Toronto-based strategic consulting firm Grantbook Inc. is transitioning to an employee ownership trust, inviting its employees to help define their retirement savings model. “It was kind of like a jagged, ragged journey, crunching through the problems for which the answer was an EOT and then finally stumbled on it at the last minute at the […]
While community bonds, an investment asset offered by not-for-profits looking to raise capital for socially conscious projects, are growing in Canada, they don’t match the investment needs of institutional investors, says Rod Lohin, executive director at the Lee-Chin Institute for Corporate Citizenship at the University of Toronto’s Rotman School of Management. “[Community bonds are] just […]
Natasha Trainor has overseen the pension strategy at NAV Canada for nearly half a decade and she’s made her imprint by adding a novel review process. “We went through an exercise over the past few years of looking at each asset class and coming up with what we called asset class designs,” says the organization’s […]
In the face of uncertainty around the business and political relationship between Canada and the U.S., Canadian institutional investors aren’t considering allocation strategy changes just yet. Kim Hart, principal investment consulting at Eckler Ltd., says immediate discussions with Canadian plan sponsors show they aren’t looking to move away from U.S. investments or to decrease allocations […]
The Financial Services Regulatory Authority of Ontario is promoting the importance of retirement planning and the value of a workplace pension on the third anniversary of Pension Awareness Day taking place today Feb. 20. In an emailed statement to Benefits Canada, Andrew Fung, executive vice-president of pensions at the FSRA, said he’s proud that more […]
In 2025, the Association of Canadian Pension Management is focusing on flexible pension plan models amid a backdrop of multiple elections taking place across Canada. Korinne Collins, chief executive officer at the ACPM, says flexibility is needed around decumulation strategies for defined contribution plans and the potential for different income tax treatments for workers looking […]
While a plan member lawsuit against the Ontario Teachers’ Pension Plan regarding cryptocurrency investment decisions isn’t entirely surprising, it’s not a common event in Canada, says Level Chan, a partner at Stewart McKelvey. “In Canada, it does not come up very much. It normally is only in these unique circumstances where there is kind of […]
The Bank of Canada will require another year of its rate-cutting cycle to absorb the number of resources in the economy that aren’t being used so it can raise interest rates back to a neutral 2.75 per cent position, according to Katherine Judge, director and senior economist of capital markets at CIBC. Delivering the keynote session […]
Despite the turbulent environment shaped by the coronavirus pandemic, aggressive interest rate hikes and liquidity issues, institutional investors taking a long-term perspective can uncover strong opportunities in the real estate market. Speaking at the Canadian Investment Review’s 2024 Defined Benefit Investment Forum, Alexandra Katz, managing partner and head of institutional sales at Hazelview Investments, highlighted […]
Taking an institutional toolbox to the typically retail closed-end fund market is providing institutional investors with an entry point into an obscure asset, according to Scott Eldridge, senior portfolio manager of closed-end fund strategies at Allspring Global Investments. During a session at the Canadian Investment Review’s 2024 Defined Benefit Investment Forum, he noted the low […]
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