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Despite the low-yield environment, fixed income continues to play an important role for institutional investors looking to make their portfolios work harder in a risk-controlled fashion, said Jeffrey Moore, a portfolio manager at Fidelity Investments Inc., during a session at the Canadian Investment Review’s 2021 Global Investment Conference. “For the bond market to hurt, there needs […]

Between mixed signals about inflation, signs of structural weakness in China’s over-leveraged real estate sector and September’s low returns on global equities, institutional investors have just been through a volatile quarter. And the fourth quarter is likely to be filled with hidden hazards, both known unknowns and unknown unknowns. Most portfolio managers will try to […]

  • October 14, 2021 October 14, 2021
  • 13:15
North American investors closer to falling in line with global counterparts on ESG: survey

North American institutional investors are catching up to other global regions in their interest in sustainable investing, according to a new survey by FTSE Russell. Nearly half (42 per cent) of North American asset owners surveyed before the coronavirus pandemic said they’re interested in sustainable investing, up from just 17 per cent in 2019. This remains a […]

  • By: Staff
  • August 6, 2020 November 12, 2020
  • 09:45
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Trading volume for exchange-traded funds is rising. And as such, more ETF trades are flowing through trading desks. For ETFs with underlying securities that have different characteristics than equities, such as credit instruments or fixed income, it’s sometimes unclear who should be handling these transactions, according to a report by Greenwich Associates based on interviews […]

  • By: Staff
  • February 4, 2020 December 13, 2020
  • 07:35
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Discovering moments of mispricing is the soul of generating active returns, says Wylie Tollette executive vice-president of client portfolio solutions at Franklin Templeton Investments. But some investors, eager to discover opportunities to add alpha to their portfolio mix, may accidentally harness so many sources that their efforts to diversify actually hinder the benefits of doing […]

Fundamental reasons for adding alternatives to DC pension portfolios

There are two fundamental reasons for including alternatives in a defined contribution pension portfolio, according to Ed Studd, solutions manager for U.S. portfolio solutions at Schroders, during a session at Benefits Canada’s 2019 Defined Contribution Investment Forum in Toronto on Sept. 27. First, alternatives can help the portfolio achieve better diversification by accessing different types […]

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Why your factor beta comes with a lot of noise.

Smart beta strategies on the rise: survey

A large majority (91 per cent) of institutional asset owners either have some allocation to a smart beta strategy, have evaluated the concept or are planning to evaluate it in the coming 18 months, according to FTSE International Ltd.’s latest survey on the area. “With five years of results for our global smart beta survey, we are […]

  • By: Staff
  • May 22, 2018 September 13, 2019
  • 10:32
A look at options for integrating ESG factors into smart beta strategies

Environmental, social and governance factors have a role to play in the smart beta strategies that institutional investors have become more familiar with in recent years, according to an investment manager who spoke at a seminar in Toronto on Thursday. When creating an index, exposure to environmental, social and governance factors can work just like any other […]

Five questions with OPTrust’s James Davis

As part of a new series of interviews in Benefits Canada‘s companion publication, the Canadian Investment Review, Caroline Cakebread sat down with the OPSEU pension plan’s chief investment officer James Davis to ask five key questions about what the fund is working on right now and what big risks are facing investors today. The questions […]