Investments Investment Strategies Page 52
CIR news

Latest news in Investment Strategies

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

Keeping feelings out of financial decision-making

Behavioural finance, or the study of investor psychology, marries the psychology of decision-making with investors’ trading behaviour and asset pricing. Departures from rational decision-making emerge…

Thinking ‘outside the box’ on asset allocation

In November 2009, I questioned if the pension industry is an example of ‘The Peter Principle’ in action. In other words, has the pension industry…

  • By: Peter Arnold
  • September 14, 2010 September 13, 2019
  • 00:00

Leverage: The good, the bad, the benign

Coverage from the 2010 Risk Management Conference.

26251823

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