equities – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 03 May 2024 21:03:19 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 How active management strategies are helping institutional investors amid volatile global marketplace https://www.benefitscanada.com/archives_/benefits-canada-archive/how-active-management-strategies-are-helping-institutional-investors-amid-volatile-global-marketplace/ Fri, 09 Feb 2024 13:57:55 +0000 https://www.benefitscanada.com/?p=151594 As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride out the storm. Pension funds are currently operating amid uncertainty and potential risk, says Ruslan Goyenko, an associate professor of finance at McGill University’s Desautels Faculty of Management. “There are […]

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]]> 2023 Investment Innovation Conference: ETFs playing larger role in institutional investors’ active strategies https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-etfs-playing-larger-role-in-institutional-investors-active-strategies/ Thu, 18 Jan 2024 12:58:56 +0000 https://www.benefitscanada.com/?p=148331 Over the last year, the volatile interest rate period has increased demand for fixed income exchange-traded funds among institutional investors, said Robert Forsyth, head of SPDR ETF strategy and research at State Street Global Advisors, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “Institutional investors were using ETFs to gain really quick access […]

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]]> Trusteed pension funds’ assets valued at $2.2TN in Q1 2023: StatsCan https://www.benefitscanada.com/canadian-investment-review/db-investments/trusteed-pension-funds-assets-valued-at-2-2tn-in-q1-2023-statscan/ Tue, 10 Oct 2023 13:00:43 +0000 https://www.benefitscanada.com/?p=144972 The value of Canadian trusteed pension funds’ assets rose by $40.9 billion — roughly two per cent — in the first quarter of 2023 to $2.2 trillion, according to a new report by Statistics Canada. Within trusteed plans, public sector assets grew five per cent to $1.7 trillion, while private sector assets increased to $451 billion. Total revenue decreased […]

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]]> Average Canadian DB pension plan returns 0.8% in Q2 2023: report https://www.benefitscanada.com/canadian-investment-review/research-markets/canadian-db-pension-plans-return-0-8-in-q2-2023-report/ Wed, 02 Aug 2023 19:00:23 +0000 https://www.benefitscanada.com/?p=141584 The average Canadian defined benefit pension plan posted returns of 0.8 per cent in the second quarter of 2023, according to RBC Investor and Treasury Services’ universe. Foreign equities emerged as the top performing asset class, boasting a median return of 2.9 per cent. In comparison, the MSCI world index returned 4.5 per cent, primarily […]

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]]> How DC plan sponsors can prevent a Muslim pension gap https://www.benefitscanada.com/canadian-investment-review/dc-investments/how-dc-plan-sponsors-can-prevent-a-muslim-pension-gap/ Wed, 02 Aug 2023 13:00:35 +0000 https://www.benefitscanada.com/?p=141608 With the Muslim population steadily growing in Canada, employers that offer defined contribution pension plans can avoid unintentionally creating a pension gap by providing these members with access to retirement savings solutions that align with their faith. Under Shariah law, Muslims can’t hold investments that would bring social or environmental harm, such as shares in […]

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]]> U.K. legislation aims to increase DC pension savings https://www.benefitscanada.com/pensions/governance-law/u-k-legislation-aims-to-increase-dc-pension-savings/ Mon, 17 Jul 2023 13:00:21 +0000 https://www.benefitscanada.com/?p=141085 The U.K. government is introducing legislation that aims to increase defined contribution pension plan savings by more than £1,000 a year in retirement for the average plan member. The legislation will commit nine of the U.K.’s largest DC plan providers to an objective of allocating five per cent of assets in their default funds to […]

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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pension-and-investment-stories-of-the-week-39/ Fri, 16 Jun 2023 13:00:50 +0000 https://www.benefitscanada.com/?p=139908 An article on Saskatchewan’s Public Employees Benefits Agency transition to a not-for-profit corporation was the most-read story on BenefitsCanada.com over the last week. Here are the five most popular news stories of the week: 1. Saskatchewan’s pension and benefits administrator transitioning to not-for-profit model 2. University Pension Plan’s assets declined 9.1% in 2022, led by public equities 3. Survey […]

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]]> CPPIB returns 1.3% in fiscal 2023, bracing for headwinds ahead https://www.benefitscanada.com/canadian-investment-review/research-markets/cppib-returns-1-3-in-fiscal-2023-bracing-for-headwinds-ahead/ Thu, 25 May 2023 13:00:40 +0000 https://www.benefitscanada.com/?p=138730 The Canada Pension Plan Investment Board is bracing for headwinds in the event of a recession, but says a wide range of investments makes it well-positioned for uncertain economic conditions. The CPPIB reported Wednesday it earned a net return of 1.3 per cent in its latest fiscal year as inflation and rising interest rates weighed on both […]

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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pension-and-investment-stories-of-the-week-29/ Fri, 24 Mar 2023 13:00:46 +0000 https://www.benefitscanada.com/?p=135592 An article on how British Columbia’s incoming pay transparency legislation could impact employers was the most-read story on BenefitsCanada.com over the last week. Here are the five most popular news stories of the week: 1. How B.C.’s pay transparency legislation could impact employers 2. Report finds new diabetes, migraine treatments could impact private drug plans in 2023 3. CPPIB […]

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]]> HOOPP returns -8.6% for 2022, citing declines in equities, fixed income https://www.benefitscanada.com/canadian-investment-review/db-investments/hoopp-returns-8-6-for-2022-citing-declines-in-equities-fixed-income/ Mon, 20 Mar 2023 13:00:41 +0000 https://www.benefitscanada.com/?p=135415 The Healthcare of Ontario Pension Plan is reporting an annual return of negative 8.6 per cent for 2022, citing declines in equities and fixed income markets. The HOOPP finished the year with net assets of $103.7 billion and, despite the economic challenges, maintained a funded status of 117 per cent. Its fixed income portfolio generated […]

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