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Ontario DB pension solvency up again in third quarter: FSRA

OMERS returns 4.6% for 2023, driven by equities, fixed income

The Ontario Municipal Employees’ Retirement System returned 4.6 per cent in 2023, or $5.6 billion, in investment income in 2023, according to its latest year-end…

OSFI launching consultation on climate change risks to pensions, financial institutions

Pension funds improving modestly on climate but more work to be done: report

Canada’s largest public pension funds are showing modest improvements on climate action but are moving too slowly overall, according to a new report by a…

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Caisse returns 7.2% for 2023, driven by bonds, equities

The Caisse de dépôt et placement du Québec is reporting a net return of 7.2 per cent for 2023, with net assets increasing to $434…

  • By: Staff
  • February 23, 2024 February 22, 2024
  • 09:00

U.S. public pension plans’ average funding ratio declines to 75.4% in 2023: survey

The average funding ratio for U.S. public pension plans declined to 75.4 per cent in 2023, compared to 77.8 per cent in the previous year,…

  • By: Staff
  • February 22, 2024 February 22, 2024
  • 11:00
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CPPIB returns 3.4% in Q3 2024, driven by global equity, fixed income assets

The Canada Pension Plan Investment Board earned 3.4 per cent during the third quarter of fiscal 2024, according to its latest quarterly report. By Dec.…

  • By: Staff
  • February 21, 2024 February 21, 2024
  • 10:00

Canadian pension funds make top 10 list for largest annualized 10-year returns: report

Three of Canada’s largest pension plans are among the top 10 pension funds that generated the largest compound annualized returns between 2013 and 2022, according…

  • By: Staff
  • February 14, 2024 February 14, 2024
  • 09:00
Canadian ESG-related investment assets surge to $3.2 trillion: report

91% of Canadian institutional investors say climate change is top ESG concern: survey

A majority (91 per cent) of Canadian institutional investors say climate change is a leading concern within the environmental, social and governance space, according to…

  • By: Staff
  • February 13, 2024 February 13, 2024
  • 15:00

How active management strategies are helping institutional investors amid volatile global marketplace

As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride…

Average Canadian DB pension plan returns 8.4% in Q4 2023: report

The average Canadian defined benefit pension plan generated a median return of 8.4 per cent for the fourth quarter of 2023, according to a report…

  • By: Staff
  • February 8, 2024 February 7, 2024
  • 09:00

U.K. pension funds increasing allocations to renewable energy infrastructure: survey

A majority (90 per cent) of U.K. pension funds and insurers say they plan to increase allocations to renewable energy infrastructure in the next 12…

  • By: Staff
  • February 6, 2024 February 5, 2024
  • 11:00

U.S.-China business relationship, private credit shaping investments in 2024: IMCO

The Investment Management Corp. of Ontario believes an increasingly icy dynamic between the U.S. and China could lead to heightened volatility for institutional investors this…

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Average Canadian DB pension plan returns 8.2% in Q4 2023: report

The average Canadian defined benefit pension plan posted returns of 8.2 per cent in the fourth quarter of 2023, according to RBC Investor Services. It…

  • By: Staff
  • February 1, 2024 February 1, 2024
  • 15:00

Three Canadian pension funds’ investments among the biggest mergers, acquisitions deals in Q4 2023: report

A joint venture that saw the Canada Pension Plan Investment Board and Blackstone Inc. acquire a 20 per cent stake in a senior mortgage loan portfolio…

  • By: Staff
  • February 1, 2024 February 1, 2024
  • 11:00

Institutional investors increasing allocations to private assets over next 3 years: survey

Two-fifths (40 per cent) of institutional investors say they plan to increase allocations to private debt investments over the next three years, according to a…

  • By: Staff
  • January 29, 2024 February 1, 2024
  • 15:00
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Four Canadian pension funds increasing exposure to private credit: report

As banks continue to pull back on lending, the Canada Pension Plan Investment Board, the Ontario Teachers’ Pension Plan, the Ontario Municipal Employees’ Retirement System…

  • By: Staff
  • January 29, 2024 February 1, 2024
  • 15:00

Mild U.S. recession expected mid-2024, inflation to slow significantly: report

Institutional investors could face a mild economic recession in the U.S. at the end of the first half of 2024, according to a new report…

  • By: Staff
  • January 24, 2024 January 24, 2024
  • 15:00
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Average DB pension plan’s funded position on solvency basis up in November: report

While the funded position of a typical defined benefit pension plan increased on a solvency basis in November, it decreased on an accounting basis in…

  • By: Staff
  • January 22, 2024 January 19, 2024
  • 09:00
Michael Melvin

2023 Investment Innovation Conference: How institutional investors can optimize academic research to mitigate risk, generate alpha

The University of California San Diego’s Kroner Center for Financial Research is examining four research areas that can assist institutional investors in determining successful strategies that…

Tripuraneni

2023 Investment Innovation Conference: Measuring success of ESG integration on investment performance, portfolio

It takes time to measure the success of environmental, social and governance integration at a portfolio level, said Sam Tripuraneni, head of sustainable outcomes at Aviva…

Global REITs expected to outperform in 2024 due to lack of supply, resilient corporate valuations: report

After two years of underperformance, global real estate investment trusts are expected to outperform in 2024 due to a decline of supply and resilient corporate…

  • By: Staff
  • January 15, 2024 January 15, 2024
  • 15:00

Lack of historical carbon emissions data impacts longstanding investment return modeling: report

A traditional method used to calculate expected returns and risk by institutional investors is limited by the scarce amount of available carbon emissions data, according…

  • By: Staff
  • January 11, 2024 January 10, 2024
  • 11:00
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Prioritization of energy stocks over decarbonization goals a barrier to ESG investment metrics: survey

Nearly two-thirds (63 per cent) of institutional investors believe the emphasis of energy stocks over decarbonization goals is the biggest detractor of the progress surrounding…

  • By: Staff
  • January 2, 2024 January 2, 2024
  • 09:00

Top 10 investment stories of 2023

A story on how the federal government is considering ending Canada’s ’30 per cent rule’ was the most-read investment story on BenefitsCanada.com this year. Here are…

  • By: Staff
  • December 21, 2023 December 21, 2023
  • 09:00

OPTrust aiming to cut 30% of carbon footprint from portfolio by 2030

The OPSEU Pension Trust is targeting a 30 per cent reduction in its carbon footprint by 2030, according to its new climate change report. It…

  • By: Staff
  • December 19, 2023 December 18, 2023
  • 11:00