While integrating private assets into target-date funds can give plan members income-generating and diversification benefits at an attractive risk profile relative to traditional asset classes, these assets aren’t without complications, said Brett Goldstein, senior vice-president and head of asset allocation portfolio management at Franklin Templeton Investment Solutions. Speaking during Benefits Canada’s 2025 Defined Contribution Investment […]
At the end of a busy summer marked by unprecedented pressures from equity volatility and inflation, defined benefit plan sponsors, money managers and other investment professionals gathered at the Fairmont Tremblant in Mont-Tremblant, Que. for the relaunch of the Canadian Investment Review’s Alternative Investment Conference. From Aug. 20-22, the packed agenda presented a range of […]
As institutional investors navigate complex markets and demanding governance requirements, Grace Uniacke, director of alternatives solutions at Russell Investments, suggests they move their portfolios from disconnected compartments towards integrated, connected systems. “This can be done in incremental tweaks, but more so as a structural upgrade to how we design, construct and manage institutional portfolios,” she said during […]
While the role of asset-based lending in an investment portfolio is as a core allocation within the private credit sleeve, it isn’t meant to be opportunistic, according to Alex Preobrazenski, managing director and underwriting and portfolio manager at Cortland Credit, during a session at the Canadian Investment Review’s 2025 Alternative Investment Conference. “You’re not seeking double-digit […]
Alternative assets can maintain institutional investors’ liquidity needs if they generate enough income, but this method is getting expensive, according to Janet Rabovsky (pictured centre), chair of the investment committee at the Teachers’ Pension Plan Corp. of Newfoundland and Labrador. During a panel session at the Canadian Investment Review’s 2025 Alternative Investment Conference, she said […]
A desire to diversify a heavy public equities portfolio led Montreal’s municipal pension plan sponsor to look more closely at alternative assets. Before the global financial crisis, more than 60 per cent of the City of Montreal’s portfolio was in public equities, said Errico Cocchi, its head of pension investments, during a session at the […]
The Ontario Municipal Employees’ Retirement System is reporting a net investment return of 2.2 per cent as at June 30, 2025, representing a gain of $3.1 billion. Net assets under management at the OMERS have increased to $140.7 billion, compared to $138.2 billion at the end of 2024. Over a 10-year period, the investment organization […]
U.S. public pension plan sponsors have significantly diversified their portfolios since 2001, allocating, on average, 20 per cent of assets from public equities and fixed income to private equity, real estate, hedge funds and other alternative investments, according to a new report by Aon and the National Institute on Retirement Security. It found this shift […]
Against a backdrop of unpredictability on the global stage, Canadian institutional investors continue to face several competing headwinds, including a push from the federal government to encourage more investment domestically, central banks’ developing policies to tame inflation and a new U.S. president already making his imprint on foreign affairs. At the Fairmont Chateau Lake Louise […]
The uncertain geopolitical climate and the ensuing market volatility are offering a variety of entry points into credit markets, according to Bill Bohnsack, president and senior partner at Oak Hill Advisors, in a session made possible by T. Rowe Price at the Canadian Investment Review’s 2025 Global Investment Conference. “The reason for that is, when […]