balanced fund – Benefits Canada.com

Head to head: Is it time for DC plan sponsors to quit the balanced fund?

Jennifer Paterson — Fri, 15 Dec 2023 13:59:57 +0000

One defined contribution plan sponsor sings the praises of the traditional balanced fund, while another outlines a different option that better matches risk levels according to plan members’ life stages. Rob Jackett, senior director of finance and administration at Canadian Baptist Ministries Balanced funds are still relevant today for employer-sponsored savings plans. It’s important for employers […]

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2023 Top 50 DC Plans Report: Unleashing the power of multi-employer pension plans

Jennifer Paterson — Fri, 13 Oct 2023 12:56:31 +0000

Increased volatility, stubborn inflation and erratic interest rates are making for financially uncertain times, where it can be more reassuring to seek safety in shared risk, rather than shouldering financial ambiguity alone. Celebrated for their pooled assets and shared risk, multi-employer pension plans are gaining traction. Tami Dove, director of member experience at the Co-operative […]

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2022 DCIF: Understanding sequence of returns risk in target-date funds

Jennifer Paterson — Mon, 17 Oct 2022 11:58:54 +0000

When defined contribution plan sponsors conduct due diligence on target-date fund providers, they’re often considering questions of active versus passively managed funds, the benefits of glide paths that glide to versus through retirement, strategic versus tactical funds and a provider’s approach to environmental, social and governance investing. But according to Sarah Donahue, director of consultant […]

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2022 Top 50 DC Plans Report: How are DC pension plans evolving?

bwolfe — Fri, 14 Oct 2022 12:55:41 +0000

While defined contribution pension plans currently outnumber defined benefit pension plans, this wasn’t always the case, recalls Bita Jenab, a principal at RetirementWorks Services Inc. DC plans began to gain popularity in the mid-1980s, due to a combination of legislative and economic changes, she adds. “This period marks the introduction of pension accounting rules under […]

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SPP adding two fund managers to diversify balanced fund portfolio

lbailey — Tue, 07 Jun 2022 13:00:43 +0000

The Saskatchewan Pension Plan is allocating parts of its balanced fund to Ninepoint Partners and Fengate Asset Management in a bid to further diversify its portfolio. Ninepoint has received a private debt allocation of 10 per cent of the SPP’s balanced fund and Fengate will take on a 10 per cent infrastructure allocation, according to a press […]

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Learn more about the DC Investment Innovation Award finalists

mschmit — Mon, 16 Nov 2020 05:08:27 +0000

Pension investments are a key component of ensuring secure benefits for plan members upon their retirement. To celebrate the plan sponsors and pension investors who work hard to ensure strong investment outcomes, the first-ever Pension Leadership Awards will recognize winners across several categories. The Defined Contribution Investment Innovation Award will go to a DC pension […]

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A look at private equity investing in DC plans

mschmit — Wed, 12 Aug 2020 05:48:12 +0000

Much debate remains about whether private equity is an appropriate option for members of capital accumulation plans. Canada’s neighbours to the south have been examining the potential legal pitfalls of these allocations. A recent information letter from the U.S. department of labor set forth a framework plan sponsors can use to consider the prudence of […]

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Helping members to and through retirement at the Saskatchewan Pension Plan

mschmit — Wed, 01 Jul 2020 03:45:00 +0000

The Saskatchewan Pension Plan is improving investment choice for members in the accumulation phase and introducing new options to help them through decumulation as well. Leading up to retirement, SPP members are defaulted into a balanced fund, which has been in place since the plan started in 1986. In 2010, it introduced a short-term fund, […]

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Should institutional investors consider a balanced portfolio 2.0?

mschmit — Wed, 01 May 2019 10:32:43 +0000

While traditionally, balanced portfolios had 60 per cent in stocks and 40 per cent in bonds, about 90 per cent of the risk budget went to equities, said Perry Teperson, vice-president and portfolio manager at Leith Wheeler Investment Counsel Ltd., speaking at the firm’s institutional investor forum. This is where a balanced portfolio 2.0 comes […]

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