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…
- By: Brooke Smith
- June 4, 2009 September 13, 2019
- 00:00
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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 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…
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…
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…
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 investing (SRI) is not only gaining in popularity in the United States, but is growing at a faster pace than the broader universe…
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…
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…
Pension fund investors should refrain from taking a reactive approach to the recent credit crunch or trying to make short-term adjustments to their portfolios to…
Pension investors shouldn’t rely solely on rating agencies to determine the quality of fixed income investments. Fixed income vehicles provide pension funds with the required…
Recent market gyrations have captured the attention of investors who may question whether the end is nigh for the four-year bull-run on global equity markets.…
Few choices have a greater impact on the performance and overall operations of institutional pension funds than the selection of an investment consultant. A report…
Fundamentals-weighted index strategies allow plan sponsors to mitigate risks in markets that are overly concentrated. Evidence suggests that long-term returns from fundamentals-weighted index strategies can…
Investment management professionals are typically hard-driven individuals determined to win at all costs, take no prisoners and beat the competition/benchmark. So how does one manage…
The institutional investor community is a close-knit one, and one that relies heavily on the effectiveness of a strong working relationship between the three decision-makers:…