due diligence – Benefits Canada.com

New report highlights importance of ESG factors in Canadian municipal, provincial bonds

Jennifer Paterson — Thu, 27 Jul 2023 13:00:02 +0000

Since municipalities and provinces fund public services and infrastructure with clear environmental and social benefits, as well as having substantial power to shape policies in their jurisdictions, municipal and provincial bonds are useful tools for institutional investors pursuing a thematic environmental, social and governance approach, according to a new report by the United Nations’ principles […]

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What does the Thames Water debacle mean for investment risk management?

Jennifer Paterson — Tue, 18 Jul 2023 13:00:08 +0000

As Thames Water Utilities Ltd. came under fire this month for its financial mismanagement and poor environmental record, the debacle highlights institutional investors’ responsibilities around due diligence and risk management. “Thames Water should act as a kind of warning,” says Andrew Clare, a professor and chair in asset management at the City, University of London’s […]

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2022 Top 40 Money Managers Report: The risks for DB, DC plan sponsors around alternative investments

Jennifer Paterson — Fri, 18 Nov 2022 13:54:04 +0000

When Saskatchewan’s Public Employees Pension Plan’s board introduced alternatives to its investment lineup in 2020 with an aim to improve the defined contribution plan’s risk-adjusted returns through diversification, it wasn’t its first time at the rodeo. The move came after 15 years of experience and comfort with alternatives through the PEPP’s defined benefit companion plan, […]

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RESTing the case on climate change

mschmit — Wed, 02 Dec 2020 04:24:39 +0000

A lawsuit settlement on the other side of the world is reverberating around the globe as it increases the environmental, social and governance standards for a US$41 billion pension fund and potentially encourages similar legal action elsewhere. The lawsuit, filed against the Australian Retail Employees Superannuation Trust, known as REST, by one of its members, […]

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Will well-established alternatives managers come out on top in the wake of coronavirus?

mschmit — Fri, 07 Aug 2020 04:35:29 +0000

In the wake of the coronavirus fallout, real estate, infrastructure and private debt investors seem to be zeroing in on well-established managers, according to Preqin Ltd. data for the second quarter of 2020. With no surprise, real estate saw a challenging second quarter with a decline in activity in funds closing compared to the first […]

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Tech platform helping connect institutional investors with private credit opportunities

mschmit — Mon, 06 Jul 2020 04:30:59 +0000

In the current low-yield environment, many pension funds are looking for alternatives to fixed income to earn the returns required to pay pension obligations. The answer for some may be private credit. “We like private credit because we see a lot of excess yield compared to the same risk and return that you can achieve […]

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Opportunities in secondary market in aftermath of coronavirus crisis

mschmit — Wed, 20 May 2020 04:31:18 +0000

In times of crisis, many pension plan sponsors pull back on investing in private equity, including the secondary market, because they’re trying to assess their liquidity needs, says Joseph Marks, global head of secondaries at Capital Dynamics. But this pulling back often happens at a time when they should be putting their foot on the […]

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Co-investments generally outperform single-sponsor private equity funds: research

mschmit — Mon, 24 Feb 2020 05:19:34 +0000

When it comes to private equity investments, there’s a business case for multi-manager co-investment funds versus single-manager primary funds, according to research by Capital Dynamics. The global asset management firm published a research paper using Preqin data to compare how actual co-investment funds compare to single sponsor private equity funds of the same vintage. It […]

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Managing Hedge Fund Risk

mschmit — Wed, 26 Oct 2011 07:22:35 +0000

Operational due diligence is key when going direct

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