value – Benefits Canada.com

Trusteed pension funds’ assets valued at $2.1T in Q1: StatsCan

bwolfe — Thu, 16 Sep 2021 13:32:29 +0000

The market value of assets held by Canadian trusteed pension funds totalled $2.1 trillion at the end of the first quarter, according to new data from Statistics Canada. Public sector assets amounted to $1.6 trillion, accounting for 77.5 per cent of the overall assets, while private sector assets totalled $474 billion. Revenues totalled $62.3 billion, […]

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The value of stock selection in a low-return world

mschmit — Fri, 13 Nov 2020 04:08:40 +0000

Despite this year’s extreme volatility, the past ten years have been an extraordinary time to be an equity investor. This can be seen by looking at the so-called equity risk premium, which is simply the difference between returns on global stock markets and risk-free assets, such as U.S. dollar bank deposits. Over the very long […]

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How can pension plan sponsors manage factor exposure in equity portfolios?

mschmit — Fri, 31 Jul 2020 03:56:43 +0000

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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Stocks preferred by retail investors outdoing hedge and mutual fund favourites

mschmit — Fri, 19 Jun 2020 05:19:00 +0000

Retail equity investors may be outperforming investors with far more expertise as markets grapple with the coronavirus fallout and recovery. A report from Goldman Sachs Group showed that a portfolio of stocks popular among retail investors surged 61 per cent since bear market trough, compared to a 45 per cent gain seen for stocks favoured […]

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Private equity exits slowed drastically in wake of coronavirus

mschmit — Wed, 17 Jun 2020 05:36:20 +0000

With the coronavirus pandemic continuing to rock the global economy, private equity exits have largely come to a halt since mid-March, according to a report from McKinsey & Co. “The results of the pandemic have been startling,” it noted. “With a couple of exceptions—such as structured transactions and deals signed before the crisis—traditional PE exits […]

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Coronavirus crisis sparks need for more investment analysis, monitoring

mschmit — Wed, 29 Apr 2020 03:58:51 +0000

The current market environment isn’t like a regular market correction, but more like a natural disaster, says Joseph Connolly, vice-president of asset and risk management at Morneau Shepell Ltd. In the current context, investors should be doing more monitoring and looking at more timely data because mid-month or mid-quarter results may be stale. “We’re definitely […]

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Unintended factor bias

mschmit — Thu, 16 Aug 2018 03:42:36 +0000

Why your factor beta comes with a lot of noise.

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The Good and Bad News About Factor ETFs

mschmit — Wed, 31 May 2017 04:57:11 +0000

Turns out there’s a bigger issue than crowded trades

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Why This Bull Market Is…Bull

mschmit — Wed, 07 Jan 2015 09:48:45 +0000

A realistic expectation about future stock returns.

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Which U.S. Stocks Will Outperform?

mschmit — Wed, 12 Jun 2013 08:03:08 +0000

Our research shows which U.S. value stocks will thrive and which will dive.

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