liquidity – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Thu, 21 Nov 2024 16:43:00 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Real return bonds a boon for institutional investors, pension plan members: report https://www.benefitscanada.com/canadian-investment-review/research-markets/real-return-bonds-a-boon-for-institutional-investors-pension-plan-members-report/ Tue, 03 Sep 2024 13:00:00 +0000 https://www.benefitscanada.com/?p=159496 The end of the federal government’s real return bond program will deprive institutional investors and pension plan members of a valuable investment tool that can help protect against inflation, according to a new report by the C.D. Howe Institute. It found a majority of Canada’s largest institutional investors are interested in investing in real return bonds and […]

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]]> What are the options for implementing real assets in DC plans? https://www.benefitscanada.com/events/conference-coverage/what-are-the-options-for-implementing-real-assets-in-dc-plans/ Fri, 10 May 2024 11:54:28 +0000 https://www.benefitscanada.com/?p=154810 While real assets are largely absent among the investment options offered by Canadian defined contribution pension plans, they can offer significant long-term benefits to plan members, said Andrew Knox, managing director of Franklin Templeton Investments’ global real assets fund, during a session at Benefits Canada’s 2024 DC Plan Summit in February. “[Defined contribution] investors in […]

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]]> Coverage of the 2023 Defined Benefit Investment Forum https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/coverage-of-the-2023-defined-benefit-investment-forum/ Wed, 24 Jan 2024 13:00:16 +0000 https://www.benefitscanada.com/?p=150321 On Dec. 6, the Canadian Investment Review hosted its annual Defined Benefit Investment Forum. With the close of a year marred by financial fragility and global discontent, leaders from Canada’s defined benefit pension plan sponsor community gathered to shed light on the challenging economic landscape of 2023 and make informed predictions about the hurdles and opportunities ahead. Here’s what […]

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]]> 2023 Defined Benefit Investment Forum: Managing liquidity through listed assets https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-defined-benefit-investment-forum-managing-liquidity-through-listed-assets/ Wed, 24 Jan 2024 12:56:34 +0000 https://www.benefitscanada.com/?p=150437 After the simultaneous sell-off of both equities and bonds in the first half of 2022, many defined benefit pension plan sponsors were forced to “pay much more attention to the liquidity profiles of their portfolios” and manage risk by implementing a temporary policy reprieve, halting new investment activity or selling assets in the secondary market, […]

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]]> 2023 Investment Innovation Conference: The evolving role of fixed income in hedging risk, enhancing yields https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-the-evolving-role-of-fixed-income-in-hedging-risk-enhancing-yields/ Thu, 18 Jan 2024 12:50:23 +0000 https://www.benefitscanada.com/?p=149318 As the objectives of defined benefit pension plans have evolved, so too have institutional investors’ reasons for including fixed income allocations in a portfolio, from adding diversification and offsetting negative returns in equity to liquidity management and capital preservation, said Ashwin Gopwani, managing director and head of retirement solutions at Sun Life Capital Management, during the Canadian Investment […]

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]]> SHEPP diversifying portfolio with alternatives, less dependence on equities https://www.benefitscanada.com/archives_/benefits-canada-archive/shepp-diversifying-portfolio-with-alternatives-less-dependence-on-equities/ Fri, 15 Dec 2023 13:56:22 +0000 https://www.benefitscanada.com/?p=148351 Before Janet Jule joined the Saskatchewan Healthcare Employees’ Pension Plan as its chief investment officer in 2015, the pension plan sponsor started adding a wider variety of assets to its portfolio, emphasizing diversification and lowering its dependence on equities. Indeed, like many other plan sponsors, the SHEPP’s investment strategy is increasingly incorporating more alternative asset […]

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]]> PIAC urging feds to open consultation on cessation of real return bonds https://www.benefitscanada.com/canadian-investment-review/fixed-income/piac-urging-feds-to-open-consultation-on-cessation-of-real-return-bonds/ Wed, 08 Nov 2023 14:00:46 +0000 https://www.benefitscanada.com/?p=146640 The Pension Investment Association of Canada is urging the federal government to open a comprehensive consultation regarding the cessation of real return bonds. In an open letter, the PIAC said the decision was made without extensive consultations with the primary purchasers of real return bonds, including pension investors. While real return bonds have typically exhibited a lower […]

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]]> 2023 DC Investment Forum: The importance of strategic asset allocation in target-date funds https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-understanding-strategic-asset-allocation-in-target-date-funds/ Mon, 06 Nov 2023 12:58:17 +0000 https://www.benefitscanada.com/?p=146052 Since defined contribution plan members will experience a wide variety of market conditions over the course of their working lives and into retirement, it’s important for the strategic asset allocation of target-date funds to be diversified and able to stand the test of time, according to Jon Knowles, institutional portfolio manager for global asset allocation at […]

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]]> 2023 DC Investment Forum: Target-date fund glide paths evolving to meet DC plan member needs https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-target-date-fund-glide-paths-evolving-to-meet-dc-plan-member-needs/ Mon, 06 Nov 2023 12:54:18 +0000 https://www.benefitscanada.com/?p=146064 Plotting out a glide path is the most important part of designing a target-date fund — not only does it take members on a roughly 40-year investing journey, but it also has the most significant impact on their retirement outcomes. Glide paths must also address the key risks facing defined contribution plan members, said Satwick […]

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]]> Sustainable investments key for York University’s endowment fund https://www.benefitscanada.com/archives_/benefits-canada-archive/sustainable-investments-key-for-york-universitys-endowment-fund/ Fri, 13 Oct 2023 12:53:44 +0000 https://www.benefitscanada.com/?p=144479 According to York University’s Arijit Banik, there’s only one way forward for environmental, social and governance standards: it’s time for an evolution. The treasurer responsible for overseeing the university’s endowment fund wants to go beyond simply investing in wind and solar energies to tick a box. Instead, his investment team has pushed towards sustainable infrastructure […]

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