commodities – Benefits Canada.com

2024 DC Investment Forum: Addressing inflation risk through DC plan members’ working lives

Jennifer Paterson — Wed, 06 Nov 2024 12:52:56 +0000

The rapid rise in the cost of living in 2022 and into 2023 underscored the need for target-date funds to not just protect against standard inflation, but inflation shocks as well. The problem that presents is the more inflation protection that’s added into a portfolio, the lower the returns, said Nick Nefouse, managing director, global […]

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CAAT returns 9.5% for 2023, led by global, emerging market equities

bmcgovern — Thu, 18 Apr 2024 13:30:10 +0000

The Colleges of Applied Arts and Technology pension plan saw a net return of 9.5 per cent for 2023, with net assets of $20.1 billion, up from $18.2 billion in 2022, according to its latest annual report. As of Jan. 1, 2024, the investment organization maintained a healthy funding level of 124 per cent on a going-concern […]

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Ontario Teachers’ returns 1.9% for 2023

bmcgovern — Thu, 21 Mar 2024 13:00:44 +0000

The Ontario Teachers’ Pension Plan is reporting a net return of 1.9 per cent for 2023, according to its latest annual report. The investment organization underperformed its benchmark return of 8.7 per cent, a 6.8 per cent difference or $15.8 billion in negative value add. In 2022, the plan beat the benchmark by 1.8 per […]

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OPTrust returns 5.3% in 2023, marks 15 consecutive years at 100% funded status

bmcgovern — Wed, 13 Mar 2024 13:00:18 +0000

The OPSEU Pension Trust returned 5.3 per cent for 2023, according to its latest year-end report. It found, as of Dec. 31, 2023, the plan’s net assets stood at $25 billion, up from $24.64 billion in 2022. It also reported a funded status of 100 per cent, marking 15 consecutive years at a fully funded […]

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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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SHEPP diversifying portfolio with alternatives, less dependence on equities

bmcgovern — Fri, 15 Dec 2023 13:56:22 +0000

Before Janet Jule joined the Saskatchewan Healthcare Employees’ Pension Plan as its chief investment officer in 2015, the pension plan sponsor started adding a wider variety of assets to its portfolio, emphasizing diversification and lowering its dependence on equities. Indeed, like many other plan sponsors, the SHEPP’s investment strategy is increasingly incorporating more alternative asset […]

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53% of world’s largest pension funds say recession is top concern: survey

lbailey — Mon, 04 Dec 2023 14:00:41 +0000

More than half (53 per cent) of the world’s largest pension funds say the prospect of a global recession is their No. 1 short-term concern and the same percentage expect a recession to take place in the next 12 months, according to a new survey by the Official Monetary and Financial Institutions Forum. The survey, which […]

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2023 Risk Management Conference: How labour market pressures are affecting inflation rates

bmcgovern — Wed, 18 Oct 2023 11:56:15 +0000

A tight labour market will have to loosen up in order to help reduce inflation rates, said Ilan Kolet, institutional portfolio manager at Fidelity Investments, during the Canadian Investment Review’s 2023 Risk Management Conference. In 2022, inflation severely impacted the dynamic between stocks and bonds leading to a painful year, he said. “[Inflation] increases the correlation between […]

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Majority of global institutional investors expecting to increase ETF exposure: report

Gideon Scanlon — Tue, 02 May 2023 16:30:45 +0000

The majority (61 per cent) of global institutional investors are considering increasing their allocations to exchange-traded funds in the next year, down significantly from 82 per cent in 2022, according to a survey by Brown Brothers Harriman & Co., a private investment bank. The survey, which polled 325 global institutional investors, including institutional investors and […]

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CAAT remains 124% funded despite 2022 investment losses: annual report

Gideon Scanlon — Thu, 20 Apr 2023 16:00:54 +0000

The College of Arts and Technology pension plan’s assets dropped 2.3 per cent while its funded ratio on a going-concern basis remained at 124 per cent in 2022, according to its annual report. “With CAAT, members don’t have to worry about every market dip and blip,” wrote Derek Dobson (pictured), the multi-employer pension plan’s chief […]

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