low volatility – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Mon, 04 Nov 2024 20:00:35 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 2022 GIC coverage: Institutional investors seeking better risk-adjusted returns should turn to emerging market debt https://www.benefitscanada.com/canadian-investment-review/fixed-income/2022-gic-coverage-institutional-investors-seeking-better-risk-adjusted-returns-should-turn-to-emerging-market-debt/ Mon, 30 May 2022 12:50:45 +0000 https://www.benefitscanada.com/?p=120523 Canadian institutional investors should have a strategic allocation to emerging market debt, Ward Brown, fixed income portfolio manager at MFS Investment Management, explained during his session. EM debt has two of the key characteristics needed for a strategic allocation. First, it is a good diversifier because it has low correlations with other assets commonly found […]

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]]> How can pension plan sponsors manage factor exposure in equity portfolios? https://www.benefitscanada.com/canadian-investment-review/public-equities/how-can-pension-plan-sponsors-manage-factor-exposure-in-equity-portfolios/ https://www.benefitscanada.com/canadian-investment-review/public-equities/how-can-pension-plan-sponsors-manage-factor-exposure-in-equity-portfolios/#respond Fri, 31 Jul 2020 03:56:43 +0000 https://cumulus.benefitscanada.com/uncategorized/how-can-pension-plan-sponsors-manage-factor-exposure-in-equity-portfolios/ While factor behaviour tends to be consistent in market crashes and corrections, individual factor performance varies over the medium term. As such, institutional investors should maintain diversified exposure across key equity factors including value, quality, momentum, size and low volatility, according to a new paper by Mercer. The paper explored the past three financial crises: […]

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]]> https://www.benefitscanada.com/canadian-investment-review/public-equities/how-can-pension-plan-sponsors-manage-factor-exposure-in-equity-portfolios/feed/ 0 The role of dividend strategies in equity investing https://www.benefitscanada.com/canadian-investment-review/public-equities/the-role-of-dividend-strategies-in-equity-investing/ https://www.benefitscanada.com/canadian-investment-review/public-equities/the-role-of-dividend-strategies-in-equity-investing/#respond Mon, 16 Sep 2019 06:57:50 +0000 https://cumulus.benefitscanada.com/uncategorized/the-role-of-dividend-strategies-in-equity-investing/ Investors seeking regular income are limited because traditional sources aren’t producing the results they used, says Dave Makarchuk, partner and Western Canada wealth business leader at Mercer, noting bond yields are really low and coupons are low. “And so dividends can be an attractive option for those who are seeking regular cash flow,” he says. […]

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]]> https://www.benefitscanada.com/canadian-investment-review/public-equities/the-role-of-dividend-strategies-in-equity-investing/feed/ 0 Case Study: Taming Volatility, Step-by-Step https://www.benefitscanada.com/canadian-investment-review/cir-news/case-study-taming-volatility-step-by-step/ https://www.benefitscanada.com/canadian-investment-review/cir-news/case-study-taming-volatility-step-by-step/#respond Tue, 11 Jul 2017 08:09:34 +0000 https://cumulus.benefitscanada.com/uncategorized/case-study-taming-volatility-step-by-step/ How WCB Alberta restructured its portfolio in uncertain times.

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]]> https://www.benefitscanada.com/canadian-investment-review/cir-news/case-study-taming-volatility-step-by-step/feed/ 0 The Good and Bad News About Factor ETFs https://www.benefitscanada.com/expertpanel_/the-good-and-bad-news-about-factor-etfs/ https://www.benefitscanada.com/expertpanel_/the-good-and-bad-news-about-factor-etfs/#respond Wed, 31 May 2017 04:57:11 +0000 https://cumulus.benefitscanada.com/uncategorized/the-good-and-bad-news-about-factor-etfs/ Turns out there’s a bigger issue than crowded trades

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]]> https://www.benefitscanada.com/expertpanel_/the-good-and-bad-news-about-factor-etfs/feed/ 0 It’s True: A Long-term Focus Pays Off https://www.benefitscanada.com/canadian-investment-review/research-markets/its-true-a-long-term-focus-pays-off/ https://www.benefitscanada.com/canadian-investment-review/research-markets/its-true-a-long-term-focus-pays-off/#respond Wed, 08 Feb 2017 11:06:50 +0000 https://cumulus.benefitscanada.com/uncategorized/its-true-a-long-term-focus-pays-off/ McKinsey’s new index puts data behind the argument for long-term management.

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]]> https://www.benefitscanada.com/canadian-investment-review/research-markets/its-true-a-long-term-focus-pays-off/feed/ 0 Sinclair: Investment Risk Reduction Strategies https://www.benefitscanada.com/uncategorized/sinclair-investment-risk-reduction-strategies/ https://www.benefitscanada.com/uncategorized/sinclair-investment-risk-reduction-strategies/#respond Wed, 13 Jul 2016 15:17:50 +0000 https://cumulus.benefitscanada.com/uncategorized/sinclair-investment-risk-reduction-strategies/ NBIMC head talks asset allocation and funding ratios

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]]> https://www.benefitscanada.com/uncategorized/sinclair-investment-risk-reduction-strategies/feed/ 0 Does Low Volatility Investing Work? https://www.benefitscanada.com/uncategorized/does-low-volatility-investing-work/ https://www.benefitscanada.com/uncategorized/does-low-volatility-investing-work/#respond Wed, 24 Feb 2016 03:02:18 +0000 https://cumulus.benefitscanada.com/uncategorized/does-low-volatility-investing-work/ How high-volatility realities are driving the low vol trend

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]]> https://www.benefitscanada.com/uncategorized/does-low-volatility-investing-work/feed/ 0 Video: Low-volatility equity strategies for DC plans https://www.benefitscanada.com/pensions/cap/video-low-volatility-equity-strategies-for-dc-plans/ https://www.benefitscanada.com/pensions/cap/video-low-volatility-equity-strategies-for-dc-plans/#respond Tue, 23 Jun 2015 07:22:18 +0000 https://cumulus.benefitscanada.com/uncategorized/video-low-volatility-equity-strategies-for-dc-plans/ Investing in stocks has historically provided the potential growth investors need when accumulating assets as they prepare for retirement. In times of market volatility, however, an account’s drop in value can result in investors selling stocks at near-low levels and then buying them back at higher ones when markets recover.

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]]> https://www.benefitscanada.com/pensions/cap/video-low-volatility-equity-strategies-for-dc-plans/feed/ 0 Low Volatility Strategies: The Historical Performance https://www.benefitscanada.com/canadian-investment-review/research-markets/low-volatility-strategies-the-historical-performance/ https://www.benefitscanada.com/canadian-investment-review/research-markets/low-volatility-strategies-the-historical-performance/#respond Tue, 19 May 2015 12:15:45 +0000 https://cumulus.benefitscanada.com/uncategorized/low-volatility-strategies-the-historical-performance/ A review of the return-volatility relationship.

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