private markets – Benefits Canada.com

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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Survey finds 66% of asset owners increasing allocations to private markets

bwolfe — Fri, 13 Oct 2023 19:00:16 +0000

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 […]

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2023 GIC coverage: Overcoming liquidity challenges in private market allocations

Gideon Scanlon — Tue, 06 Jun 2023 11:53:30 +0000

“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 […]

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2023 GIC coverage: Institutional investors finding opportunities for high-yield in unlikely places

lbailey — Tue, 06 Jun 2023 11:46:14 +0000

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 […]

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2023 Top 40 Money Managers Report: Using tools, technology to improve asset allocation, risk management

Jennifer Paterson — Fri, 12 May 2023 12:56:27 +0000

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 […]

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68% of institutional investors maintaining private market allocations: survey

bwolfe — Thu, 09 Feb 2023 14:00:59 +0000

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 […]

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UPP reaches major investing, administration milestones in 2022: CEO

Gideon Scanlon — Thu, 15 Dec 2022 17:00:30 +0000

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. […]

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2022 GIC coverage: Unpacking challenges, misunderstandings around private market allocations

Gideon Scanlon — Mon, 30 May 2022 12:54:43 +0000

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 […]

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2022 GIC coverage: Canada’s Maple 8 pension funds outperforming peers on a global scale

lbailey — Mon, 30 May 2022 12:51:54 +0000

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 […]

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UPP appointing Christophe L’Ahelec as head of public markets

Gideon Scanlon — Tue, 19 Apr 2022 16:30:02 +0000

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 […]

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