beta – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Thu, 02 May 2024 14:33:41 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 2023 Investment Innovation Conference: Finding alpha through multi-asset credit construct amid market volatility https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-institutional-investors-finding-alpha-through-multi-asset-credit-construct-amid-market-volatility/ Thu, 18 Jan 2024 12:53:10 +0000 https://www.benefitscanada.com/?p=149213 To find opportunity in times of volatility, institutional investors must consider their objectives and then expand their toolkit, said Saurabh Sud, a portfolio manager at T. Rowe Price, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. It’s been a challenging environment for most fixed-rate assets with surging yields and higher volatility.  As a […]

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]]> 2021 GIC coverage: How institutional investors can use fixed income amid low yields https://www.benefitscanada.com/canadian-investment-review/fixed-income/2021-gic-coverage-how-institutional-investors-can-use-fixed-income-amid-low-yields/ Tue, 09 Nov 2021 11:55:31 +0000 https://www.benefitscanada.com/?p=109132 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 […]

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]]> Expert panel: The concept of risk and risk management in value investing and modern portfolio theory https://www.benefitscanada.com/expertpanel_/george-athanassakos/the-concept-of-risk-and-risk-management-in-value-investing-and-modern-portfolio-theory/ Thu, 14 Oct 2021 17:15:20 +0000 https://www.benefitscanada.com/?p=109147 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 […]

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]]> North American investors closer to falling in line with global counterparts on ESG: survey https://www.benefitscanada.com/news/bencan/north-american-investors-closer-to-falling-in-line-with-global-counterparts-on-esg-survey/ https://www.benefitscanada.com/news/bencan/north-american-investors-closer-to-falling-in-line-with-global-counterparts-on-esg-survey/#respond Thu, 06 Aug 2020 05:45:40 +0000 https://cumulus.benefitscanada.com/uncategorized/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 […]

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]]> https://www.benefitscanada.com/news/bencan/north-american-investors-closer-to-falling-in-line-with-global-counterparts-on-esg-survey/feed/ 0 Do ETFs warrant their own trading tools separate from equities? https://www.benefitscanada.com/canadian-investment-review/public-equities/do-etfs-warrant-their-own-trading-tools-separate-from-equities/ https://www.benefitscanada.com/canadian-investment-review/public-equities/do-etfs-warrant-their-own-trading-tools-separate-from-equities/#respond Tue, 04 Feb 2020 03:35:35 +0000 https://cumulus.benefitscanada.com/uncategorized/do-etfs-warrant-their-own-trading-tools-separate-from-equities/ 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 […]

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]]> https://www.benefitscanada.com/canadian-investment-review/public-equities/do-etfs-warrant-their-own-trading-tools-separate-from-equities/feed/ 0 Diworsification: How hiring too many asset managers can cancel out benefits https://www.benefitscanada.com/canadian-investment-review/strategies/deworsification-how-hiring-too-many-asset-managers-can-can-cancel-out-benefits/ https://www.benefitscanada.com/canadian-investment-review/strategies/deworsification-how-hiring-too-many-asset-managers-can-can-cancel-out-benefits/#respond Fri, 31 Jan 2020 04:41:53 +0000 https://cumulus.benefitscanada.com/uncategorized/deworsification-how-hiring-too-many-asset-managers-can-can-cancel-out-benefits/ 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 […]

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]]> https://www.benefitscanada.com/canadian-investment-review/strategies/deworsification-how-hiring-too-many-asset-managers-can-can-cancel-out-benefits/feed/ 0 Fundamental reasons for adding alternatives to DC pension portfolios https://www.benefitscanada.com/news/bencan/fundamental-reasons-for-adding-alternatives-to-dc-pension-portfolios/ https://www.benefitscanada.com/news/bencan/fundamental-reasons-for-adding-alternatives-to-dc-pension-portfolios/#respond Fri, 01 Nov 2019 04:46:41 +0000 https://cumulus.benefitscanada.com/uncategorized/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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]]> https://www.benefitscanada.com/news/bencan/fundamental-reasons-for-adding-alternatives-to-dc-pension-portfolios/feed/ 0 Unintended factor bias https://www.benefitscanada.com/canadian-investment-review/research-markets/unintended-factor-bias/ https://www.benefitscanada.com/canadian-investment-review/research-markets/unintended-factor-bias/#respond Thu, 16 Aug 2018 03:42:36 +0000 https://cumulus.benefitscanada.com/uncategorized/unintended-factor-bias/ Why your factor beta comes with a lot of noise.

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]]> https://www.benefitscanada.com/canadian-investment-review/research-markets/unintended-factor-bias/feed/ 0 Smart beta strategies on the rise: survey https://www.benefitscanada.com/news/smart-beta-strategies-on-the-rise-survey/ https://www.benefitscanada.com/news/smart-beta-strategies-on-the-rise-survey/#respond Tue, 22 May 2018 06:32:28 +0000 https://cumulus.benefitscanada.com/uncategorized/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 […]

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]]> https://www.benefitscanada.com/news/smart-beta-strategies-on-the-rise-survey/feed/ 0 A look at options for integrating ESG factors into smart beta strategies https://www.benefitscanada.com/news/bencan/a-look-at-options-for-integrating-esg-factors-into-smart-beta-strategies/ https://www.benefitscanada.com/news/bencan/a-look-at-options-for-integrating-esg-factors-into-smart-beta-strategies/#respond Fri, 19 Jan 2018 05:50:25 +0000 https://cumulus.benefitscanada.com/uncategorized/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 […]

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