Investment strategy – Benefits Canada.com

2023 Investment Innovation Conference: How institutional investors can hedge risk, find positive alpha in volatile economy

lbailey — Thu, 18 Jan 2024 12:55:09 +0000

Despite pension funds navigating a “swim-at-your-own-risk” environment with a lower probability of positive returns, they can’t just stop and sink — they have to keep swimming, said Karin Sullivan, vice-president of fixed income at Trans-Canada Capital Inc., during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “[These financial challenges] have been going on now for two […]

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2023 Investment Innovation Conference: Measuring success of ESG integration on investment performance, portfolio

lbailey — Thu, 18 Jan 2024 12:48:07 +0000

It takes time to measure the success of environmental, social and governance integration at a portfolio level, said Sam Tripuraneni, head of sustainable outcomes at Aviva Investors, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. As successful ESG integration is purely about process, it’s important that ESG-integrated funds aren’t sold on the basis of […]

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AIMCo revealing details of ESG integration process: report

Gideon Scanlon — Thu, 06 Apr 2023 16:30:55 +0000

The Alberta Investment Management Corp. is revealing details of how environmental, social and governance factors are used alongside traditional financial analysis in its investment strategy. According to its first standalone report on ESG integration, the AIMCo first screens potential investments against exclusion guidelines set forth by each of its clients, a group that includes nine […]

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Institutional investors increasing allocations to real assets amid inflation, sustainability challenges: survey

lbailey — Thu, 26 Jan 2023 14:00:23 +0000

Nearly two-thirds of institutional investors say they’re planning to increase their allocations to real assets over the next two years, amid a backdrop of inflation and sustainability challenges, according to a survey by Aviva Investors. The survey, which polled 500 institutional investors from around the world, found nearly half (47 per cent) said they have […]

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Super-priority bill a major concern for DB plan sponsors: report

Gideon Scanlon — Tue, 13 Dec 2022 17:45:51 +0000

A bill intended to provide defined benefit pension plan members with super-priority should be a major concern for Canadian DB plan sponsors, according to LifeWorks Inc.’s latest monthly pension indices report. “While the goal of [Bill C-228] is to protect the pensions of members and retirees in the event of a company’s insolvency, it could […]

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2022 Risk Management Conference: Concordia University re-evaluating integrated investment policy

Gideon Scanlon — Thu, 06 Oct 2022 11:47:13 +0000

Institutional investors’ best laid plans sometimes go awry — especially following global pandemics. During a presentation at the Canadian Investment Review‘s 2022 Risk Management Conference, Marc Gauthier, treasurer and chief investment officer at Concordia University, said the dramatic events shaping the world in the past two years have challenged the university’s carefully designed investment model. […]

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PIAC providing feedback on potential updates to Alberta’s private sector pension legislation

bwolfe — Thu, 22 Sep 2022 13:00:05 +0000

The Pension Investment Association of Canada is providing feedback on the Alberta government’s consultation draft of potential legislative and policy updates for private sector pension laws. While the PIAC doesn’t have specific views on how to calculate the provision for adverse deviation, it’s encouraged Alberta is considering a harmonized approach, wrote Sean Hewitt, chair of […]

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PIAC providing feedback on ISSB’s sustainability, climate change exposure drafts

bwolfe — Thu, 04 Aug 2022 13:00:10 +0000

The Pension Investment Association of Canada is providing feedback on the International Sustainability Standard Board’s exposure drafts on disclosure of financial information pertaining to sustainability and climate change. In an open letter responding to a consultation by the ISSB, the PIAC said while it supports the ISSB’s decision to build upon existing reporting frameworks — […]

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UPP climate action plan establishes 2040 net-zero portfolio target

Gideon Scanlon — Tue, 26 Jul 2022 13:00:59 +0000

The University Pension Plan is rolling out a new climate strategy that aims to make its portfolio carbon neutral by 2040. “I’m proud that we’ve set an ambition consistent with the challenge we face,” says Brian Minns (pictured), managing director of responsible investing at the UPP. “We’re going to deliver on our investment returns in […]

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CAPSA seeking feedback on risk management guidelines

bwolfe — Wed, 15 Jun 2022 13:00:56 +0000

The Canadian Association of Pension Supervisory Authorities is seeking feedback on three risk management guidelines. The guidelines will cover pension plans’ use of leverage, cyber risks and environmental, social and governance considerations. In a letter to stakeholders, the CAPSA said it may incorporate these guidelines into a single risk management document that will also cover […]

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