real estate and private equity hasn’t created difficulty for Canadian pensions in repaying creditors, according to a…
The Alberta Investment Management Corp. is taking a majority stake in Eolia Renovables de Inversiones, a Spanish renewable energy producer, from Oaktree Capital Management and other shareholders.…
The Canada Pension Plan Investment Board saw a net return of 0.6 per cent for the second fiscal quarter of 2019. With a total net…
While equity markets in North America experienced a difficult October, Japan’s equity markets may prove an attractive alternative given their relatively dampened valuations and companies’ historically…
The political congestion likely to stem from the United States’ midterm election results has equally mixed implications for equity markets, with Democrats taking a majority in the…
For the first time since the Financial Services Commission of Ontario began monitoring defined benefit pension solvency in 2009, the province’s DB plans posted a…