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U.S. employers offering 403(b) retirement plans will benefit from access to collective investment trusts, according to a report by the Defined Contribution Institutional Investment Association. It noted the latest version of the Securing a Strong Retirement Act passed the House in March and, if it passes through the Senate with language that allows institutional 403(b) […]

  • By: Staff
  • July 6, 2022 July 6, 2022
  • 15:00

The potential impact of a disorderly transition to a low carbon economy is a top factor driving financial market regulators to accelerate and focus their efforts on climate-related risks, said Tamara DeMos, chair of the Canadian Association of Pension Supervisory Authorities’ environmental, social and governance committee and managing director of private pensions. Speaking during the […]

  • By: Staff
  • June 27, 2022 June 24, 2022
  • 09:00

More than half (61 per cent) of U.S. employees nearing retirement age believe low interest rates combined with rising inflation will make it difficult to create a retirement income stream that will last their lifetimes, according to a new survey by Global Atlantic Financial Group. It also found a quarter (24 per cent) of survey […]

  • By: Staff
  • April 19, 2022 April 18, 2022
  • 09:00
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Nearly a third (29 per cent) of Canadians expressed concern about the impact of rising inflation on their retirement savings, according to a new survey by the Royal Bank of Canada. It found concerns about inflation were highest among respondents aged 25 to 34 (40 per cent). In addition to inflation, which reached a 30-year […]

  • By: Staff
  • January 24, 2022 January 24, 2022
  • 09:00
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Purpose Investments Inc. is introducing a new longevity pension fund, which invests 50 per cent in equities and 50 per cent in fixed income. It can be incorporated into a defined contribution plan to provide plan members with an in-plan decumulation option, says Pat Leo, vice-president of retirement solutions at Purpose Investments, noting investors can redeem […]

HOOPP bolstering bonds with alternative investments

As bond yields drop, many Canadian pension plans are looking at new strategies to increase returns through alternative investments, according to a webinar hosted by the Portfolio Management Association of Canada on Tuesday. “We’re looking for uncorrelated scalable risk, with low or no correlation to major markets like equity or credit,” said Jane Segal, portfolio […]

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Market turmoil caused by the coronavirus served as a real-life test for bond funds and their liquidity, according to a new paper from the Bank of Canada. The amount of corporate bonds held by open-ended fixed-income mutual funds is growing, sitting at around 23 per cent of the total market of corporate Canadian-dollar denominated bonds, […]

  • By: Staff
  • August 19, 2020 December 6, 2020
  • 10:42
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During the coronavirus market crash, U.S. stocks with higher institutional ownership experienced worse performance, especially those held by active, short-term and domestic institutions, according to a recent paper. Institutional ownership of U.S. stocks has risen to massive levels, comprising 75 per cent of stock ownership overall, noted the paper by researchers at the University of […]

  • By: Staff
  • August 17, 2020 December 6, 2020
  • 08:40

Does the rise in passive investment strategies have consequences for financial stability? The shift to passive from active appears to be amplifying some risks to financial stability and mitigating others, according to a paper co-written by Kenechukwu Anadu, a senior financial markets specialist at the Federal Reserve Bank of Boston, and Mathias Kruttli, Patrick McCabe, […]

  • By: Staff
  • October 10, 2019 January 5, 2021
  • 08:52
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Does hiring sub-advisors abroad improve international mutual fund performance? Last Thursday night, a paper seeking to answer this question was awarded the CFA Society Toronto and Hillsdale Canadian Investment Research Award. The purpose of the award is to advance investment management through practitioner-relevant research in Canadian capital markets. “Our objective was always to try to […]