Keyword: Investment management fees

34 results found
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The basic advantages of passive investing are clear: it typically leads to lower fees, it reduces the chance of serious underperformance and investments are normally quite liquid, said Kurt Umbarger at the 2018 Defined Contribution Investment Forum in September. Of course, there are potential disadvantages, he acknowledged during his presentation at the event in Toronto. […]

Ontario Teachers’, CalPERS support SEC proposal to study transaction fees

The Ontario Teachers’ Pension Plan and the California Public Employees’ Retirement System are expressing their support for the U.S. Security and Exchange Commission’s proposal for a transaction fee pilot. In a letter to the SEC indicating their support, along with the support of several other Canadian and U.S. public plans, the funds argued that technical advancements and regulatory changes […]

  • By: Staff
  • June 1, 2018 September 13, 2019
  • 08:40
CPPIB posts 11.6% return for 2018 fiscal year

The Canada Pension Plan Investment Board posted a net annual return of 11.6 per cent as the end of its fiscal year on March 31, 2018. Adding $39.4 billion to its overall holdings, the fund now boasts $356.1 billion in assets under management. The increase included a $36.7-billion return after all expenses and $2.7 billion in […]

  • By: Staff
  • May 17, 2018 September 13, 2019
  • 10:52
Take advantage of current plan health by de-risking now, sponsors urged

Whether plan sponsors expect a bear or a bull market in 2018, if they’re in a position to de-risk their pension plan, they should do it now, according to two investment consultants who spoke at an event in Toronto on Thursday. “From our perspective, if you look at the world over the last six years, […]

It’s no secret that passive investments, such as exchange-traded and indexed funds, have become more popular with investors over the past 10 years. Such funds require very little to no intervention by investment managers and, therefore, have much lower management fees than the classic mutual fund structure. Read: Continued growth predicted as ETF industry tops $100 billion […]

  • November 20, 2017 January 20, 2021
  • 16:12
The pros and cons of refundable investment fees

Amidst all of the talk about transparency in the investment industry, the dialogue around refundable fees has been on the quiet side. Also known as symmetric fees, they go up when the performance is good and down when it’s bad. Take a manager earning a fixed fee of 0.65 per cent with a symmetric component […]

DC plan sponsors driven by member retirement goals and litigation risk: survey

Meeting plan members’ retirement goals (29 per cent) and managing litigation risk (25 per cent) are the top factors driving defined contribution pension plan sponsor decision-making, according to new research by global investment manager PIMCO. The annual research surveyed nearly 70 defined contribution consultants and advisors providing services to more than 12,000 plan sponsors in […]

  • By: Staff
  • April 19, 2017 September 13, 2019
  • 09:20
Britain cracks down on DC fees

When Britain’s former economic watchdog, the Office of Fair Trading, published a report in 2013 about the country’s workplace defined contribution pension market, it was the latest call in the country’s ongoing conversation about pension governance and delivering value for money to plan members. The report estimated more than 186,000 pension plans in the country […]

Many Americans unaware of retirement investment fees

Nearly half (46%) of full-time employed U.S. baby boomers mistakenly believe that they don’t pay any fees in their retirement accounts.

  • By: Staff
  • October 21, 2014 September 13, 2019
  • 11:16
Are money managers’ fees fair?

Investment management fees are often structured in ways that reward asset managers in good times but spare them pain when they underperform, say many Canadian DB pension fund managers and investment consultants. They also argue that, although some fees for institutional investors have declined, they remain too high in general—and don’t always reflect great manager skill.