Keyword: fiduciary duty

20 results found

Over the years, the York University pension plan has performed well by all objective measures and made major changes to its asset allocation. Speaking at the Canadian Investment Review’s Plan Sponsor Exchange conference in February, Guy Burry, chair of the university’s pension investment committee, credited these accomplishments to the committee’s encouragement of diverse thinking instead […]


In a recent expert column, I broke down the different components of fees for defined contribution plans. And now, I will explore the key fee drivers and strategies to help plan sponsors manage fee levels in DC plans. Managing these costs are imperative, as excessive fees may result in the significant impairment of DC member […]


A plethora of overlapping terms can make a conversation about responsible investing something of a minefield. While there are many terms that are used interchangeably, there are slight differences to them, said Liza McDonald, head of responsible investment at First State Super, in a video series hosted by Willis Towers Watson’s Thinking Ahead Institute. For […]

  • By: Staff
  • October 31, 2019 January 6, 2021
  • 07:29
A look at the legal risk for benefits plan sponsors

Many years ago, there was not much pension investment–related law, but with the rise of Canadian pension funds investing globally, this has changed, said Mitch Frazer, partner at Torys LLP, when speaking at Canadian Investment Review‘s 2019 Risk Management conference. “You see pension funds buying assets around the world, and it’s really a very interesting […]


In the world of pensions, endowments and foundations, members of governing boards and investment committees are trusted with oversight of pools of capital with significant influence over people’s lives. Formal governance frameworks provide critical references for fiduciaries helping to steward capital for these organizations. The CFA Institute Research Foundation released a paper this April on […]

ESG: What Should Plan Sponsors Expect?

Will Canada follow Europe’s lead on reporting?

Are You Ready for CAP Decumulation?

Plan sponsors need to prepare - and know their obligations to members.

  • January 20, 2016 September 13, 2019
  • 15:58
The X-Factor in DC Plans

Why longevity risk isn't just about life expectancy.

  • January 22, 2014 September 13, 2019
  • 18:29
The Downside of Fiduciary Duty

When duty stifles innovation and change.

  • November 15, 2011 September 13, 2019
  • 16:29
Monitoring Your CAP Advisor

Sizing up fees, performance and fiduciary issues.

  • August 8, 2011 September 13, 2019
  • 17:23