private equities – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 22 Nov 2024 22:16:07 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 World’s 500 largest asset managers’ AUM up 12.5% in 2023: report https://www.benefitscanada.com/canadian-investment-review/research-markets/worlds-500-largest-asset-managers-aum-up-12-5-in-2023-report/ Tue, 29 Oct 2024 15:00:05 +0000 https://www.benefitscanada.com/?p=161733 The world’s 500 largest asset managers’ assets under management increased by 12.5 per cent to US$128 trillion in 2023, compared to $113.7 trillion at the end of 2022, according to a new report by WTW’s Thinking Ahead Institute. It noted the annual growth rate represents a significant recovery from the major correction seen in 2022, […]

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]]> City of Montreal navigating volatility driven by global equities https://www.benefitscanada.com/archives_/benefits-canada-archive/city-of-montreal-navigating-volatility-driven-by-global-equities/ Fri, 11 Oct 2024 12:54:36 +0000 https://www.benefitscanada.com/?p=161048 As institutional investors’ results expectations continue to expand at a rampant speed, Errico Cocchi doesn’t want to get lost in overcomplicated investment trends. “At the end of the day you want to buy something that’s going to grow, that’s well managed and that has a good valuation,” says Cocchi, head of pension investments and debt […]

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]]> Canadian institutional investors allocating 3% to domestic equities: report https://www.benefitscanada.com/canadian-investment-review/research-markets/canadian-institutional-investors-allocating-3-of-funds-to-domestic-equities-report/ Wed, 02 Oct 2024 19:00:46 +0000 https://www.benefitscanada.com/?p=160906 Canadian institutional investors are allocating only three per cent of their funds to domestic equities, according to a new study from London-based think thank New Financial LLP. The report, which analyzed 13 countries’ pension systems, found the U.S. had the highest allocation to domestic equities (44 per cent), while Norway had the lowest (0.5 per cent). […]

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]]> Expert panel: Institutional investors should re-evaluate fees in ‘turbulent twenties’ https://www.benefitscanada.com/expertpanel_/les-marton/expert-panel-institutional-investors-should-re-evaluate-fees-in-turbulent-twenties/ Tue, 10 Sep 2024 13:00:43 +0000 https://www.benefitscanada.com/?p=159618 An altering macroeconomic environment means that cost management requires continual attention by pension plans and other institutional investors. Today, as inflation and higher-for-longer rates exert upward pressure on institutional investors’ costs in a variety of areas, from technology to team member salaries, it’s time once again to re-evaluate the fees being paid to external asset […]

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]]> AIMCo returns 5.4% in first half of 2024, driven by public equities https://www.benefitscanada.com/canadian-investment-review/research-markets/aimco-returns-5-4-in-first-half-of-2024-driven-by-public-equities/ Wed, 28 Aug 2024 19:00:34 +0000 https://www.benefitscanada.com/?p=159532 The Alberta Investment Management Corp. is reporting a net return of 5.4 per cent for the first half of 2024. During the six-month period ending June 30, 2024, the AIMCo’s total assets under management were $168.9 billion. The investment organization’s balanced fund — a composite of client accounts that invest in money market and fixed income, […]

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]]> Caisse invests $35M in energy transition fund, AIMCo buys Australian rural portfolio https://www.benefitscanada.com/canadian-investment-review/alts/caisse-invests-35m-in-energy-transition-fund-aimco-buys-australian-rural-portfolio/ Fri, 23 Aug 2024 19:00:10 +0000 https://www.benefitscanada.com/?p=159427 The Caisse de dépôt et placement du Québec is investing $35 million in a new energy transition fund from Quebec-based equity firm MacKinnon Bennett & Co. The investment is part of a larger $145 million commitment alongside the Canada Growth Fund, Investissement Québec and BDC Capital. The fund will target growth-stage businesses commercializing emission reduction […]

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]]> Suncor taking slow, steady approach to investment trends https://www.benefitscanada.com/archives_/benefits-canada-archive/suncor-taking-slow-steady-approach-to-investment-trends/ Fri, 09 Aug 2024 12:55:15 +0000 https://www.benefitscanada.com/?p=158645 Amid an increasingly volatile global economy, many institutional investors are employing innovative investment strategies to deliver returns, but Suncor Energy Inc. views a methodical adoption of new trends as key to plan stability. A conservative approach and a balanced portfolio has allowed Suncor to deliver sustainable contributions and growth to its pension plans. At the […]

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]]> 2024 Endowment & Foundation Investment Forum: The connection between private assets and impact investments https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2024-endowment-foundation-investment-forum-the-connection-between-private-assets-and-impact-investments/ Thu, 08 Aug 2024 11:55:33 +0000 https://www.benefitscanada.com/?p=158690 The goals of impact investing can be more easily achieved through private assets, said Martin Bélanger, director of investments at Western University, during a fireside chat at the Canadian Investment Review’s 2024 Endowment & Foundation Investment Forum in June. “We’ve transitioned our private equity portfolio from a fund-to-fund approach to making direct investment in primary […]

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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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]]> 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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