balanced portfolio – 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 2023 Investment Innovation Conference: Is the 60/40 balanced portfolio strategy still viable for institutional investors? https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-is-the-60-40-balanced-portfolio-strategy-still-viable-for-institutional-investors/ Thu, 18 Jan 2024 12:51:21 +0000 https://www.benefitscanada.com/?p=149010 Recent challenges to the 60/40 balanced portfolio rule shouldn’t sway institutional investors away from the strategy, said Steve Foerster, professor of finance at Western University’s Ivey Business School, during the Canadian Investment Review’s 2023 Investment Innovation Conference in November. “Regardless of what’s happening now, we don’t want to confuse strategic asset allocation, which is what […]

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]]> How are pension funds and other institutional investors approaching investments in 2023? https://www.benefitscanada.com/archives_/benefits-canada-archive/how-are-pension-funds-and-other-institutional-investors-approaching-investments-in-2023/ Fri, 10 Feb 2023 13:55:45 +0000 https://www.benefitscanada.com/?p=133362 Amid the unprecedented events of the last three years, the Colleges of Applied Arts and Technology pension plan has remained on course with its investment strategies, according to Asif Haque, the plan’s chief investment officer. “We held our focus on the key goal of the CAAT’s investment program. . . . The plan’s diversified asset […]

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]]> Institutional investors considering geopolitical risk, inflation in portfolio construction https://www.benefitscanada.com/canadian-investment-review/research-markets/institutional-investors-considering-geopolitical-risk-inflation-in-portfolio-construction/ Fri, 27 Jan 2023 14:00:54 +0000 https://www.benefitscanada.com/?p=133085 In the wake of Russia’s invasion of Ukraine, institutional investors are increasingly factoring geopolitical risks into portfolio construction, according to John Bai, senior vice-president and chief investment officer at NEI Investments, during a 2023 economic outlook seminar hosted by the Canadian Pension and Benefits Institute on Wednesday. “All of a sudden, geopolitical risks went from […]

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]]> 2022 IIC coverage: Investing in a time of quantitative tightening https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2022-iic-coverage-investing-in-a-time-of-quantitative-tightening/ Mon, 16 Jan 2023 12:50:56 +0000 https://www.benefitscanada.com/?p=131832 “I’m starting to become a glass half full person. . . . I think that at least one of the two anchors of the 60/40 [balanced portfolio] is going to start working. I wish I could tell you which one,” said Jurrien Timmer, director of global macro at Fidelity Investments, during a session at the […]

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