Many DB pension plan sponsors in Canada are revising their investment strategies to focus more on risk management in order to better manage funded status,…
There’s nary a bull or bear to be seen on Bay Street these days. That’s because we’re in a sideways market. That was the message…
How can investors achieve returns in a sideways market? At Legg Mason’s Global Investment Forum on May 1, 2012, Steven Bleiberg, president and CEO of…
More important today than ever before is having a retirement savings portfolio that’s balanced between capital preservation and capital accumulation. To help members achieve this,…
Amidst roiling equity markets, many have said the days of the equity risk premium are over; however, according to our keynote speaker, it’s not only…
Risk is not a four-letter word; unintended risk is. Investors need to take some risk in order to achieve their goals.
Canadians are renowned for their conservative approach to their finances, but a recent survey from CIBC suggests our collective risk aversion might be putting our…
RBC Global Asset Management Inc. announced today the launch of BlueBay Emerging Markets Corporate Bond Fund, RBC U.S. Mid-Cap Value Equity Fund and RBC U.S.…
With global economic issues, the ongoing European sovereign debt crisis and pension plan funding levels still a concern, who can blame investors for being worried?
CIBC Global Asset Management Inc. has expanded its offering of institutional pools, spanning Canadian, U.S. and global equities, as well as Canadian fixed income.
With the erosion of assets in many retirement portfolios in recent years, plan sponsors are starting to wonder if members might never be able to…
Benefits Canada sat down with OMERS president and CEO, Michael Nobrega, for his views on pension investing and asset allocation.
In recent years, many pension plans have looked to private investments to mitigate some of the risk of public markets. For OMERS, this shift began…
The number of pension plans adopting liability-driven investing (LDI) strategies has increased significantly since last year, reports SEI. According to SEI’s Global Quick Poll, which…
Sun Life Financial and McLean Budden Limited have announced several mutual fund changes resulting from their September announcement that Sun Life Global Investments (Canada) Inc.…
Financial institutions use the acronym ALM to describe what is now referred to as LDI (liability driven investing) by the pension industry. Why are there…
Morneau Shepell Ltd. has developed a risk management portfolio, designed to reduce volatility for pension plans.
For the second time in the last four years and the third time in about a decade, investment/pension committees have to cope with the effects…
Originally from our sister publication, Advisor.ca. Should investors chisel their portfolios onto granite and wait them out for the long haul, regardless of what happens…
Mark Twain said, “History doesn’t repeat itself, but it does rhyme.” This is an apt quote for the current market conditions, which continue to cause…
Watch this video John Power, senior vice-president, U.S. equities, with Pyramis Global Advisors, says that investors need to seriously rethink traditional asset allocations. For starters,…
My previous article, Finding the target (date fund), introduced target date funds (TDFs)—also known as lifecycle or age-based funds—and provided background for why they are…
Risk is a central concept in investing, particularly for retirement solutions in DC pension plans. However, the analysis of risk is potentially complicated, as the…
It’s certainly no secret that during the last decade, the trend within the Canadian pension landscape has been for plan sponsors to move away from…
The global volatility that marked the first quarter of 2011 battered stock markets, allowing defensively positioned value managers to beat the S&P/TSX Composite Index, according…