The funded status of a typical defined benefit pension plan in Canada declined on a solvency basis for the second month in a row, according to a new report by Telus Health. Its monthly pension index found the typical DB plan decreased from 100.7 per cent on Feb. 28 to 98.8 per cent on March […]
The Nursing Homes and Related Industries Pension Plan is reporting an 11.5 per cent investment return in 2025. The Ontario-based target-benefit pension plan confirmed a 100 per cent funded status with its net assets reaching $3.5 billion. The plan’s 10-year average annual return is 8.3 per cent, beating the average return reported by BNY for […]
Canadian institutional investors saw a median return of 0.52 per cent in the first quarter of 2026, according to a new report by CIBC Mellon. The BNY Canadian asset strategy view universe — which includes 63 Canadian corporate, public and university pension plans, as well as foundations and endowment funds representing $337 billion in assets […]
The typical Canadian defined benefit pension plan posted a median return of 0.4 per cent in the first quarter of 2026, according to a new report by RBC Investor Services. It found Canadian equity allocations returned 3.9 per cent in the quarter, matching the TSX composite index. Energy led sector gains with a 30.1 per […]
Liam O’Sullivan remembers what it was like for fixed income asset managers before technology started taking over. When his firm RP Investment Advisors began doing business in 2009, portfolio managers had to manually look through pricing runs from dealers and write down buying and selling opportunities on the back of an envelope alongside a calculation […]
The derivatives market is experiencing growing adoption among both institutional and retail investors as awareness and education about the asset class continues to grow, says Shawn Creighton, director of index derivatives solutions at FTSE Russell. “I think [investors are] a bit more comfortable understanding how derivatives can fit in their specific financial portfolio, whereas before […]
Vestcor Inc. is reporting a net investment return of 8.67 per cent for 2025. In its annual investment performance report, the New Brunswick-based investment manager said its assets under management grew by $1.3 billion to $24.4 billion, adding $165 million in value above investment benchmarks for clients. Read: Vestcor returns 12.2% in 2024, net assets increase […]
Canadians’ outlook on retirement has dropped over the last decade, with 82 per cent having a positive attitude 10 years ago compared to 71 per cent last year, said Peter Bowen, vice-president of tax and retirement at Fidelity Investments Canada, during a session at Benefits Canada’s 2026 Defined Contribution Plan Summit. Sharing the results of […]
By slotting alternative assets into portfolio offerings, Saskatchewan’s Public Employees Pension Plan is incorporating an element of the defined benefit pension plan model, according to Gary Hutch, chief investment officer and executive vice-president of investments at Plannera Pensions & Benefits, which administers the plan. “We believe that including all of these alternatives provides more of […]
The median solvency ratio among Canadian defined benefit pension plans was 123 per cent as of March 31, according to a new report by Mercer Canada. It attributed the finding to recent valuation results, along with the use of contribution holidays by employers. Compared to the end of 2025, market fluctuations didn’t impact the decrease […]