private debt – Benefits Canada.com

AIMCo returns 6.9% in 2023, driven by equities, fixed income

bmcgovern — Mon, 22 Apr 2024 19:00:11 +0000

The Alberta Investment Management Corp.’s total fund generated a net return of 6.9 per cent in 2023, 1.8 percentage points below its 8.7 per cent benchmark. As of Dec. 31, 2023, the AIMCo’s total assets under management were $160.6 billion, compared to $158 billion in 2022. Its balanced fund generated a net return of eight per […]

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CalPERS doubling down on allocations to private market assets

bmcgovern — Fri, 22 Mar 2024 19:00:21 +0000

The California Public Employees’ Retirement System is increasing its investments in private market assets to maximize returns from its highest-performing asset classes. The pension fund said it’s increasing its private market allocations from 33 per cent to 40 per cent, according to a press release, which noted CalPERS is increasing private equity allocations from 13 […]

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Rise in private credit demand will push institutional investors to provide increased disclosure: expert

bmcgovern — Tue, 12 Mar 2024 15:00:42 +0000

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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Institutional investors increasing allocations to private assets over next 3 years: survey

bmcgovern — Mon, 29 Jan 2024 20:00:21 +0000

Two-fifths (40 per cent) of institutional investors say they plan to increase allocations to private debt investments over the next three years, according to a new survey by Coalition Greenwich. The survey, which polled more than 100 large U.S. and Canadian institutional investors with US$500 million to $50 billion in assets under management, found roughly […]

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Four Canadian pension funds increasing exposure to private credit: report

bmcgovern — Mon, 29 Jan 2024 20:00:15 +0000

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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Rising bond yields, frontier markets top of mind for institutional investors in 2024: expert

bmcgovern — Thu, 21 Dec 2023 14:00:43 +0000

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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Half of global institutional investors believe recession is inevitable: survey

Jennifer Paterson — Thu, 07 Dec 2023 16:00:44 +0000

About half (51 per cent) of global institutional investors believe a recession is inevitable, a sentiment that runs strongest in the U.K. (67 per cent) and North America (62 per cent), according to Natixis Investment Managers’ 2024 outlook survey. The survey, which polled 500 institutional investors in 27 countries, also found among those expecting a […]

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2023 Risk Management Conference: Event-driven credit helping institutional investors find diamond assets in the rough

lbailey — Wed, 18 Oct 2023 11:55:32 +0000

Institutional investors don’t have to wait for choppy waters to invest in event-driven credit, according to Duncan Farley, portfolio manager on the BlueRay fixed income team at RBC Global Asset Management, speaking during the Canadian Investment Review’s 2023 Risk Management Conference. While the post-pandemic economy has negatively affected several industries, opportunities always exist for investors to […]

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Institutional investors expected to increase allocations to private credit in 2024

bmcgovern — Thu, 12 Oct 2023 15:00:42 +0000

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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North American institutional investors own half of private capital raised globally in 2022: report

lbailey — Fri, 15 Sep 2023 19:00:47 +0000

North American institutional investors raised $749.7 billion, nearly half (49 per cent) of the $1.53 trillion total private capital raised globally between the second half of 2022 and the end of May 2023, according to a report by Preqin. It found the weakest period for deal activity since the start of the coronavirus pandemic was […]

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