portfolio management – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Mon, 29 Apr 2024 21:34:34 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Coverage of the 2023 Investment Innovation Conference https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/coverage-of-the-2023-investment-innovation-conference/ Thu, 18 Jan 2024 13:00:59 +0000 https://www.benefitscanada.com/?p=149624 The era of predictable monetary policy and global co-operation is over. In this new epoch, defined by sweeping government intervention, geopolitical realignment and environmental catastrophe, new ideas must be embraced. At the 2023 Investment Innovation Conference at the Rancho Bernardo Inn in San Diego, Calif. on  Nov. 15-17, leading academics and industry figures provided expert summaries […]

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]]> 2023 Investment Innovation Conference: ETFs playing larger role in institutional investors’ active strategies https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-etfs-playing-larger-role-in-institutional-investors-active-strategies/ Thu, 18 Jan 2024 12:58:56 +0000 https://www.benefitscanada.com/?p=148331 Over the last year, the volatile interest rate period has increased demand for fixed income exchange-traded funds among institutional investors, said Robert Forsyth, head of SPDR ETF strategy and research at State Street Global Advisors, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “Institutional investors were using ETFs to gain really quick access […]

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]]> 2023 Investment Innovation Conference: How institutional investors can optimize academic research to mitigate risk, generate alpha https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-how-institutional-investors-can-optimize-academic-research-to-mitigate-risk-generate-alpha/ Thu, 18 Jan 2024 12:57:07 +0000 https://www.benefitscanada.com/?p=148584 The University of California San Diego’s Kroner Center for Financial Research is examining four research areas that can assist institutional investors in determining successful strategies that mitigate risk and generate alpha, said its executive director Michael Melvin, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. The think tank’s advisory council, which is comprised […]

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]]> 2023 Investment Innovation Conference: Equities, fixed income assets generating real returns in volatile market regime https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-equities-fixed-income-assets-still-generating-real-returns-in-volatile-market-regime/ Thu, 18 Jan 2024 12:56:39 +0000 https://www.benefitscanada.com/?p=149959 Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what has been the norm over the past 10 years, said Robertas Stancikas, a senior research associate of institutional solutions at AllianceBernstein, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in […]

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]]> OPTrust aiming to cut 30% of carbon footprint from portfolio by 2030 https://www.benefitscanada.com/canadian-investment-review/research-markets/optrust-aiming-to-cut-30-of-its-carbon-footprint-from-portfolio-by-2030/ Tue, 19 Dec 2023 16:00:12 +0000 https://www.benefitscanada.com/?p=149043 The OPSEU Pension Trust is targeting a 30 per cent reduction in its carbon footprint by 2030, according to its new climate change report. It found that since 2018, when the investment organization first launched its climate action plan, it has increased its exposure to federal and provincial green bonds to $550 million. OPTrust also expects […]

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]]> BCFSA’s climate risk guidelines could create burden on smaller pension plans, says PIAC https://www.benefitscanada.com/pensions/governance-law/bcfsas-climate-risk-guidelines-could-create-burden-on-smaller-pension-plans-piac/ Thu, 14 Dec 2023 14:00:37 +0000 https://www.benefitscanada.com/?p=148770 The Pension Investment Association of Canada is calling on the B.C. Financial Services Authority to reconsider implementing new standards for climate-related risks analysis guidelines, noting it would be extremely challenging for most pension plans to meet a potential new climate and transition risk review system. In an open letter, the PIAC recommended a principles-based approach to […]

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]]> 2023 Top 40 Money Managers Report: Geopolitical tension making its presence felt among institutional investors https://www.benefitscanada.com/archives_/benefits-canada-archive/2023-top-40-money-managers-report-geopolitical-tension-making-its-presence-felt-among-institutional-investors/ Fri, 17 Nov 2023 13:56:56 +0000 https://www.benefitscanada.com/?p=146949 By the time Nick Chamie graduated with his first degree in economics in 1992, the Berlin Wall had already fallen and the Soviet Union had ceased to exist. Still, Chamie — now the chief strategist and senior managing director at the Investment Management Corp. of Ontario — explains that, as he began making his way in the […]

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]]> 2023 DC Plan Summit: Demystifying what ESG means for DC pension plans https://www.benefitscanada.com/events/conference-coverage/2023-dc-plan-summit-demystifying-what-esg-means-for-dc-pension-plans/ Fri, 12 May 2023 12:47:54 +0000 https://www.benefitscanada.com/?p=137343 While there’s a lot of noise and confusion around environmental, social and governance factors, it comes down to delivering value for investors in terms of better risk-adjusted returns, said Aaron White, CIBC Asset Management Inc.’s vice-president of sustainable investments, during a session at Benefits Canada‘s 2023 DC Plan Summit. Part of the confusion around the topic, he […]

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]]> 2021 GIC coverage: How institutional investors can use fixed income amid low yields https://www.benefitscanada.com/canadian-investment-review/fixed-income/2021-gic-coverage-how-institutional-investors-can-use-fixed-income-amid-low-yields/ Tue, 09 Nov 2021 11:55:31 +0000 https://www.benefitscanada.com/?p=109132 Despite the low-yield environment, fixed income continues to play an important role for institutional investors looking to make their portfolios work harder in a risk-controlled fashion, said Jeffrey Moore, a portfolio manager at Fidelity Investments Inc., during a session at the Canadian Investment Review’s 2021 Global Investment Conference. “For the bond market to hurt, there needs […]

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]]> Crank Up Your Active Risk https://www.benefitscanada.com/expertpanel_/dave-lawson/crank-up-your-active-risk/ https://www.benefitscanada.com/expertpanel_/dave-lawson/crank-up-your-active-risk/#respond Thu, 29 Mar 2012 06:07:28 +0000 https://cumulus.benefitscanada.com/uncategorized/crank-up-your-active-risk/ There's only one way to earn more than 5% right now...

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