alternative investments – 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 ESG standards helping institutional investors realize positive annualized returns: study https://www.benefitscanada.com/canadian-investment-review/research-markets/esg-standards-helping-institutional-investors-realize-positive-annualized-returns-study/ Fri, 03 May 2024 19:00:32 +0000 https://www.benefitscanada.com/?p=155134 Environmental, social and governance standards have helped investors generate positive annualized returns, with environmental investments leading the pack globally, according to a new study from Amundi Asset Management. The study reviewed the annualized financial returns of long-short portfolios designed with a broad ESG theme and a more specialized approach in North America, Europe, China, India, […]

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]]> Expert panel: Have hedge funds budged on hurdle rates? https://www.benefitscanada.com/canadian-investment-review/alts/expert-panel-have-hedge-funds-budged-on-hurdle-rates/ Tue, 30 Apr 2024 15:00:42 +0000 https://www.benefitscanada.com/?p=154912 Even though it has been two years since the U.S. Federal Reserve started rapidly hiking interest rates, hedge fund managers aren’t more likely to have a hurdle rate in place now than they were during the zero interest-rate policy era. Yet institutional investors are pushing for change. There’s a strong carry component to many hedge […]

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]]> AIMCo returns 6.9% in 2023, driven by equities, fixed income https://www.benefitscanada.com/canadian-investment-review/research-markets/aimco-returns-6-9-in-2023-driven-by-equities-fixed-income/ Mon, 22 Apr 2024 19:00:11 +0000 https://www.benefitscanada.com/?p=154526 The Alberta Investment Management Corp.’s total fund generated a net return of 6.9 per cent in 2023, 1.8 percentage points below its 8.7 per cent benchmark. As of Dec. 31, 2023, the AIMCo’s total assets under management were $160.6 billion, compared  to $158 billion in 2022. Its balanced fund generated a net return of eight per […]

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]]> Ontario Teachers’ considers selling seniors’ residence operator, Ivanhoé Cambridge forms Australian student housing joint venture https://www.benefitscanada.com/canadian-investment-review/alts/ontario-teachers-considers-selling-seniors-residence-operator-ivanhoe-cambridge-forms-australian-student-housing-joint-venture/ Fri, 19 Apr 2024 19:00:26 +0000 https://www.benefitscanada.com/?p=154426 The Ontario Teachers’ Pension Plan is considering selling Amica Senior Lifestyles in a deal that could be worth $5 billion, according to report by Bloomberg. The Ontario Teachers’ acquired the senior luxury residence operator in 2015 through a transaction by its subsidiary BayBridge Seniors Housing Inc., which includes more than 30 assets in British Columbia and Ontario. […]

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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pension-and-investment-stories-of-the-week-80/ Fri, 19 Apr 2024 13:00:14 +0000 https://www.benefitscanada.com/?p=154428 A story on how Organon Canada is supporting women employees at every stage of their career was the most-read story on BenefitsCanada.com. Here are the top five human resources, benefits, pension and investment stories of the past week: 1. Organon launching initiative to support women’s career, health journey in the workplace 2. Survey finds 38% of Canadian employees […]

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]]> CAAT returns 9.5% for 2023, led by global, emerging market equities https://www.benefitscanada.com/canadian-investment-review/research-markets/caat-returns-9-5-for-2023-led-by-global-emerging-market-equities/ Thu, 18 Apr 2024 13:30:10 +0000 https://www.benefitscanada.com/?p=154396 The Colleges of Applied Arts and Technology pension plan saw a net return of 9.5 per cent for 2023, with net assets of $20.1 billion, up from $18.2 billion in 2022, according to its latest annual report. As of Jan. 1, 2024, the investment organization maintained a healthy funding level of 124 per cent on a going-concern […]

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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pension-and-investment-stories-of-the-week-79/ Fri, 12 Apr 2024 13:00:51 +0000 https://www.benefitscanada.com/?p=154228 An article on how remote and hybrid working arrangements are leading to a ‘Great Exhaustion’ was the most-read story on BenefitsCanada.com. Here are the top five human resources, benefits, pension and investment stories of the past week: 1. Rise of remote, hybrid working leading employees to a ‘Great Exhaustion,’ says expert 2. Sounding Board: How employers can create […]

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]]> Back to basics on investment glide paths https://www.benefitscanada.com/archives_/benefits-canada-archive/back-to-basics-on-investment-glide-paths/ Fri, 12 Apr 2024 12:53:46 +0000 https://www.benefitscanada.com/?p=154085 Simply put, a glide path is a calculation designed to support an employee’s desired retirement timeline through investments in a target-date fund. When an employee first joins a defined contribution pension plan with a target-date fund, they’re exposed to capital appreciation assets that offer the most attractive risk-adjusted returns in the wealth accumulation phase, typically […]

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]]> IMCO returns 5.6% for 2023, driven by public equities https://www.benefitscanada.com/canadian-investment-review/research-markets/imco-returns-5-6-for-2023-driven-by-public-equities/ Thu, 11 Apr 2024 13:00:26 +0000 https://www.benefitscanada.com/?p=154131 The Investment Management Corp. of Ontario is reporting a net return of 5.6 per cent for 2023, with net assets increasing to $77.4 billion. The investment organization’s year-end report found public equities returned 18 per cent in 2023, followed by global credit (7.7 per cent), fixed income (5.9 per cent), private equity (5.7 per cent), […]

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]]> Canadian pension funds seeking diversification in real estate at home, abroad: experts https://www.benefitscanada.com/canadian-investment-review/alts/canadian-pension-funds-seeking-diversification-in-real-estate-at-home-abroad-experts/ Tue, 09 Apr 2024 13:00:34 +0000 https://www.benefitscanada.com/?p=153307 Significant headwinds in the commercial real estate sector have impacted the number of transactions seen in 2023, leading institutional investors to pursue diversification at home and abroad. The totals for acquisition dispositions of office assets in 2023 were “extremely low” compared to the previous year, says Lewis Gascoigne, an investment consulting principal at Eckler Ltd., […]

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