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2023 Investment Innovation Conference: How institutional investors can hedge risk, find positive alpha in volatile economy

lbailey — Thu, 18 Jan 2024 12:55:09 +0000

Despite pension funds navigating a “swim-at-your-own-risk” environment with a lower probability of positive returns, they can’t just stop and sink — they have to keep swimming, said Karin Sullivan, vice-president of fixed income at Trans-Canada Capital Inc., during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “[These financial challenges] have been going on now for two […]

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Survey finds 77% of U.S. institutional investors worried about inflation and interest rates in 2024

bmcgovern — Thu, 16 Nov 2023 16:00:02 +0000

A majority (77 per cent) of U.S.-based institutional investors expect interest rates and inflation to remain elevated in 2024, causing problems for risk assessments over the next year, according to a new survey by CoreData. The survey, which polled 100 U.S. institutional investors, found the number of investors concerned about the role of inflation over […]

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81% of institutional investors anticipate de-risking over next two years: survey

Gideon Scanlon — Tue, 20 Jun 2023 16:30:56 +0000

Institutional investors expect market volatility, high inflation and rising interest rates to spur portfolio de-risking policies over the next two years, according to a new survey by Aeon Investments. The survey, which polled pension plan sponsors, insurers and asset managers with about US$545 in combined assets under management, found 81 per cent said they expect […]

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Super-priority pension bill may hasten DB plan closures: expert

Gideon Scanlon — Thu, 15 Dec 2022 18:15:19 +0000

A bill currently under consideration by Canada’s senate could hasten the closure of open defined benefit plans, according to Gavin Benjamin, a partner in LifeWorks Inc.’s pension and benefits solutions business. “In our view, this is a potential outcome, particularly with respect to companies for whom the ability to borrow is affected by the bill,” […]

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2022 Risk Management Conference: Long-term implications of Russia’s invasion of Ukraine for emerging market investors

lbailey — Thu, 06 Oct 2022 11:48:06 +0000

For years prior to the Russia-Ukraine war, there were murmurs about deglobalization as geostrategic tensions grew, nationalism flared worldwide and the coronavirus pandemic stressed global supply chains, said Seth Weingram, senior vice-president and director of client advisory at Acadian Asset Management, during the Canadian Investment Review’s 2022 Risk Management Conference. Since the invasion, that discussion […]

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SPP adding two fund managers to diversify balanced fund portfolio

lbailey — Tue, 07 Jun 2022 13:00:43 +0000

The Saskatchewan Pension Plan is allocating parts of its balanced fund to Ninepoint Partners and Fengate Asset Management in a bid to further diversify its portfolio. Ninepoint has received a private debt allocation of 10 per cent of the SPP’s balanced fund and Fengate will take on a 10 per cent infrastructure allocation, according to a press […]

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Survey finds 62% of U.S. DB plan sponsors seeking to exit their plans

lbailey — Fri, 11 Mar 2022 20:00:32 +0000

Almost two-thirds (62 per cent) of U.S. defined benefit plan sponsors are seeking to exit their plans, while 33 per cent are looking to achieve self-sufficiency and just five per cent are planning to keep their plans open, according to a survey by State Street Corp. Among DB plan sponsors eyeing an exit, the survey […]

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