Keyword: Investment management fees

34 results found

This month’s Head to head considers the merits of both defined benefit and defined contribution plans as the country’s pension landscape becomes an increasingly diverse patchwork. Jerry Dias, president of Unifor National: Let’s cut to the chase. Absent a voice for workers through a union and collective bargaining, there really wouldn’t be much debate around defined […]

How pension policy reform in Asia is addressing retirement income security

Governments in Asia are stepping up their pension reforms to boost retirement savings adequacy, potentially generating business opportunities for asset managers operating in the region. Retirement income security is a top concern for Asian governments, noted a press release from Cerulli Associates. In response to aging and other pension challenges in the region, governments are amending […]

  • By: Staff
  • November 6, 2019 February 23, 2021
  • 09:00
A look at how the legal landscape for DC pension plans is changing

Defined contribution plan sponsors are facing challenges that will shape the nature of their legal obligations to employees. Member communication is a key challenge, said Jon Marin, an associate in pension and benefits at Osler, Hoskin & Harcourt LLP, during Benefits Canada’s 2019 Defined Contribution Investment Forum in Toronto on Sept. 27. “In the vast […]

Pooled pension fund managers see modest gains for Q3 2019

Diversified pooled fund managers posted a median 1.5 per cent return before fees for the third quarter of 2019, according to Morneau Shepell Ltd.’s latest pension universe. The 1.5 per cent return represented a 0.3 per cent underperformance of its benchmark portfolio, which uses a 55 per cent equities and 45 per cent fixed income split. The […]

  • By: Staff
  • October 28, 2019 November 12, 2020
  • 08:45
OMA rolling out collective pension plan for physicians

The Ontario Medical Association is partnering with Common Wealth to offer its physician members and their spouses access to a retirement plan. The Advantages Retirement Plan, which will be rolled out later this year, is the result of more than two years of research on physician retirement readiness and input from OMA members. A survey conduced […]

  • By: Staff
  • September 27, 2019 November 30, 2020
  • 09:00
Interest in hybrid active/passive TDF strategies on the rise: report

Fee compression is putting pressure on providers that are seeking to be more innovative in launching new target-date funds, prompting managers to consider more customization, according to new research by Cerulli Associates. The fee compression challenge is bolstering certain trends among target-date managers, including blending passive and active strategies, as well as the push towards […]

  • By: Staff
  • September 23, 2019 November 30, 2020
  • 13:30
What makes a good outsourced chief investment officer?

The outsourced chief investment officer market is growing with low barriers to entry contributing to the number of players of all sizes in the space, according to research by U.S.-based institutional investment consulting firm Callan. In evaluating the work of an OCIO, plan sponsors and other institutional investors should go well beyond simply looking at investment results, noted the research. “While […]

  • By: Staff
  • June 25, 2019 November 12, 2020
  • 08:55

Strong governance allowed the Colleges of Applied Arts and Technology pension plan to find success in private markets, according to Julie Cays, the plan’s chief investment officer. Before the CAAT plan hired its first CIO in 2004, it was using an outsourced chief investment officer-type model — although it didn’t use this term at the […]

48242964_l-1

No risk, no reward. Like many things in life, investing inertia and fear are common, but they come with a cost. In the investment world, risk has a specific meaning: the probability of losses relative to the expected return on an investment. The key in this definition are the words ‘expected return.’ When it comes […]

  • February 6, 2019 January 12, 2021
  • 09:20
97928423-123RF

Even 10 years after the financial crisis, many Canadian investors still don’t feel secure, according to a new survey by Natixis Investment Managers. More than half (59 per cent) of Canadian investors said they blame market volatility for undermining their ability to reach their savings and retirement goals. This compared to 53 per cent of U.S. respondents and 62 per […]