With annuities largely comprised of fixed-income investments, can the sponsors of pension plans gain an advantage by replicating such a portfolio on their own with…
The Canada Pension Plan Investment Board posted a net annual return of 11.6 per cent as the end of its fiscal year on March 31,…
With no standardized system in place for measuring company activities, it has historically been a challenge for institutional investors to assess their climate-related impact. The…
The carbon footprint of Bâtirente’s overall equities portfolio is 35 per cent lower than its benchmark, according to a report by the Quebec-based pension fund. The report also…
Investments from pension funds accounted for 25 per cent of Canadian investment in the Asia-Pacific region between 2013 and 2017. Their share was up from…
While North American investors have traditionally perceived environmental, social and governance factors as a way of injecting personal philosophy into business practices, Japan’s business community…
The Canadian dollar has had its share of ups and downs over the past year or so. At the beginning of 2017, it sat at…
Global institutional investors are more trusting of the financial services sector than their retail counterparts, according to a new survey by the CFA Institute. The survey,…
A 9.7 per cent net return for 2017 has helped the Ontario Teachers’ Pension Plan report a funded status of 105 per cent in its…
The Ontario Pension Board posted a return of 10.8 per cent in 2017, an increase on its return of 8.1 per cent in 2016. The pension fund’s…
When it comes to environmental, social and governance factors, investors are confronted by an alphabet soup of acronyms that can make it tough to determine…
With global growth improving, interest rates continued to increase in 2017, particularly in Canada and the United States. Many believe the U.S. Federal Reserve will raise…
The OPSEU Pension Trust posted a 9.5 per cent return for 2017, an increase on its six per cent return in 2016 and its eight per…
The Healthcare of Ontario Pension Plan posted a 10.88 per cent return for 2017, up very slightly on its 10.4 per cent return in 2016…
Investors are putting risk at the centre of their asset allocation decisions — and that’s good news. The trouble is, the risk models they’re using aren’t up…
The majority of global institutional investors are expecting 2018 to bring more volatility in both the stock (78 per cent) and bond markets (70 per cent),…
The Caisse de dépôt et placement du Québec returned 9.3 per cent in 2017, an increase on its return of 7.6 per cent in 2016. While…
Canada and the world enjoyed a particularly strong economic performance last year. In Canada, the unemployment rate fell to just 5.7 per cent at the…
Environmental, social and governance factors have a role to play in the smart beta strategies that institutional investors have become more familiar with in recent…
Whether plan sponsors expect a bear or a bull market in 2018, if they’re in a position to de-risk their pension plan, they should do…
With several reasons for both optimism and pessimism about the economy this year, the world appears to be in a state of “stable instability,” an…
Canada’s economic boom in 2017 surprised economists and supported strong labour numbers. Yet, inflation also remained dormant, “which created this Goldilocks environment and, therefore, very…
Recent weeks and months have seen a rise in activity around pension fund divestment from carbon assets. This month, the City of New York announced…
An optimist and a pessimist meet for a coffee. “Things can’t possibly get any better,” the optimist says. The pessimist responds: “I think you’re right.”…
When it comes to the most popular investment stories of the year, Benefits Canada‘s biannual top money managers’ rankings were at the top of the list…