Investments Investment Strategies Page 49
CIR news

Latest news in Investment Strategies

Balance TDFs with the 80/10/5 rule

Balance TDFs with the 80/10/5 rule

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…

  • By: Peter Walsh
  • January 16, 2012 September 13, 2019
  • 09:55
Q&A: OMERS on pension investing and asset allocation

Q&A: OMERS on pension investing and asset allocation

Benefits Canada sat down with OMERS president and CEO, Michael Nobrega, for his views on pension investing and asset allocation.

  • By: Neil Faba
  • January 9, 2012 September 13, 2019
  • 08:00
Why OMERS is changing gears

Why OMERS is changing gears

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…

  • By: Neil Faba
  • January 9, 2012 September 13, 2019
  • 08:00
Use of LDI strategies highest in 5 years: SEI

Use of LDI strategies highest in 5 years: SEI

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…

  • By: Staff
  • December 9, 2011 September 13, 2019
  • 11:01
Sun Life, McLean Budden announce changes to funds

Sun Life, McLean Budden announce changes to funds

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.…

  • By: Staff
  • December 8, 2011 September 13, 2019
  • 12:04
Understanding ALM and LDI

Understanding ALM and LDI

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 launches risk management portfolio

Morneau Shepell launches risk management portfolio

Morneau Shepell Ltd. has developed a risk management portfolio, designed to reduce volatility for pension plans.

  • By: Staff
  • November 29, 2011 September 13, 2019
  • 11:03
Back to basics: What, me, rebalance?

Back to basics: What, me, rebalance?

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…

Explaining tactical allocation

Explaining tactical allocation

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…

Should you rebalance your assets?

Should you rebalance your assets?

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…

  • September 28, 2011 September 13, 2019
  • 08:53

Video: Rethinking asset allocation

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,…

Part 2: Finding the target (date fund)

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…

Optimal asset mix: Does one size fit all?

Optimal asset mix: Does one size fit all?

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…

Constructing your portfolio

Constructing your portfolio

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…

Value managers led the pack in Q1

Value managers led the pack in Q1

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…

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