The continuation fund model is a balanced response to open market uncertainty alongside high interest rates and volatility, according to Paul Smith, a partner at Stewart McKelvey, during a session at the Canadian Investment Review’s 2025 Alternative Investment Conference. Under the traditional private equity fund model, the investment vehicle has a fixed life, typically between […]
A desire to diversify a heavy public equities portfolio led Montreal’s municipal pension plan sponsor to look more closely at alternative assets. Before the global financial crisis, more than 60 per cent of the City of Montreal’s portfolio was in public equities, said Errico Cocchi, its head of pension investments, during a session at the […]
The basis of sustainable investing relies on risk management and understanding long-term opportunities, said Bertrand Millot (pictured left), head of sustainability at the Caisse de dépôt et placement du Québec, during a panel session at the Canadian Investment Review’s 2025 Alternative Investment Conference. “We need to understand how our portfolio is positioned in [climate change] […]
Canadian financial institutions appear ready to absorb projected potential losses from physical and transition risks caused by climate change, according to a new report by the Autorité des marchés financiers and the Office of the Superintendent of Financial Institutions. The report, which engaged more than 250 financial institutions in Canada, found organizations are prepared for […]
Canada can attract more institutional capital due to its stable, predictable and transparent market, said John Graham, chief executive officer at the Canada Pension Plan Investment Board. During a speaking engagement at the Canadian Club Toronto yesterday, Graham said he has received more calls during the past six months from large international investors about allocating […]
A representative defined benefit pension plan portfolio returned 0.8 per cent during the month of July due to a positive result from equities, according to a new report by Telus Health. It found the funded status of a typical DB pension plan increased both on a solvency basis to 104.3 per cent and on an […]
The Canada Pension Plan Investment Board is acquiring a 13 per cent indirect equity interest in natural gas firm Sempra Infrastructure Partners for roughly US$3 billion alongside affiliates of KKR & Co. Inc. The transaction for a stake in the energy infrastructure firm is expected to close during the second quarter and third quarter of […]
The British Columbia Investment Management Corp. participated in 2,225 global meeting voting sessions during the 2025 proxy season, according to its new stewardship report. As part of its effective stewardship approach and advancement of environmental, social and governance policies, the investment organization engaged 176 portfolio companies to address material risks and opportunities. It achieved its […]
Canadian asset owners are increasingly evaluating allocations to the U.S. amid currency volatility, valuation weighed against expected returns in the jurisdiction, says Anya Levine, head of market strategy at Morningstar Sustainalytics. “Canadian investors were far more likely to have a decreased allocations to U.S.-based assets in the past 12 months than the rest of the […]
The market value of assets held by Canadian trusteed pension funds reached $2.5 trillion at the end of the first quarter 2025, representing an 8.7 per cent increase year over year, according to a new report from Statistics Canada. It analyzed the top 250 trusteed pension plans, which equates to roughly 90 per cent of […]