A global financial services and management platform firm backed by the Caisse de dépôt et placement du Québec and the Canada Pension Plan Investment Board is reporting US$2 trillion in assets on its platform. FNZ is partnered with more than 650 financial institutions and serves around 12,000 wealth management firms. The value of assets in […]
An article on the how capital accumulation plans are increasing their exposure to private assets was the most-read story on BenefitsCanada.com this past week. Here are the top five human resources, benefits, pension and investment stories of the last week: How does increased exposure to private assets impact CAP members’ financial health, retirement readiness? Pension […]
Ongoing demand from large technology companies and strong support from the U.S. government is solidifying the fundamentals of artificial intelligence investments for institutional investors, says Gurvir Grewal, a U.S. specialist from William Blair’s global equity team. “At the beginning of the year we had concerns around DeepSeek, we had political uncertainty with Trump and the […]
The Ontario Municipal Employees’ Retirement System is reporting a net investment return of 2.2 per cent as at June 30, 2025, representing a gain of $3.1 billion. Net assets under management at the OMERS have increased to $140.7 billion, compared to $138.2 billion at the end of 2024. Over a 10-year period, the investment organization […]
Increased allocations to private assets are pushing total fund fees and causing institutional investors to review their investment management partners’ fee packages, says Duncan Higgs, managing director and head of portfolio solutions at bfinance. Underlying fees in alternative investment markets — such as carried interest and waterfall structures — are increasingly considered by investors dealing […]
The Ontario Pension Board is reporting an 8.1 per cent investment return for 2024, pushing its net assets under management to $34.1 billion. The one-year return fell short of the OPB’s benchmark (11 per cent), while its five- and 10-year returns were 3.8 per cent and 5.3 per cent, respectively. Global (26.9 per cent) and […]
The Caisse de dépôt et placement du Québec is reporting a mid-year 4.6 per cent investment return, up $23 billion pushing its net assets to $496 billion as at June 30, 2025. “Against significant rate increases, stock market concentration and challenges in real estate over the past five years, our portfolio held strong and outperformed […]
Alternative yield-enhancing credit is playing an innovative role in the risk profiles of Canadian institutional investors’ portfolios, said Findlay Franklin, portfolio manager at RBC Global Asset Management (UK) Ltd.’s fixed income team, during a session at the Canadian Investment Review’s 2025 Risk Management Conference. In the past few years, he’s seen credit used within multi-asset […]
The Caisse de dépôt et placement du Québec is buying a 49.9 per cent equity interest in Canadian wireless tower infrastructure operator Terrion LP for $1.26 billion. As part of the transaction, the investment organization is getting a stake in the firm and its general partner, Terrion GP Inc., from Telus Corp. Terrion is based […]
Amid economic volatility, Canadian target-benefit plan sponsors can ensure strong outcomes for members by balancing pension benefit stability and intergenerational equity, says George Ma, a retired actuary and author of a new report on target-benefit outcomes for the Canadian Institute of Actuaries. He notes three fundamental elements underpin a well-structured target-benefit plan: sound design, clearly […]