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BCI appointing Chris Weitzel as senior managing director, fixed income and foreign exchange

The British Columbia Investment Management Corp. is appointing Chris Weitzel as senior managing director of its fixed income and foreign exchange team, effective March 11,…

Global pension assets up 11% in 2023: report

Global pension assets increased by 11 per cent to reach US$55.7 trillion in 2023, up from $50.2 trillion at the end of 2022, according to…

  • By: Staff
  • March 14, 2024 March 13, 2024
  • 09:00

HOOPP returns 9.38% for 2023, driven by equities, fixed income

The Healthcare of Ontario Pension Plan is reporting an annual return of 9.38 per cent for 2023, partly due to the performance of equities and…

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OPTrust returns 5.3% in 2023, marks 15 consecutive years at 100% funded status

The OPSEU Pension Trust returned 5.3 per cent for 2023, according to its latest year-end report. It found, as of Dec. 31, 2023, the plan’s…

  • By: Staff
  • March 13, 2024 March 13, 2024
  • 09:00

Top 5 HR, benefits, pension and investment stories of the week

An article on Eastman Kodak Co.’s plans to outsource management of its pension assets was the most-read story on BenefitsCanada.com. Here are the top five…

  • By: Staff
  • March 8, 2024 March 7, 2024
  • 09:00
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Ontario DB pension plans’ average solvency ratio increased to 119% in Q4 2023: FSRA

The average projected solvency ratio for Ontario defined benefit pension plans was 119 per cent as of Dec. 31, 2023, up two per cent from…

  • By: Staff
  • March 6, 2024 March 5, 2024
  • 09:00
Canada’s DB pension plans post 5% return in Q4, close 2020 with 10% gain

Pension funds end Q4 2023 with positive results driven by equities, fixed income: report

Stocks and bonds helped pension funds find positive results in the fourth quarter of 2023, according to the performance universe of pension managers’ pooled funds…

  • By: Staff
  • March 5, 2024 March 4, 2024
  • 09:00
Ontario DB pension solvency up again in third quarter: FSRA

OMERS returns 4.6% for 2023, driven by equities, fixed income

The Ontario Municipal Employees’ Retirement System returned 4.6 per cent in 2023, or $5.6 billion, in investment income in 2023, according to its latest year-end…

  • By: Staff
  • February 29, 2024 February 28, 2024
  • 09:00
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Caisse returns 7.2% for 2023, driven by bonds, equities

The Caisse de dépôt et placement du Québec is reporting a net return of 7.2 per cent for 2023, with net assets increasing to $434…

  • By: Staff
  • February 23, 2024 February 22, 2024
  • 09:00

U.S. public pension plans’ average funding ratio declines to 75.4% in 2023: survey

The average funding ratio for U.S. public pension plans declined to 75.4 per cent in 2023, compared to 77.8 per cent in the previous year,…

  • By: Staff
  • February 22, 2024 February 22, 2024
  • 11:00
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CPPIB returns 3.4% in Q3 2024, driven by global equity, fixed income assets

The Canada Pension Plan Investment Board earned 3.4 per cent during the third quarter of fiscal 2024, according to its latest quarterly report. By Dec.…

  • By: Staff
  • February 21, 2024 February 21, 2024
  • 10:00

How active management strategies are helping institutional investors amid volatile global marketplace

As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride…

Halifax Port ILA/HEA assessing past, future of DB pension plans

While Blair Richards understands why the industry is moving away from defined benefit pension plans, he worries about what may be lost in the process.…

Average Canadian DB pension plan returns 8.4% in Q4 2023: report

The average Canadian defined benefit pension plan generated a median return of 8.4 per cent for the fourth quarter of 2023, according to a report…

  • By: Staff
  • February 8, 2024 February 7, 2024
  • 09:00
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Average Canadian DB pension plan returns 8.2% in Q4 2023: report

The average Canadian defined benefit pension plan posted returns of 8.2 per cent in the fourth quarter of 2023, according to RBC Investor Services. It…

  • By: Staff
  • February 1, 2024 February 1, 2024
  • 15:00

Mild U.S. recession expected mid-2024, inflation to slow significantly: report

Institutional investors could face a mild economic recession in the U.S. at the end of the first half of 2024, according to a new report…

  • By: Staff
  • January 24, 2024 January 24, 2024
  • 15:00

2023 Defined Benefit Investment Forum: Managing liquidity through listed assets

After the simultaneous sell-off of both equities and bonds in the first half of 2022, many defined benefit pension plan sponsors were forced to “pay…

Coverage of the 2023 Investment Innovation Conference

The era of predictable monetary policy and global co-operation is over. In this new epoch, defined by sweeping government intervention, geopolitical realignment and environmental catastrophe,…

Robert Forsyth

2023 Investment Innovation Conference: ETFs playing larger role in institutional investors’ active strategies

Over the last year, the volatile interest rate period has increased demand for fixed income exchange-traded funds among institutional investors, said Robert Forsyth, head of SPDR…

Robertas Stancikas

2023 Investment Innovation Conference: Equities, fixed income assets generating real returns in volatile market regime

Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what…

Karin Sullivan

2023 Investment Innovation Conference: How institutional investors can hedge risk, find positive alpha in volatile economy

Despite pension funds navigating a “swim-at-your-own-risk” environment with a lower probability of positive returns, they can’t just stop and sink — they have to keep swimming,…

Saurabh Sud

2023 Investment Innovation Conference: Finding alpha through multi-asset credit construct amid market volatility

To find opportunity in times of volatility, institutional investors must consider their objectives and then expand their toolkit, said Saurabh Sud, a portfolio manager at…

2023 Investment Innovation Conference: Is the 60/40 balanced portfolio strategy still viable for institutional investors?

Recent challenges to the 60/40 balanced portfolio rule shouldn’t sway institutional investors away from the strategy, said Steve Foerster, professor of finance at Western University’s…

Lauzière and Gopwani

2023 Investment Innovation Conference: The evolving role of fixed income in hedging risk, enhancing yields

As the objectives of defined benefit pension plans have evolved, so too have institutional investors’ reasons for including fixed income allocations in a portfolio, from…