private assets – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 03 May 2024 21:03:19 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Ontario Teachers’ making key appointments to executive team https://www.benefitscanada.com/notice/appointment-notice/ontario-teachers-making-key-appointments-to-executive-team/ Fri, 12 Jan 2024 20:00:21 +0000 https://www.benefitscanada.com/?p=150399 The Ontario Teachers’ Pension Plan is making four key appointments to its executive team, effective immediately. The investment organization has appointed Stephen McLennan as chief investment officer of asset allocation and Gillian Brown as CIO of public and private investments, as well as Jonathan Hausman as chief strategy officer and Nick Jansa as executive managing director. Read: […]

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]]> Rising bond yields, frontier markets top of mind for institutional investors in 2024: expert https://www.benefitscanada.com/news/cir-news-news/rising-bond-yields-frontier-markets-top-of-mind-for-institutional-investors-in-2024-expert/ Thu, 21 Dec 2023 14:00:43 +0000 https://www.benefitscanada.com/?p=149387 The progression of bonds and frontier markets over the long term will be top of mind for institutional investors in the coming year, according to Andrew Forsyth, senior vice-president of institutional investment services at Franklin Templeton. Fixed income may be in the good graces of institutional investors again as higher bond yields lead the way […]

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]]> Survey finds 32% of U.S. institutional investors increasing allocations to private assets https://www.benefitscanada.com/canadian-investment-review/alts/survey-finds-32-of-u-s-institutional-investors-increasing-allocations-to-private-assets/ Mon, 23 Oct 2023 13:00:30 +0000 https://www.benefitscanada.com/?p=145677 Nearly a third (32 per cent) of U.S. institutional investors say they plan to increase their private asset allocations over the next two years, primarily due to diversification benefits, lower volatility and the potential to garner higher returns than public markets, according to a new survey by Schroders. The survey, which polled more than 100 […]

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]]> 2023 Risk Management Conference: Public real estate markets offer significant upside during high inflation https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-risk-management-conference-public-real-estate-markets-offer-significant-upside-during-high-inflation/ Wed, 18 Oct 2023 11:57:47 +0000 https://www.benefitscanada.com/?p=143479 The underlying conservatism of public real estate investment markets can provide an inflation-proof cushion for institutional investors in uncertain times, said Corrado Russo, managing partner and head of global securities at Hazelview Investments, during the Canadian Investment Review’s 2023 Risk Management Conference. Indeed, with debt levels of only 32 per cent, public markets are more conservatively […]

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]]> Institutional investors expected to increase allocations to private credit in 2024 https://www.benefitscanada.com/canadian-investment-review/alts/institutional-investors-expected-to-increase-allocations-to-private-debt-in-2024/ Thu, 12 Oct 2023 15:00:42 +0000 https://www.benefitscanada.com/?p=145150 Institutional investors will continue to invest in private credit as the market grows in 2024, according to one expert. Indeed, private credit opportunities are on the rise, since companies are struggling to obtain financing through traditional methods, says Arif Bhalwani, chief executive officer and managing director at Third Eye Capital. “A lot of these banks […]

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]]> Study finds institutional investors are most concerned about geopolitics and inflation https://www.benefitscanada.com/canadian-investment-review/research-markets/study-finds-institutional-investors-are-most-concerned-about-geopolitics-and-inflation/ Thu, 05 Oct 2023 15:00:54 +0000 https://www.benefitscanada.com/?p=144815 More than half of global institutional investors are worried about the ongoing effects geopolitical risk (55 per cent) and rising inflation (53 per cent) will have on their portfolios, according to a new survey by Schroders. The survey, which polled 770 global institutional investors representing US$34.7 trillion in assets, found that, in order to combat geopolitical risk, respondents […]

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]]> Trusteed pension funds’ assets valued $2.1T in Q3: StatsCan https://www.benefitscanada.com/canadian-investment-review/db-investments/trusteed-pension-funds-assets-valued-2-1t-in-q3-stats-can/ Tue, 21 Mar 2023 13:00:28 +0000 https://www.benefitscanada.com/?p=135468 The market value of assets held by Canadian trusteed pension funds rose 2.3 per cent in the third quarter of 2022, hovering around $2.1 trillion, according to a new report by Statistics Canada. Public sector plan assets rose 2.7 per cent to $1.7 trillion, while private sector assets increased by 0.6 per cent to $420.9 billion. The report also […]

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]]> Trusteed pension funds’ assets valued at $2.1T in Q2: Stats Can https://www.benefitscanada.com/canadian-investment-review/db-investments/trusteed-pension-funds-assets-valued-at-2-1t-in-q2-stats-can/ Tue, 20 Dec 2022 14:00:13 +0000 https://www.benefitscanada.com/?p=131587 The market value of assets held by Canadian trusteed pension funds decreased 5.4 per cent to $2.1 trillion in the second quarter of 2022, down from $2.21 trillion in the previous quarter, according to new data from Statistics Canada. Trusteed pension funds posted a net loss of $3.4 billion in the second quarter, compared with […]

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]]> Trusteed pension funds’ assets valued at $2.21TN in Q1: Stats Can https://www.benefitscanada.com/canadian-investment-review/db-investments/trusteed-pension-funds-assets-valued-at-2-21tn-in-q1-stats-can/ Fri, 16 Sep 2022 19:00:36 +0000 https://www.benefitscanada.com/?p=126982 The market value of assets held by Canadian trusteed pension funds decreased 2.9 per cent to $2.21 trillion in the first quarter of 2022, down from $2.27 trillion in the previous quarter, according to new data from Statistics Canada. Within trusteed plans, public sector assets decreased 1.8 per cent to $1.48 trillion, accounting for 79 […]

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]]> Trusteed pension funds’ assets valued at $2.27TN in Q4: Stats Can https://www.benefitscanada.com/canadian-investment-review/db-investments/trusteed-pension-funds-assets-valued-at-2-27tn-in-q4-stats-can/ Tue, 21 Jun 2022 13:00:11 +0000 https://www.benefitscanada.com/?p=123083 The market value of assets held by Canadian trusteed pension funds increased 4.2 per cent to $2.27 trillion in the fourth quarter of 2021, up from $2.18 trillion in the previous quarter, according to new data from Statistics Canada. Within trusteed plans, public sector assets grew five per cent to $1.78 trillion, accounting for 78 per cent […]

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