Oxford Properties, the real estate arm of the Ontario Municipal Employees’ Retirement System, is appointing Sara Queen as executive vice-president and head of the U.S., effective July 20, 2026. Based in New York, she’ll oversee the strategic leadership, performance and growth of Oxford’s U.S. business, which manages approximately US$19 billion in assets and accounts for […]
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 […]
Sun Life Financial Inc. is acquiring the remaining interests in global real estate investment management advisor BGO and global alternative credit investment manager Crescent Capital Group, in deals valued at $1.59 billion and $829 million, respectively. Read: Custom investment services preferred by asset owners, but can be costly for managers: report According to a press […]
The majority (85 per cent) of U.S. institutional asset owners rely on consultants to oversee manager selection, performance monitoring, asset allocation and even outsourced chief investment officer services, according to a new report by Crisil Coalition Greenwich. The report found the consulting industry has been reshaped following significant consolidation, adoption of the OCIO model, increased […]
Despite the ongoing geopolitical and economic volatility that marked 2025 and will continue to shape 2026, institutional investors are taking a measured approach and viewing their portfolios through a long-term lens. “You can indicate those risks, but it’s not going to change the way we invest — it’s just an added risk,” says Jennifer Shum, […]
A growing demand for customized asset management services by institutional investors is proving to be an expensive proposition for managers, according to a new report by Crisil Coalition Greenwich. Providing customized service propositions is becoming standard in the industry, with half (50 per cent) of global investors indicating they were more likely to award additional […]
A global financial services and management platform firm backed by the Caisse de dépôt et placement du Québec and the Canada Pension Plan Investment Board is reporting US$2 trillion in assets on its platform. FNZ is partnered with more than 650 financial institutions and serves around 12,000 wealth management firms. The value of assets in […]
Multi-portfolio management platforms combine a diverse set of investment strategies under one roof — a diversity where risk management becomes both essential and intricate, said Mehmet Bayraktar, chief risk officer at AllianceBernstein Arya Partners, during a session at the Canadian Investment Review’s 2025 Risk Management Conference. “That whole idea of complementing and coming up with […]
Roughly six in 10 (59 per cent) institutional investors view their asset manager as a strategic partner in their work, according to a new survey by Crisil Coalition Greenwich. The survey, which polled 372 global institutional investors, also found money managers oversee, on average, 62 per cent of institutional assets, with the highest level reported […]
More than half (59 per cent) of global institutional investors have yet to discuss artificial intelligence with their managers, according to a new survey from Coalition Greenwich. The survey, which polled more than 100 institutional investors, found two-fifths (42 per cent) of asset owners have had conversations with some or all of their investment managers […]