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REITs: A good idea?

REITs: A good idea?

The real estate investment trust (REIT) market in Canada continues to grow and develop. Does this signify an investment opportunity for institutional investors? A REIT…

Examining portfolio risk

Portfolio measurement is usually performed by the calculation of returns. But returns alone do not describe the performance of a portfolio. It is essential to…

Is infrastructure investing for you?

Is infrastructure investing for you?

Why should institutional investors invest in the infrastructure space? Most pension plans need to match liabilities, and infrastructure investment is a way to do this,…

Speaker series to dispel myths of impact investing

Speaker series to dispel myths of impact investing

Finally there is an asset class where philanthropy and desire for capital gains can cohabit without qualms or a clash. Known as impact investing, it…

Knowing your investment management style

After the roller coaster ride of the past three years, pension plans are starting to ask questions about their methods for selecting and evaluating investment…

  • By: Neil Faba
  • February 18, 2011 September 13, 2019
  • 14:53

Investing in challenging markets pays dividends

Investors—pension fund investors in particular—remain skeptical of a reliance on the equity risk premium. Judging from the asset mix trends and money remaining on the…

Actively managing beta risk

Actively managing beta risk

Exchange traded funds have emerged as important instruments for investors and advisors. That’s not surprising, but the way they’re being used might be: once touted…

Coping with unknown unknowns

A large loss is not evidence of a risk management failure...

A streetwise Black-Litterman

Two recent enhancements in financial engineering allow us to bring this theory to the real world of investment.

Holistic approach to risk vital in today’s climate

As a result of the two market crises of the past decade, it has become evident that a more holistic way of looking at risk…

  • September 28, 2010 September 13, 2019
  • 00:00

Keeping feelings out of financial decision-making

Behavioural finance, or the study of investor psychology, marries the psychology of decision-making with investors’ trading behaviour and asset pricing. Departures from rational decision-making emerge…

Thinking ‘outside the box’ on asset allocation

In November 2009, I questioned if the pension industry is an example of ‘The Peter Principle’ in action. In other words, has the pension industry…

Leverage: The good, the bad, the benign

Coverage from the 2010 Risk Management Conference.

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To hedge or not to hedge

Currency management was the topic of the most recent Canadian Investment Review debate.

LDI: Is it time yet?

Although many pension funds have embraced LDI (liability-driven investing) in principle, the decision to proceed with LDI is quite problematic in terms of timing and…

5 steps to creating an LDI framework

The considerable traction gained by liability driven investing (LDI) both in Canada and abroad is well documented. Ongoing challenges to pension plan funded status stemming…

  • By: Jim Cole
  • August 19, 2010 September 13, 2019
  • 00:00

The new asset allocation

Since the global financial crisis, asset allocation isn’t what it used to be. That is the main message behind State Street’s latest report, which explains…

  • By: Jody White
  • August 4, 2010 December 4, 2020
  • 00:00

The long road to results

Pension plan sponsors and other investors with long time horizons often rely on high allocations to equities to help them achieve their long-term return objectives.…

Pre-retirees too risk averse

Pre-retirees too risk averse

As Canadians approach retirement, they are generally expected to ratchet down the risk level of their portfolios. But a recent survey suggests that the market…

  • By: Steven Lamb
  • February 16, 2010 September 13, 2019
  • 00:00

Canadian stock trading: back to the future

Despite a decade of advances in technology, trading strategies and ownership, Canada’s equity marketplace seems to be in about the same place it was a…

Buffett vs. Yale?

Now that pension plans are recovering from the market meltdown of 2008 and are reconsidering their longer term investment strategy, there are two alternative paths…

Post-crisis investment strategies unchanged

Since the outset of the global financial crisis, institutional investment policy and diversification have come under increased scrutiny in an attempt to protect assets in…

  • By: Jody White
  • October 7, 2009 September 13, 2019
  • 00:00

Asset Allocation 101

Most plan sponsors take a top down approach to investing which starts with an asset allocation decision between equities, bonds and alternatives. This allocation is…

Managers move from defense to offense

Emerging markets and high-yield bonds—the riskiest equity and fixed income categories, respectively—have money managers bullish, according to a survey. Russell Investments’Investment Manager Outlook survey of…

  • By: Jody White
  • June 24, 2009 September 13, 2019
  • 00:00

Pre-crisis strategies serve Canadian institutions well

The conservative portfolio allocations held by Canadian institutions prior to the onset of the global financial crisis have resulted in largely positive post-crisis reviews of…

  • By: Jody White
  • June 23, 2009 September 13, 2019
  • 00:00