active management – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 26 Apr 2024 20:02:31 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Caisse reports more than $53 billion in low-carbon assets https://www.benefitscanada.com/canadian-investment-review/strategies/caisse-reports-more-than-53-billion-in-low-carbon-assets/ Tue, 16 Apr 2024 13:00:14 +0000 https://www.benefitscanada.com/?p=154279 The Caisse de dépôt et placement du Québec is reporting $53 billion in low-carbon assets, including $15 billion in Quebec, representing an overall increase of $35 billion in low-carbon assets since 2017, according to the investment organization’s latest sustainable investing report. It found the investment organization has more than $330 billion in assets with a […]

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]]> Editorial: The more things change https://www.benefitscanada.com/archives_/benefits-canada-archive/editorial-the-more-things-change-2/ Fri, 09 Feb 2024 14:00:01 +0000 https://www.benefitscanada.com/?p=151398 Well hello there! We may have met during one of Benefits Canada’s and the Canadian Investment Review’s many events throughout the year, but if we haven’t, I’m usually helming our daily online news coverage from behind the scenes, while contributing to the monthly print magazine. You’ll be seeing me in this space for the next few […]

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]]> How active management strategies are helping institutional investors amid volatile global marketplace https://www.benefitscanada.com/archives_/benefits-canada-archive/how-active-management-strategies-are-helping-institutional-investors-amid-volatile-global-marketplace/ Fri, 09 Feb 2024 13:57:55 +0000 https://www.benefitscanada.com/?p=151594 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 out the storm. Pension funds are currently operating amid uncertainty and potential risk, says Ruslan Goyenko, an associate professor of finance at McGill University’s Desautels Faculty of Management. “There are […]

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]]> Coverage of the 2023 Defined Benefit Investment Forum https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/coverage-of-the-2023-defined-benefit-investment-forum/ Wed, 24 Jan 2024 13:00:16 +0000 https://www.benefitscanada.com/?p=150321 On Dec. 6, the Canadian Investment Review hosted its annual Defined Benefit Investment Forum. With the close of a year marred by financial fragility and global discontent, leaders from Canada’s defined benefit pension plan sponsor community gathered to shed light on the challenging economic landscape of 2023 and make informed predictions about the hurdles and opportunities ahead. Here’s what […]

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]]> 2023 Defined Benefit Investment Forum: The value of active management in emerging markets https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-defined-benefit-investment-forum-the-value-of-active-management-in-emerging-markets/ Wed, 24 Jan 2024 12:55:57 +0000 https://www.benefitscanada.com/?p=150778 With historic perceptions of emerging markets and equities no longer matching reality, institutional investors have the opportunity to scoop up good companies at low valuations, said Kamil Dimmich, portfolio manager for the emerging markets equity strategy at Pacific North of South Capital, during the Canadian Investment Review’s 2023 Defined Benefit Investment Forum in December. While he […]

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]]> 2023 Investment Innovation Conference: How institutional investors can optimize academic research to mitigate risk, generate alpha https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-how-institutional-investors-can-optimize-academic-research-to-mitigate-risk-generate-alpha/ Thu, 18 Jan 2024 12:57:07 +0000 https://www.benefitscanada.com/?p=148584 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 mitigate risk and generate alpha, said its executive director Michael Melvin, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. The think tank’s advisory council, which is comprised […]

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]]> 2023 Investment Innovation Conference: How institutional investors are using data, technology to generate alpha https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-how-institutional-investors-are-using-data-technology-to-generate-alpha/ Thu, 18 Jan 2024 12:54:45 +0000 https://www.benefitscanada.com/?p=150066 The evolution of cloud computing, artificial intelligence and data availability will disrupt and upend the entire asset management industry, said Neil Constable, head of quantitative research and investments at Fidelity Investments, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “Yesterday’s alpha is today’s beta [and] today’s alpha is tomorrow’s beta,” he said, noting asset […]

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]]> Head to head: Is it time for DC plan sponsors to quit the balanced fund? https://www.benefitscanada.com/archives_/benefits-canada-archive/head-to-head-is-it-time-for-dc-plan-sponsors-to-quit-the-balanced-fund/ Fri, 15 Dec 2023 13:59:57 +0000 https://www.benefitscanada.com/?p=148443 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 […]

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]]> U.S. institutional investors paid $1.5 billion in management fees in 2022: report https://www.benefitscanada.com/canadian-investment-review/cir-news/u-s-institutional-investors-paid-1-5-billion-in-management-fees-in-2022-report/ Fri, 08 Dec 2023 20:00:29 +0000 https://www.benefitscanada.com/?p=148339 U.S. institutional investors paid $1.5 billion in management fees in 2022, according to a new report by investment consulting firm Callan. The report, which analyzed mandates by more than 300 investment firms and more than 180 institutional investors, found 98 per cent of the total fees paid in 2022 went to active managers, up one per cent […]

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]]> New study explores how DB pension plan size impacts investment mandates, asset allocation https://www.benefitscanada.com/news/cir-news-news/new-study-explores-how-db-pension-plan-size-impacts-investment-mandates-asset-allocation/ Thu, 03 Aug 2023 15:00:07 +0000 https://www.benefitscanada.com/?p=141591 A new study looking at the implications of scale in defined benefit pension plans found size is key for several trends over time, including investment mandates, asset allocation and cost in returns. The research, ‘Scale Economies, Bargaining Power and Investment Performance: Evidence from Pension Plans‘ was recently awarded first prize in the International Centre for […]

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