With a second Donald Trump presidency unleashing global uncertainty, emerging markets nations are forging new alliances and building a foundation for sustainable long-term growth. Indeed, despite the alarming headlines, the view from institutional investors is one of optimism with a healthy side of skepticism. A report by RBC Global Asset Management Inc. found emerging markets […]
In an increasingly uncertain investment landscape, the Nova Scotia Pension Services Corp. is aiming to become more hands-on with its investment implementation. “Each asset class is at a different phase of that structure,” says Steve Mahoney, the NSPSC’s chief investment officer. “We’re looking at each one asking, ‘What’s the next step for us to be […]
Michael Montgomery used to check the balance on his retirement account once a week and smile. But lately, not wanting to get upset and question if he could retire in a few years, there was only one solution. “I’m not looking,” says the 66-year-old professor from Huntington Woods, Mich. As the White House simultaneously injects […]
Public equities account for, on average, 42 per cent of asset owners’ portfolios, according to a new report by Northern Trust Corp. The report, based on a survey of 180 global asset owners with investment portfolios ranging between US$1 billion and US$500 billion, found stocks were followed by fixed income (27 per cent) and private […]
The average solvency ratio of Canadian pension plans declined three per cent as at March 31, 2025, according to a new report by Normandin Beaudry. At the end of the first quarter of 2025, the average solvency ratio reached 111 per cent. The decrease was attributed to a combination of increased liabilities and investment performance, […]
The funded position of a typical Canadian defined benefit pension plan increased both on a solvency and accounting basis in January, according to Telus Health’s latest pension index. It found the average funded position increased slightly on a solvency basis from 100 per cent to 101.6 per cent at the end of the month. On […]
The Investment Management Corp. of Ontario is reporting a weighted average net return of 9.9 per cent as at Dec. 31, 2024. At the end of the year, the investment organization’s net assets under management grew to $86 billion, compared to $77.4 billion at the end of 2023. The IMCO’s annualized long-term results were 4.2 […]
Private equity allocations are increasing to 12 per cent in the asset mix of U.S.-based institutional investors while public equities reached 38 per cent in 2024, according to a new report by Crisil Coalition Greenwich. In 2024, fixed income (29 per cent) and U.S. equities (19 per cent) were the leading assets among U.S. defined […]
An emerging trend in U.S. defined contribution investment strategies is the ‘blend trend,’ which is a target-date solution that allocates to underlying building blocks that are managed both actively and passively. During a session at Benefits Canada’s 2025 DC Plan Summit, Jessica Sclafani, global retirement strategist at T. Rowe Price, shared data from the investment […]
Rather than a single defined contribution plan sponsor tackling the decumulation dilemma alone, decisions need to be reframed as a decumulation ecosystem, said Nicole Lomax, vice-president and portfolio manager in institutional asset allocation at TD Asset Management Inc. During a session at Benefits Canada’s 2025 DC Plan Summit, she outlined the five decumulation priorities based […]