investment returns – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Wed, 14 Aug 2024 14:38:42 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 What can the Canadian pension industry learn from U.S. CAP litigation? https://www.benefitscanada.com/archives_/benefits-canada-archive/what-can-the-canadian-pension-industry-learn-from-u-s-cap-litigation/ Fri, 09 Aug 2024 12:53:28 +0000 https://www.benefitscanada.com/?p=158574 While lawsuits against Canadian capital accumulation plans are virtually non-existent, U.S. pension litigation holds several lessons for plan sponsors that are based north of the 49th Parallel, says Mitch Frazer, a pension lawyer and managing partner at Mintz, Levin, Cohn, Ferris, Glovsky and Popeo. “We don’t have these lawsuits occurring [in Canada], but it does […]

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]]> Nova Scotia Pension Services Corp. assets increase to $13.7BN in fiscal 2024 https://www.benefitscanada.com/canadian-investment-review/research-markets/nova-scotia-pension-services-corp-assets-increase-to-13-7bn-in-fiscal-2024/ Mon, 05 Aug 2024 19:00:31 +0000 https://www.benefitscanada.com/?p=158714 The Nova Scotia Pension Services Corp. — which administers the investment assets of the Public Service Superannuation Plan and the Teachers’ Pension Plan — reported an increase in net assets to $13.7 billion, a year-over-year increase of about $670 million, for the fiscal year ending March 31, 2024. The PSSP saw an investment return of 7.93 […]

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]]> U.S. public pension plans’ funded ratio increasing to 80.6% in 2024: report https://www.benefitscanada.com/canadian-investment-review/research-markets/u-s-public-pension-plans-funded-ratio-increasing-to-80-6-in-2024-report/ Thu, 01 Aug 2024 19:00:18 +0000 https://www.benefitscanada.com/?p=158669 The estimated funded ratio of U.S. state and municipal pension plans is expected to increase to 80.6 per cent in 2024 due to the outperformance of investment targets, according to a new report by Equable Institute. The report, which analyzed trends in benefits, cash flows, contributions, funding and investments at 245 of the largest U.S. […]

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]]> Estimated funded status of 100 largest U.S. DB pension plans increased to 79.9% in June: report https://www.benefitscanada.com/canadian-investment-review/research-markets/estimated-funded-status-of-100-largest-u-s-db-pension-plans-increased-to-79-9-in-june-report/ Wed, 31 Jul 2024 19:00:54 +0000 https://www.benefitscanada.com/?p=158560 The estimated funded status of the 100 largest U.S. public defined benefit pension plans rose to 79.9 per cent in June, from 79.4 per cent at the end of May, according to a new report by Milliman Inc. It found public DB plans in the report saw individual estimated returns ranging between 0.4 per cent […]

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]]> Liquidity status guiding Canadian pension funds through near-term market volatility: report https://www.benefitscanada.com/canadian-investment-review/research-markets/liquidity-status-guiding-canadian-pension-funds-through-near-term-market-volatility-report/ Wed, 24 Jul 2024 19:00:31 +0000 https://www.benefitscanada.com/?p=158359 Liquidity status is helping some of Canada’s biggest pension funds meet the challenges of a volatile investment market thanks to exceptional liquidity status, according to a new report by Fitch Ratings Inc. The report, which compared the credit ratings and portfolios of seven of the largest Canadian pension funds with approximately $2.1 trillion in net […]

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]]> DB pension plans boosting recruitment, retention in public safety industry: report https://www.benefitscanada.com/pensions/defined-benefit-pensions/db-pension-plans-boosting-recruitment-retention-in-public-safety-industry-report/ Wed, 24 Jul 2024 13:00:35 +0000 https://www.benefitscanada.com/?p=158313 More than half (52) per cent of new public safety employee hires are expected to retire from a defined benefit pension plan, according to a new report by the National Institute on Retirement Security. The report, which reviewed data from 28 U.S. police and fire pension plan sponsors, found that DB plans are an effective […]

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]]> Average funded ratio of Canadian DB pension plans up 2% in Q2 2024: report https://www.benefitscanada.com/canadian-investment-review/research-markets/average-funded-ratio-of-canadian-db-pension-plans-up-2-in-q2-2024-report/ Wed, 17 Jul 2024 19:00:00 +0000 https://www.benefitscanada.com/?p=158191 The funded ratio of the average Canadian defined benefit pension plan grew by two per cent during the second quarter of 2024 and nine per cent since the start of the year to 126 per cent, according to a new report by Normandin Beaudry. It found the average solvency ratio of Canadian pension plans rose […]

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]]> Commercial real estate challenges forcing Canadian pension funds to re-evaluate strategy: report https://www.benefitscanada.com/canadian-investment-review/alts/commercial-real-estate-challenges-forcing-canadian-pension-funds-to-re-evaluate-strategy-report/ Mon, 08 Jul 2024 19:00:53 +0000 https://www.benefitscanada.com/?p=157875 Some of Canada’s largest pension funds are rethinking their real estate strategies as higher interest rates continue to push valuations lower and lenders pull in their purse strings, according to reporting by Bloomberg. Read: Canadian pension funds seeking diversification in real estate at home, abroad: experts Indeed, it said the Canada Pension Plan Investment Board […]

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]]> Canadian public pension plans’ average funding ratio increased to 116% in 2023: report https://www.benefitscanada.com/canadian-investment-review/research-markets/canadian-public-pension-plans-average-funding-ratio-increased-to-116-in-2023-report/ Thu, 04 Jul 2024 19:00:35 +0000 https://www.benefitscanada.com/?p=157428 Canadian corporate pension funds reported an average funding ratio of 117 per cent, while public pension funds reported an average of 116 per cent, according to a new report by Coalition Greenwich. The study, based on interviews more than 150 of the largest tax-exempt funds in Canada, found in 2023, these investors reported that, on average, six […]

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]]> Median solvency ratio of Canadian DB pension plans stays flat in Q2 2024: reports https://www.benefitscanada.com/news/cir-news-news/median-solvency-ratio-of-canadian-db-pension-plans-stays-flat-in-q2-2024-reports/ Wed, 03 Jul 2024 19:00:58 +0000 https://www.benefitscanada.com/?p=157703 The median solvency ratio of Canadian defined benefit pension plans remained flat in the second quarter of 2024, compared to the previous quarter, according to a report by Mercer. The report, which tracked 450 DB pension plans, found the median solvency ratio was 118 per cent, as at June 28, 2024, the same as at […]

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