With consultants and their pension clients back at their desks in January, it’s a good time to reflect on the past year, review what went right and wrong, and challenge one another on what can be improved.
With the erosion of assets in many retirement portfolios in recent years, plan sponsors are starting to wonder if members might never be able to retire.
We know the road is long and winding, but in terms of economic recovery, there are also a few potholes.
Benefits Canada sat down with OMERS president and CEO, Michael Nobrega, for his views on pension investing and asset allocation.
In recent years, many pension plans have looked to private investments to mitigate some of the risk of public markets. For OMERS, this shift began in 2004. At the time, the fund—which has pension commitments to more than 400,000 members in Ontario—had an investment mix of 82% public market and 18% private investment holdings. But […]
Alternative investments, DC plans, and work/life balance are among Towers Watson’s list of top trends and issues for pension and benefits plan sponsors in 2011.
Financial institutions use the acronym ALM to describe what is now referred to as LDI (liability driven investing) by the pension industry. Why are there two acronyms, and how do they differ?
Gold, silver and platinum have outperformed several major widely accepted investment indexes over the last 10 years, yet many portfolios ignore this asset category, says a report from Catalyst Equity Research Inc.
For the second time in the last four years and the third time in about a decade, investment/pension committees have to cope with the effects of extreme movement in the market value of their portfolios.
Strong asset returns and no change in liabilities in October drove a 4.7 percentage-point increase in the funded status of the typical U.S. corporate pension plan, according to BNY Mellon Asset Management. The increase, fueled by strong performances in the equity markets, brought the funded status for the typical plan to 74.8%. Year-to-date, the funded […]