Factor-based indexes launched
S&P Dow Jones indexes and the Toronto Stock Exchange (TSX) have launched the S&P/TSX Composite Shareholder Yield Index and the S&P/TSX Composite Buyback Index.
- By: Staff
- September 25, 2014 September 13, 2019
- 14:26
Latest news in Investment Strategies
CalPERS getting out of hedge funds
The largest pension fund in the United States plans to end its hedge fund program in an effort to simplify its investment portfolio and reduce…
- By: Staff
- September 16, 2014 September 13, 2019
- 10:17
Strategy: Shifting gears
Dalhousie University’s DB plan is driving in a new direction
- By: Craig Sebastiano
- September 1, 2014 September 13, 2019
- 07:00
Should pension funds put the brakes on low-volatility strategies?
After last year’s strong market returns, should pension funds put the brakes on low-volatility strategies?
- By: Tony Palermo
- July 16, 2014 September 13, 2019
- 07:00
Failing conventionally or succeeding unconventionally?
In a previous article, I focused on the decline of active management, arguing not that the potential for active management has declined over the past…
- By: Ryan Kuruliak
- July 4, 2014 September 13, 2019
- 09:00
Unigestion launches first Canadian-domiciled fund
Unigestion has announced the launch of its first-ever Canadian-domiciled world developed equities fund.
- By: Staff
- June 27, 2014 September 13, 2019
- 10:30
Another new high for ETF, ETP assets
Exchange-traded funds (ETFs) and exchange-traded products (ETPs) listed in Canada gathered US$1.25 billion ($1.36 billion) in net new assets in May to hit a new…
- By: Staff
- June 10, 2014 September 13, 2019
- 10:12
How institutional investors can benefit from disruptive technologies
Disruptive technologies are changing the world—and institutional investors can benefit
- By: Dan Roarty
- June 1, 2014 September 13, 2019
- 07:00
Get ready for a life after benchmarks
Benchmark-oriented active managers will fall behind.
- By: Melissa Shin
- May 29, 2014 September 13, 2019
- 11:25
Rising rates mean it’s time to rethink low volatility
It might seem strange to hear a low-volatility equity manager say it's a bad time for low-volatility stocks—but that's exactly what we heard over lunch…
- By: Caroline Cakebread
- May 27, 2014 September 13, 2019
- 10:24
How to invest in a sideways market
Sideways markets deliver below-average returns, and we probably have a few more years to go, said Kim Shannon, president and chief investment officer of Sionna…
- By: Alyssa Hodder
- May 16, 2014 September 13, 2019
- 09:23
A smart approach to taking risk
Investors need to be intelligent about risk taking in volatile times, but the path they take won’t be identical, according to Mark Cestnik, managing director…
- By: Brooke Smith
- April 25, 2014 September 13, 2019
- 09:43
Low-volatility stocks have hidden risks: report
Low-volatility equity portfolios disappointed in 2013 because of hidden risks, according to a report from Unigestion.
- By: Staff
- April 14, 2014 September 13, 2019
- 11:19
It’s your move: Rethinking risk
Little has changed in modern portfolio views over the last few decades. Many institutional money managers and plan sponsors have been working with the simple…
- By: Joel Kranc
- March 27, 2014 September 13, 2019
- 07:00
How to manage extreme risks
It’s hard to watch the news these days without hearing about the tug of war that’s going on between Russia and the Ukraine. As the…
- March 17, 2014 September 13, 2019
- 11:17
How to approach risk in an uncertain environment
Pension funds need to take a certain amount of risk in order to meet their pension obligations. But how can they do it intelligently in…
- By: Rob Balkema and Tom Lappalainen
- January 21, 2014 September 13, 2019
- 07:00
3 tips to de-risk your portfolio
If you are a DB pension plan sponsor, your plan is likely invested in a traditional balanced fund structure. A mix of 60% public equities…
- By: Eric Menzer
- January 8, 2014 September 13, 2019
- 07:00
How to take a dynamic approach to asset allocation
Over the past few years, many plan sponsors have sought to de-risk their DB pension plans. This has manifested itself in different ways—from simply diversifying…
- January 6, 2014 September 13, 2019
- 07:00
Low-volatility stocks expected to outperform
Low-volatility stocks have outperformed the general market and that trend is expected to continue, according to a white paper.
- By: Staff
- December 18, 2013 September 13, 2019
- 15:20
Smart beta ETFs more popular with institutional investors
Institutional investors report that they are increasingly using smart beta exchange-traded funds, according to a new study.
- By: Staff
- December 11, 2013 September 13, 2019
- 11:45
Are low-volatility equity strategies a sweet spot for pension investors?
Are low-volatility equity strategies a sweet spot for pension investors?
- By: Brooke Smith
- December 11, 2013 September 13, 2019
- 07:03
Traditional active investments expected to become passé
Investors will increasingly abandon traditional and benchmark-based active investments in favour of “new active,” outcome-oriented investment strategies during the five years ending in 2018.
- By: Staff
- November 26, 2013 September 13, 2019
- 09:14
Vertex One starts a low-volatility fund
Vertex One Asset Management Inc. has launched a new fund for retail and institutional investors seeking absolute returns with low monthly volatility.
- By: Staff
- November 22, 2013 September 13, 2019
- 15:39
Low volatility: In search of a smoother road
Last month, I wrote about the expanding equity index universe and the case for investing in frontier markets. Another equity index development that is gaining…
- By: Eric Léveillé
- November 11, 2013 September 13, 2019
- 10:23
Looking for alpha
Hunting for alpha isn’t just about stock picking, say three portfolio managers.
- By: Dean DiSpalatro
- October 16, 2013 September 13, 2019
- 11:53