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:…
If it’s worth doing in the pension world, it’s worth doing slowly. This guidance has served pension plan sponsors well. Assets represent the security of…
State Street Global Advisors(SSgA)has launched its active Canadian fixed income strategy, a risk-controlled approach for core fixed income investors. The strategy is designed to add…
Business trusts must choose a new path. But which way will they go? Income trusts might have been dealt a major blow last Halloween, but…
Alpha can be found in credit-based debt strategies. In practice, pure alpha is difficult to achieve. Entry points are important, and these are driven by…
Don’t use short-term thinking when implementing long-term strategies. Pension obligations usually stretch 50 to 60 years into the future. As such the pension management goal…
The predictive power and economic effectiveness of trading strategies. The moving average is considered to be an effective tool to reveal trends. It ostensibly removes…
An overview of fixed income products and new trends. Ask some Canadian plan sponsors about the value that bonds add to a pension portfolio and…
Ratios, averages and manager selection. The Information Ratio(IR)is commonly used to measure the success or failure of money managers. Conceptually, it’s simply the ratio of…
With no FPR, it’s time to go global with fixed income. With removal of the foreign content restriction, Canadian fixed income investors can use this…
© Copyright 2006 Rogers Publishing Ltd. The following article first appeared in the February 2005 edition of BENEFITS CANADA magazine. Institutional investors are looking for…
© Copyright 2006 Rogers Publishing Ltd. The following article first appeared in the February 2005 edition of BENEFITS CANADA magazine. Getting real with infrastructure Institutional…