For some investors, tradition isn’t cutting it anymore. Rock-bottom interest rates are squeezing fixed-income returns, and the need to diversify through sturdy, lower-risk assets is…
Politically motivated investments in environmental, social and governance ventures are a key factor in the underperformance of the California Public Employees’ Retirement System, according to…
Quebec-based pension fund Bâtirente is investing $15 million towards the creation of a green bond fund to be set up and managed by its partner AlphaFixe Capital Inc.…
Company takes steps to address climate change
While contracts between institutional investors and asset managers can inadvertently encourage short-term investment decisions, a new report by FCLT Global is recommending nine key areas…
The majority of global institutional investors anticipate 2018 will be a year of increasing volatility in both the bond (70 per cent) and stock (78 per…
Investors make decisions every day about how to allocate the monies entrusted to them, including choices which asset classes, which markets and which managers to…
Despite the political noise around the globe, underlying economies are in pretty good shape and virtually every asset class is seeing high prices, according to the…
It’s no secret that passive investments, such as exchange-traded and indexed funds, have become more popular with investors over the past 10 years. Such funds require…
Dealing with political risk in the time of Trump.
How can plan sponsors encourage their employees to make better investment decisions? And how can they ensure plan members can retire with adequate income? Those…
Plan sponsors should focus on the entry and exit points of their defined contribution pension plans as the world grapples with an era of lower…
Amid continued uncertainty, investors are branching out from the traditional Canadian bond market in search of yield and diversification. Although two consecutive interest rate hikes…
Technology will be the key to helping individuals make better retirement decisions in a world dominated by defined contribution pensions. That was a key message…
Employers should tread carefully before embracing more complex investment options for their defined contribution plans, according to a speaker at the recent Defined Contribution Investment…
Bonnie-Jeanne MacDonald wants to challenge the many rules of thumb she says are misleading and potentially harmful when it comes to retirement security. MacDonald, a…
Automatic solutions in plan design can help fiduciaries to fulfil their obligations to defined contribution plan members, according to Ruthann Pritchard, an institutional portfolio manager…
Jason White wants to see Canadians getting a healthier dose of braised duck in their investment diets. White, a portfolio specialist in the equity division…
At an index level, equity volatility in developed markets has reached record lows in 2017. In the U.S. options market, the Chicago Board Options Exchange volatility…
For those who use the standard four per cent withdrawal rate for retirement savings, it’s time to reconsider the approach. “The four per cent withdrawal rate has…
The Caisse de dépôt et placement du Québec will now be factoring climate change into every investment decision it makes, setting out targets and actions…
As pension plans grapple with what to do about environmental, social and governance factors, Quebec-based fund Bâtirente offers some guidance on the options available. It…
As pension plans move into better solvency positions this year, should they be lowering their risks by purchasing an annuity or looking at investment strategies…
Amidst all of the talk about transparency in the investment industry, the dialogue around refundable fees has been on the quiet side. Also known as…
The Public Sector Pension Investment Board is making a new foray into corporate stewardship by releasing its first responsible investment report. The report outlines several…