illiquid assets – Benefits Canada.com

Report calls for more illiquid assets in DC pension plans’ target-date funds

Jennifer Paterson — Fri, 18 Aug 2023 13:00:23 +0000

Diversifying target-date funds by incorporating illiquid assets — such as private equity, real estate and infrastructure — could result in a 0.15 per cent annual increase in return over a decade, according to a recent report by Georgetown University’s Center for Retirement Initiatives in partnership with CEM Benchmarking Inc. The report was authored by Angela Antonelli, a […]

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AIMCo sees ‘silver lining’ to higher inflation, interest rates

Gideon Scanlon — Thu, 23 Feb 2023 17:00:30 +0000

Marlene Puffer, chief investment officer of the Alberta Investment Management Corp., believes many public market asset classes are under-priced as a result of inflation and interest rate hikes in 2022. “The persistent rise in inflation caught many central banks off guard, forcing them to undertake the most aggressive interest rate hiking cycle seen in decades,” […]

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2022 Top 40 Money Managers Report: The risks for DB, DC plan sponsors around alternative investments

Jennifer Paterson — Fri, 18 Nov 2022 13:54:04 +0000

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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2021 Top 40 Money Managers Report: Building back strong

mdunne — Fri, 14 May 2021 12:56:56 +0000

Investors breathed a sigh of relief as they turned over their calendars at the end of 2020. Few were sorry to see the back of a turbulent year that drove nation after nation to their worst economic contractions in generations: over the course of 2020, the U.S. gross domestic product shrank around 3.5 per cent, […]

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U.K. government consults on incorporating illiquid assets in DC investments

mschmit — Wed, 20 Feb 2019 03:33:43 +0000

A consultation paper by the U.K. government is considering how defined contribution plans could incorporate more illiquid investments. Specifically, the consultation’s proposals include requiring larger DC plans to set out their policy and current practice for illiquid investments and report on it annually. It also proposed requiring smaller DC plans to conduct a triennial assessment […]

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Why Illiquid Assets Cost Inexperienced Investors More

mschmit — Mon, 16 Nov 2015 13:02:05 +0000

New research compares how experienced and inexperienced investors allocate to alternatives.

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Private Markets: Beyond the J-Curve

mschmit — Tue, 06 Nov 2012 06:33:56 +0000

Measuring private equity's ability to add value.

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