2023 DC Investment Forum – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 17 May 2024 19:40:42 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Coverage of the 2023 DC Investment Conference https://www.benefitscanada.com/events/conference-coverage/coverage-of-the-2023-dc-investment-conference/ Mon, 06 Nov 2023 13:00:39 +0000 https://www.benefitscanada.com/?p=145288 Since the onset of the coronavirus pandemic three years ago, the global economy has faced a bumpy ride, led by the lingering public health crisis, rising geopolitical tensions and high inflation. The 2023 Defined Contribution Investment Forum, which was held on Sept. 29 at the Ritz-Carlton Hotel in Toronto, shared thought leadership on the various […]

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]]> 2023 DC Investment Forum: Silver linings for retirement savings, investment trends and younger generations https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-silver-linings-for-retirement-savings-investment-trends-and-younger-generations/ Mon, 06 Nov 2023 12:59:49 +0000 https://www.benefitscanada.com/?p=146050 Defined contribution pension plan members are currently in a different place, especially the younger generations, who are likely feeling as though their financial priorities don’t line up with workplace pensions the way they did for previous generations. “What I’m getting at here is the idea that retirement saving isn’t the undeniable consensus top priority it […]

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]]> 2023 DC Investment Forum: The importance of strategic asset allocation in target-date funds https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-understanding-strategic-asset-allocation-in-target-date-funds/ Mon, 06 Nov 2023 12:58:17 +0000 https://www.benefitscanada.com/?p=146052 Since defined contribution plan members will experience a wide variety of market conditions over the course of their working lives and into retirement, it’s important for the strategic asset allocation of target-date funds to be diversified and able to stand the test of time, according to Jon Knowles, institutional portfolio manager for global asset allocation at […]

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]]> 2023 DC Investment Forum: How real assets in DC plans can give members a ‘much smoother ride’ https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-a-closer-look-at-the-value-of-real-assets-in-dc-plans/ Mon, 06 Nov 2023 12:57:16 +0000 https://www.benefitscanada.com/?p=146056 In volatile market environments, adding real assets to defined contribution pension plan portfolios has the ability to provide diversification benefits and give members a “much smoother ride” to retirement, according to Andrew Knox, managing director of the Franklin global real asset fund at Franklin Templeton Investments. Speaking during Benefits Canada’s 2023 DC Investment Forum in […]

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]]> 2023 DC Investment Forum: Why DC plan sponsors should consider a distinct credit exposure https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-should-dc-plan-sponsors-consider-a-distinct-credit-exposure/ Mon, 06 Nov 2023 12:56:52 +0000 https://www.benefitscanada.com/?p=146059 While fixed income has long had the reputation of being the conservative and stable supporting partner in the traditional balanced portfolio, unbundling fixed income into its sub-components presents opportunities for enhanced risk-adjusted returns, said Aaron Young, vice-president and client portfolio manager at CIBC Asset Management. When investors buy the FTSE universe bond index or even […]

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]]> 2023 DC Investment Forum: How longevity risk pooling can help DC plan members meet their retirement income needs https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-how-longevity-risk-pooling-can-help-dc-plan-members-meet-their-retirement-income-needs/ Mon, 06 Nov 2023 12:55:57 +0000 https://www.benefitscanada.com/?p=146062 Larry, a hypothetical defined contribution plan member, is facing a difficult calculus as he prepares to retire. Between his personal and DC plan savings, he’s accumulated $620,000 in savings for his retirement and is also expecting roughly $1,000 a month from the Canada Pension Plan and $650 in old-age security benefits. He has to determine […]

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]]> 2023 DC Investment Forum: Target-date fund glide paths evolving to meet DC plan member needs https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-target-date-fund-glide-paths-evolving-to-meet-dc-plan-member-needs/ Mon, 06 Nov 2023 12:54:18 +0000 https://www.benefitscanada.com/?p=146064 Plotting out a glide path is the most important part of designing a target-date fund — not only does it take members on a roughly 40-year investing journey, but it also has the most significant impact on their retirement outcomes. Glide paths must also address the key risks facing defined contribution plan members, said Satwick […]

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