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One defined contribution plan sponsor sings the praises of the traditional balanced fund, while another outlines a different option that better matches risk levels according to plan members’ life stages. Rob Jackett, senior director of finance and administration at Canadian Baptist Ministries Balanced funds are still relevant today for employer-sponsored savings plans. It’s important for employers […]

U.S. institutional investors paid $1.5 billion in management fees in 2022, according to a new report by investment consulting firm Callan. The report, which analyzed mandates by more than 300 investment firms and more than 180 institutional investors, found 98 per cent of the total fees paid in 2022 went to active managers, up one per cent […]

  • By: Staff
  • December 8, 2023 December 8, 2023
  • 15:00

Environmental, social and governance considerations have gained traction in recent years with nearly 75 per cent of global asset managers saying they have an ESG policy and an equal percentage incorporating ESG considerations across their investment platforms, according to a new survey by investment consulting firm Callan. The inaugural study, which polled more than 1,200 […]

  • By: Staff
  • November 13, 2023 November 13, 2023
  • 15:00
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Two-thirds (66 per cent) of large institutional asset owners say they plan to increase their allocations to private markets over the coming year, according to a new survey by Mercer. The survey, which polled about 60 global asset owners, found among those planning to increase their private market investments, 50 per cent said they’re pivoting […]

  • By: Staff
  • October 13, 2023 October 13, 2023
  • 15:00

Jacky Shen suspects he was the oldest intern Simon Fraser University’s treasury department ever had. It was 2007, he was in his early 40s, had just arrived in Canada with his family and was studying for a master’s degree in the university’s wealth management program. As an intern, Shen — now the university’s treasurer and […]

A new study looking at the implications of scale in defined benefit pension plans found size is key for several trends over time, including investment mandates, asset allocation and cost in returns. The research, ‘Scale Economies, Bargaining Power and Investment Performance: Evidence from Pension Plans‘ was recently awarded first prize in the International Centre for […]

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Saskatchewan’s Public Employees Benefits Agency is transitioning to a not-for-profit corporation. The PEBA began pursuing the transition in 2021 at the request of the trustees of the two largest pension plans it administers — the Public Employees Pension Plan and the Municipal Employees Pension Plan. The not-for-profit will begin operations on Jan. 1, 2024 under the […]

Institutional investors are steadily integrating environmental, social and governance into their investment reporting and practices, according to a new report by the United Nations’ principles for responsible investment. The report, which analyzed data from more than 1,800 investment organizations that have signed the PRI, found nearly all have formal, senior-level oversight and accountability for responsible […]

  • By: Staff
  • April 11, 2023 April 11, 2023
  • 09:00

A watchdog organization is criticizing a government fund dedicated to attracting investments in green technologies. “The government seems to be saying this is concessional finance,” says Adam Scott, executive director of Shift Action for Pension Wealth and Planet Health. “The goal [of the Canada Growth Fund] is to put the first money into higher risk investments […]

  • By: Staff
  • April 4, 2023 April 4, 2023
  • 12:30

Three-quarters (75 per cent) of institutional investors say their alternative asset managers are either meeting or exceeding performance expectations in 2022 despite operating in a challenging and volatile market period, according to a survey by EY. The survey, which polled 114 hedge fund managers, 112 private equity firms and 61 institutional investors, found 50 per […]

  • By: Staff
  • November 24, 2022 November 24, 2022
  • 15:00