alpha – Benefits Canada.com

2024 Risk Management Conference: Supply, demand issues steering institutional investors toward multi-family rental market

lbailey — Mon, 21 Oct 2024 11:57:51 +0000

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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Coverage of the 2024 Global Investment Conference

bwolfe — Mon, 10 Jun 2024 12:00:01 +0000

On April 10-12, the Canadian Investment Review hosted a group of delegates, including defined benefit plan sponsors, asset managers and academics, in Alberta for the 2024 Global Investment Conference. The three-day conference kicked off with a deep dive into key geopolitical risks affecting international trade that will have reverberations in global and regional investment strategies. As well, […]

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Coverage of the 2023 Investment Innovation Conference

bwolfe — Thu, 18 Jan 2024 13:00:59 +0000

The era of predictable monetary policy and global co-operation is over. In this new epoch, defined by sweeping government intervention, geopolitical realignment and environmental catastrophe, new ideas must be embraced. At the 2023 Investment Innovation Conference at the Rancho Bernardo Inn in San Diego, Calif. on Nov. 15-17, leading academics and industry figures provided expert summaries […]

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2023 Investment Innovation Conference: ETFs playing larger role in institutional investors’ active strategies

lbailey — Thu, 18 Jan 2024 12:58:56 +0000

Over the last year, the volatile interest rate period has increased demand for fixed income exchange-traded funds among institutional investors, said Robert Forsyth, head of SPDR ETF strategy and research at State Street Global Advisors, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “Institutional investors were using ETFs to gain really quick access […]

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2023 Investment Innovation Conference: How institutional investors can optimize academic research to mitigate risk, generate alpha

lbailey — Thu, 18 Jan 2024 12:57:07 +0000

The University of California San Diego’s Kroner Center for Financial Research is examining four research areas that can assist institutional investors in determining successful strategies that mitigate risk and generate alpha, said its executive director Michael Melvin, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. The think tank’s advisory council, which is comprised […]

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2023 Investment Innovation Conference: Equities, fixed income assets generating real returns in volatile market regime

bwolfe — Thu, 18 Jan 2024 12:56:39 +0000

Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what has been the norm over the past 10 years, said Robertas Stancikas, a senior research associate of institutional solutions at AllianceBernstein, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in […]

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2023 Investment Innovation Conference: How institutional investors are using data, technology to generate alpha

bwolfe — Thu, 18 Jan 2024 12:54:45 +0000

The evolution of cloud computing, artificial intelligence and data availability will disrupt and upend the entire asset management industry, said Neil Constable, head of quantitative research and investments at Fidelity Investments, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “Yesterday’s alpha is today’s beta [and] today’s alpha is tomorrow’s beta,” he said, noting asset […]

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2023 Investment Innovation Conference: Finding alpha through multi-asset credit construct amid market volatility

lbailey — Thu, 18 Jan 2024 12:53:10 +0000

To find opportunity in times of volatility, institutional investors must consider their objectives and then expand their toolkit, said Saurabh Sud, a portfolio manager at T. Rowe Price, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. It’s been a challenging environment for most fixed-rate assets with surging yields and higher volatility. As a […]

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2023 DC Investment Forum: How longevity risk pooling can help DC plan members meet their retirement income needs

Jennifer Paterson — Mon, 06 Nov 2023 12:55:57 +0000

Larry, a hypothetical defined contribution plan member, is facing a difficult calculus as he prepares to retire. Between his personal and DC plan savings, he’s accumulated $620,000 in savings for his retirement and is also expecting roughly $1,000 a month from the Canada Pension Plan and $650 in old-age security benefits. He has to determine […]

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Which frontier markets are on institutional investors’ radars amid geopolitical churn?

bwolfe — Fri, 15 Sep 2023 12:55:10 +0000

While the Nova Scotia Pension Services Corp. isn’t currently invested in frontier markets, the institutional investor is set to take its first steps towards investing in the sector. “Step one is getting [the board] more comfortable with frontier markets,” says Steve Mahoney, the organization’s chief investment officer, which includes the N.S. Teachers’ Pension Plan, the […]

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