equities – Benefits Canada.com

2024 Risk Management Conference: How institutional investors can find risk-adjusted returns with generic assets

lbailey — Mon, 21 Oct 2024 11:54:46 +0000

Exposure to generic asset pricing factors can help deliver risk-adjusted returns, according to Ryan Taliaferro, senior vice-president and director of investment strategies at Acadian Asset Management, speaking during the Canadian Investment Review’s 2024 Risk Management Conference. These products tend to be available off the shelf in commercially available risk models and are typically marketed by exchange-traded […]

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Report finds world’s 300 largest pension funds’ AUM increased 10% in 2023

Sadie Janes — Wed, 18 Sep 2024 13:00:24 +0000

In 2023, the world’s 300 largest pension funds’ assets under management increased by 10 per cent to US$22.6 trillion, compared to $20.6 trillion at the end of 2022, according to a new report by WTW’s Thinking Ahead Institute. It found the top 20 largest global pension funds’ AUM increased by 12 per cent during the […]

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CPPIB returns 8% in latest fiscal year, net assets increase to $632BN

bwolfe — Tue, 20 Aug 2024 13:00:05 +0000

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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Medicus Pension Plan reports 158% funded status at start of 2024

bmcgovern — Tue, 11 Jun 2024 13:00:46 +0000

The Medicus Pension Plan, a defined benefit multi-employer pension plan designed exclusively for incorporated physicians in Canada, reported a funded status of 158 per cent on a going-concern basis and a 115 per cent funded status on a solvency basis as of Jan. 1, 2024. The plan, which launched in May 2023, is designed to […]

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How active management strategies are helping institutional investors amid volatile global marketplace

lbailey — Fri, 09 Feb 2024 13:57:55 +0000

As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride out the storm. Pension funds are currently operating amid uncertainty and potential risk, says Ruslan Goyenko, an associate professor of finance at McGill University’s Desautels Faculty of Management. “There are […]

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2023 Investment Innovation Conference: ETFs playing larger role in institutional investors’ active strategies

lbailey — Thu, 18 Jan 2024 12:58:56 +0000

Over the last year, the volatile interest rate period has increased demand for fixed income exchange-traded funds among institutional investors, said Robert Forsyth, head of SPDR ETF strategy and research at State Street Global Advisors, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “Institutional investors were using ETFs to gain really quick access […]

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Trusteed pension funds’ assets valued at $2.2TN in Q1 2023: StatsCan

lbailey — Tue, 10 Oct 2023 13:00:43 +0000

The value of Canadian trusteed pension funds’ assets rose by $40.9 billion — roughly two per cent — in the first quarter of 2023 to $2.2 trillion, according to a new report by Statistics Canada. Within trusteed plans, public sector assets grew five per cent to $1.7 trillion, while private sector assets increased to $451 billion. Total revenue decreased […]

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Average Canadian DB pension plan returns 0.8% in Q2 2023: report

Jennifer Paterson — Wed, 02 Aug 2023 19:00:23 +0000

The average Canadian defined benefit pension plan posted returns of 0.8 per cent in the second quarter of 2023, according to RBC Investor and Treasury Services’ universe. Foreign equities emerged as the top performing asset class, boasting a median return of 2.9 per cent. In comparison, the MSCI world index returned 4.5 per cent, primarily […]

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How DC plan sponsors can prevent a Muslim pension gap

lbailey — Wed, 02 Aug 2023 13:00:35 +0000

With the Muslim population steadily growing in Canada, employers that offer defined contribution pension plans can avoid unintentionally creating a pension gap by providing these members with access to retirement savings solutions that align with their faith. Under Shariah law, Muslims can’t hold investments that would bring social or environmental harm, such as shares in […]

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U.K. legislation aims to increase DC pension savings

bwolfe — Mon, 17 Jul 2023 13:00:21 +0000

The U.K. government is introducing legislation that aims to increase defined contribution pension plan savings by more than £1,000 a year in retirement for the average plan member. The legislation will commit nine of the U.K.’s largest DC plan providers to an objective of allocating five per cent of assets in their default funds to […]

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