private credit – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Tue, 30 Apr 2024 17:54:25 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 IMCO returns 5.6% for 2023, driven by public equities https://www.benefitscanada.com/canadian-investment-review/research-markets/imco-returns-5-6-for-2023-driven-by-public-equities/ Thu, 11 Apr 2024 13:00:26 +0000 https://www.benefitscanada.com/?p=154131 The Investment Management Corp. of Ontario is reporting a net return of 5.6 per cent for 2023, with net assets increasing to $77.4 billion. The investment organization’s year-end report found public equities returned 18 per cent in 2023, followed by global credit (7.7 per cent), fixed income (5.9 per cent), private equity (5.7 per cent), […]

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]]> HOOPP returns 9.38% for 2023, driven by equities, fixed income https://www.benefitscanada.com/news/bencan/hoopp-returns-9-38-for-2023-driven-by-equities-fixed-income/ Wed, 13 Mar 2024 19:00:42 +0000 https://www.benefitscanada.com/?p=153062 The Healthcare of Ontario Pension Plan is reporting an annual return of 9.38 per cent for 2023, partly due to the performance of equities and fixed income, says Michael Wissell, chief investment officer at the HOOPP. The investment organization finished the year with $112.6 billion in net assets, compared to $103.7 billion and a return of […]

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]]> OPTrust returns 5.3% in 2023, marks 15 consecutive years at 100% funded status https://www.benefitscanada.com/news/bencan/optrust-returns-5-3-in-2023-marks-15-consecutive-years-at-100-funded-status/ Wed, 13 Mar 2024 13:00:18 +0000 https://www.benefitscanada.com/?p=153071 The OPSEU Pension Trust returned 5.3 per cent for 2023, according to its latest year-end report. It found, as of Dec. 31, 2023, the plan’s net assets stood at $25 billion, up from $24.64 billion in 2022. It also reported a funded status of 100 per cent, marking 15 consecutive years at a fully funded […]

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]]> Rise in private credit demand will push institutional investors to provide increased disclosure: expert https://www.benefitscanada.com/canadian-investment-review/emerging-global-markets-canadian-investment-review/rise-in-private-credit-demand-will-push-institutional-investors-to-provide-increased-disclosure-expert/ Tue, 12 Mar 2024 15:00:42 +0000 https://www.benefitscanada.com/?p=151982 While the growing demand for private credit will require additional disclosure by institutional investors, it’s yet to be seen whether it will resemble similar restrictions placed on traditional lenders such as banks, says Shane Terrillon, an investment consultant at Aon. “Private credit being able to step in and help diversify financing solutions more broadly is […]

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]]> How active management strategies are helping institutional investors amid volatile global marketplace https://www.benefitscanada.com/archives_/benefits-canada-archive/how-active-management-strategies-are-helping-institutional-investors-amid-volatile-global-marketplace/ Fri, 09 Feb 2024 13:57:55 +0000 https://www.benefitscanada.com/?p=151594 As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride out the storm. Pension funds are currently operating amid uncertainty and potential risk, says Ruslan Goyenko, an associate professor of finance at McGill University’s Desautels Faculty of Management. “There are […]

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]]> U.S.-China business relationship, private credit shaping investments in 2024: IMCO https://www.benefitscanada.com/canadian-investment-review/research-markets/u-s-china-business-relationship-private-credit-shaping-investments-in-2024-imco/ Tue, 06 Feb 2024 14:00:25 +0000 https://www.benefitscanada.com/?p=151602 The Investment Management Corp. of Ontario believes an increasingly icy dynamic between the U.S. and China could lead to heightened volatility for institutional investors this year, says Nick Chamie, the IMCO’s chief strategist and senior managing director of total portfolio and capital markets. “If we’re no longer zeroing in on maximizing economic efficiency, we’re no longer […]

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]]> Top 5 HR, benefits, pension and investment stories of the week https://www.benefitscanada.com/news/bencan/top-5-hr-benefits-pension-and-investment-stories-of-the-week-71/ Fri, 02 Feb 2024 14:00:43 +0000 https://www.benefitscanada.com/?p=151473 An article on the Canadian Life and Health Insurance Association’s priorities for the coming year was the most-read story on BenefitsCanada.com this past week. Here are the top five human resources, benefits, pension and investment stories of the week: 1. CLHIA focusing on improving pharmacare, rare disease drug coverage in 2024 2. Majority of Canadian employers expecting […]

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]]> Four Canadian pension funds increasing exposure to private credit: report https://www.benefitscanada.com/canadian-investment-review/research-markets/four-canadian-pension-funds-increasing-exposure-to-private-credit-report/ Mon, 29 Jan 2024 20:00:15 +0000 https://www.benefitscanada.com/?p=151286 As banks continue to pull back on lending, the Canada Pension Plan Investment Board, the Ontario Teachers’ Pension Plan, the Ontario Municipal Employees’ Retirement System and the OPSEU Pension Trust are increasing their exposure to private credit, according to reporting by Reuters. The CPPIB, which manages $576 billion, said it will double its overall credit […]

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]]> 2023 Investment Innovation Conference: The evolving role of fixed income in hedging risk, enhancing yields https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-the-evolving-role-of-fixed-income-in-hedging-risk-enhancing-yields/ Thu, 18 Jan 2024 12:50:23 +0000 https://www.benefitscanada.com/?p=149318 As the objectives of defined benefit pension plans have evolved, so too have institutional investors’ reasons for including fixed income allocations in a portfolio, from adding diversification and offsetting negative returns in equity to liquidity management and capital preservation, said Ashwin Gopwani, managing director and head of retirement solutions at Sun Life Capital Management, during the Canadian Investment […]

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]]> 2023 Investment Innovation Conference: Leveraging data, understanding risks to find opportunity in corporate credit market https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-leveraging-data-understanding-risks-to-find-opportunity-in-corporate-credit-market/ Thu, 18 Jan 2024 12:49:37 +0000 https://www.benefitscanada.com/?p=149333 Being systematic doesn’t mean overlooking the fundamental risks in the corporate credit asset class, said Scott Richardson, senior vice-president and director of systematic credit at Acadian Asset Management, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. “What’s the risk? It’s a company — they make stuff [and] chose to fund themselves in a […]

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