Canada’s public pension funds should rethink the billions of dollars they’ve invested in natural gas infrastructure amid the global push to reduce emissions, says a new report from a climate advocacy group. The report by Shift Action for Pension Wealth and Planet Health says nine of Canada’s largest public pensions have invested in 22 gas-related […]
The performance of global real estate investment trusts was halved to 4.6 per cent in 2024, largely attributed to tentative discourse by the U.S. Federal Reserve on the direction of interest rate cut policy, according to a new report from Hazelview Investments. It found the continued demand for senior housing in North America and the […]
Following a surprising U.S. presidential election, both major political parties are facing a realignment of priorities, said Lew Lukens, senior partner at Signum Global Advisors, during the keynote session at the Canadian Investment Review’s 2024 Investment Innovation Conference. Lukens was surprised by Donald Trump’s win in November since he projected the democratic candidate Kamala Harris […]
Defined benefit pension plan sponsors can improve their performance and risk assessment by closely evaluating the connection between assets and liabilities, said Jason Malinowski, chief investment officer at the Seattle City Employees’ Retirement System, during the Canadian Investment Review’s 2024 Investment Innovation Conference. This is “because the portfolio return that changes your asset value is […]
The global population’s rejection of establishment systems and institutions is resulting in extreme election results following the coronavirus pandemic, said Don Guy, founding partner at GT & Co. Executive Advisors, during a session at the Canadian Investment Review’s 2024 Investment Innovation Conference in November. “During [the pandemic], incumbent governments were being returned. . . . […]
The distinction between correlation and causation can help institutional investors determine better factors for investment decisions, according to Steve Foerster, a finance professor at Western University. Speaking during the Canadian Investment Review’s 2024 Investment Innovation Conference, he said a confusion between the two terms and their part in investment stories is impactful. “When it comes to […]
While it doesn’t contain an exact figure, the federal government’s official rebuttal to a 2023 report — which argued Alberta is entitled to more than half the assets of the Canada Pension Plan — provides a roadmap in the event the province exits the CPP, says Sebastien Betermier, associate professor of finance at the Desautels […]
User personalization and an ease-of-use approach are key in the adoption of artificial intelligence technology tools by pension plan sponsors, according to a new report by the CFA Institute Research & Policy Centre. It found the application of AI has the potential to revolutionize plan sponsors’ administrative duties but will require a collaborative approach that […]
More than half (59 per cent) of global institutional investors have yet to discuss artificial intelligence with their managers, according to a new survey from Coalition Greenwich. The survey, which polled more than 100 institutional investors, found two-fifths (42 per cent) of asset owners have had conversations with some or all of their investment managers […]
Evolving expectations, a shifting interest rate environment and the need to manage increasingly large asset bases for performance and for national and societal impact are transforming how and where institutional investors allocate capital, according to a new report by the Boston Consulting Group. It found in 2024, sovereign wealth funds and public pension funds accounted […]