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.…
Fee compression is putting pressure on providers that are seeking to be more innovative in launching new target-date funds, prompting managers to consider more customization,…
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 to take on…
As the gap continues to widen between required infrastructure spending and actual dedicated funds, according to the G20, private infrastructure projects represent a strong opportunity for…
South Africa’s economy has been sluggish in recent years, but upcoming changes could provide hope for institutional investors considering opportunities in the country. Its economy…
While target-date funds are intended to be used as a singular option in capital accumulation plans, many defined contribution plan members use them in conjunction…
Large pension funds pare back external investment managers.
As environmental, social and governance issues are increasingly recognized as material factors when considering investments and amid growing stakeholder pressure, many options are available for…
Since Telus Communication Inc.’s journey from defined benefit pension plans to defined contribution began in 1996, it’s come a long way, but it’s far from over.…
Private equity funds’ use of subscription lines of credit has been debated by both researchers and practitioners, specifically because of this form of financing’s impact…
As members of the federal government’s expert panel on sustainable finance, we recently published our final report on how to mobilize Canada’s financial sector in…
As private market assets become larger and more important allocations in pension plan portfolios, the methods for effectively benchmarking performance will become more relevant to the institutional investment…
The current U.S. economic expansion has just become the longest on record. This period of uninterrupted growth has driven strong market performance over the past…