Keyword: diversification

46 results found

In legal circles, it has always been thought that crises breed litigation. And while that appears to be the case in the current crisis, it may not have been the case in the global financial crisis of 2008/9, as pointed out in a recent article by Eric Blinderman, the chief executive officer for the U.S. […]


At the beginning of September, Provident10, which oversees the administration and asset management for Newfoundland and Labrador’s Public Service Pension Plan, welcomed a new chief investment officer, Michel Malo. With $6.6 billion in invested assets as of year-end 2018, Provident10 is a fairly new entity. In December 2014, the province’s government and its five largest […]


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 […]


While factor investing can be a powerful tool, it may not be living up to its promise because of three common blunders, according to a forthcoming paper in the Journal of Portfolio Management. “Investors are typically led to develop their factor return expectations with little more than an extrapolation of the factor’s past paper-portfolio returns,” […]

How to cut through the uncertainty.

How Buffett’s Approach Can Help Endowment Funds

Why value investing works for university foundations.

  • June 6, 2018 September 13, 2019
  • 08:13

Coverage of the 2017 Risk Management Conference.


And why now is the time for global bond diversification.


Providing diversification and flexibility for pension plans.


But smaller plan sponsors are having trouble getting there.