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Latest news in Investment Strategies

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
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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…

  • By: Scot Blythe
  • November 13, 2009 December 4, 2020
  • 00:00

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
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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
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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

Mind your Ps

In evaluating which funds to choose, plan sponsors and investment managers usually consider the three Ps: performance, process and people. These aspects are of the…

Altering allocation to account for new risks

Asset allocation deals with a lot of assumptions about the return projection of asset classes and the correlation of assets within a portfolio. Unfortunately, lessons…

  • By: Mark Noble
  • May 20, 2009 September 13, 2019
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Asset Mix Key to Protecting Retirement Income

For investors with a strong constitution, the current market malaise may very well represent some “good buying opportunities,” as described by Prime Minister Harper. For…

  • By: Jody White
  • March 19, 2009 September 13, 2019
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Fewer Features, Higher Fees Future for GMWBs: Manulife

While guaranteed minimum withdrawal benefit funds have been a huge hit in the Canadian marketplace, at least one company isn’t looking to gain shelf space…

  • By: Scot Blythe
  • March 4, 2009 September 13, 2019
  • 00:00

Straight Talk

As plan balances plummet, employees are worried about their future retirement. Could advice be the ace in the hole for employers? “You got to know…

Times of Change

In the aftermath of the recent financial upheaval, research shows that pension fund investors are reviewing their investment managers and the diversification of their asset…

The Return of Alpha

When it comes to chasing alpha in today’s market, the new mantra should be “less is more,” according to an expert. Speaking at the Stock…

Active Money Managers Perform Better in Q3

There is fresh evidence that the value of active management is found in market downturns, as the latest Standard & Poor’s Indices Versus Active Funds…

Caisse to Alter Strategy

The Caisse de dépôt et placement du Québec plans to adjust its investment strategy to cope with the global credit crisis whose scope and effects…

Beta Revisited

Fama and French teach some lessons on theory versus practice. Beta is the well-known risk coefficient in the capital asset pricing model (CAPM) for pricing…

In Sickness and in Wealth

Volatile markets have taken their toll on the Top 40 Money Managers of 2008. But they recognize that this crisis, too, will pass. This Top…

Volatile Times

In a difficult economic environment, Canadian pension plan sponsors are willing to sacrifice higher returns for stability. The U.S. credit crunch and resulting market uncertainty…

Practice Made Perfect

Understanding best practices helps plan sponsors ensure that their investment managers measure up. Have you ever wondered how your investment managers’ processes stack up against…

Another Perfect Storm?

Pension funds may be about to experience the second perfect hundred year storm in this decade. With Canadian stock markets already down this year and…

Rough Ride

A road map to investing in volatile markets. Gut-wrenching periods of market volatility are hardly new. In the world of investment management, they come with…

Socially Responsible Investment Soars

Socially responsible investing (SRI) is not only gaining in popularity in the United States, but is growing at a faster pace than the broader universe…

  • By: Jody White
  • March 7, 2008 September 13, 2019
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T. Rowe Price Launches Floating Rate Bank Loan Strategy

T. Rowe Price is expanding its institutional investment offerings by launching the floating rate bank loan strategy. It seeks high current income with lower interest-rate…

Caisse Will Explain ABCP Exposure: Reports

The Caisse de dépôt et placement du Québec’s chairman and CEO is expected to go before the provincial legislature’s finance committee to explain the organization’s…