Trends in factor investing
While factor investing isn’t new, the way investors are accessing and using factors is changing, says Mark Carver, global head of factor index products at…
- By: Yaelle Gang
- May 14, 2019 January 10, 2021
- 10:53
While factor investing isn’t new, the way investors are accessing and using factors is changing, says Mark Carver, global head of factor index products at…
Sun Life Investment Management is appointing Elaad Keren as senior managing director and head of mid-markets lending. In the new role, Keren is replacing Keith Cressman, who will…
The Canada Pension Plan Investment Board is appointing Mark Evans as a director for a three-year term. Evans spent 15 years with Goldman Sachs Group…
The Caisse de dépôt et placement du Québec and U.K.-based Lightsource BP are investing $260 million to finance a portfolio of solar assets owned and managed by Lightsource.…
The Public Sector Pension Investment Board, alongside private equity firm Lightyear Capital, is selling Advisor Group Inc. to Reverence Capital Partners. After the transaction closes in…
John Bai is joining NEI Investments and Aviso Wealth Inc. as vice-president and chief investment officer. In the new role, he’ll handle the strategic direction…
With a defined benefit plan closed since 1991, Husky Energy Inc. was facing a dilemma. It wanted to annuitize the plan but had active members…
Fiera Capital Corp. and Natixis Investment Managers are entering a long-term strategic partnership that will establish Fiera Capital as Natixis’ preferred Canadian distribution platform. Through the…
An outsourced chief investment officer provides external expertise that can ease the minds of plan sponsors overwhelmed by pension management decisions. While the services have…
While defined benefit plans are traditionally known for their paternalism, defined contribution pensions represent the next generation. Learning from their parents’ years of investment experience,…
Strong governance allowed the Colleges of Applied Arts and Technology pension plan to find success in private markets, according to Julie Cays, the plan’s chief…
While environmental, social and governance factors are a hot topic in the investment world, hedge funds are falling behind, according to new data from Preqin.…
Statistics Canada has released a study showing women only accounted for 19.4 per cent of corporate board directors in 2016. This new study provides the…
Two of Canada’s largest pension funds are named in a US$4.6 billion class action by the employees of a New Zealand-based software company. About 200…
The Alberta Investment Management Corp. is reporting a total fund net investment return of 7.5 per cent for 2025, underperforming its benchmark return by 2.7…
Major Canadian banks and pension funds provided tens of billions of dollars to American contractors for the U.S. Immigration and Customs Enforcement agency, an investigation…
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 funded status of a typical defined benefit pension plan increased on a solvency basis but decreased on an accounting basis in January, according to…
In its 2026 budget on Thursday, the Ontario government proposed doubling the pension benefits guarantee fund’s monthly guarantee limit from $1,500 to $3,000 for all…
Methodology improvements are pushing the life expectancy of Canadian retirees and surviving spouses by roughly one year to age 65 as of Jan. 1, 2024,…
Bell Canada’s defined benefit and defined contribution pension plans are both overseen by the same pension committee. The meeting cadences differ, but the committee leans…
Strong equity markets, supported by two additional U.S. Federal Reserve rate cuts and continued momentum across sectors related to artificial intelligence, strengthened retirement income outcomes…
Nearly half (48 per cent) of Canadian employees are contributing as much as they can afford to their workplace retirement plans, but only 41 per…
The Caisse de dépôt et placement du Québec and Brookfield are acquiring renewable energy firm Boralex Inc. in a take-private deal, for a total equity…
Increased dispersion and fragmentation in the global economy is creating opportunities for institutional investors in 2026, according to a new report by the International Forum…
A return to pragmatism created a rebounding effect for Canadian equities in 2025, says Jesse Forster, senior analyst in market structure and technology at Crisil…
More than half (55 per cent) of global institutional investors think the financial reporting they receive from private market managers needs to improve, a percentage…
The infrastructure arm at the Ontario Municipal Employees’ Retirement System is appointing Luca Lupo as senior managing director and head of Europe, effective immediately. Lupo…
An article on the structural barriers Indigenous women continue to face in workplace retirement plans and benefits programs was the most-read article on BenefitsCanada.com this…
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…
The Ontario Teachers’ Pension Plan is aiming to increase its investments in private climate transition assets to $70 billion by 2030, as part of the…
The second phase of a Toronto office property that was co-developed by the real estate arm of the Caisse de dépôt et placement du Québec…
The universe of defined benefit pension managers’ pooled funds posted a median return of 1.5 per cent before management fees in the fourth quarter of…
The majority (85 per cent) of U.S. institutional asset owners rely on consultants to oversee manager selection, performance monitoring, asset allocation and even outsourced chief…
The de-globalization movement is the latest trend pushing emerging markets to increase collaboration with one another, says Indrani De, head of global investment research at…
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…
A report commissioned by the Alberta government estimates the province would be entitled to more than half the assets of the Canada Pension Plan if it…