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How active management strategies are helping institutional investors amid volatile global marketplace

As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride out the storm. Pension funds are currently operating amid uncertainty and potential risk, says Ruslan Goyenko, an associate professor of finance at McGill University’s Desautels Faculty of Management. “There are […]

  • February 9, 2024 February 8, 2024
  • 08:57

2023 Investment Innovation Conference: How institutional investors can optimize academic research to mitigate risk, generate alpha

The University of California San Diego’s Kroner Center for Financial Research is examining four research areas that can assist institutional investors in determining successful strategies that mitigate risk and generate alpha, said its executive director Michael Melvin, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. The think tank’s advisory council, which is comprised […]

  • January 18, 2024 January 17, 2024
  • 07:57

2023 Investment Innovation Conference: Equities, fixed income assets generating real returns in volatile market regime

Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what has been the norm over the past 10 years, said Robertas Stancikas, a senior research associate of institutional solutions at AllianceBernstein, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in […]

  • January 18, 2024 January 17, 2024
  • 07:56

2023 Investment Innovation Conference: How institutional investors are using data, technology to generate alpha

The evolution of cloud computing, artificial intelligence and data availability will disrupt and upend the entire asset management industry, said Neil Constable, head of quantitative research and investments at Fidelity Investments, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “Yesterday’s alpha is today’s beta [and] today’s alpha is tomorrow’s beta,” he said, noting asset […]

  • January 18, 2024 January 17, 2024
  • 07:54

2023 Investment Innovation Conference: Leveraging data, understanding risks to find opportunity in corporate credit market

Being systematic doesn’t mean overlooking the fundamental risks in the corporate credit asset class, said Scott Richardson, senior vice-president and director of systematic credit at Acadian Asset Management, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “What’s the risk? It’s a company — they make stuff [and] chose to fund themselves in a […]

  • January 18, 2024 January 17, 2024
  • 07:49

2023 Investment Innovation Conference: Measuring success of ESG integration on investment performance, portfolio

It takes time to measure the success of environmental, social and governance integration at a portfolio level, said Sam Tripuraneni, head of sustainable outcomes at Aviva Investors, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. As successful ESG integration is purely about process, it’s important that ESG-integrated funds aren’t sold on the basis of […]

  • January 18, 2024 January 17, 2024
  • 07:48

My Take: DEI in the workplace begins with re-thinking recruitment processes

Achieving a diverse, equitable and inclusive workplace requires a multi-pronged approach that ensures inclusion is embedded into business practices, beginning with traditional recruitment practices. After the social justice movement of 2020 in response to the death of George Floyd, employers across the globe pledged to address systemic racism in the workplace. Indeed, many Canadian employers […]

  • January 10, 2024 January 10, 2024
  • 09:00

BCLC allowing employees to swap statutory holidays for personal, cultural days of significance

In recognition of its diverse workforce, the British Columbia Lottery Corp. is allowing employees to substitute up to six statutory holidays in a calendar year for other personal, cultural or religious days of significance to them. “The program is part of our overall inclusiveness and belonging culture,” says Madhavee Inamdar, the BCLC’s manager of diversity, […]

  • December 22, 2023 December 21, 2023
  • 09:00

How employers can shift younger workers’ ‘soft saving’ mentality to focus on retirement planning

Discouraged with the state of the current economy, more and more younger workers are abandoning saving for retirement and focusing on ‘soft saving.’ Soft saving is when employees, many of whom started their careers later than previous generations, decide to take a more laid-back approach to saving for the future, rather than adopt the FIRE concept — […]

  • December 6, 2023 December 5, 2023
  • 09:00

Feds’ new tax exemption could drive more employers to leverage employee ownership trusts: expert

A new federal tax exemption for employee ownership trusts could spur retiring business owners to sell their companies to workers, says Jon Shell, managing director of Social Capital Partners. The federal government’s 2023 budget introduced tax rules to facilitate the creation of EOTs, but the legislation was criticized by experts for its lack of incentives […]

  • December 1, 2023 December 7, 2023
  • 09:00