due diligence – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Thu, 21 Nov 2024 20:03:10 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 2024 Risk Management Conference: TTC Pension Plan using due diligence, storytelling to communicate risk analyses to board https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-risk-management-conference-ttc-pension-plan-using-due-diligence-storytelling-to-communicate-risk-analyses-to-board/ Mon, 21 Oct 2024 11:52:04 +0000 https://www.benefitscanada.com/?p=160625 When communicating risk management posturing to executive boards, it’s important for pension plan sponsors to tell a cohesive and fulsome story, said Danny Ip, director of investment risk and analytics for the Toronto Transit Commission Pension Plan, during the Canadian Investment Review‘s 2024 Risk Management Conference. The TTC plan, which has $8.7 billion in assets under management, has […]

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]]> 2024 Consultants Report: Is there an inherent conflict of interest when consulting firms consolidate? https://www.benefitscanada.com/archives_/benefits-canada-archive/2024-consultants-report-is-there-an-inherent-conflict-of-interest-when-consulting-firms-consolidate/ Fri, 09 Aug 2024 12:57:10 +0000 https://www.benefitscanada.com/?p=158602 The consolidation of firms within the pension and benefits industries could pose a threat because there’s less choice available in terms of service providers, says Susan G. Seller, a pension and benefits lawyer at Bennett Jones LLP. “I think the evolution of the services they offer . . . poses a particular challenge for employers […]

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]]> New report highlights importance of ESG factors in Canadian municipal, provincial bonds https://www.benefitscanada.com/canadian-investment-review/fixed-income/new-report-highlights-importance-of-esg-factors-in-canadian-municipal-provincial-bonds/ Thu, 27 Jul 2023 13:00:02 +0000 https://www.benefitscanada.com/?p=141399 Since municipalities and provinces fund public services and infrastructure with clear environmental and social benefits, as well as having substantial power to shape policies in their jurisdictions, municipal and provincial bonds are useful tools for institutional investors pursuing a thematic environmental, social and governance approach, according to a new report by the United Nations’ principles […]

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]]> What does the Thames Water debacle mean for investment risk management? https://www.benefitscanada.com/canadian-investment-review/alts/what-does-the-thames-water-debacle-mean-for-investment-risk-management/ Tue, 18 Jul 2023 13:00:08 +0000 https://www.benefitscanada.com/?p=140899 As Thames Water Utilities Ltd. came under fire this month for its financial mismanagement and poor environmental record, the debacle highlights institutional investors’ responsibilities around due diligence and risk management. “Thames Water should act as a kind of warning,” says Andrew Clare, a professor and chair in asset management at the City, University of London’s […]

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]]> 2022 Top 40 Money Managers Report: The risks for DB, DC plan sponsors around alternative investments https://www.benefitscanada.com/archives_/benefits-canada-archive/2022-top-40-money-managers-report-the-risks-for-db-dc-plan-sponsors-around-alternative-investments/ Fri, 18 Nov 2022 13:54:04 +0000 https://www.benefitscanada.com/?p=129518 When Saskatchewan’s Public Employees Pension Plan’s board introduced alternatives to its investment lineup in 2020 with an aim to improve the defined contribution plan’s risk-adjusted returns through diversification, it wasn’t its first time at the rodeo. The move came after 15 years of experience and comfort with alternatives through the PEPP’s defined benefit companion plan, […]

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]]> RESTing the case on climate change https://www.benefitscanada.com/news/cir-news-news/resting-the-case-on-climate-change/ https://www.benefitscanada.com/news/cir-news-news/resting-the-case-on-climate-change/#respond Wed, 02 Dec 2020 04:24:39 +0000 https://cumulus.benefitscanada.com/uncategorized/resting-the-case-on-climate-change/ A lawsuit settlement on the other side of the world is reverberating around the globe as it increases the environmental, social and governance standards for a US$41 billion pension fund and potentially encourages similar legal action elsewhere. The lawsuit, filed against the Australian Retail Employees Superannuation Trust, known as REST, by one of its members, […]

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]]> https://www.benefitscanada.com/news/cir-news-news/resting-the-case-on-climate-change/feed/ 0 Will well-established alternatives managers come out on top in the wake of coronavirus? https://www.benefitscanada.com/canadian-investment-review/alts/will-well-established-alternatives-managers-come-out-on-top-in-wake-of-coronavirus/ https://www.benefitscanada.com/canadian-investment-review/alts/will-well-established-alternatives-managers-come-out-on-top-in-wake-of-coronavirus/#respond Fri, 07 Aug 2020 04:35:29 +0000 https://cumulus.benefitscanada.com/uncategorized/will-well-established-alternatives-managers-come-out-on-top-in-wake-of-coronavirus/ In the wake of the coronavirus fallout, real estate, infrastructure and private debt investors seem to be zeroing in on well-established managers, according to Preqin Ltd. data for the second quarter of 2020. With no surprise, real estate saw a challenging second quarter with a decline in activity in funds closing compared to the first […]

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]]> https://www.benefitscanada.com/canadian-investment-review/alts/will-well-established-alternatives-managers-come-out-on-top-in-wake-of-coronavirus/feed/ 0 Tech platform helping connect institutional investors with private credit opportunities https://www.benefitscanada.com/canadian-investment-review/alts/tech-platform-helping-connect-institutional-investors-with-private-credit-opportunities/ https://www.benefitscanada.com/canadian-investment-review/alts/tech-platform-helping-connect-institutional-investors-with-private-credit-opportunities/#respond Mon, 06 Jul 2020 04:30:59 +0000 https://cumulus.benefitscanada.com/uncategorized/tech-platform-helping-connect-institutional-investors-with-private-credit-opportunities/ In the current low-yield environment, many pension funds are looking for alternatives to fixed income to earn the returns required to pay pension obligations. The answer for some may be private credit. “We like private credit because we see a lot of excess yield compared to the same risk and return that you can achieve […]

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]]> https://www.benefitscanada.com/canadian-investment-review/alts/tech-platform-helping-connect-institutional-investors-with-private-credit-opportunities/feed/ 0 Opportunities in secondary market in aftermath of coronavirus crisis https://www.benefitscanada.com/canadian-investment-review/alts/opportunities-in-secondary-market-in-aftermath-of-coronavirus-crisis/ https://www.benefitscanada.com/canadian-investment-review/alts/opportunities-in-secondary-market-in-aftermath-of-coronavirus-crisis/#respond Wed, 20 May 2020 04:31:18 +0000 https://cumulus.benefitscanada.com/uncategorized/opportunities-in-secondary-market-in-aftermath-of-coronavirus-crisis/ In times of crisis, many pension plan sponsors pull back on investing in private equity, including the secondary market, because they’re trying to assess their liquidity needs, says Joseph Marks, global head of secondaries at Capital Dynamics. But this pulling back often happens at a time when they should be putting their foot on the […]

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]]> https://www.benefitscanada.com/canadian-investment-review/alts/opportunities-in-secondary-market-in-aftermath-of-coronavirus-crisis/feed/ 0 Co-investments generally outperform single-sponsor private equity funds: research https://www.benefitscanada.com/canadian-investment-review/alts/co-investments-outperform-single-sponsor-private-equity-funds-research/ https://www.benefitscanada.com/canadian-investment-review/alts/co-investments-outperform-single-sponsor-private-equity-funds-research/#respond Mon, 24 Feb 2020 05:19:34 +0000 https://cumulus.benefitscanada.com/uncategorized/co-investments-outperform-single-sponsor-private-equity-funds-research/ When it comes to private equity investments, there’s a business case for multi-manager co-investment funds versus single-manager primary funds, according to research by Capital Dynamics. The global asset management firm published a research paper using Preqin data to compare how actual co-investment funds compare to single sponsor private equity funds of the same vintage. It […]

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