Public assets like exchange-traded funds grant endowments and foundations with full liquidity in their investment pursuits, according to Mark Webster, director of institutional sales and service at BMO Global Asset Management, during the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. While the Maple 8 model does offer investment lessons, some can prove too […]
A climate advocacy group says oil and gas representation on the boards of Canada’s big public pensions raise concerns about conflicts of interest. In a new report, Shift Action for Pension Wealth & Planet Health said as of June 1, the boards of five of Canada’s largest public sector funds had members who are also […]
Two organizations representing the interests of Canadian pension funds are asking the federal government to bring back Canada’s real return bond program. In a joint letter, the Pension Investment Association of Canada and the Association of Canadian Pension Management, which speak on behalf of organizations managing more than $3 trillion in assets under management, asked […]
Canadian pension plans saw a median return of 1.23 per cent for the first quarter of 2025, according to a new report from CIBC Mellon. It also noted a median one-year return of 9.21 per cent and a 10-year annualized return of 6.46 per cent for the average Canadian pension plan. Based on $328 billion […]
The solvency ratio of an average pension fund declined by about 2.3 per cent in the first quarter of 2025, according to a new report from Telus Health. Diversified pooled fund managers posted a return slightly below the benchmark portfolio with the median return (0.8 per cent) being 0.1 per cent lower than the return […]
An advocacy group is calling on Canada’s public pension managers to use their financial heft to more publicly work to reduce climate change as political efforts become less reliable. In a new report, Shift Action for Pension Wealth and Planet Health says Canada’s big pension funds need to recognize the power and influence they wield and to […]
Global pensions assets rose by 4.9 per cent as of December 2024, reaching a record US$58.5 trillion, led by growth in the largest defined contribution pension markets, according to a report by WTW’s Thinking Ahead Institute. Indeed, it found among the seven largest pension markets globally — Canada, the U.S., the U.K., the Netherlands, Switzerland, […]
Large Canadian pension funds can create and capture value in financial markets by achieving scale in strategic markets, vertically integrating parts of the value chain and reducing fee drag, coordinating key stakeholder groups and creating internal synergies within their organization, according to a new report published in the Journal of Alternative Investments. It found venture […]
The Canada Pension Plan Investment Board and the Caisse de dépôt et placement du Québec were ranked No. 3 and No. 8, respectively, among the top 10 global institutional investors with the highest total deal values in 2024, according to a new report by data platform Global SWF. Last year, the CPPIB invested US$21.1 billion while […]
Investment funds that are designed to entice Canadian institutional investors to allocate more capital in domestic assets could open up conversations regarding the most effective way to boost investments at home, says Colin Busby, director of policy engagement at the C.D. Howe Institute. In September, the Globe and Mail reported there was little interest among […]