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OTPP acquires majority stake in manufacturer, Caisse invests in Mexican diagnostic service consortium

The Ontario Teachers’ Pension Plan is acquiring a majority stake in a manufacturer and distributor of elevator components and systems. Before the investment, Vantage Elevator…

Expert panel: The concept of risk and risk management in value investing and modern portfolio theory

Between mixed signals about inflation, signs of structural weakness in China’s over-leveraged real estate sector and September’s low returns on global equities, institutional investors have…

  • October 14, 2021 October 14, 2021
  • 13:15

Institutional investors emphasizing ESG factors amid pandemic, finds survey

While 72 per cent of institutional investors are currently integrating environmental, social and governance factors into their investment strategies, 29 per cent are placing greater…

  • By: Staff
  • October 13, 2021 October 13, 2021
  • 09:00

Sounding Board: Institutional investors making Canada’s approach to China unsustainable

With the repatriation of Canadians Michael Kovrig and Michael Spavor following their three-year incarceration in China, relations between Ottawa and Beijing are to be reset.…

Canadian DB pension plan returns dip, balance sheets stable in September: report

The typical Canadian defined benefit pension plan deteriorated on a solvency basis but improved on an accountancy basis in September, according to a new report…

What do historically low interest rates mean for DB pension de-risking?

Volatile quarter increasing DB pension liabilities: report

Increasing yield for long-term government bonds and a flat credit spread through the third quarter of 2021 are driving up defined benefit pension liabilities, according…

  • By: Staff
  • October 5, 2021 October 5, 2021
  • 12:30

Do large public pension funds need more third-party investment reviews?

When the coronavirus pandemic shook up the investment landscape last spring, Canadian pension funds were also jostled by the shock wave, with the Alberta Investment…

  • By: Blake Wolfe
  • September 17, 2021 September 16, 2021
  • 08:56

Pensions in position to off load risks: expert

“Plans are, for the first time in a long time, in a position to off-load risk,” says Murray Wright, one of the contributors to LifeWorks…

ESG influencing company strategy, increasing oil market vulnerability: reports

Majority of climate-themed equity funds out of alignment with Paris Agreement: report

The majority of climate-themed equity funds offer only marginal benefits compared to the broader market, according to a new report by the London-based think tank…

Bâtirente unveils new plan to optimize investments across all funds

Bâtirente is introducing a new strategy that seeks to optimize its fixed income, global equity and environmentally responsible investment allocations. The Montreal-based pension’s new fund…

  • By: Staff
  • August 26, 2021 August 26, 2021
  • 12:30

AIMCo, Caisse mid-year results beat benchmarks

The Alberta Investment Management Corp. and the Caisse de depot et placement du Quebec both beat benchmark index returns for the first half of 2021. As…

  • By: Staff
  • August 20, 2021 August 20, 2021
  • 09:00
ESG influencing company strategy, increasing oil market vulnerability: reports

CPPIB investing in oilfield drilling company, Caisse in SAP firm

The Canada Pension Plan Investment Board is investing about $12.825 million in common shares of a Calgary-based oil and gas infrastructure service provider. The pension…

  • By: Staff
  • August 17, 2021 August 16, 2021
  • 09:00

More standards required for pension funds using ESG data, indices and scores

Michel Charron has had a front-row seat for the revolution in the Canadian investment industry’s approach to environmental, social and governance issues. Following the foundation…

Canadian, U.S. DB pension plan solvency dipped in July: reports

The solvency status of Canada’s defined benefit pension plans dipped for the first time this year in July, according to a new report by Lifeworks…

  • By: Staff
  • August 10, 2021 August 10, 2021
  • 11:00

Canadian equities buoy DB pension’s Q2 returns: report

Canadian defined benefit pension plans returned 4.4 per cent in the second quarter of 2021, according to RBC Investor & Treasury Services’ latest all-plan universe.…

  • By: Staff
  • August 3, 2021 August 3, 2021
  • 12:00

BCI returns 16.5% and increases AUM in fiscal 2021: annual report

The British Columbia Investment Management Corp. returned 16.5 per cent for its combined pension plan clients and increased its assets under management from $171.3 billion…

  • By: Staff
  • July 27, 2021 July 26, 2021
  • 12:00

Canadian pension returns up during Q2, buoyed by global equities: reports

As global equities overcame inflationary fears and continued an upward trend, Canadian pension plan investment returns increased during the second quarter of 2021, with the…

  • By: Staff
  • July 26, 2021 July 26, 2021
  • 09:15

Cryptocurrency sentiment growing bearish, finds survey

Canadian investors and advisors were skeptical about cryptocurrency in the second quarter of 2021, according to a new quarterly survey by Horizons ETF Management Inc.…

  • By: Staff
  • July 22, 2021 July 23, 2021
  • 12:30

AIMCo names James Barber as EVP, public equities

The Alberta Investment Management Corp. is appointing James Barber as executive vice-president of public equities, effective July 14. He joins the AIMCo from AMP Investment…

  • By: Staff
  • July 8, 2021 July 8, 2021
  • 09:00

Canadian DB pensions see improved funded position, investment returns: reports

The aggregate funded ratio for Canadian defined benefit pension plans in the S&P/TSX composite index increased from 94.8 per cent in the first quarter of…

  • By: Staff
  • July 5, 2021 July 2, 2021
  • 09:00

Value of assets in trusteed pension funds rises 6.6% in 2020 to $2.22 trillion: StatsCan

The value of assets held by Canadian trusteed pension funds increased to $2.2 trillion in the fourth quarter of 2020, according to new data from…

  • By: Staff
  • June 28, 2021 June 28, 2021
  • 09:00
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PSP reporting 18.4% net return for fiscal 2021

The Public Sector Pension Investment Board is reporting a net return of 18.4 per cent in fiscal 2021. As of March 31, 2021, the PSP…

  • By: Staff
  • June 22, 2021 June 21, 2021
  • 09:00
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Decline in bond yields signals market observers to be on ‘inflation watch’: report

The funded position for an average Canadian defined benefit pension plan improved slightly during May, with a solvency of 108.2 per cent, according to a…

  • By: Staff
  • June 10, 2021 June 10, 2021
  • 12:30
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New longevity pension fund offers decumulation option for plan sponsors

Purpose Investments Inc. is introducing a new longevity pension fund, which invests 50 per cent in equities and 50 per cent in fixed income. It…

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Caisse investing in wireless communications, BCI in Chile timber

The Caisse de dépôt et placement du Québec is one of two organizations investing a total US$940 million in Phoenix Tower International, a U.S.-based wireless…

  • By: Staff
  • May 21, 2021 May 20, 2021
  • 09:00