OVERVIEW AGENDA SPEAKERS LOCATION ACTIVITIES POST EVENT COVERAGE Speaker Derek Walker, managing director, head of applied research and models, total fund management, CPP Investments Derek Walker leads the applied research and models group at CPP Investments. The group delivers focused, high-impact research and builds quantitative models and analytical tools to support investment decision-making and strengthen […]
The Calgary Foundation’s transition from a heavy domestic public market asset mix to a diversified portfolio opened the doors to a larger investible universe and minimized volatility, said Jessica Mitchell, an investment associate at the organization, during a session at the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. “The questions that we asked […]
OVERVIEW SPEAKERS DELEGATES SPONSOR INFORMATION VENUE INFORMATION SURVEY PDF PRESENTATIONS CONTACT US Sponsor Profiles ALLIANCEBERNSTEIN AllianceBernstein (AB) is one of the largest global investment-management firms in the world, with $785 billion in assets under management as of March 31, 2025. Whether you’re a global institution, financial advisor or high-net-worth individual, we’re committed to being your […]
Administering a pension plan involves the accumulation of large amounts of data in the form of documents, filings, reports, emails and letters. At some point, plan administrators who have amassed all this information will ask themselves, “How long do we need to keep these records?” There’s some guidance from pension legislation, as well as pension […]
The Ontario Securities Commission’s proposal to provide retail investors access to private assets through a new fund vehicle could have adverse risks for institutional investors’ long-term investment goals, said the Pension Investment Association of Canada. The OSC is mulling introducing a new fund category, the Ontario Long-Term Asset Fund, that would provide a pathway for […]
The Canada Pension Plan Investment Board is reporting a 3.8 per cent return and net assets of $699.6 billion as at Dec. 31, 2024, compared to $675.1 billion at the end of the previous quarter. The $24.5 billion net asset increase is credited to positive returns in private equity and credit. However, the quarterly gains […]
With defined contribution pension plan assets expected to double in the near term and members now using target-date funds at “unprecedented” rates, plan sponsors need to determine which TDFs are the best for their employee population, said Wyatt Lee, portfolio manager and head of target-date strategies for T. Rowe Price Inc., during Benefits Canada’s 2024 […]
Securian Canada’s chief human experience officer discusses weaving inclusivity and employee well-being into the workplace culture, leveraging artificial intelligence to make human resources objectives more impactful and enjoying a tapestry of experiences through world travel. Q: What top challenges do you face in your role? A: Securian Canada was formed from the integration of three […]
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 climate advocacy group. The progress report from Shift Action for Pension Wealth and Planet Health found four of the 11 pension plans it examined still don’t have emissions reduction targets […]
One defined contribution plan sponsor sings the praises of the traditional balanced fund, while another outlines a different option that better matches risk levels according to plan members’ life stages. Rob Jackett, senior director of finance and administration at Canadian Baptist Ministries Balanced funds are still relevant today for employer-sponsored savings plans. It’s important for employers […]