Private capital is increasingly needed to fund the vast infrastructure investment requirements of many Organisation for Economic Co-operation and Development countries today, according to Daniel Sausmikat, capital formation partner at InfraRed Capital Partners, during a session supported by SLC Management at the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. This form of funding […]
In a world of persistent inflation and evolving fiduciary responsibilities, foundations must rethink how they balance liquidity needs, risk management and long-term value creation, said Pascal Bernier (pictured left), portfolio manager of strategic asset allocation at Desjardins Global Asset Management, during the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. Comparing two foundations with […]
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 […]
The Caisse de dépôt et placement du Québec is investing $200 million in Boralex as part of a financing deal completed alongside Fondaction. The investment partner will contribute $50 million to the unsecured subordinated loan transaction with a maturity date of June 27, 2033. The Caisse has been a significant shareholder in the renewable energy […]
Alberta’s Public Service Pension Plan is reporting a 14.8 per cent investment return in 2024, pushing its assets under management to $21 billion as at the end of the year. Over a four-year period, the plan’s portfolio returned 8.5 per cent. However, it underperformed its benchmark by 0.3 per cent in 2024, primarily driven by […]
U.S. public pension plan sponsors have significantly diversified their portfolios since 2001, allocating, on average, 20 per cent of assets from public equities and fixed income to private equity, real estate, hedge funds and other alternative investments, according to a new report by Aon and the National Institute on Retirement Security. It found this shift […]
The British Columbia Investment Management Corp. is reporting a 10 per cent annual combined pension plan return and an increase in assets under management to $251.6 billion as at March 31, 2025. The one-year return underperformed its benchmark of 12.3 per cent. Over a five, 10- and 15-year period, the investment organization achieved a return […]
The increasing size of alternative investments may be driving down their benefit for institutional investors, says Stephen Johnston, director at Omnigence Asset Management. “There are trillions of dollars in those strategies. How can they generate alpha now? Because when you get to that size you start to replicate market returns.” Read: 66% of institutional investors […]
The Canada Pension Plan Investment Board is investing up to $720 million in Nido Living, a student housing operator in Europe. The financial backing will support Nido’s acquisition of Livensa Living, a student housing platform operating across Iberia owned by Brookfield Asset Management. The strategic acquisition demonstrates the CPPIB’s ongoing commitment to European student accommodation, […]
Against a backdrop of unpredictability on the global stage, Canadian institutional investors continue to face several competing headwinds, including a push from the federal government to encourage more investment domestically, central banks’ developing policies to tame inflation and a new U.S. president already making his imprint on foreign affairs. At the Fairmont Chateau Lake Louise […]