ESG and Impact investing beyond screens
Fundamentals should drive decision-making.
- By: Caroline Cakebread
- March 13, 2018 January 20, 2021
- 13:56
Fundamentals should drive decision-making.
Solid 9.5% return in 2017 lead by public, private equities performance
With global growth improving, interest rates continued to increase in 2017, particularly in Canada and the United States. Many believe the U.S. Federal Reserve will raise…
The OPSEU Pension Trust posted a 9.5 per cent return for 2017, an increase on its six per cent return in 2016 and its eight per…
The median solvency ratio for Canadian defined benefit pension plans dropped slightly in February as equity markets stalled, falling to 99.8 per cent from 101.3 per cent in…
The Ontario Teachers’ Pension Plan has sold a majority interest in Heartland Dental to global investment firm KKR & Co. The pension fund acquired a majority…
Bolstered by research showing the majority of institutional investors are considering environmental, social and governance issues in their investments strategies, Russell Investments has created a…
The plan posted a return of 10.88% and maintained funded status.
The Healthcare of Ontario Pension Plan posted a 10.88 per cent return for 2017, up very slightly on its 10.4 per cent return in 2016…
The majority (86 per cent) of Canadian women have at least one challenge when it comes to finances and investment, according to a new survey…
The market value of assets held by Canadian trusteed pension funds fell to $1.77 trillion in the third quarter of 2017, down from $1.8 trillion…
The Caisse de dépôt et placement du Québec is investing in Quebec-based software company Poka to help its expansion into the United States and Europe. Poka, a training and…
Eighty per cent of global institutional investors were invested in alternative assets in 2017 and more than half (52 per cent) were invested in three or more…
Developed countries provided and mobilized a record US$136.7 billion in climate finance for developing countries in 2024, exceeding the $100 billion annual target for the…
Pension funds can enhance society in a way that doesn’t have to interfere with their fiduciary integrity and financial sustainability, according to a new report…
The universe of defined benefit pension managers’ pooled funds posted a median return of 0.5 per cent before management fees during the first quarter of…
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 Saskatchewan Healthcare Employees’ Pension Plan is appointing Paula Potter as chief executive officer, effective July 1, 2026. She steps into the CEO role with…
The University Pension Plan of Ontario is reporting a 5.2 per cent total fund net return for the year, pushing its net assets from $12.8…
Despite an uncertain market landscape impacted by geopolitical volatility, institutional investors are staying the course with portfolio management, says Andrew Norelli, managing director and member…
The combination of several innovations in defined contribution pension plan design can dramatically improve retirement readiness across income levels, according to a new report by…
Retirement income outcomes for capital accumulation plan members dipped in the first quarter of 2026, amid market volatility and ongoing geopolitical tensions, according to a…
Pension plan membership in Ontario increased year-over-year to 4.8 million in 2025 and David Bartucci, head of pension plan operations and regulatory effectiveness at the…
Defined benefit pension plans in Ontario reported a median solvency ratio of 122 per cent during the first quarter of 2026, according to a new…
CPP Investments is reporting a return of 7.8 per cent for its 2026 fiscal year. The results helped increase its net assets to $793.3 billion…
While the global equities market recorded positive returns in the first quarter of 2026, a rebound seen in April was driven by only a few…
The Caisse de dépôt et placement du Québec is participating in a US$250 million debt facility deal, which will contribute an additional $100 million accordion…
The Nursing Homes and Related Industries Pension Plan is reporting an 11.5 per cent investment return in 2025. The Ontario-based target-benefit pension plan confirmed a…
CPP Investments is participating in a €400 million co-investment deal in French logistics firm Proudreed, alongside funds managed by alternative asset investor Blackstone Inc. The…
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…
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…
The energy market has done a reasonable job of shifting demand amid the strain of increased oil reserve consumption, says Michael Shaw, director and portfolio…
The funded status of a typical defined benefit pension plan in Canada declined on a solvency basis for the second month in a row, according…
Canadian institutional investors saw a median return of 0.52 per cent in the first quarter of 2026, according to a new report by CIBC Mellon.…
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…