inflation hedging – 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 Institutional investors’ demand for insurance-linked securities pushing transaction volumes to new highs: experts https://www.benefitscanada.com/canadian-investment-review/alts/institutional-investors-demand-for-insurance-linked-securities-pushing-transaction-volumes-to-new-highs-report/ Mon, 16 Sep 2024 13:00:25 +0000 https://www.benefitscanada.com/?p=160052 An acceleration of significant weather events are impacting the risk premium earned from insurance-linked securities, providing a significant inflation hedge for institutional investors, says Bernard Van der Stichele, senior portfolio manager of insurance-linked securities at the Healthcare of Ontario Pension Plan. “ILS investments earn a risk premium that is directly proportional to the level of risk […]

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]]> 2024 Global Investment Conference: How the risk-return proposition can help portfolios perform well in a variety of market conditions https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-global-investment-conference-how-the-risk-return-proposition-can-help-portfolios-perform-well-in-a-variety-of-market-conditions/ Mon, 10 Jun 2024 11:58:09 +0000 https://www.benefitscanada.com/?p=155468 It’s important for institutional investors to view risk mitigation as a way to improve the risk-return proposition and not as a way to express a bearish view on markets, said Rémi Tétreault, associate vice-president at Trans-Canada Capital Inc., during the Canadian Investment Review‘s 2024 Global Investment Conference in April. “It’s about performing well in a […]

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]]> How active management strategies are helping institutional investors amid volatile global marketplace https://www.benefitscanada.com/archives_/benefits-canada-archive/how-active-management-strategies-are-helping-institutional-investors-amid-volatile-global-marketplace/ Fri, 09 Feb 2024 13:57:55 +0000 https://www.benefitscanada.com/?p=151594 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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]]> How climate change and inflation are impacting agricultural investments https://www.benefitscanada.com/archives_/benefits-canada-archive/how-climate-change-and-inflation-are-impacting-agricultural-investments/ Fri, 11 Aug 2023 12:54:48 +0000 https://www.benefitscanada.com/?p=141895 Despite the prevalence of farming in its home province, the Alberta Investment Management Corp.’s agricultural portfolio is just 13 years old, the product of a 2010 investment in converted farmland held by Australian timber producer Great Southern Group. The properties proved too arid for tree growth and were converted back to croplands for canola, wheat […]

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]]> Manitoba’s TRAF returns -0.42%, increases funded ratio in 2022 https://www.benefitscanada.com/canadian-investment-review/db-investments/manitobas-traf-returns-0-42-increases-funded-ratio-in-2022/ Mon, 31 Jul 2023 19:00:46 +0000 https://www.benefitscanada.com/?p=141512 Manitoba’s Teachers’ Retirement Allowances Fund returned negative 0.42 per cent in 2022, exceeding its benchmark return of negative 5.04 per cent. “While we are pleased with these short-term results, our longer-term results are equally favourable,” said Jeff Norton, the TRAF’s president and chief executive officer, in its annual report. “Over the past 20 years to […]

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]]> 2022 DCIF: How DC plan sponsors can use REITs to meet investment objectives https://www.benefitscanada.com/canadian-investment-review/alts/2022-dcif-how-dc-plan-sponsors-can-use-reits-to-meet-investment-objectives/ Mon, 17 Oct 2022 11:55:31 +0000 https://www.benefitscanada.com/?p=128002 While real estate has long been a part of defined benefit pension plans’ asset allocations, its inclusion in investment portfolios has steadily climbed in recent years. But defined contribution plan sponsors and members also stand to benefit from the asset class’ inflation-hedging properties, as well as its ability to boost income and improve portfolio diversification. Pension […]

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]]> 2022 GIC coverage: A look at diversification opportunities as inflation rises https://www.benefitscanada.com/canadian-investment-review/strategies/2022-gic-coverage-a-look-at-diversification-opportunities-as-inflation-rises/ Mon, 30 May 2022 12:58:25 +0000 https://www.benefitscanada.com/?p=120823 King Midas’ gold-heavy investment portfolio wasn’t built for long-term growth, rather as an effective hedge against long-term inflation. “The 150-year real return of gold has been plus 0.2 per cent, so it’s not a very attractive asset from a long-term perspective,” said Inigo Fraser-Jenkins, co-head of institutional solutions at AllianceBernstein, during a session at the […]

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]]> 2021 IIC coverage: Is inflation here to stay? https://www.benefitscanada.com/news/cir-news-news/2021-iic-coverage-is-inflation-here-to-stay/ Tue, 21 Dec 2021 12:53:15 +0000 https://www.benefitscanada.com/?p=114006 “Inflation is here and it has a meaningful impact on portfolios and financial assets,” said Ilan Kolet, an institutional portfolio manager at Fidelity Investments Inc., during a session at the Canadian Investment Review‘s 2021 Investment Innovation Conference. “I don’t think this will be a shock to anyone in the room or online.” Highlighting the most […]

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]]> 2021 IIC coverage: CBC Pension Plan monitoring, refining LDI strategy https://www.benefitscanada.com/news/cir-news-news/2021-iic-coverage-cbc-pension-plan-monitoring-refining-ldi-strategy/ Tue, 21 Dec 2021 12:50:50 +0000 https://www.benefitscanada.com/?p=114033 With interest rates trending downward over several decades, liability-driven investing has proven to be a successful strategy for the Canadian Broadcasting Corp. Pension Plan. The maturity of the plan — which currently sits at $8 billion and has an active membership of 38 per cent — drove many of the decisions around adopting the LDI […]

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]]> Expert panel: Inflation risk — to hedge or not to hedge? https://www.benefitscanada.com/pensions/defined-benefit-pensions/expert-panel-inflation-risk-to-hedge-or-not-to-hedge/ Thu, 25 Nov 2021 17:30:10 +0000 https://www.benefitscanada.com/?p=112105 With October inflation hitting an 18-year high, inflation risk is back on the radar of plan sponsors providing inflation-linked defined benefit pensions. In the past, it’s been challenging to hedge inflation risk. Fortunately, more efficient solutions have emerged over the last several years. What is inflation risk? For a plan that provides inflation-linked benefits, inflation […]

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