“We all know the basic premise — that assets with more risk should generally be compensated with higher returns. The more risk you take, the more return you should expect. The empirical reality is that isn’t really true,” said Treacy, an institutional portfolio manager at Fidelity Investments Inc., during his session. He argued that the […]
While politics plays a role in most investment decisions, it tends to arise on a fairly localized basis, says Michael Craig, head of the asset allocation and derivatives teams at TD Asset Management Inc. In addition, its prominence as a factor usually rises and falls on a cycle, slipping easily off investors’ radar in times […]
Canada’s institutional investors saw assets decline by 4.61 per cent in the first quarter of 2022, according to the BNY Mellon Canadian master trust universe. With respect to non-traditional asset classes, real estate delivered the highest performance, with a quarterly median return of 4.65 per cent. Among traditional asset classes, Canadian equities performed best. During the […]
The average solvency ratio of Canadian defined benefit pension plans in Mercer’s database increased five percentage points in the first quarter of 2022, according to a new report by the consultancy. The report, which assessed the performance of 464 pension plans, found as at March 31, 2022, the plans’ average solvency ratio reached 108 per […]
The market value of assets held by Canadian trusteed pension funds rose 1.8 per cent to $2.18 trillion in the third quarter of 2021, up from $2.14 trillion in the previous quarter, according to new data from Statistics Canada. Within trusteed plans, public sector assets grew two per cent to $1.7 trillion, accounting for 77.6 per cent of […]
The announcement of a new multi-employer pension plan for Canadian physicians was the most read story over the past week on BenefitsCanada.com. Here are the five most popular news stories of the week: 1. New multi-employer pension plan coming for incorporated physicians 2. Employees want flexible working, better benefits to return to workplace: survey 3. After a strong 2021, […]
With today marking the second anniversary of the coronavirus pandemic, it isn’t surprising that a pair of articles on the pandemic’s lasting impact were among the most read stories over the past week on BenefitsCanada.com. Here are the five most popular news stories of the week: 1. Two years later: Canada’s DB, DC pension plans weathering the […]
The average funded status for the largest U.S. defined benefit pension plans was 93.8 per cent in 2021, up from 86.2 per cent in 2020 and reaching the highest level in 15 years, according to a new report by Russell Investments Group. The report, which analyzed 19 publicly listed U.S. corporations with more than US$20 […]
The OPSEU Pension Trust is reporting a net investment return of 15.3 per cent for 2021, a result driven by strong private equity performance. In its 2021 funded status report, the OPTrust said its private equity portfolio generated a net return of 52.2 per cent. By comparison, public equities provided a net return of 12.9 […]
An article on British Columbia’s paramedics and their need for enhanced mental-health benefits was the most read story over the past week on BenefitsCanada.com. Here are the five most popular news stories of the week: 1. B.C. paramedics seeking enhanced mental-health benefits 2. Canadian pension plans overcoming legislation, governance challenges: webinar 3. Ontario’s DB pension plans should take steps […]