By separating a traditional active equity portfolio into two groups, institutional investors can gain resilience and add value at a time when active global equity strategies have struggled to outperform, said David Alloune, vice-president of asset allocation at Trans-Canada Capital Inc. “A passive investing approach on the largest portion of institutional portfolios is probably not […]
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 solvency ratio of an average pension fund declined by about 2.3 per cent in the first quarter of 2025, according to a new report from Telus Health. Diversified pooled fund managers posted a return slightly below the benchmark portfolio with the median return (0.8 per cent) being 0.1 per cent lower than the return […]
Home-country bias is a conversation that ebbs and flows, with U.S. investment returns since the 2008/09 financial crisis reigniting the conversation, said Jon Knowles, institutional portfolio manager in global asset allocation at Fidelity Investments. However, it’s important to ask how to appropriately deal with home-country bias against a backdrop where one market and limited diversification […]
In the face of uncertainty around the business and political relationship between Canada and the U.S., Canadian institutional investors aren’t considering allocation strategy changes just yet. Kim Hart, principal investment consulting at Eckler Ltd., says immediate discussions with Canadian plan sponsors show they aren’t looking to move away from U.S. investments or to decrease allocations […]
The funded position of a typical Canadian defined benefit pension plan decreased both on a solvency and accounting basis in December 2024, according to Telus Health’s latest pension index. It found the funded position declined slightly on a solvency basis to 111.3 per cent in December, down from 111.4 per cent at the end of […]
The average Canadian defined benefit pension plan returned 1.6 per cent during the fourth quarter of 2024, a decrease from 5.1 per cent in the previous quarter, according to a new report by RBC Investor Services. It found Canadian DB plans closed the year with the strongest yearly median return in five years at 11.3 […]
Despite the fact most geopolitical shocks can cause serious social and emotional damage, they have less of an impact on stock returns than many investors realize, according to Seth Weingram, senior vice-president and director of client advisory at Acadian Asset Management, during the Canadian Investment Review’s 2024 Investment Innovation Conference. Indeed, when examining the market’s average […]
In building a resilient portfolio, institutional investors can use lessons from the past to draw on market similarities throughout history. Speaking during a session sponsored by BNY Investments Canada at the Canadian Investment Review’s 2024 Investment Innovation Conference, Mitesh Sheth, multi-asset chief investment officer at Newton Investment Management, said many of the challenges investors have […]
The average Canadian defined benefit pension plan returned 5.1 per cent during the third quarter of 2024, an increase from 1.1 per cent in the previous quarter, according to a new report by RBC Investor Services. It found Canadian DB plans achieved an average return of 9.6 per cent on a year-to-date basis. The growth […]