Two big players in the investment research space are joining forces. Morningstar Inc., a U.S.-based independent research firm is fully acquiring Sustainalytics, a Dutch-domiciled firm…
Much attention has been paid to surface-level diversity in the boardroom, but what about diversity of thought? “Groupthink describes faulty decision-making,” says Rahul Bhardwaj, president…
Even amid the global chaos created by the coronavirus pandemic, China is too big an economy for institutional investors to ignore. A recent report by Greenwich…
In 2018, a 69-year-old man named Emile Ratelband in the Netherlands lost a legal fight to change his birth date to 20 years earlier, arguing…
The world is awash in oil, there’s little demand for it and we’re running out of places to put it. That in a nutshell explains…
The Ontario Municipal Employees Retirement System is appointing Bob Aziz as its new chief operating officer and Michael Kelly as its chief legal and corporate affairs officer. In…
While the fallout from the coronavirus pandemic has wreaked havoc on many asset classes, institutional investors in real estate face a unique set of challenges.…
While equity markets took substantial hits as the coronavirus pandemic arrived in North America, technology and health-care companies have performed well and are set to…
The Canada Pension Plan Investment Board and the Ontario Teachers’ Pension Plan are purchasing 40 per cent of the shares of Impulsora del Desarrollo y el Empleo…
The world may be more digital than ever, but a physical presence can still sometimes make the difference between success and failure for pension plans…
Changes to Quebec’s pension legislation, including a move away from solvency funding requirements and the introduction of a cost-sharing model, against the backdrop of a…
The governor of the Bank of Canada says the central bank would have likely slashed its key interest rate in response to plunging oil prices,…
The Caisse de dépôt et placement du Québec is making a number of personnel changes as part of its response to the economic challenges. “At…
The Caisse de dépôt et placement du Québec is purchasing France-based blood analysis firm Stago alongside partner Archimed Diagnostics. The deal will see Stago’s leadership…
An article on the federal government’s spring economic update, including the creation of Canada’s first sovereign wealth fund, was the most-read article on BenefitsCanada.com this…
Liam O’Sullivan remembers what it was like for fixed income asset managers before technology started taking over. When his firm RP Investment Advisors began doing…
With only a few weeks left in a year impacted by trade wars, equity concentration risk and the increased appeal of artificial intelligence opportunities, defined…
The current moment is rooted in shifting ideas, characterized by the rise and fall of globalization, said Sean Speer, editor-at-large at the Hub and a…
Fading developed markets bilateral aid and U.S. tariff policy is pushing emerging markets debt as an attractive alternative for growing countries, according to Yvette Babb,…
The Canadian Association of Pension Supervisory Authorities’ 2026–2029 strategic plan is focusing on regulatory harmonization, pension supervision and stakeholder engagement. The strategic plan comes as…
In the OPSEU Pension Trust’s pursuit of strong retirement outcomes for members, the journey is just as important as the destination, says Jacky Chen, the…
The Colleges of Applied Arts and Technology pension plan is reporting a return of 8.4 per cent in 2025. The investment organization’s net assets under…
In its sophomore year under its new branding, the Employee Savings Survey (previously known as the CAP Member Survey) reflects the changing landscape of workplace…
Financial stress is an ever-present concern for many employees — among women, it’s even more pronounced. A survey by the Financial Resilience Institute found almost…
A third of U.S. plan sponsors say they’re very or extremely confident in their participants’ ability to retire at their target age, up from just…
Canadian institutional investors are planning a major pullback from domestic stocks, with assets expected to shift mainly into global passive equities and alternatives, according to…
The funded status of a typical Canadian defined benefit pension plan decreased on a going-concern basis and solvency basis during the first quarter of 2026,…
The derivatives market is experiencing growing adoption among both institutional and retail investors as awareness and education about the asset class continues to grow, says…
Canada is launching a sovereign wealth fund designed to help finance significant infrastructure projects. On Monday, Prime Minister Mark Carney confirmed the Canada Strong Fund…
The Caisse de dépôt et placement du Québec is investing in a European power producer alongside EIG Global Energy Partners. The €450 million commitment to…
The Investment Management Corporation of Ontario recently joined the Global Real Estate Engagement Network, an industry coalition of institutional investors focused on addressing financially material…
The Caisse de dépôt et placement du Québec is reporting $226 billion in climate action investments as at Dec. 31, 2025, towards a goal of…
The Ontario Pension Board’s net assets totaled $36.6 billion at the end of 2025, compared to $34.1 billion at the end of 2024. The pension…
The last decade has seen seismic shifts in geopolitical, macroeconomic, capital market and technological trends. Today, uncertainty abounds: U.S. policy has become increasingly erratic, and…
Vestcor Inc. is reporting a net investment return of 8.67 per cent for 2025. In its annual investment performance report, the New Brunswick-based investment manager…
In uncertain times, asset owners may not necessarily be looking for new allocation opportunities from investment managers, says Jahangir Aka, founder of Aka & Associates.…
Understanding retirement savers’ views, concerns and points of stress related to their financial lives allows the industry to build investment solutions and craft communications strategies…
The Global Risk Institute’s Sonia Baxendale is stepping down as president and chief executive officer later this year after nearly eight years in the role.…
The Joint Forum of Financial Market Regulators is establishing a committee to help implement its total cost reporting plan. The plan aims to increase investor…
More than a quarter (28 per cent) of male employees in the U.S. report a reduction in their stress levels due to their employer’s financial…