Pension assets grew to US$61.5 trillion by the end of 2024, with a nominal growth rate of 8.5 per cent since the end of 2023, according to a new report from the Organisation for Economic Co-operation and Development. The final tally for 2024 beat the previous record of $59.7 trillion in 2021, due to significant […]
Against an uncertain economic backdrop, endowment funds and foundations continue to encounter new pressures impacting their investment decisions. The 2025 Endowment & Foundation Investment Forum brought together E&F decision-makers, including investment executives, academics and money managers to discuss key challenges, trends and opportunities in the current economy. Find out what you missed! A look at the opportunity in Canadian multi-residential investments Rethinking […]
In a world of persistent inflation and evolving fiduciary responsibilities, foundations must rethink how they balance liquidity needs, risk management and long-term value creation, said Pascal Bernier (pictured left), portfolio manager of strategic asset allocation at Desjardins Global Asset Management, during the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. Comparing two foundations with […]
Public assets like exchange-traded funds grant endowments and foundations with full liquidity in their investment pursuits, according to Mark Webster, director of institutional sales and service at BMO Global Asset Management, during the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. While the Maple 8 model does offer investment lessons, some can prove too […]
The Calgary Foundation’s transition from a heavy domestic public market asset mix to a diversified portfolio opened the doors to a larger investible universe and minimized volatility, said Jessica Mitchell, an investment associate at the organization, during a session at the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. “The questions that we asked […]
The Caisse de dépôt et placement du Québec is investing $200 million in Boralex as part of a financing deal completed alongside Fondaction. The investment partner will contribute $50 million to the unsecured subordinated loan transaction with a maturity date of June 27, 2033. The Caisse has been a significant shareholder in the renewable energy […]
Canadian capital accumulation plan members are increasingly allocating their investments to target-date funds, according to a new report by Sun Life Financial Inc. The report analyzed 8,600 employer-sponsored CAPs in Sun Life’s database, representing 7,500 plan sponsors and 1.5 million plan members. It found two-fifths (42 per cent) of CAP members opted for TDFs, representing […]
Alberta’s Public Service Pension Plan is reporting a 14.8 per cent investment return in 2024, pushing its assets under management to $21 billion as at the end of the year. Over a four-year period, the plan’s portfolio returned 8.5 per cent. However, it underperformed its benchmark by 0.3 per cent in 2024, primarily driven by […]
The median solvency ratio of Canadian defined benefit plans improved throughout the second quarter of 2025, reaching 126 per cent as at June 30, according to a new report by Mercer. It noted the average DB plan started the second quarter with a solvency ratio of 122 per cent, which declined to 121 per cent […]
The Caisse de dépôt et placement du Québec is entering a private agreement to give AtkinsRéalis Group Inc. the option to repurchase the seven million common shares held by the investment organization. The shares held by the Caisse will be repurchased at a price of $90.87 per share, for a total consideration of roughly $636 […]