The Ontario Securities Commission’s proposal to provide retail investors access to private assets through a new fund vehicle could have adverse risks for institutional investors’ long-term investment goals, said the Pension Investment Association of Canada. The OSC is mulling introducing a new fund category, the Ontario Long-Term Asset Fund, that would provide a pathway for […]
Large Canadian pension funds can create and capture value in financial markets by achieving scale in strategic markets, vertically integrating parts of the value chain and reducing fee drag, coordinating key stakeholder groups and creating internal synergies within their organization, according to a new report published in the Journal of Alternative Investments. It found venture […]
Although news of BlackRock Inc.’s departure from the Glasgow Financial Alliance for Net Zero may call into question the future of the climate action initiative, the road to net zero is still a priority for many financial institutions, says Sebastien Betermier, associate professor of finance at McGill University’s Desautels Faculty of Management. The alliance, which […]
On Dec. 6, 2024, leaders from Canada’s defined benefit pension plan sponsor community, alongside thought leaders and investment experts, came together at the Omni King Edward Hotel in Toronto to shed light on 2024’s challenging economic landscape and make informed predictions about the hurdles and opportunities ahead. Find out what you missed! Canadian economy on high alert for impact […]
An article on why a majority of Canadians are planning to switch jobs this year was the most-read story on BenefitsCanada.com this past week. Here are the top five human resources, benefits, pension and investment stories of the last week: 1. Six in 10 Canadian employees planning to change jobs this year: survey 2. Acera Insurance’s group […]
While both experts point to the obligation of the pension promise, one argues that many pension funds are already overweight in Canadian allocations, while the other cites these funds’ risk-return calibrations, highlighting the strategic assets available abroad. Jeremy Forgie, pension lawyer and senior counsel at Blake, Cassels & Graydon LLP Whether our governments should try […]
Climate risk and energy transition present huge investment opportunities for pension plan sponsors seeking to invest for the long term, said Bertrand Millot, head of sustainability at the Caisse de dépôt et placement du Québec, speaking during a panel session at an event hosted by the United Nations’ principles for responsible investment in Toronto earlier […]
Sustainable investing needs to take a much more nuanced approach today than it did in the past, according to Edward Vaughan Dixon, head of sustainability and private markets at Aviva Investors, during the Canadian Investment Review’s 2024 Risk Management Conference. Environmental, social and governance strategies should result in a holistic view of the risks behind a […]
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 […]
The total portfolio approach is gaining interest as a new investing strategy for pension funds and other asset owners, but its novel status may be deceiving. Indeed, the concept behind this approach has been at the core foundation of modern portfolio theory since the days when Nobel Prize winner Harry Markowitz showed that maximizing the […]