active vs. passive – Benefits Canada.com

Caisse failing to fulfill investment mandate, according to report

Gideon Scanlon — Thu, 22 Jun 2023 16:30:25 +0000

The Caisse de dépôt et placement du Québec isn’t fulfilling its mandate to achieve optimal investment returns within its investment framework, according to a new report by the Centre for Productivity and Prosperity, a public interest group funded by the Quebec government and the Walter J. Somers Foundation. “The CDPQ is performing well enough to […]

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Canada’s lasting influence on Arizona’s public sector pension investor

Gideon Scanlon — Fri, 12 May 2023 12:55:30 +0000

There’s something about the Arizona State Retirement System — a US$49.3-billion defined benefit-like hybrid pension plan for the state’s 600,000 current and former public sector workers — that feels downright Canadian. The resemblance is intentional. Canadian Paul Matson, executive director of the AZSRS, drew inspiration from his home country when establishing its approach, particularly in […]

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Just 1% of institutional investors remain ESG non-adopters: survey

Gideon Scanlon — Tue, 24 May 2022 16:30:28 +0000

Only one per cent of institutional investors described their organizations as non-adopters of environmental, social and governance investing criteria, according to a survey from Capital Group. The survey, which polled 1,100 institutional investors working around the world, found two-thirds of institutional investors that hadn’t adopted ESG strategies a year ago have now done so. Another 10 per […]

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Key considerations for investors seeking alpha through active strategies

mschmit — Mon, 22 Jul 2019 05:11:16 +0000

In the age old question of whether passive or active investing is the best course, a new paper from Mercer proposed a simple answer: it depends. Specifically, it depends on what an investors’ goals and priorities actually are, the paper said. The popularity of passive strategies can, in part, be attributed to their continued success. […]

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Navigating the trend towards passive investing

mschmit — Fri, 21 Dec 2018 05:34:23 +0000

The majority of global pension plans believe the rise of passive investment funds is a foundational change in how they now manage their portfolios, recognizing that both active and passive allocations are necessary, according to a 2018 survey by British firm CREATE-Research. Faced with this trend, the financial services industry must demonstrate the benefits of […]

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