Peter Muldowney

A cap equity case study

A Canadian pension plan sponsor with a 60% equity/40% bond portfolio was interested in options for diversifying its global large cap equity portfolio. Following a review of the merits of emerging market (EM) and global small cap equity, it looked at alternative asset mixes. The objective was to maintain the plan’s 40% long bond allocation […]

  • August 23, 2011 September 13, 2019
  • 10:03

Opportunities in global small cap

Canadian pension plan sponsors have embraced a global approach to large cap non-domestic equity investing. In some cases, a global approach has replaced separate U.S. and non-North American mandates. In other cases, a global approach has been added to complement the separate regional mandates. Pension plans can benefit from extending this global shift to small […]

  • August 23, 2011 September 13, 2019
  • 08:59