Latest news in Other

Caisse increases allocation to Quebec small caps

The Caisse de dépôt et placement du Québec plans to increase its allocation to publicly listed small cap Quebec companies to $200 million from $50…

By: Staff
April 23, 2012 September 13, 2019
12:53

Switching investment managers

Just as an investment manager is responsible for evaluating a particular security within the context of the overall portfolio, a pension plan committee is responsible…

By: Peter C. Arnold
April 23, 2012 September 13, 2019
06:30

Are you a ‘Muppet’ investor?

Investors were recently left wondering whether they were “Muppet” investors, when they heard that one major financial institution has been referring to its clients as…

By: Josephine Marks
April 20, 2012 September 13, 2019
10:56

ABCP mess nearing resolution

Investors who had their assets frozen in the third-party Asset-Backed Commercial Paper fiasco of 2007 are now one step closer to their money.

By: Staff
April 16, 2012 September 13, 2019
10:00

Lessons learned in LDI

Liability driven investment (LDI) can help DB pension plans match their assets to their liabilities. But it’s not an approach adopted by every plan.

By: Brooke Smith
April 13, 2012 September 13, 2019
13:02

Canadian managers look to equities

Canadian investment manager sentiment toward equities improved this quarter, led by U.S. and Canadian small cap equities, according to the latest quarterly Russell Investment Manager…

By: Staff
April 9, 2012 September 13, 2019
13:02

Cardinal Capital feathers a new nest

After building up its assets under management to $1.6 billion over two decades from its home office in Winnipeg, the brain trust at Cardinal Capital…

By: Renée Alexander
April 5, 2012 September 13, 2019
09:46

Six questions to ask your investment consultant: Part 2

My previous article examined three themes—investment consultant expertise, service models/service delivery and retention of professional staff—in the context of questions to include when creating a…

By: Ryan Kuruliak
April 4, 2012 September 13, 2019
13:15

CFOs, audit committees under pressure: Study

Financial executives believe that heightened focus on risk will increase demands on audit committees and, by extension, company CFOs over the next two years, according…

By: Tammy Burns
April 4, 2012 September 13, 2019
12:13

Canadian IPO market sags: PwC

The Canadian IPO market is struggling for traction, after having the weakest quarter in recent history, and the outlook for the balance of 2012 remains…

By: Katie Keir
April 3, 2012 September 13, 2019
11:40

Sun Life alters two funds

Sun Life Global Investments has proposed additional changes to the funds it recently took over as manager and trustee from McLean Budden.

By: Staff
April 3, 2012 September 13, 2019
11:14

Budget is investor friendly: BMO

The chips seem to be falling in favour of investors, with North American equity markets rebounding after a volatile 2011 and the S&P 500 reaching…

By: Katie Keir
April 2, 2012 September 13, 2019
09:21

OSFI permits annuity buy-ins

The Office of the Superintendent of Financial Institutions Canada (OSFI) has issued a draft policy confirming that pension plans are permitted to invest in annuity…

By: Staff
March 26, 2012 September 13, 2019
12:41

Do factor-based portfolios outperform?

Factor-based portfolios that rely on Barra factors like momentum, value, growth and volatility don’t always cut it in Canadian markets, according to research by Pyramis…

By: Caroline Cakebread
March 16, 2012 September 13, 2019
14:10

The precision illusion

In the world of pensions and investments, we often find ourselves caught up with the “number.”

By: Jonathan Jacob
March 15, 2012 September 13, 2019
11:49

Institutional funds consider investment delegation

As institutional funds continue to be battered by volatile equity markets and low interest rates, more boards and investment committees are considering investment delegation, also…

By: Staff
March 15, 2012 September 13, 2019
08:30

Court approves distribution of ABCP funds

An Ontario court has approved a plan submitted by the OSC and IIROC to distribute funds to investors burned in the third-party Asset-Backed Commercial Paper…

By: Steven Lamb
March 14, 2012 September 13, 2019
08:48

Pension plans down in Q3

The market value of Canadian employer-sponsored pension funds dropped to $1.06 trillion at the end of the third quarter of 2011, down 1.7% from Q2,…

By: Staff
March 13, 2012 September 13, 2019
12:57

Daylight Saving Time can impact markets

A research paper published in The American Economic Review in September 2000 suggests that the start of Daylight Saving Time can have a serious effect…

By: Steven Lamb
March 12, 2012 September 13, 2019
09:08

The Canadian Securities Administrators and the Investment Industry Regulatory Organization of Canada are seeking feedback from investors and market participants on appropriate disclosure and transparency…

By: Staff
March 6, 2012 September 13, 2019
12:07

Lack of trust thwarts savings efforts

Poor financial literacy and a lack of confidence in financial institutions and advisors is leaving many Canadians in limbo when it comes to retirement planning,…

By: Tammy Burns
February 22, 2012 September 13, 2019
11:05

2012 Custody Report: Pay to play

First and foremost, custodians keep an investor’s assets safe and secure. But as pension plans continue to invest in more sophisticated assets—private equity, derivatives and…

By: Brooke Smith
February 22, 2012 September 13, 2019
10:30

Six questions to ask your investment consultant: Part 1

Institutional investors often hire consultants to provide expertise in writing requests for proposals (RFPs) for services required by the institution, as well as to access…

By: Ryan Kuruliak
February 21, 2012 September 13, 2019
13:31