Anyone flipping through a prospectus for an employer’s defined contribution pension plan or group registered retirement savings plan will notice a recurring theme when it…
After years of relatively stable appreciation in global fixed-income and equity markets, investors were thrust into dramatic turbulence in the first quarter of 2020, as…
Defined benefit plan sponsors are undoubtedly familiar with scenario risk analysis, but applying that concept to their portfolio’s climate risk is a whole new ballgame.…
Central banks slowing their quantitative easing policies and economic improvements off the back of wide-scale vaccination efforts should both provide bond yields with a modest…
We won’t soon forget 2020. This tumultuous year was characterized by a global pandemic, lockdowns around the world, spiking unemployment levels and business failures. Increasing…
Many defined contribution pension plans contain a built-in contradiction. During accumulation, they offer an array of investment choices — sometimes too many. In decumulation, by…
Wellington Management Co. is joining the net zero asset managers’ initiative as a founding member. The company is committing to working with clients on their…
The Public Service Alliance of Canada is reiterating a call for its pension investment manager to divest its ownership in Revera Inc. over the company’s…
Corby Spirit and Wine Ltd. and Hiram Walker & Sons Ltd. are de-risking with a $176-million group annuity buy-in amidst volatile markets caused by the…
Pension investments are a key component of ensuring secure benefits for plan members upon their retirement. To celebrate the plan sponsors and pension investors who…
The Ontario Teachers’ Pension Plan is acquiring a majority stake in NVISION Eye Centers, a U.S.-based provider of eye-care services. As part of the transaction,…
Despite several bumps in the decade since the 2008/09 financial crisis, the swift and brutal crash in global equity prices when the coronavirus was declared…
A lawsuit settlement on the other side of the world is reverberating around the globe as it increases the environmental, social and governance standards for…
Sobeys Inc. is bringing back pay premiums for staff in locations where coronavirus lockdowns are in effect. Parent company Empire Co. Ltd. has reinstated ‘hero pay’…
The Canada Pension Plan Investment Board and Hudson Pacific Properties Inc. are purchasing an office tower in Seattle for US$625 million. The property is 98 per cent leased with…
Trying to define the perfect portfolio is as complicated as asking what it takes to be healthy — with a number of factors at play…
The Colleges of Applied Arts and Technology Pension Plan is betting that artificial intelligence and machine learning will play a role in pension administration going…
Along with big risks comes the need for solutions and companies that provide those solutions, said Edward Lees, co-lead and portfolio manager at BNP Paribas…
Environmental, social and governance factors are an important dimension of fundamental analysis, said Jenn-Hui Tan, global head of stewardship and sustainable investing at Fidelity International,…
People are increasingly viewing the world with a lens that incorporates environmental, social and governance factors, said Andrew Parry, head of sustainable investment at Newton…
The most powerful and durable investment themes are those where ingenuity sparks innovation to address imbalances in the world, said David Docherty, investment director for…
The San Bernardino County Employees’ Retirement Association implemented a simple innovation 15 years ago that’s added nearly US$1 billion to the fund’s total value as…
Despite some negative headlines about volatility investing after the violent market sell-off in March, plan sponsors shouldn’t write off volatility investing altogether because it can…
As far back as the beginning of civilization, centralized ledgers have been the answer to solving trust issues, said Michael Casey, chief content officer at…
While inflation never materialized after the last financial crisis and the subsequent economic expansion, this time will be different, said Erik Weisman, portfolio manager and…