active management – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Wed, 20 Nov 2024 21:09:39 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Ontario Teachers’ names Kevin Kerr as executive managing director, portfolio solutions https://www.benefitscanada.com/notice/appointment-notice/ontario-teachers-names-kevin-kerr-as-executive-managing-director-portfolio-solutions/ Fri, 15 Nov 2024 19:30:32 +0000 https://www.benefitscanada.com/?p=162836 The Ontario Teachers’ Pension Plan is appointing Kevin Kerr as executive managing director of its new portfolio solutions department, effective immediately. The department will integrate value creation and portfolio management capabilities from across the Ontario Teachers’ private asset groups, according to a press release, noting Kerr and his team will be accountable for monitoring and […]

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]]> 2024 DC Investment Forum: Three tips for picking the right target-date fund https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-three-tips-for-picking-the-right-target-date-fund/ Wed, 06 Nov 2024 12:57:28 +0000 https://www.benefitscanada.com/?p=162019 With defined contribution pension plan assets expected to double in the near term and members now using target-date funds at “unprecedented” rates, plan sponsors need to determine which TDFs are the best for their employee population, said Wyatt Lee, portfolio manager and head of target-date strategies for T. Rowe Price Inc., during Benefits Canada’s 2024 […]

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]]> 2024 Risk Management Conference: Supply, demand issues steering institutional investors toward multi-family rental market https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-risk-management-conference-supply-demand-issues-steering-institutional-investors-toward-multi-family-rental-market/ Mon, 21 Oct 2024 11:57:51 +0000 https://www.benefitscanada.com/?p=159891 The fundamentals of the Canadian housing market are incredibly strong because they’re underpinned by a significant imbalance of supply and demand that will be present for many years to come, said Michael Tsourounis, managing partner and head of real estate at Hazelview Investments, during the Canadian Investment Review’s 2024 Risk Management Conference. Any time there’s an imbalance […]

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]]> 2024 Global Investment Conference: How the risk-return proposition can help portfolios perform well in a variety of market conditions https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-how-the-risk-return-proposition-can-help-portfolios-perform-well-in-a-variety-of-market-conditions/ Mon, 10 Jun 2024 11:58:09 +0000 https://www.benefitscanada.com/?p=155468 It’s important for institutional investors to view risk mitigation as a way to improve the risk-return proposition and not as a way to express a bearish view on markets, said Rémi Tétreault, associate vice-president at Trans-Canada Capital Inc., during the Canadian Investment Review‘s 2024 Global Investment Conference in April. “It’s about performing well in a […]

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]]> 2024 Global Investment Conference: How institutional investors can re-think active management to add value, generate alpha https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-how-institutional-investors-can-re-think-active-management-to-add-value-generate-alpha/ Mon, 10 Jun 2024 11:55:21 +0000 https://www.benefitscanada.com/?p=155798 An active manager only adds value for clients through three distinct ways: interpreting information through their research and decision-making, the way they manage risk through their portfolio construction and the way they engage as active owners in the businesses they’re invested in, said John Chisholm, investment director of global and international equities at Schroders, during […]

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]]> 2024 Global Investment Conference: Emerging markets providing opportunities for institutional investors https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-emerging-markets-providing-opportunities-for-institutional-investors/ Mon, 10 Jun 2024 11:53:02 +0000 https://www.benefitscanada.com/?p=155828 It’s the right time for institutional investors to commit allocations to the emerging markets asset class, said Andrew Ness, portfolio manager of emerging markets equity at Franklin Templeton Investments Ltd., during the Canadian Investment Review‘s 2024 Global Investment Conference in April. “We’re seeing an opportunity where the cyclical drivers are meeting the secular drivers of […]

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]]> 2024 Global Investment Conference: How institutional investors can leverage their influence with stewardship goals https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-how-institutional-investors-can-leverage-their-influence-with-stewardship-goals/ Mon, 10 Jun 2024 11:50:48 +0000 https://www.benefitscanada.com/?p=156213 Active ownership, accompanied by a concrete set of stewardship goals, is critical for long-term value creation, said Delaney Greig, director of investor stewardship at the University Pension Plan, during a session at the Canadian Investment Review’s 2024 Global Investment Conference in April. The UPP, which was established in 2021 as a jointly sponsored defined benefit pension […]

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]]> Expert panel: Cessation of real return bonds increases risk profile for Canadian pension fund model https://www.benefitscanada.com/canadian-investment-review/fixed-income/expert-panel-cessation-of-real-return-bonds-increases-risk-profile-for-canadian-pension-fund-model/ Thu, 09 May 2024 13:00:48 +0000 https://www.benefitscanada.com/?p=155359 The recent pressure put on Canadian pensions plans from private managers and governments to re-discover an investment home bias has been met with little enthusiasm, despite special interest by both federal and provincial governments to potentially tap pension fund capital for infrastructure given that current expenditure eats up a large share of the budget. Infrastructure […]

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]]> 74% of U.S. DC pension plan sponsors to conduct plan fee review in 2024: survey https://www.benefitscanada.com/pensions/cap/74-of-u-s-dc-pension-plan-sponsors-to-conduct-plan-fee-review-in-2024-survey/ Wed, 08 May 2024 19:00:28 +0000 https://www.benefitscanada.com/?p=155327 Three-quarters (74 per cent) of U.S. defined contribution pension plan sponsors say they’ll review plan fees throughout 2024, according to a new survey by investment consulting firm Callan. The survey, which polled more than 130 DC plan sponsors, found that half of respondents said they’re likely to move to lower-cost investment vehicles in 2024, up […]

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]]> Caisse reports more than $53 billion in low-carbon assets https://www.benefitscanada.com/canadian-investment-review/strategies/caisse-reports-more-than-53-billion-in-low-carbon-assets/ Tue, 16 Apr 2024 13:00:14 +0000 https://www.benefitscanada.com/?p=154279 The Caisse de dépôt et placement du Québec is reporting $53 billion in low-carbon assets, including $15 billion in Quebec, representing an overall increase of $35 billion in low-carbon assets since 2017, according to the investment organization’s latest sustainable investing report. It found the investment organization has more than $330 billion in assets with a […]

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