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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.

  • By: Scot Blythe
  • September 2, 2010 January 20, 2021
  • 09:08

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…

  • 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
  • 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

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
  • 00:00

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
  • 00:00

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…