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
Latest news in Investment Strategies
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
Adding asset classes to reduce risk
The past few weeks have been dominated by news reports about tornadoes that have ripped through Oklahoma, causing devastation in their wake. People have died,…
- June 17, 2013 September 13, 2019
- 11:35
Additional asset classes could improve DC plan returns
Broadening the investment options available to American DC plans to include real assets, emerging market equities and debt, and liquid alternatives could improve returns while…
- By: Staff
- June 11, 2013 September 13, 2019
- 10:00
Spartan launches onTREND fund
Spartan Fund Management has launched the onTREND fund, a discretionary trend-following fund focused on North American-listed equities.
- By: Staff
- June 5, 2013 September 13, 2019
- 08:27
What macroeconomic trends mean for pension plan managers
In the early 2000s, the world seemed to be behaving pretty much as it should, or at least the way many institutional investors wanted it…
- By: Eric Léveillé
- May 15, 2013 September 13, 2019
- 10:18
Investment oversight: the danger of paying too close attention
Manager performance is often monitored by committees over a quarterly or monthly basis, and while investment oversight is a necessary and prudent function of fiduciaries,…
- By: Ryan Kuruliak
- May 8, 2013 September 13, 2019
- 10:36
Living with low interest rates
Global macro headwinds have been causing interest rates to remain low, leaving the world in a “lower for longer” rate environment. But there are strategies…
- By: Bruce Cooper and Les Grober
- May 6, 2013 September 13, 2019
- 10:46
Why more long-term debt is positive for pensions
One of the items that received little attention in the federal government’s most recent Economic Action Plan (also known as the 2013 Budget) was a…
- May 2, 2013 September 13, 2019
- 10:41
Franklin Templeton launches new growth fund
Franklin Templeton Investments Corp. has introduced a new fund for Canadian investors looking to minimize the effects of changing currency valuations on their global equity…
- By: Staff
- April 11, 2013 September 13, 2019
- 10:15
New thinking on emerging markets
If words like volatility, uncertainty and fear spring to mind when you think of emerging markets, the speakers at Benefits Canada’s 2012 Defined Benefit Summit…
- By: Suzanne Bowness
- January 23, 2013 September 13, 2019
- 11:59
Real assets present real opportunity
Stocks and bonds are the traditional investment choices for many institutional investors. But with equity markets now moving toward their previous peaks and fixed income…
- By: Mary Ellen Aronow and Cody Dahl
- January 18, 2013 September 13, 2019
- 07:00
Land of opportunity
Stocks and bonds are the traditional investment choices for many institutional investors. But with equity markets now moving toward their previous peaks and fixed income…
- By: Mary Ellen Aronow and Cody Dahl
- January 4, 2013 September 13, 2019
- 15:29
A decade of work
The current investment environment is scary for Canadian pension plan sponsors: low bond yields and flat equity markets with too much volatility. Where do they…
- By: Brendan George
- December 6, 2012 September 13, 2019
- 10:36
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