An investment arm of one of Canada’s large public-sector pension funds says it has agreed to buy a 24.15% stake in Spain’s largest operator of oil…
Global institutional investors agree it’s challenging to find diversification among traditional asset classes, with 54% saying that stocks and bonds are too highly correlated to…
Diversified pooled fund managers posted a median return of 2.8% before management fees in the fourth quarter of 2015, according to Morneau Shepell. Its latest…
These days, there’s a major divergence between value and growth stocks. Equity markets and sectors that are experiencing stable growth are expensive, while weaker markets are…
With nearly eight years of experience managing equity portfolios for Unigestion’s institutional and high net-worth clients, Bruno Taillardat got the opportunity this spring to make…
Whether they’re up or down, you can almost always make a case for participating in commodities markets as long as you can stomach the dizzying…
With the exception of South Africa, public equities in sub-Saharan Africa are generally cheap. Buyers, however, are in short supply. Some contrarian investors see the…
Letter outlines next steps in working with Feds.
In my last article I highlighted the evolution in the way that assets have been managed and the growth in closet indexing in the investment…
The Greystone Infrastructure Fund has acquired a 51% equity interest in the 24.2 MW Ballycadden Wind Farm, which is located in southeastern Ireland. Under the terms of…
The global ETP industry gathered US$372 billion in net new assets in 2015, which represents a 10% increase over the prior record of US$338.3 billion gathered…
Market volatility will continue into 2016, but investors shouldn’t be discouraged. They’ll still benefit more from equities than fixed income, and there may be some…
People are saving more for retirement and investing more appropriately for their age, improving the overall state of retirement readiness in the U.S., according to a…
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…
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…
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…
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…
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,…
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 derivatives market is experiencing growing adoption among both institutional and retail investors as awareness and education about the asset class continues to grow, says…
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…
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…
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…
On balance, Canadians believe they’re meeting their ambitions, including investment- and financial-related goals, said Michael Keaveney, client portfolio manager in total investment solutions at CIBC Asset…
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…