Average funded ratio of Canadian DB pension plans up 2% in Q4 2024: report
The funded ratio of the average Canadian defined benefit pension plan grew by two per cent during the fourth quarter of 2024 and 12 per…
Top Stories in Investments
Netherlands pension fund divesting 2.8 million shares in Tesla: report
Dutch civil worker pension fund Stichting Pensioenfonds ABP is selling its entire stake in Tesla Inc., according to a report by Business Insider. The investment…
- By: Staff
- January 22, 2025 January 22, 2025
- 15:00
How crypto-friendly Trump administration could impact institutional investors
The cryptocurrency-friendly administration of President-elect Donald Trump and an expanding lobbying effort in statehouses could push states to become more open to crypto and lead…
- By: Marc Levy, the Associated Press
- January 20, 2025 January 20, 2025
- 15:00
Climate advocate, institutional investors weigh in on natural gas pipeline holdings
Canada’s public pension funds should rethink the billions of dollars they’ve invested in natural gas infrastructure amid the global push to reduce emissions, says a…
- By: Ian Bickis, the Canadian Press
- January 20, 2025 January 17, 2025
- 09:00
Top 5 HR, benefits, pension and investment stories of the week
An article on the impact of U.S. President-elect Donald Trump’s tariff threats and Prime Minister Justin Trudeau’s resignation on financial markets was the most-read story…
- By: Staff
- January 17, 2025 January 16, 2025
- 09:00
My Take: Actionable sustainability data needs collaborative approach
The urgency surrounding the climate change crisis is pushing institutional investors to focus on stricter measurements in the fight against confusing data that delays meaningful…
- By: Bryan McGovern
- January 16, 2025 January 16, 2025
- 11:00
Verizon’s US$5.9BN pension risk transfer faces lawsuit alleging breach of fiduciary duties
Verizon Communications Inc. is facing a lawsuit by retirees alleging the organization breached its fiduciary duties and engaged in prohibited transactions when it completed a…
- By: Staff
- January 16, 2025 January 16, 2025
- 09:00
CPPIB forming Brazilian real estate joint venture, selling stake in U.S. energy operator
The Canada Pension Plan Investment Board is creating a new joint venture alongside Cyrela Brazil Realty to explore opportunities in the Brazilian real estate market.…
- By: Staff
- January 15, 2025 January 15, 2025
- 15:00
Global REITs return 4.6% in 2024, demand for data centres, senior housing to increase in 2025: report
The performance of global real estate investment trusts was halved to 4.6 per cent in 2024, largely attributed to tentative discourse by the U.S. Federal…
- By: Bryan McGovern
- January 14, 2025 January 13, 2025
- 11:00
Financial markets resilient in wake of Trump tariffs threat, Trudeau resignation: expert
While Prime Minister Justin Trudeau’s resignation is fuelling uncertainty among Canadians regarding the direction of the country, financial markets have been surprisingly resilient in reaction…
- By: Lauren Bailey
- January 14, 2025 January 16, 2025
- 09:00
Coverage of the 2024 Investment Innovation Conference
In the search for market-beating returns, institutional investors are facing a shifting geopolitical landscape, ongoing questions about monetary policy and the impact of climate change.…
- By: Benefits Canada
- January 14, 2025 January 16, 2025
- 08:00
2024 Investment Innovation Conference: Democrats and Republicans heading for ideology reckoning after presidential election
Following a surprising U.S. presidential election, both major political parties are facing a realignment of priorities, said Lew Lukens, senior partner at Signum Global Advisors,…
- By: Bryan McGovern
- January 14, 2025 January 13, 2025
- 07:59
2024 Investment Innovation Conference: Integrating quantitative strategies into fixed income portfolios
Quantitative strategies are proving to be a powerful tool for diversification in fixed income portfolios, offering portfolio managers access to new sources of alpha while…
- By: Lauren Bailey
- January 14, 2025 January 13, 2025
- 07:58
2024 Investment Innovation Conference: Canada facing recession, impact of rate cut policy won’t be felt for years
Canadian spending per household trends show the country’s economy is experiencing a recession, said Stephen Poloz, former governor at the Bank of Canada and a…
- By: Bryan McGovern
- January 14, 2025 January 13, 2025
- 07:56
2024 Investment Innovation Conference: A liability-aware investing assessment can help pension plan sponsors see the bigger picture
Defined benefit pension plan sponsors can improve their performance and risk assessment by closely evaluating the connection between assets and liabilities, said Jason Malinowski, chief…
- By: Bryan McGovern
- January 14, 2025 January 13, 2025
- 07:51
2024 Investment Innovation Conference: Post-pandemic soft landing is here but market risks continue to loom
The U.S. economy has already sustained a soft landing, according to Michael Arone, chief investment strategist and managing director at State Street Global Advisors, during…
- By: Lauren Bailey
- January 14, 2025 January 13, 2025
- 07:49
Amazon facing lawsuit over use of forfeited 401(k) funds, potential violation of ERISA
Amazon.com is facing a lawsuit that claims the company violated U.S. federal law by using nearly US$350 million in forfeited 401(k) funds to offset the company’s…
- By: Staff
- January 10, 2025 January 9, 2025
- 09:00
Effective AI integration requires customization effort from pension plan sponsors: report
User personalization and an ease-of-use approach are key in the adoption of artificial intelligence technology tools by pension plan sponsors, according to a new report…
- By: Staff
- January 7, 2025 January 7, 2025
- 09:00
Expert panel: Building a more effective pension system for Canada’s private sector workers
According to Statistics Canada, 80 per cent of Canadian public sector workers benefit from a respectable, life-long pension. However, for many private sector employees the…
- By: Sebastien Betermier
- December 19, 2024 December 20, 2024
- 11:00
2024 Investment Innovation Conference: Finetuning equities selection with inside, outside quant/fundamentals perspectives
When investment managers combine the inside view with the outside view, they make better decisions when it comes to choosing equities, according to Peter Stournaras, head…
- By: Lauren Bailey
- January 14, 2025 January 13, 2025
- 07:54
2024 Investment Innovation Conference: Separating fact and fiction from investment stories requires correlation and causation review
The distinction between correlation and causation can help institutional investors determine better factors for investment decisions, according to Steve Foerster, a finance professor at Western…
- By: Bryan McGovern
- January 14, 2025 January 13, 2025
- 07:47
Diverse-managed funds receiving smaller allocations from U.S. institutional investors: report
While U.S. institutional investors have slightly increased their allocations to diverse-managed funds, more than 95 per cent of their capital commitments remain concentrated in non-diverse…
- By: Staff
- January 8, 2025 January 8, 2025
- 15:00
2024 Investment Innovation Conference: Impact investing helping institutional investors reset, rebuild ESG conversation
The investment world is using insufficient methods to deal with long-term development challenges, which are impeding our ability to realize environmental, social and governance goals…
- By: Lauren Bailey
- January 14, 2025 January 13, 2025
- 07:57
2024 Investment Innovation Conference: Increasing connectivity, cloud-based storage capabilities fuelling growth in data storage investments
Increasing connectivity and massive content generation is driving growth and interest in the market for large data storage capabilities. Speaking during the Canadian Investment Review’s…
- By: Lauren Bailey
- January 14, 2025 January 16, 2025
- 07:52
CPPIB selling China real estate portfolio for $235 million, investing in global software provider
The Canada Pension Plan Investment Board is selling a 49 per cent stake in a portfolio of China real estate projects for nearly $235 million. The…
- By: Staff
- January 6, 2025 January 3, 2025
- 15:00
2024 Investment Innovation Conference: How asset managers can make investing ‘boring again’ during geopolitical uncertainty
Despite the fact most geopolitical shocks can cause serious social and emotional damage, they have less of an impact on stock returns than many investors…
- By: Lauren Bailey
- January 14, 2025 January 13, 2025
- 07:53
2024 Investment Innovation Conference: Harnessing lessons from the past to future-proof investment portfolios
In building a resilient portfolio, institutional investors can use lessons from the past to draw on market similarities throughout history. Speaking during a session sponsored…
- By: Lauren Bailey
- January 14, 2025 January 13, 2025
- 07:48
2024 Investment Innovation Conference: Pension plan sponsors deploying AI cautiously, experimenting investment test cases
Pension plan sponsors’ integration of artificial intelligence will be a disruptive event that will require a delicate approach with sufficient testing, according to Alpesh Sethia (pictured…
- By: Bryan McGovern
- January 14, 2025 January 13, 2025
- 07:46
2024 Investment Innovation Conference: Financial challenges fuelling anxiety in establishment institutions
The global population’s rejection of establishment systems and institutions is resulting in extreme election results following the coronavirus pandemic, said Don Guy, founding partner at…
- By: Bryan McGovern
- January 14, 2025 January 13, 2025
- 07:50
Scope 3 emissions investment disclosure crucial for institutional investors: report
Institutional investors are facing significant barriers to including Scope 3 emissions as part of their disclosure strategy for environmental assets, according to a new report…
- By: Staff
- January 13, 2025 January 9, 2025
- 09:00
Feds’ report dismisses Alberta’s CPP entitlement, offers formula to calculate potential exit: expert
While it doesn’t contain an exact figure, the federal government’s official rebuttal to a 2023 report — which argued Alberta is entitled to more than…
- By: Bryan McGovern
- January 9, 2025 January 8, 2025
- 11:00
Financial market regulators establish committee to implement total cost reporting plan
The Joint Forum of Financial Market Regulators is establishing a committee to help implement its total cost reporting plan. The plan aims to increase investor…
- By: Staff
- December 15, 2023 December 15, 2023
- 15:00
Men more likely than women to report reduced stress due to financial wellness programs: survey
More than a quarter (28 per cent) of male employees in the U.S. report a reduction in their stress levels due to their employer’s financial…
- By: Staff
- September 25, 2023 September 22, 2023
- 09:00
Alberta deserves more than half CPP assets if it exits program: report
A report commissioned by the Alberta government estimates the province would be entitled to more than half the assets of the Canada Pension Plan if it…
- By: The Canadian Press, with files from staff
- September 22, 2023 September 21, 2023
- 09:00
2024: Investment Innovation Conference: China’s economic recovery plan aims to address structural investment challenges, property market concerns
Institutional investors are putting China’s dominance as an emerging market under consideration at a time of economic uncertainty for the country typically known as a…
- By: Bryan McGovern
- January 14, 2025 January 13, 2025
- 07:55
59% of global institutional investors haven’t discussed AI with investment managers: survey
More than half (59 per cent) of global institutional investors have yet to discuss artificial intelligence with their managers, according to a new survey from…
- By: Staff
- January 2, 2025 January 2, 2025
- 15:00
FSRA monitoring target-benefit framework, pension risks in 2025
The Financial Services Regulatory Authority of Ontario is closely monitoring administrative risk and pension plan sponsors’ geopolitical concerns in 2025, says Andrew Fung, the organization’s…
- By: Bryan McGovern
- January 2, 2025 January 2, 2025
- 11:00
2024 DC Investment Forum: Three tips for picking the right target-date fund
With defined contribution pension plan assets expected to double in the near term and members now using target-date funds at “unprecedented” rates, plan sponsors need…
- By: Kelsey Rolfe
- November 6, 2024 October 30, 2024
- 07:57
2024 DC Investment Forum: Investing in appropriate TDFs can lead to higher than average account balances
The majority of Canadian defined contribution plan members are invested in the appropriate target-date fund vintage and those who are may be better prepared for…
- By: Kelsey Rolfe
- November 6, 2024 October 30, 2024
- 07:56
2024 DC Investment Forum: New decumulation product combining income predictability with capital availability
Pension plan members’ primary concerns about their golden years are whether they’ve saved enough money to live their dream retirement, whether those funds will last…
- By: Kelsey Rolfe
- November 6, 2024 October 31, 2024
- 07:54