alpha risk – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 03 May 2024 21:03:19 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 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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]]> 2022 IIC coverage: Pension funds urged to leverage value, profitability model https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2022-iic-coverage-pension-funds-urged-to-leverage-value-profitability-model/ Mon, 16 Jan 2023 12:48:59 +0000 https://www.benefitscanada.com/?p=131070 Value and profitability are inextricably linked and, when they’re combined in a portfolio, institutional investors can garner a healthy premium, said Sunil Wahal, professor of finance at Arizona State University, during a session at the Canadian Investment Review’s 2022 Investment Innovation Conference. He likened the investment approach to building a hockey team, noting the goal […]

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]]> 2022 GIC coverage: Relaxing constraints in liquid portfolios could lead to better investment outcomes https://www.benefitscanada.com/canadian-investment-review/public-equities/2022-gic-coverage-relaxing-constraints-in-liquid-portfolios-could-lead-to-better-investment-outcomes/ Mon, 30 May 2022 12:53:38 +0000 https://www.benefitscanada.com/?p=119819 While institutional investors have likely relaxed leverage constraint in their private equity portfolios, they could realize better investment outcomes by taking the same approach with their public market exposures “Constraints [on leverage] prevent some of the most useful tools in portfolio management — namely, full diversification,” said Roberto Croce, head of risk parity and liquid […]

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