hedge funds – Benefits Canada.com

Expert panel: Have hedge funds budged on hurdle rates?

bmcgovern — Tue, 30 Apr 2024 15:00:42 +0000

Even though it has been two years since the U.S. Federal Reserve started rapidly hiking interest rates, hedge fund managers aren’t more likely to have a hurdle rate in place now than they were during the zero interest-rate policy era. Yet institutional investors are pushing for change. There’s a strong carry component to many hedge […]

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U.S. institutional investors paid $1.5 billion in management fees in 2022: report

bmcgovern — Fri, 08 Dec 2023 20:00:29 +0000

U.S. institutional investors paid $1.5 billion in management fees in 2022, according to a new report by investment consulting firm Callan. The report, which analyzed mandates by more than 300 investment firms and more than 180 institutional investors, found 98 per cent of the total fees paid in 2022 went to active managers, up one per cent […]

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Canadian DB pension plans return -1.99% in third quarter of 2023: report

bmcgovern — Tue, 07 Nov 2023 14:00:25 +0000

Canadian defined benefit pension plans generated a median return of negative 1.99 per cent in the third quarter of 2023, according to the BNY Mellon Canadian asset strategy view universe. The universe, which is based on $290.2 billion worth of investment assets in Canadian DB plans, found the one-year median return was 8.01 per cent […]

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Canadian DB pension plans return 1.19% in second quarter of 2023: report

Jennifer Paterson — Thu, 10 Aug 2023 15:30:48 +0000

Canadian defined benefit pension plans generated a median return of 1.19 per cent in the second quarter of 2023, according to the BNY Mellon Canadian asset strategy view universe. The universe, which is based on $300.1 billion worth of investment assets in Canadian DB plans, found the one-year median return at June 30, 2023 was 10.05 per cent, while the […]

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U.S. public pension funding shortfall unlikely to meaningfully improve in 2023: report

bwolfe — Fri, 21 Jul 2023 19:00:47 +0000

U.S. state and municipal pension funds are on track to miss investment targets and are unlikely to see meaningful improvements in their unfunded liabilities or funded ratios in 2023, according to a new report by the Equable Institute. The report, which analyzed trends in benefits, cash flows, contributions, funding and investments at 225 of the […]

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Canadian DB pension plans see median return of 4.23% in Q1 2023: report

bwolfe — Tue, 09 May 2023 13:00:49 +0000

Canadian defined benefit pension plans generated a median return of 4.23 per cent for the first quarter of 2023, according to the BNY Mellon Canadian asset strategy view universe. Among traditional asset classes, global equities posted the strongest performance, with a quarterly median return of 7.32 per cent, while Canadian fixed income returns were the […]

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Canadian DB pension plans see median return of 4.27% in last quarter of 2022: report

Jennifer Paterson — Tue, 07 Feb 2023 16:30:52 +0000

Despite the challenging economic environment, Canadian defined benefit pension plans saw a median return of 4.27 per cent in the fourth quarter of 2022, according to BNY Mellon’s Canadian master trust universe. The universe, which is based on $290.3 billion worth of assets under management across 84 corporate, public and university pension plans, found the one-year median […]

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Survey finds 44% of institutional investors likely to increase allocations to alternatives

bwolfe — Tue, 13 Dec 2022 14:00:14 +0000

More than two-fifths (44 per cent) of North American institutional investors say they’re likely to increase allocations to alternative investments, citing high inflation (89 per cent) and expectations of lower returns (86 per cent), according to a new survey by Cerulli Associates. The survey’s respondents said they plan to increase allocations to infrastructure (28 per […]

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Median return of Canadian DB pension plans reaches 4.11% in Q4 of 2021: report

Jennifer Paterson — Mon, 07 Feb 2022 14:00:09 +0000

The median return of Canadian defined benefit pension plans was 4.11 per cent for the fourth quarter of 2021, the seventh consecutive positive quarterly return following the initial reaction to the coronavirus pandemic in the first quarter of 2020. BNY Mellon Asset Management Canada Ltd.’s master trust universe, which comprises 84 Canadian corporate, public and […]

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Canadian DB pensions return 3.13% as markets rebound

mschmit — Thu, 05 Nov 2020 05:15:18 +0000

Canadian defined benefit pension plans posted a median 3.13 per cent return for the third quarter of 2020, following a strong market rebound, according to a new report by BNY Mellon Asset Management Canada Ltd. The organization’s master trust universe, which is comprised of 86 Canadian corporate, public and university pension plans, found U.S. equities was the […]

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