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…
CPP benefits to increase by 1.2%
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…
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…
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,…
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…
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…
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…
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…
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 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 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…
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.…
Canadian defined benefit pension plan sponsors are finding portfolio resiliency in an environment challenged by questions about the technology sector in the U.S., says Katie…
As an active investor, CPP Investments is leveraging its influence in the venture capital space to ensure it finds the right companies to invest in.…
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…