liability-driven investing – Benefits Canada.com

2023 Risk Management Conference: Interest rate lessons from the CBC Pension Plan’s LDI strategy

bmcgovern — Wed, 18 Oct 2023 11:47:11 +0000

Defined benefit pension plan sponsors must consider the downsides of using a liability-driven investment strategy, particularly the role of interest rates, said Duncan Burrill, managing director and chief executive officer of the Canadian Broadcasting Corp. Pension Plan, during a session at the Canadian Investment Review’s 2023 Risk Management Conference. However, he also noted the pension fund’s LDI […]

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Leveraging the long-term perspective at Rexel North America

Gideon Scanlon — Fri, 23 Jun 2023 12:51:29 +0000

The current economic maelstrom, with its high inflation and interest rates, has left many institutional investors operating in uncharted territory — though not Rashid Maqsood, vice-president of treasury at electrical products distributor Rexel North America Inc. His career began in the late 1970s — almost a decade before central banks began setting inflation targets. “It’s […]

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2023 GIC coverage: Institutional investors finding opportunities for high-yield in unlikely places

lbailey — Tue, 06 Jun 2023 11:46:14 +0000

Institutional investors are entering a golden period ripe with opportunities in current global and emerging markets, said Karl Dasher, president of Polen Capital, during the Canadian Investment Review‘s 2023 Global Investment Conference. From early 2020 to the end of 2021, the market was flooded with liquidity from the unprecedented combination of fiscal stimulus, U.S. Federal Reserve […]

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Canada has third largest share of global pension wealth for the first time: report

Sadie Janes — Thu, 23 Feb 2023 14:00:06 +0000

Global pension assets fell 16.7 per cent to US$47.9 trillion in 2022, driven largely by a correction in fixed income and equities markets, according to a new report by WTW’s Thinking Ahead Institute. While the report found Canada’s pension asset values dropped by about 18 per cent in 2022, as of last August, it held roughly six […]

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Revamping, retuning investment allocations at the ATCO’s pension plans

Jennifer Paterson — Fri, 10 Feb 2023 13:53:22 +0000

When Tye McAllister was in middle school, he received a life-changing gift from his father — The Wealthy Barber, a practical guide to financial planning by Canadian investor David Chilton. “Investing became a passion,” says McAllister, senior analyst of pension investments and treasury at ATCO Group of Companies. “I was always trying to pull together […]

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World’s largest asset managers’ discretionary AUM up 10.2% in 2021: report

lbailey — Fri, 21 Oct 2022 19:00:37 +0000

The world’s 500 largest asset managers’ total discretionary assets under management increased by 10.2 per cent in 2021, reaching US$131.7 trillion, according to a new report by WTW’s Thinking Ahead Institute. It found North American AUM accounted for more than half (59.9 per cent) of AUM in the top 500 managers, garnering $78.9 trillion by […]

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2022 Risk Management Conference: Concordia University re-evaluating integrated investment policy

Gideon Scanlon — Thu, 06 Oct 2022 11:47:13 +0000

Institutional investors’ best laid plans sometimes go awry — especially following global pandemics. During a presentation at the Canadian Investment Review‘s 2022 Risk Management Conference, Marc Gauthier, treasurer and chief investment officer at Concordia University, said the dramatic events shaping the world in the past two years have challenged the university’s carefully designed investment model. […]

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2021 IIC coverage: Maximizing the certainty of an outcome — it isn’t just death and taxes

Gideon Scanlon — Tue, 21 Dec 2021 12:57:02 +0000

With many defined benefit pension plan solvency ratios at all-time highs, plan sponsors have an excellent opportunity to rethink their approach to investing, according to Shivin Kwatra, head of liability-driven investing portfolio management at Insight Investments. “It is important to highlight two approaches to investing: one [is] traditional — a mean variance framework of maximizing […]

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UPP building on jointly governed pension model with a pandemic launch

lbailey — Fri, 17 Sep 2021 12:53:24 +0000

When the University Pension Plan officially launched in July 2021, it did so with Barbara Zvan as its inaugural president and chief executive officer. Fresh from a 25-year career with the Ontario Teachers’ Pension Plan, she was appointed by the UPP’s board of trustees in July 2020. While most of the foundational work had been […]

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Learn more about the Risk Management Award finalists

mschmit — Mon, 30 Nov 2020 04:06:28 +0000

The Canadian Investment Review’s Risk Management Award will go to a pension plan that has successfully implemented a robust approach to its risk management function. This can include implementing de-risking or re-risking or it can showcase day-to-day processes in place for risk management in pension plan investments. Highlights about the three finalists are available below: […]

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