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…
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…
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…
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,…
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.…
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…
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.…
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…
An article on the Canadian Life and Health Insurance Association’s priorities for the coming year was the most-read story on BenefitsCanada.com this past week. Here…
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…
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…
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…
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,…
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…
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…
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,…
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…
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…
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…
The median solvency ratio of Canadian defined benefit pension plans declined in the fourth quarter of 2023, according to reports by Mercer and Aon. Mercer’s…
With the arrival of the new year, there are three topics that will be important for pension plan sponsors, members and other industry stakeholders in…
The progression of bonds and frontier markets over the long term will be top of mind for institutional investors in the coming year, according to…
One defined contribution plan sponsor sings the praises of the traditional balanced fund, while another outlines a different option that better matches risk levels according…
RendA+, an innovative bond instrument in Brazil, is serving as a relatively safe asset for defined contribution pension plans and lowering retirement risk, especially for…
While the majority (87 per cent) of defined contribution pension plan sponsors feel their members are somewhat or very prepared for retirement, only 63 per…