Canadian institutional investors saw a median return of 0.52 per cent in the first quarter of 2026, according to a new report by CIBC Mellon. The BNY Canadian asset strategy view universe — which includes 63 Canadian corporate, public and university pension plans, as well as foundations and endowment funds representing $337 billion in assets […]
The Ontario Teachers’ Pension Plan is co-leading an investment partnership with Integrum Holdings LP and Lightyear Capital LLC in wealth management advisory firm Allworth Financial. The financial details of the transaction weren’t disclosed but a press release confirmed that Allworth’s management team will continue to lead the U.S.-based company, while the existing employee and advisor […]
The Caisse de dépôt et placement du Québec is purchasing France-based blood analysis firm Stago alongside partner Archimed Diagnostics. The deal will see Stago’s leadership team take a minority stake in the company. The purchase was completed through an unspecified mix of equity and unitranche debt, according to a press release. Read: Caisse investing in […]
Canadian institutional investors are planning a major pullback from domestic stocks, with assets expected to shift mainly into global passive equities and alternatives, according to a new report by Crisil Coalition Greenwich. The report, which is based on interviews with more than 140 institutional investors in Canada conducted between February and September 2025, found in […]
Vestcor Inc. is reporting a net investment return of 8.67 per cent for 2025. In its annual investment performance report, the New Brunswick-based investment manager said its assets under management grew by $1.3 billion to $24.4 billion, adding $165 million in value above investment benchmarks for clients. Read: Vestcor returns 12.2% in 2024, net assets increase […]
By slotting alternative assets into portfolio offerings, Saskatchewan’s Public Employees Pension Plan is incorporating an element of the defined benefit pension plan model, according to Gary Hutch, chief investment officer and executive vice-president of investments at Plannera Pensions & Benefits, which administers the plan. “We believe that including all of these alternatives provides more of […]
The Alberta Investment Management Corp. is reporting a total fund net investment return of 7.5 per cent for 2025, underperforming its benchmark return by 2.7 per cent. As at Dec. 31, 2025, its total client assets under management were $194.7 billion, compared to $179.6 billion at year-end 2024. The investment organization’s balanced fund posted a […]
In its 2026 budget on Thursday, the Ontario government proposed doubling the pension benefits guarantee fund’s monthly guarantee limit from $1,500 to $3,000 for all eligible plan beneficiaries, the largest increase since the PBGF was created in 1980. It cited a recent review of the PBGF that found the fund had $1.3 billion in net […]
An article on the structural barriers Indigenous women continue to face in workplace retirement plans and benefits programs was the most-read article on BenefitsCanada.com this past week. Here are the top five human resources, benefits, pension and investment stories of the last week: 1. Indigenous women face persistent barriers to workplace retirement, benefits plans: expert 2. […]
The Caisse de dépôt et placement du Québec is partnering with Sagard Real Estate to pursue an industrial outdoor storage investment strategy across major U.S. infill markets. The partnership has an initial target gross asset value of $490 million with the option to scale through further commitments, according to a press release. The new platform […]