While the coronavirus pandemic is in the world’s rearview mirror, institutional investors are continuing to navigate a post-recovery period rife with uncertainty. Indeed, five years after the World Health Organization declared the pandemic on March 11, 2020, world markets are contending with a host of new challenges, including a raging Russia-Ukraine war, a budding tariff […]
Natasha Trainor has overseen the pension strategy at NAV Canada for nearly half a decade and she’s made her imprint by adding a novel review process. “We went through an exercise over the past few years of looking at each asset class and coming up with what we called asset class designs,” says the organization’s […]
The Ontario Securities Commission’s proposal to provide retail investors access to private assets through a new fund vehicle could have adverse risks for institutional investors’ long-term investment goals, said the Pension Investment Association of Canada. The OSC is mulling introducing a new fund category, the Ontario Long-Term Asset Fund, that would provide a pathway for […]
A fifth (20 per cent) of individuals from generation Z and generation Alpha are open to receiving pension payouts in cryptocurrency, according to a new survey by cryptocurrency exchange Bitget. While it found three-quarters (78 per cent) expressed greater trust in alternative retirement savings options compared to traditional pension systems, a similar percentage (73 per […]
When investment managers combine the inside view with the outside view, they make better decisions when it comes to choosing equities, according to Peter Stournaras, head of the integrated equity group at T. Rowe Price Group Inc., during the Canadian Investment Review’s 2024 Investment Innovation Conference. “The combination of the two is better than either individually,” he […]
While U.S. institutional investors have slightly increased their allocations to diverse-managed funds, more than 95 per cent of their capital commitments remain concentrated in non-diverse managed funds, according to a new report by the National Association of Investment Companies. It found overall, institutional investors’ allocations to diverse-managed funds increased from 7.6 per cent in 2012 […]
The world’s 500 largest asset managers’ assets under management increased by 12.5 per cent to US$128 trillion in 2023, compared to $113.7 trillion at the end of 2022, according to a new report by WTW’s Thinking Ahead Institute. It noted the annual growth rate represents a significant recovery from the major correction seen in 2022, […]
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 […]
The total portfolio approach is gaining interest as a new investing strategy for pension funds and other asset owners, but its novel status may be deceiving. Indeed, the concept behind this approach has been at the core foundation of modern portfolio theory since the days when Nobel Prize winner Harry Markowitz showed that maximizing the […]
As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride out the storm. Pension funds are currently operating amid uncertainty and potential risk, says Ruslan Goyenko, an associate professor of finance at McGill University’s Desautels Faculty of Management. “There are […]