Watch this video Martin Cobb, executive vice-president, portfolio management, with Franklin Templeton Investments, says,“Ill discipline, the lack of discipline, is possibly the greatest folly for all investors.” He encourages investors to decide on a sensible asset allocation, to seek out an active manager with a proven track record and, above all else, to be disciplined. […]
Watch this video For Michelle Peshko, senior advisor for pensions investments with Xstrata, money markets only make up a small piece of a plan member’s financial portfolio; however, she says they may be appropriate, depending on your objectives. “It comes back to your objective with your plan. If your plan is to ensure that each […]
Within the $340 billion RBC Dexia Universe, Canadian pension assets rose 0.2% in the three months ending June 2011, nudging year-to-date performance to 2.2%, a new survey from RBC Dexia shows. “Concerns over the resilience of the U.S. recovery and the European debt crisis sparked a correction-like pull back, but a late quarter rebound softened […]
Watch this video What are some of the most significant changes that have occurred in the investment market over the past 10 years? For Martin Cobb, executive vice-president, portfolio management, with Franklin Templeton Investments, the most substantial change of all hasn’t been with respect to the investments themselves, but rather with how we think about […]
Watch this video John Power, senior vice-president, U.S. equities, with Pyramis Global Advisors, says that investors need to seriously rethink traditional asset allocations. For starters, fixed income investing is due for a significant change, he says. “I don’t see how fixed income, losing money, has a place of 40% in a portfolio anymore.” Watch this […]
Watch this video Benefits Canada interviewed Emilian Groch, the CEO of the Alberta Teachers’ Retirement Fund Board, at the recent Global Investment Conference, hosted by Canadian Investment Review. Find out what he had to say about his fund’s asset mix and how its portfolio is shifting.
State Street Corp. has been appointed by Manulife Asset Management Ltd. of Toronto to provide investment services for Manulife Asset Management Pooled Funds and Manulife Canadian Real Estate Funds totalling $2.2 billion in assets. State Street will provide custody, investment accounting, financial reporting, transfer agency and record keeping for Manulife Asset Management’s 26 pooled funds, […]
The economic downturn of 2008 exposed the risk in asset allocation products designed in and built for a “Goldilocks” environment of non-inflationary growth. With a changing environment, it is time to revisit the assumptions and models used in the past to construct DC asset allocation products. Most DC plan options employ the traditional 60/40 asset […]
Pension funds can’t afford not to have a view on emerging markets, according to Paul Kapsos, portfolio manager, emerging markets, with the Ontario Teachers’ Pension Plan. Speaking at the Pension & Benefits Summit on April 28 in Toronto, Kapsos added that the long-term risk/return trade-off has been positive to emerging market equities. But which of […]
Long horizon investments decreasing.