Recent challenges to the 60/40 balanced portfolio rule shouldn’t sway institutional investors away from the strategy, said Steve Foerster, professor of finance at Western University’s…
As the objectives of defined benefit pension plans have evolved, so too have institutional investors’ reasons for including fixed income allocations in a portfolio, from…
Being systematic doesn’t mean overlooking the fundamental risks in the corporate credit asset class, said Scott Richardson, senior vice-president and director of systematic credit at Acadian…
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…
For institutional investors, valuation reviews will be critical in navigating equity market uncertainties, said Amy Chang, managing director and head of active global fundamental at…
While it’s impossible to predict exactly how pension case law will evolve in future, one can offer an educated guess at some legislative developments and…
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…
The Ontario Teachers’ Pension Plan is making four key appointments to its executive team, effective immediately. The investment organization has appointed Stephen McLennan as chief…
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…
The Caisse de dépôt et placement du Québec is investing US$100 million in subscription commerce platform company AppDirect. This marks the second investment from the…
Data management and transference is a key area of risk for pension plan sponsors as the vulnerability of engaging with third parties creates opportunities for…
While pension plan sponsors are still in the early days of exploring how artificial intelligence solutions could help automate maintenance tasks, they’re exploring the various…
U.S. pension risk transfer sales increased by 39 per cent during the third quarter of 2023, according to a report by LIMRA. It found single…
The median solvency ratio of Canadian defined benefit pension plans declined in the fourth quarter of 2023, according to reports by Mercer and Aon. Mercer’s…
It’s poised to be another challenging year for office real estate investment trusts, but some money managers say there could be decent entry points in…
The Caisse de dépôt et placement du Québec is buying a 15 per cent stake in a subsidiary of Brazil-based renewable energy company ENGIE Brasil…
The House of Commons Special Committee studying Canada-China relations is calling on the federal government to bar Canadian pension funds from investing in Chinese companies…
With the arrival of the new year, there are three topics that will be important for pension plan sponsors, members and other industry stakeholders in…
The Healthcare of Ontario Pension Plan is renewing its relationship with wealth management firm Northern Trust Corp. as its asset servicing provider. The money manager…
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…
The Caisse de dépôt et placement du Québec is investing $12 million to facilitate the acquisition of Vancouver-based CWA Engineers Inc. by engineering consulting firm…
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…
The progression of bonds and frontier markets over the long term will be top of mind for institutional investors in the coming year, according to…
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…
After closing its defined benefit pension plan nearly two decades ago and replacing it with a less riskier defined contribution plan, International Business Machines Corp.…