credit – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Thu, 21 Nov 2024 16:43:00 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 CPPIB returns 8% in latest fiscal year, net assets increase to $632BN https://www.benefitscanada.com/canadian-investment-review/cir-news/cppib-returns-8-in-latest-fiscal-year-net-assets-increase-to-632bn/ Tue, 20 Aug 2024 13:00:05 +0000 https://www.benefitscanada.com/?p=159268 The Canada Pension Plan Investment Board reported an eight per cent return in its fiscal year ending March 31, but significantly underperformed the 19.9 per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the […]

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]]> Top 5 HR, benefits, pensions and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pensions-and-investment-stories-of-the-week-3/ Fri, 17 May 2024 13:00:18 +0000 https://www.benefitscanada.com/?p=155716 An article on the value that deferred profit-sharing plans can offer to small- and medium-sized employers was the most-read article on Benefits Canada.com this week. Here are the top five human resources, benefits, pensions and investment stories of the past week: 1. Sounding Board: How DPSPs can support SMEs’ retirement, talent management goals 2. CPPIB wants to […]

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]]> CPPIB returns 3.4% in Q3 2024, driven by global equity, fixed income assets https://www.benefitscanada.com/canadian-investment-review/research-markets/cppib-returns-3-4-in-q3-2024-thanks-to-global-equity-fixed-income-assets/ Wed, 21 Feb 2024 15:00:27 +0000 https://www.benefitscanada.com/?p=152092 The Canada Pension Plan Investment Board earned 3.4 per cent during the third quarter of fiscal 2024, according to its latest quarterly report. By Dec. 31, 2023, the investment organization’s net assets were $590.8 billion, compared to $576 billion at the end of the previous quarter. The $14.6 billion increase in net assets consisted of […]

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]]> Coverage of the 2023 Investment Innovation Conference https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/coverage-of-the-2023-investment-innovation-conference/ Thu, 18 Jan 2024 13:00:59 +0000 https://www.benefitscanada.com/?p=149624 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: How institutional investors can hedge risk, find positive alpha in volatile economy https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-how-institutional-investors-can-hedge-risk-find-positive-alpha-in-volatile-economy/ Thu, 18 Jan 2024 12:55:09 +0000 https://www.benefitscanada.com/?p=148944 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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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pension-and-investment-stories-of-the-week-61/ Fri, 17 Nov 2023 14:00:42 +0000 https://www.benefitscanada.com/?p=147308 An article on how the Royal Bank of Canada is marking Financial Literacy Month was the most-read story on BenefitsCanada.com over the last week. Here are the five most popular news stories of the week: 1. RBC educating employees, reducing stigma around money matters through financial wellness hub 2. CPPIB returns 0.1% in Q2 2024, led by credit, private […]

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]]> CPPIB returns 0.1% in Q2 2024, led by credit, private equity https://www.benefitscanada.com/canadian-investment-review/research-markets/cppib-returns-0-1-in-q2-2024-led-by-credit-private-equity/ Mon, 13 Nov 2023 14:00:20 +0000 https://www.benefitscanada.com/?p=146927 The Canada Pension Plan Investment Board returned 0.1 per cent during the second quarter of fiscal 2024, according to its latest quarterly report. By Sept. 30, 2023, the investment organization’s net assets were $576 billion, compared to $575 billion at the end of the previous quarter. The $1 billion increase in net assets consisted of $488 million in net income and $700 million in […]

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]]> 2023 DC Investment Forum: Why DC plan sponsors should consider a distinct credit exposure https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-should-dc-plan-sponsors-consider-a-distinct-credit-exposure/ Mon, 06 Nov 2023 12:56:52 +0000 https://www.benefitscanada.com/?p=146059 While fixed income has long had the reputation of being the conservative and stable supporting partner in the traditional balanced portfolio, unbundling fixed income into its sub-components presents opportunities for enhanced risk-adjusted returns, said Aaron Young, vice-president and client portfolio manager at CIBC Asset Management. When investors buy the FTSE universe bond index or even […]

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]]> OMERS reporting 3.1% return in first half of 2023, driven by public equities https://www.benefitscanada.com/canadian-investment-review/public-equities/omers-reporting-3-1-return-in-first-half-of-2023-driven-by-public-equities/ Tue, 22 Aug 2023 13:00:34 +0000 https://www.benefitscanada.com/?p=142455 The Ontario Municipal Employees’ Retirement System is reporting a total fund net return of 3.1 per cent for the six-month period ended June 30, 2023. The 12-month total fund net return was 7.8 per cent, while net assets totalled $127.4 billion, an increase of $7.9 billion over the last year, according to a press release. […]

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]]> Ontario Teachers’ reporting 1.9% return, $17.5BN surplus in first half of 2023 https://www.benefitscanada.com/canadian-investment-review/research-markets/ontario-teachers-reporting-1-9-return-17-5bn-surplus-in-first-half-of-2023/ Wed, 16 Aug 2023 13:00:46 +0000 https://www.benefitscanada.com/?p=142223 The Ontario Teachers’ Pension Plan is reporting a total fund net return of 1.9 per cent for the six-month period ended June 30, 2023. The 12-month total fund net return was 4.8 per cent while net assets increased to $249.8 billion, according to a press release, which noted the five- and 10-year annualized total fund […]

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