Keyword: Money managers

250 results found
Mercer appoints Canadian and U.S. heads of responsible investing

Mercer is appointing Monika Freyman as Canadian head of responsible investment and David Fanger in the same role for the U.S. In the roles, Freyman and Fanger will lead the delivery of sustainable investment advisory and solutions services to institutional investors. “David and Monika each bring decades of institutional knowledge and passion for social and environmental […]

  • By: Staff
  • May 26, 2020 November 12, 2020
  • 15:00
IMCO focusing on liquidity, cost-efficiency amid coronavirus crisis

The extent of fiscal and monetary intervention in the economy in response to the coronavirus crisis is likely to lead to deficits unlike anything seen before and result in asset prices faring better over the near term than the overall economy, said Bert Clark, president and chief executive officer of the Investment Management Corp. of Ontario, […]

Provincial Judges’ Pension Plan joins IMCO

The Investment Management Corp. of Ontario is taking on the Provincial Judges’ Pension Plan as its latest client. The pension plan is joining with $420 million in assets under management. With the Treasury Board of Canada Secretariat as its plan sponsor, the plan pays out about $44.3 million in annual pension payments to nearly 300 […]

  • By: Staff
  • April 17, 2020 November 12, 2020
  • 09:01
A look at the different paths to ESG integration

With environmental, social and governance issues becoming more prominent among investors, it’s important to consider what sustainability means for DC plans. Plan sponsors are facing somewhat conflicting objectives, said Christine Girvan, senior managing director and head of Canadian distribution at MFS Investment Management, during a session at Benefits Canada‘s 2020 DC Plan Summit in Montreal […]

Gather data on CAP member behaviour to inform communications in a crisis

In normal circumstances, pension plan members don’t respond well to being inundated with information about their plans. Typically, a deluge of content can turn off plan members, says Jillian Kennedy, leader of defined contribution and financial wellness at Mercer Canada. But today’s circumstances are far from ordinary. “Right now, you can’t over communicate.”  In 2008, the financial […]

Institutional investors want asset managers to up their technology game: report

Global institutional investors believe asset managers need to up their technology game if they’re going to win the client-satisfaction war, according to a new report by Greenwich Associates.  The report, which featured data from interviews with more than 150 senior decision-makers at large institutional investors in North America and Europe, found more than half believe their asset […]

  • By: Staff
  • February 28, 2020 November 12, 2020
  • 09:15
Franklin Templeton acquiring Legg Mason and affiliates

Franklin Resources Inc., operating as Franklin Templeton, is acquiring investment management company Legg Mason Inc. The all-cash deal priced Legg Mason’s common shares at US$50. As part of the transaction, Franklin Templeton will assume the manager’s outstanding debt of about US$2 billion. Legg Mason and its multiple affiliates collectively manage about $806 billion, including Brandywine Global, Clarion Partners, […]

  • By: Staff
  • February 19, 2020 November 12, 2020
  • 15:30
Sun Life takes majority stake in InfraRed Capital Partners

Sun Life Financial is set to take an 80 per cent stake in investment manager InfraRed Capital Partners. Headquartered in London, England, InfraRed manages global infrastructure and real estate investments. The transaction includes a closing payment of about $515 million, with InfraRed’s owners maintaining an option to sell their remaining positions in the company to […]

  • By: Staff
  • December 20, 2019 November 12, 2020
  • 09:01

More investors responsible for allocating capital to investment management firms (nine per cent) would still consider investing, or invest, with a money manager discovered to have workplace sexual harassment issues compared to last year (four per cent), according to a survey by the Investment Management Due Diligence Association. And, 71 per cent of investors don’t […]

  • By: Staff
  • December 16, 2019 December 13, 2020
  • 08:24
Will pensions survive another round of quantitative easing?

When central banks took on the challenge of saving a drowning global economy during the 2008 financial crisis, pension plans appeared to have plenty to be thankful for. However, as the U.S. Federal Reserve and the European Central Bank embark on their latest round of monetary stimulus, these policy changes mean pension plans are now […]

  • By: Staff
  • December 10, 2019 November 30, 2020
  • 09:00