The Ontario Teachers’ Pension Plan is co-leading an investment partnership with Integrum Holdings LP and Lightyear Capital LLC in wealth management advisory firm Allworth Financial. The financial details of the transaction weren’t disclosed but a press release confirmed that Allworth’s management team will continue to lead the U.S.-based company, while the existing employee and advisor […]
It’s that time of the year when the larger Canadian public pension funds share their 2025 results. Every year, this reporting period leads to comparisons and discussions about how good these pension funds really are. This year won’t be different and, given the variability in the performances, perhaps more intense than ever. Some independent thinkers […]
The Ontario Teachers’ Pension Plan is appointing Feifei Wu as senior managing director of investment technology and applied intelligence, effective immediately. In the role, Wu will oversee the organization’s AI strategy and collaborate with investment leaders to ensure technology enables key business outcomes. She’ll report to Terry Hickey, chief technology officer at the Ontario Teachers’. […]
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 […]
Pension plan membership in Ontario increased year-over-year to 4.8 million in 2025 and David Bartucci, head of pension plan operations and regulatory effectiveness at the Financial Services Regulatory Authority of Ontario, says it’s a welcome surprise. “We’ve invested energy in the Pension Awareness Day [campaign and] to see an increase in the number of people […]
The Caisse de dépôt et placement du Québec is purchasing France-based blood analysis firm Stago alongside partner Archimed Diagnostics. The deal will see Stago’s leadership team take a minority stake in the company. The purchase was completed through an unspecified mix of equity and unitranche debt, according to a press release. Read: Caisse investing in […]
An article on the federal government’s spring economic update, including the creation of Canada’s first sovereign wealth fund, was the most-read article on BenefitsCanada.com this past week. Here are the top five human resources, benefits, pension and investment stories of the last week: 1. Canada launching first sovereign wealth fund for large infrastructure projects, making […]
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 […]
In the OPSEU Pension Trust’s pursuit of strong retirement outcomes for members, the journey is just as important as the destination, says Jacky Chen, the organization’s managing director of completion portfolio strategies and total portfolio management. “I think the key part is we think about risk as a scarce resource — and we must take […]
Canadian institutional investors are planning a major pullback from domestic stocks, with assets expected to shift mainly into global passive equities and alternatives, according to a new report by Crisil Coalition Greenwich. The report, which is based on interviews with more than 140 institutional investors in Canada conducted between February and September 2025, found in […]