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 […]
Two-thirds (66 per cent) of large institutional asset owners say they plan to increase their allocations to private markets over the coming year, according to a new survey by Mercer. The survey, which polled about 60 global asset owners, found among those planning to increase their private market investments, 50 per cent said they’re pivoting […]
“Investing in private markets comes with its fair share of challenges,” said Rémi Tétreault, director of client solutions at Trans-Canada Capital, during the Canadian Investment Review’s 2023 Global Investment Conference. “There’s operational complexity, capital calls and distributions. You’ve got the selection of the right general partners . . . and there’s the challenge of remaining […]
Institutional investors are entering a golden period ripe with opportunities in current global and emerging markets, said Karl Dasher, president of Polen Capital, during the Canadian Investment Review‘s 2023 Global Investment Conference. From early 2020 to the end of 2021, the market was flooded with liquidity from the unprecedented combination of fiscal stimulus, U.S. Federal Reserve […]
Large and small, pension plan sponsors are adopting in-house tools, partnering with technology research institutes or relying on investment managers for technological support with asset allocation, risk management and other aspects of investment management. The growing interest coincides with an increasingly complex investment, demographic and regulatory landscape. A 2020 Deloitte report on the importance of […]
More than two-thirds (68 per cent) of global institutional investors say they plan to maintain allocations to private markets in line with current targets, despite the potential for rising interest rates to reduce the attractiveness of the highly-leveraged asset class, according to a new survey by State Street Corp. The survey, which polled 480 institutional […]
In 2022, the University Pension Plan implemented a growth plan, investment strategy, climate action plan and administration system. In a note to the jointly sponsored defined benefit pension plan’s 37,000 members, Barbara Zvan, its president and chief executive officer, touted the achievements during the UPP’s first full calendar year as well as the plans for its second. […]
In recent years, Canada’s largest pension plans have dramatically increased their allocations to private assets — and smaller plans’ sponsors are taking note. “Investors are confronting capital market expectations for the next 10 or 20 years that look somewhat more modest than what we’ve recently experienced. Many are beginning to pursue larger allocations to private […]
Canada’s Maple 8 — the country’s largest eight public pension plans that manage a total of about $2 trillion in assets — use similar governance structures to consistently deliver strong returns. Pension systems around the world are difficult to manage, said Sebastien Betermier, an associate professor of finance at the Desautels Faculty of Management at […]
The University Pension Plan is appointing Christophe L’Ahelec as head of public markets. L’Ahelec, who advised the UPP on the implementation of its investment activities in the months leading up to the plan’s launch in July, joined the organization as director of its external manager program. Previously, he was a senior principal at the Ontario Teachers’ Pension […]