It might seem strange to hear a low-volatility equity manager say it's a bad time for low-volatility stocks—but that's exactly what we heard over lunch…
Sideways markets deliver below-average returns, and we probably have a few more years to go, said Kim Shannon, president and chief investment officer of Sionna…
Investors need to be intelligent about risk taking in volatile times, but the path they take won’t be identical, according to Mark Cestnik, managing director…
Low-volatility equity portfolios disappointed in 2013 because of hidden risks, according to a report from Unigestion.
Little has changed in modern portfolio views over the last few decades. Many institutional money managers and plan sponsors have been working with the simple…
It’s hard to watch the news these days without hearing about the tug of war that’s going on between Russia and the Ukraine. As the…
Pension funds need to take a certain amount of risk in order to meet their pension obligations. But how can they do it intelligently in…
If you are a DB pension plan sponsor, your plan is likely invested in a traditional balanced fund structure. A mix of 60% public equities…
Over the past few years, many plan sponsors have sought to de-risk their DB pension plans. This has manifested itself in different ways—from simply diversifying…
Low-volatility stocks have outperformed the general market and that trend is expected to continue, according to a white paper.
Institutional investors report that they are increasingly using smart beta exchange-traded funds, according to a new study.
Are low-volatility equity strategies a sweet spot for pension investors?
Investors will increasingly abandon traditional and benchmark-based active investments in favour of “new active,” outcome-oriented investment strategies during the five years ending in 2018.
Vertex One Asset Management Inc. has launched a new fund for retail and institutional investors seeking absolute returns with low monthly volatility.
Last month, I wrote about the expanding equity index universe and the case for investing in frontier markets. Another equity index development that is gaining…
Hunting for alpha isn’t just about stock picking, say three portfolio managers.
The past few weeks have been dominated by news reports about tornadoes that have ripped through Oklahoma, causing devastation in their wake. People have died,…
Broadening the investment options available to American DC plans to include real assets, emerging market equities and debt, and liquid alternatives could improve returns while…
Spartan Fund Management has launched the onTREND fund, a discretionary trend-following fund focused on North American-listed equities.
In the early 2000s, the world seemed to be behaving pretty much as it should, or at least the way many institutional investors wanted it…
Manager performance is often monitored by committees over a quarterly or monthly basis, and while investment oversight is a necessary and prudent function of fiduciaries,…
Global macro headwinds have been causing interest rates to remain low, leaving the world in a “lower for longer” rate environment. But there are strategies…
One of the items that received little attention in the federal government’s most recent Economic Action Plan (also known as the 2013 Budget) was a…
Franklin Templeton Investments Corp. has introduced a new fund for Canadian investors looking to minimize the effects of changing currency valuations on their global equity…
If words like volatility, uncertainty and fear spring to mind when you think of emerging markets, the speakers at Benefits Canada’s 2012 Defined Benefit Summit…