real assets – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 03 May 2024 21:03:19 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 How active management strategies are helping institutional investors amid volatile global marketplace https://www.benefitscanada.com/archives_/benefits-canada-archive/how-active-management-strategies-are-helping-institutional-investors-amid-volatile-global-marketplace/ Fri, 09 Feb 2024 13:57:55 +0000 https://www.benefitscanada.com/?p=151594 As global markets navigate turbulent economic waters, active management is proving once again to be a lifeline for institutional investors to ensure their portfolios ride out the storm. Pension funds are currently operating amid uncertainty and potential risk, says Ruslan Goyenko, an associate professor of finance at McGill University’s Desautels Faculty of Management. “There are […]

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]]> 2023 Investment Innovation Conference: Equities, fixed income assets generating real returns in volatile market regime https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-equities-fixed-income-assets-still-generating-real-returns-in-volatile-market-regime/ Thu, 18 Jan 2024 12:56:39 +0000 https://www.benefitscanada.com/?p=149959 Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what has been the norm over the past 10 years, said Robertas Stancikas, a senior research associate of institutional solutions at AllianceBernstein, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in […]

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]]> U.S. institutional investors paid $1.5 billion in management fees in 2022: report https://www.benefitscanada.com/canadian-investment-review/cir-news/u-s-institutional-investors-paid-1-5-billion-in-management-fees-in-2022-report/ Fri, 08 Dec 2023 20:00:29 +0000 https://www.benefitscanada.com/?p=148339 U.S. institutional investors paid $1.5 billion in management fees in 2022, according to a new report by investment consulting firm Callan. The report, which analyzed mandates by more than 300 investment firms and more than 180 institutional investors, found 98 per cent of the total fees paid in 2022 went to active managers, up one per cent […]

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]]> Coverage of the 2023 DC Investment Conference https://www.benefitscanada.com/events/conference-coverage/coverage-of-the-2023-dc-investment-conference/ Mon, 06 Nov 2023 13:00:39 +0000 https://www.benefitscanada.com/?p=145288 Since the onset of the coronavirus pandemic three years ago, the global economy has faced a bumpy ride, led by the lingering public health crisis, rising geopolitical tensions and high inflation. The 2023 Defined Contribution Investment Forum, which was held on Sept. 29 at the Ritz-Carlton Hotel in Toronto, shared thought leadership on the various […]

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]]> CPPIB returns -0.8% in Q1 2024, with fixed income assets down due to higher interest rates https://www.benefitscanada.com/canadian-investment-review/research-markets/cppib-returns-0-8-in-q1-2024-with-fixed-income-assets-down-due-to-higher-interest-rates/ Mon, 14 Aug 2023 13:00:03 +0000 https://www.benefitscanada.com/?p=142107 The Canada Pension Plan Investment Board returned negative 0.8 per cent during the first quarter of fiscal 2024, according to its latest quarterly report. By June 30, 2023, the investment organization’s net assets reached $575 billion, compared to $570 billion at the end of fiscal 2023. The report noted a net loss of $5 billion […]

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]]> CPPIB appointing Maximilian Biagosch as senior managing director, global head of real assets https://www.benefitscanada.com/notice/appointment-notice/cppib-appointing-maximilian-biagosch-as-senior-managing-director-global-head-of-real-assets/ Thu, 23 Feb 2023 17:00:43 +0000 https://www.benefitscanada.com/?p=134279 The Canada Pension Plan Investment Board is appointing Maximilian Biagosch as senior managing director and global head of real assets. Biagosch joined the CPPIB in 2015 and most recently served as senior managing director and head of Europe and direct private equity. In his new role, he’ll continue to serve as the CPPIB’s head of […]

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]]> Institutional investors increasing allocations to real assets amid inflation, sustainability challenges: survey https://www.benefitscanada.com/canadian-investment-review/strategies/institutional-investors-increasing-allocations-to-real-assets-amid-inflation-sustainability-challenges-survey/ Thu, 26 Jan 2023 14:00:23 +0000 https://www.benefitscanada.com/?p=133042 Nearly two-thirds of institutional investors say they’re planning to increase their allocations to real assets over the next two years, amid a backdrop of inflation and sustainability challenges, according to a survey by Aviva Investors. The survey, which polled 500 institutional investors from around the world, found nearly half (47 per cent) said they have […]

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]]> 2022 Risk Management Conference: Navigating rising inflation, minimizing impact on pension plans https://www.benefitscanada.com/canadian-investment-review/cir-news/2022-risk-management-conference-navigating-rising-inflation-minimizing-impact-on-pension-plans/ Thu, 06 Oct 2022 11:59:27 +0000 https://www.benefitscanada.com/?p=127307 Alongside a potential recession and lower global economic growth looming in 2023, defined benefit pension plan sponsors have several tools to minimize the impact of rising inflation, said Eric Menzer, senior portfolio manager and global head of outsourced chief investment officer and fiduciary solutions and multi-asset solutions at Manulife Investment Management, during a session at […]

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]]> CalPERS reporting 6.1% loss in last fiscal year: report https://www.benefitscanada.com/canadian-investment-review/db-investments/calpers-endured-6-1-loss-last-fiscal-year-report/ Thu, 28 Jul 2022 16:45:09 +0000 https://www.benefitscanada.com/?p=124879 The California Public Employees’ Retirement System is reporting a net loss of 6.1 per cent for its last fiscal year, according to its preliminary annual results. During the year ending June 30, 2022, the public sector defined benefit pension plan’s value decreased from $466.84 billion to $440 billion. According to a press release, the losses […]

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]]> Nav Canada, Goodyear Canada share experiences with LDI in low interest rate world https://www.benefitscanada.com/canadian-investment-review/cir-news/nav-canada-goodyear-canada-share-experiences-with-ldi-in-low-interest-rate-world/ https://www.benefitscanada.com/canadian-investment-review/cir-news/nav-canada-goodyear-canada-share-experiences-with-ldi-in-low-interest-rate-world/#respond Thu, 19 Nov 2020 04:04:29 +0000 https://cumulus.benefitscanada.com/uncategorized/nav-canada-goodyear-canada-share-experiences-with-ldi-in-low-interest-rate-world/ Despite the low interest rate environment, it still makes sense for defined benefit pension plan sponsors to adopt a liability-driven investment strategy, said Serge Lapierre, global head of LDI at Manulife Investment Management, during a webinar sponsored by the firm on Monday. LDI investing is a risk management framework, he noted. “It’s not an asset […]

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