The funded status of a typical defined benefit pension plan in Canada increased on both a solvency basis and on an accounting basis in August, according to a new report by Telus Health. The solvency index for plans grew to 105.8 per cent, compared to 104.3 per cent at the end of July, while the […]
Not everyone can say they’ve spent two decades at the same organization, but Candy Wong, portfolio manager of external managers and international strategies at Manitoba’s Civil Service Superannuation Board, is now in her 21st year at the public sector pension plan. “I don’t think you can foresee where you’re going to be, especially in finance. […]
The median solvency ratio of Canadian defined benefit pension plans reached 129 per cent at the end of the third quarter 2025, up from 126 per cent, according to a new report by Mercer. The increase was attributed to positive returns on equities and fixed income, despite increased liabilities. Read: FSRA finds Ontario DB plans’ […]
A desire to diversify a heavy public equities portfolio led Montreal’s municipal pension plan sponsor to look more closely at alternative assets. Before the global financial crisis, more than 60 per cent of the City of Montreal’s portfolio was in public equities, said Errico Cocchi, its head of pension investments, during a session at the […]
Canada can attract more institutional capital due to its stable, predictable and transparent market, said John Graham, chief executive officer at CPP Investments. During a speaking engagement at the Canadian Club Toronto yesterday, Graham said he has received more calls during the past six months from large international investors about allocating to Canadian opportunities. He’s […]
A representative defined benefit pension plan portfolio returned 0.8 per cent during the month of July due to a positive result from equities, according to a new report by Telus Health. It found the funded status of a typical DB pension plan increased both on a solvency basis to 104.3 per cent and on an […]
The market value of assets held by Canadian trusteed pension funds reached $2.5 trillion at the end of the first quarter 2025, representing an 8.7 per cent increase year over year, according to a new report from Statistics Canada. It analyzed the top 250 trusteed pension plans, which equates to roughly 90 per cent of […]
In times of heightened volatility, equity mutual funds rely on active management to maintain sufficient liquidity, according to new research from a member of York University’s Schulich School of Business. In the paper, Aleksandra Rzeźnik, assistant professor of finance at Schulich, argues investor redemptions of these funds can cause the investment vehicle to rebalance its […]
Real estate investment trusts are offering Canadian pension funds diversified commercial real estate exposure during uncertain period for overall real estate strategy, says John Worth, executive vice-president of research and industry outreach at the National Association of REITs. The investment vehicle is increasingly providing investors with access to new and emerging property sectors like data […]
Canadian pension plan sponsors are facing a risky landscape in 2025 regarding currency fluctuation between the Canadian and U.S. dollar. Asset owners with access to U.S. investments typically buy assets unhedged during risk-off periods, with the expectation that the U.S. dollar would appreciate and provide a natural offset, says Etienne Bordeleau, vice-president and portfolio manager […]