The Ontario Teachers’ Pension Plan is reporting a 2.1 per cent return halfway through 2025, with net assets increasing to $269.6 billion. In the first half of the year, the investment organization achieved net investment income of $6 billion, which pushed its net assets by $3.3 billion from its year-end figure. Read: Ontario Teachers’ returns […]
The median Canadian pension plan returned 0.6 per cent during the second quarter of 2025, resulting in a 1.8 per cent year-to-date return for the period ending June 30, according to a new report by Northern Trust. It found equities produced attractive returns while Canadian bonds were impacted by the rise in yields, causing a […]
In a fast-paced world with increasingly complex risks around every corner, pension and investment executives are looking for ways to safeguard their portfolios. The 2025 Risk Management Conference was a one-day forum designed for GTA-based DB plan sponsors to hear about insights and strategies to help them navigate these risks and deliver positive outcomes to […]
Alternative yield-enhancing credit is playing an innovative role in the risk profiles of Canadian institutional investors’ portfolios, said Findlay Franklin, portfolio manager at RBC Global Asset Management (UK) Ltd.’s fixed income team, during a session at the Canadian Investment Review’s 2025 Risk Management Conference. In the past few years, he’s seen credit used within multi-asset […]
The current uncertainty around tariffs and trade policy is dominating institutional investors’ macro view of fixed income, said Alexander M. Mackey, co‐chief investment officer of fixed income at MFS Investment Management, during a session at the Canadian Investment Review’s 2025 Risk Management Conference. To reduce the noise of the uncertainty, his day-to-day focus is dominated […]
The funded status of a typical defined benefit pension plan increased considerably on both a solvency basis and an accounting basis in the month of June, according to a new report from Telus Health. The solvency index increased to 103.7 per cent compared to 101.1 per cent at the end of May, while the accounting […]
An article on how employers can support employees dealing with seasonal depression during the summer was the most-read story on BenefitsCanada.com this past week. Here are the top five human resources, benefits, pension and investment stories of the last week: 1. What employers can do about reverse seasonal depression at work 2. TD requiring office-based […]
The average Canadian defined benefit pension plan posted a 1.6 per cent return during the second quarter of 2025, an increase from the 1.1 per cent return seen during the previous quarter, according to a new report by the Royal Bank of Canada Investor Services. The report attributed the quarterly returns to a strong enough […]
A world of increased uncertainty over fiscal situations is leading to a market more conducive to fixed income and international equities, says Indrani De, head of global investment research at FTSE Russell. The firm’s most recent asset allocation insights report found a global market that’s seeing steepening yield curves amid economic uncertainty brought on by […]
The Calgary Foundation’s transition from a heavy domestic public market asset mix to a diversified portfolio opened the doors to a larger investible universe and minimized volatility, said Jessica Mitchell, an investment associate at the organization, during a session at the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. “The questions that we asked […]