ETFs – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Mon, 04 Nov 2024 20:00:35 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Sounding Board: What employers need to know about CAPSA’s 2024 CAP guideline https://www.benefitscanada.com/pensions/cap/sounding-board-what-employers-need-to-know-about-capsas-2024-cap-guideline/ Thu, 03 Oct 2024 13:00:55 +0000 https://www.benefitscanada.com/?p=160820 After a two-year consultation period, the Canadian Association of Pension Supervisory Authorities released its 2024 guideline for capital accumulation plans in September. With a focus on improving plan governance and member outcomes, the 2024 guideline significantly increases compliance responsibilities for CAP sponsors. Updated regulatory guidelines are rarely shorter than their predecessors and the 2024 CAP […]

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]]> ETF assets held by institutional investors reach US$56 billion in 2023: report https://www.benefitscanada.com/canadian-investment-review/research-markets/etf-assets-held-by-institutional-investors-reach-us56-billion-in-2023-report/ Thu, 09 May 2024 15:00:10 +0000 https://www.benefitscanada.com/?p=155378 Institutional investors in North America owned US$56 billion worth of exchange-traded fund assets at the end of 2023, a 22 per cent increase year over year, according to a new report by S&P Global. The report, based on financial disclosures from U.S. and Canadian pension funds, endowments and foundations and sovereign wealth funds, found the […]

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]]> 2023 Defined Benefit Investment Forum: Managing liquidity through listed assets https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-defined-benefit-investment-forum-managing-liquidity-through-listed-assets/ Wed, 24 Jan 2024 12:56:34 +0000 https://www.benefitscanada.com/?p=150437 After the simultaneous sell-off of both equities and bonds in the first half of 2022, many defined benefit pension plan sponsors were forced to “pay much more attention to the liquidity profiles of their portfolios” and manage risk by implementing a temporary policy reprieve, halting new investment activity or selling assets in the secondary market, […]

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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 DC Investment Forum: Silver linings for retirement savings, investment trends and younger generations https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-silver-linings-for-retirement-savings-investment-trends-and-younger-generations/ Mon, 06 Nov 2023 12:59:49 +0000 https://www.benefitscanada.com/?p=146050 Defined contribution pension plan members are currently in a different place, especially the younger generations, who are likely feeling as though their financial priorities don’t line up with workplace pensions the way they did for previous generations. “What I’m getting at here is the idea that retirement saving isn’t the undeniable consensus top priority it […]

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]]> Canadian ETF market reaches US$189BN in 2020: report https://www.benefitscanada.com/news/cir-news-news/canadian-etf-market-reaches-us189bn-in-2020-cerulli/ Thu, 20 May 2021 13:00:38 +0000 https://www.benefitscanada.com/?p=100761 Assets in the Canadian exchange-traded funds market reached US$189 billion in 2020, fuelled by a compound annual growth rate of 25 per cent over the past five years, according to new research by Cerulli Associates. Cerulli isolated true funds of funds with Canadian-domiciled underlying ETFs from non-fund-of-fund ETFs and fund-of-fund ETFs holding U.S.-domiciled ETFs and […]

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]]> Opportunities for institutional investors from the energy transition https://www.benefitscanada.com/archives_/opportunities-for-institutional-investors-from-the-energy-transition/ https://www.benefitscanada.com/archives_/opportunities-for-institutional-investors-from-the-energy-transition/#respond Mon, 30 Nov 2020 08:52:23 +0000 https://cumulus.benefitscanada.com/uncategorized/opportunities-for-institutional-investors-from-the-energy-transition/ Along with big risks comes the need for solutions and companies that provide those solutions, said Edward Lees, co-lead and portfolio manager at BNP Paribas Asset Management, when speaking at the Canadian Investment Review’s Investment Innovation Conference in November. Although in the current environment the coronavirus has been top of mind, climate issues have not […]

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]]> https://www.benefitscanada.com/archives_/opportunities-for-institutional-investors-from-the-energy-transition/feed/ 0 What can institutional investors learn from coronavirus crisis? https://www.benefitscanada.com/canadian-investment-review/research-markets/what-can-institutional-investors-learn-from-coronavirus-crisis/ https://www.benefitscanada.com/canadian-investment-review/research-markets/what-can-institutional-investors-learn-from-coronavirus-crisis/#respond Wed, 27 May 2020 04:41:27 +0000 https://cumulus.benefitscanada.com/uncategorized/what-can-institutional-investors-learn-from-coronavirus-crisis/ As investors begin to digest the extended ramifications of the coronavirus pandemic, certain investment lessons are emerging. For one, investing globally provided diversification opportunities as different regions were impacted by the spread of the virus in different ways, according to a new paper from MSCI Inc. “The coronavirus pandemic started in Asia and gradually spread […]

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]]> https://www.benefitscanada.com/canadian-investment-review/research-markets/what-can-institutional-investors-learn-from-coronavirus-crisis/feed/ 0 Do ETFs warrant their own trading tools separate from equities? https://www.benefitscanada.com/canadian-investment-review/public-equities/do-etfs-warrant-their-own-trading-tools-separate-from-equities/ https://www.benefitscanada.com/canadian-investment-review/public-equities/do-etfs-warrant-their-own-trading-tools-separate-from-equities/#respond Tue, 04 Feb 2020 03:35:35 +0000 https://cumulus.benefitscanada.com/uncategorized/do-etfs-warrant-their-own-trading-tools-separate-from-equities/ Trading volume for exchange-traded funds is rising. And as such, more ETF trades are flowing through trading desks. For ETFs with underlying securities that have different characteristics than equities, such as credit instruments or fixed income, it’s sometimes unclear who should be handling these transactions, according to a report by Greenwich Associates based on interviews […]

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]]> https://www.benefitscanada.com/canadian-investment-review/public-equities/do-etfs-warrant-their-own-trading-tools-separate-from-equities/feed/ 0 Are liquid alternative ETFs the next frontier for institutional investors? https://www.benefitscanada.com/canadian-investment-review/public-equities/use-of-liquid-alternative-etfs-on-the-rise-among-institutional-investors-study/ https://www.benefitscanada.com/canadian-investment-review/public-equities/use-of-liquid-alternative-etfs-on-the-rise-among-institutional-investors-study/#respond Thu, 07 Nov 2019 05:58:48 +0000 https://cumulus.benefitscanada.com/uncategorized/use-of-liquid-alternative-etfs-on-the-rise-among-institutional-investors-study/ New research from Greenwich Associates has found that institutional players have allocated US$47 billion to liquid alternative exchange traded funds, comprising a fair chunk of their allocation to liquid alternatives overall, which comes to US$882 billion. That said, only about one in 10 institutions have experience investing in liquid alternative ETFs. “However, about the same […]

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