New research from the EDHEC-Risk Institute warns of the risk of new forms of alternative-weighted equity indexes seriously underperforming traditional cap-weighted indexes.
Sometimes, finding the right investment approach can feel like trying to get a book onto the best-sellers list: a bit of strategy, a bit of…
Likewise, the CBC/Radio-Canada Pension Plan, launched a half-century ago, became something of a pioneer when it adopted a liability driven investing (LDI) approach in 2005.
The 2012 Risk Management Conference (August 21-23 in Muskoka, Ontario) will see the return of Jeffrey Scott, the former chief investment officer at Alaska Permanent…
Trends in liability driven investing (LDI) continue to evolve as Canadian plan sponsors of all sizes put LDI strategies in place. Implementing these strategies has…
Morneau Shepell is extending its suite of asset and risk management services, with the addition of four new investment funds, which it says will represent…
Emerging economies are still growing faster than developed countries, so investors must seize the opportunities beyond Canada’s borders, said a panel of experts at The…
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…