Conference Coverage: 2025 Defined Contribution Investment Forum
On Sept. 30, more than 80 defined contribution pension plan sponsors, consultants, asset managers and other industry stakeholders met at the Omni King Edward Hotel in Toronto for the 2025 DC Investment Forum to glean insights into the tools and strategies that plan sponsors can use to guide members into the future and support their savings goals.
Following an enlightening keynote session exploring the biggest challenges facing democracy today, delegates heard about current DC investment trends, the reshaping of the retirement landscape, innovative glide path design and incorporating private assets into investment lineups.
Find out what you missed!
Globe and Mail
Keynote: Canada must reshape its economy to respond to changing world order
Democratic nations are facing a host of monumental challenges, including a shifting world order, the rapid spread of misinformation, an aging population and a rapidly warming world.
Fidelity Investments
Canadians retiring later, getting better at estimating how much savings they’ll need
While Canadians have a better sense of the savings they’ll need to retire comfortably, they may still be underestimating the true cost.
MFS Investment Management
Advice is key to solving the DC retirement income challenge
According to MFS Investment Management’s Sean Kenney, his three sisters would all fall within the same target-date age cohort, but their lifestyles and retirement goals are completely different.
Sun Life Global Investments Inc.
Jason Zhang
Sun Life Global Investments Inc.
How target-date fund’s glide path design, long-term asset mix impact member outcomes
With target-date funds now a dominant investment vehicle in Canada’s DC pension landscape, the glide path is the primary determinant of plan members’ outcomes in retirement.
Franklin Templeton Investment Solutions
A look at how DC plan sponsors can integrate private assets into target-date fund lineups
While integrating private assets into target-date funds can give plan members income-generating and diversification benefits at an attractive risk profile relative to traditional asset classes, these assets aren’t without complications.
American Century Investments
Target-date fund equity allocations may not be keeping up with increased savings rates
The last 10 to 15 working years before retirement is a powerful and precarious time for DC plan members, with roughly half of the retirement savings they’ll accumulate in their lifetime built up in that window of time as they reach their peak earning years.
TD Asset Management Inc.
Using private assets in DC plan portfolios as an inflation hedge
After a “Goldlilocks period” of low inflation and economic stability in the 2010s, the coming decades are expected to be marked by a higher cost of living and broader economic turbulence.
KPMG in Canada
KPMG in Canada’s retirement savings update aims to meet diverse employee needs
KPMG in Canada is aiming to boost plan member engagement with its retirement savings programs with a host of changes, including a refreshed DC plan investment lineup, a new first home savings account, financial education programming, digital tools and switching record keepers.
Sponsors
Keynote Sponsor
Supporting Sponsors
To view highlights from the 2024 DC Investment Forum, click here.
To view highlights from the 2023 DC Investment Forum, click here.
To view highlights from the 2022 DC Investment Forum (Fall), click here.
To view highlights from the 2022 DC Investment Forum - Virtual event, click here.
To view highlights from the 2019 DC Investment Forum, click here.
To view highlights from the 2018 DC Investment Forum, click here.
To view highlights from the 2017 DC Investment Forum, click here.