liquid alternatives – Benefits Canada.com

27% of U.S. DC pension plan sponsors say decumulation isn’t a topic of interest: survey

bwolfe — Wed, 03 May 2023 19:00:10 +0000

While a third (34 per cent) of U.S. defined contribution pension plan sponsors say they’re studying decumulation solutions and another 15 per cent are in the process of evaluating or implementing one more than a quarter (27 per cent) say decumulation isn’t a topic of interest or need, according to a new survey by consultancies […]

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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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Are liquid alternative ETFs the next frontier for institutional investors?

mschmit — Thu, 07 Nov 2019 05:58:48 +0000

New research from Greenwich Associates has found that institutional players have allocated US$47 billion to liquid alternative exchange traded funds, comprising a fair chunk of their allocation to liquid alternatives overall, which comes to US$882 billion. That said, only about one in 10 institutions have experience investing in liquid alternative ETFs. “However, about the same […]

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Back to the basics on liquid alternatives

mschmit — Tue, 29 Oct 2019 04:06:05 +0000

There are many reasons for pension plans to consider exposure to liquid alternatives, but the first step is understanding the asset class. Simply, liquid alternatives are alternative assets, such as currency, commodities or emerging market debt, which are available in liquid forms, as well as alternative strategies like long-short investment strategies, says Michael Sager, vice-president […]

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The role of liquid alternatives in pension portfolios

mschmit — Tue, 08 Oct 2019 04:59:00 +0000

Pension funds are diversifying into alternatives in an increasingly challenging environment for returns. But many of the traditional characteristics institutional investors seek to achieve by investing in alternatives may not actually be present depending on the particular asset class, said Michael Sager, vice-president and client portfolio manager in multi-asset and currency management at CIBC Asset […]

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