While previous research has indicated that defined contribution pension plan members benefit from a limited number of core investment options because it reduces choice overload,…
The majority (70 per cent) of global institutional investors agree that sustainability will play a more important role in investments over the next five years, according…
Concordia University’s Foundation is divesting from coal, oil and gas within five years and will become the first university foundation in Quebec to target 100…
The recent federal election highlighted interest in climate change, as well as the potential impacts on communities and the population, with the issue No. 1…
The Canada Pension Plan Investment Board has dramatically increased its investments in renewable energy companies, from $30 million in 2016 to $3 billion as of…
Globally, 10 per cent of mining companies’ tailings dams have experienced stability issues, according to an analysis by a group of global institutional investors representing…
While markets remain in the longest bull run in history, worries abound that the party has to come to an end. “Interest rates have been…
Active investors should combine their own analytical work with the use of machine learning to get a leg up on their passive peers, according to a new paper. Fiona…
A defined contribution plan sponsor’s strategic decisions around asset allocation are far more influential to the performance of the pension portfolio than security selection or…
Defined contribution plan sponsors have a tough job. “Every day that goes by, DC is getting harder and harder to solve for,” said Lorie Latham,…
The Institutional Limited Partners Association has released a model limited partnership agreement for the private equity industry. As a legal template, the model is available…
Institutional investors should narrow in on the importance of human capital as an environmental, social and governance issue. “We know that ESG is about trying…
There are many reasons for pension plans to consider exposure to liquid alternatives, but the first step is understanding the asset class. Simply, liquid alternatives…
The guiding document outlining best practices for fiduciaries practicing corporate engagement is in for a major update. As of January 2020, the U.K. Stewardship Code…
The use of factor investing is on the rise among institutional investors, according to a new global survey by Invesco. “Factor investing has shifted from…
What if institutional investors could turn their portfolio companies’ quarterly earnings calls into actionable data by analyzing their sentiment over time? The Alberta Investment Management…
Twenty years ago, Jim Keohane was brought into the Healthcare of Ontario Pension Plan to launch its derivatives program. Since then, he’s climbed his way…
Global growth slowed to three per cent on an annual basis in the middle of 2019 and is expected to remain below three per cent…
Investment management fees for certain asset classes have declined substantially, especially in sectors where managers have been under pressure from new competitors, cheaper alternative strategies…
Active mutual funds that engage in securities lending through in-house lending agents should raise questions for institutional investors. These funds may “reach for lending fees”…
The majority (85 per cent) of global investment professionals said responsible investing is at least somewhat important to their organization, up from 68 per cent…
More than half (52 per cent) of institutional investors said they think a political or world event, such as Brexit, will impact portfolio performance over…
In the current market environment, there may be good reasons for investors to consider increasing their portfolio’s allocations to cash, according to a new report…
As the U.S. Securities and Exchange Commission moves to increase its oversight over proxy voting advisory firms, Horizons ETFs is evolving its proxy voting policies…
An alliance of the world’s largest pension funds and insurers responsible for more than US$2.4 trillion in investments is committing to carbon-neutral investment portfolios by 2050.…