Real estate, a long-time stable, returns-generating asset class for pension plans, may no longer be as solid due to the impact of the coronavirus pandemic. “A…
Acknowledging that the multi-faceted causes and consequences of climate change call for different methods, Quebec-based pension fund Bâtirente is publishing a new climate commitment. “Effectively…
The Healthcare of Ontario Pension Plan is well-known for its liability-driven investing strategy, which helped it successfully weather the 2008 financial crisis. During the coronavirus…
The Halifax Port ILA/HEA found a way to provide its defined contribution pension plan members with a defined benefit upon retirement — and it’s been…
The recent market turmoil caused by the coronavirus crisis has increased the focus on rebalancing decisions for many Canadian pension plans. As certain asset classes…
At the time of my last column in May, many pension plan sponsors were catching their breath after watching funding levels take a roller coaster…
The CFA Institute is calling out the lack of clarity and standardization around environmental, social and governance investment products. In a consultation paper, the organization…
Four types of new habits and perspectives are expected to define the post-coronavirus era and could impact investment portfolios, according to new analysis by Thinking…
The vast majority of investors (82 per cent) are satisfied with how their portfolios performed in the first half of 2020, despite some weak results…
As the global economy slogs through one of the most dire situations in living memory, some predict it will bounce right back to its old…
Over the last several years, a small group of faculty members at the University of British Columbia has been calling on its pension plan’s board…
Institutional investors looking to score potential investments on environmental, social and governance factors now have a new option. Bloomberg is launching its own set of ESG…
Looking at public equity market charts for the year so far, many form a V-shape. In these V-shaped situations of rapid decline followed almost immediately…
While Canadian pension plans hold a quiet confidence, it turns out they actually do outperform their international peers when it comes to asset performance and…
The current market environment has the potential for long-term effects on the defined benefit pension investment industry, according to a new report by Cerulli Associates.…
The Canada Pension Plan Investment Board is updating its policy on sustainable investing to reflect an increased conviction in the importance of environmental, social and governance risks…
The Canada Pension Plan Investment Board is adding Boon Sim to its board of directors. Sim held senior leadership roles at Singapore-based investment house Temasek International…
During 2020’s second quarter rebound, U.S. equities saw stronger performance than other developed markets like the U.K. and the rest of Europe. However, during the…
Throughout the coronavirus pandemic, in-person visits by institutional investors have been drastically reduced, temporarily short circuiting qualitative due diligence and leading to slightly more reliance…
Morningstar Inc. is taking aim at the disparate ESG disclosure requirements still hampering the investment industry. In a recent report, Morningstar explored some of the…
The Alberta Investment Management Corp. has completed its review of a volatility trading strategy, known as VOLTS, that resulted in $2.1 billion in losses in the…
With its recent acquisition of environmental, social and governance data analytics provider Sustainalytics, Morningstar Inc. is taking aim at the disparate ESG disclosure requirements still hampering…
The Ontario Teachers’ Pension Plan’s 2019 climate change report contains its first-ever, independently assured portfolio carbon footprint. Even as the plan’s assets grew in 2019,…
Sun Life Canada is launching an environmental, social and governance framework for its group retirement services to help pension plan sponsors and members make sustainable…
Before physical distancing, pension plan sponsors typically held in-person meetings and site visits when allocating to new investment managers. “I like to look people in…