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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 […]

Do High-Fee Mutual Funds Perform Better?

New evidence might surprise you…

Beyond Window Dressing

What determines flows into funds with no performance history?

There’s An ETF For Everything

ETF for ETFs signals industry growth is set to explode.

  • By: Katie Keir
  • April 24, 2017 September 13, 2019
  • 13:36
Mutual funds bounce back in October: Morningstar

Thirty-nine of the 42 Morningstar Canada Fund Indices increased during October, including 19 indices that increased by 3% or more. Here are some highlights from Morningstar’s October 2015 report: Funds that focus on energy and natural resources equities were the best performers. The Morningstar Energy Equity Fund Index, which dropped 19.1% in the third quarter, […]

  • By: Staff
  • November 3, 2015 September 13, 2019
  • 10:45