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…
About half (51 per cent) of global institutional investors believe a recession is inevitable, a sentiment that runs strongest in the U.K. (67 per cent)…
More than half (53 per cent) of the world’s largest pension funds say the prospect of a global recession is their No. 1 short-term concern…
The value of the total assets under management for the world’s 100 largest asset owners declined nine per cent to US$23.4 trillion as of Dec.…
The average projected solvency ratio for Ontario defined benefit pension plans increased slightly to 117 per cent in the third quarter of 2023, with more than…
The Association of Canadian Pension Management is urging the federal government to reverse its position on the cessation of real return bonds and open a…
The Caisse de dépôt et placement du Québec is investing $200 million in a Swedish company developing and manufacturing lithium-ion batteries for electric vehicles. The…
The Canadian pension assets under management of the country’s top 40 investment managers increased by 7.7 percentage points over the previous year, from nearly $989…
A majority (77 per cent) of U.S.-based institutional investors expect interest rates and inflation to remain elevated in 2024, causing problems for risk assessments over…
Environmental, social and governance considerations have gained traction in recent years with nearly 75 per cent of global asset managers saying they have an ESG…
The Canada Pension Plan Investment Board returned 0.1 per cent during the second quarter of fiscal 2024, according to its latest quarterly report. By Sept.…
The Pension Investment Association of Canada is urging the federal government to open a comprehensive consultation regarding the cessation of real return bonds. In an open…
Canadian defined benefit pension plans generated a median return of negative 1.99 per cent in the third quarter of 2023, according to the BNY Mellon…
Since the onset of the coronavirus pandemic three years ago, the global economy has faced a bumpy ride, led by the lingering public health crisis,…
While fixed income has long had the reputation of being the conservative and stable supporting partner in the traditional balanced portfolio, unbundling fixed income into…
The Caisse de dépôt et placement du Québec is acquiring Brazil-based power transmission network company Integração Transmissora de Energia in a deal worth $108.5 million.…
The value of the total assets under management for the world’s 500 largest asset managers reached US$113.7 trillion as of Dec. 31, 2022, down 13.7…
The average Canadian defined benefit pension plan returned negative four per cent in the third quarter of 2023, according to two new reports. The RBC…