In the social media age, it’s easier than ever to lose perspective on events and even institutional investors are susceptible to overreaction amid the avalanche of news and speculation that surrounds the second Trump administration, tensions in the Middle East and shifting market dynamics. But Nick Chamie, chief strategist and senior managing director of total […]
The Caisse de dépôt et placement du Québec is reporting a 9.4 per cent investment return as at Dec. 31, 2024, pushing its total net assets to $473 billion. The positive investment result was credited to the performance of public equities (25.5 per cent), private equity (17.2 per cent), infrastructure (9.5 per cent) and fixed […]
The Ontario Municipal Employees’ Retirement System is reporting a return of 8.3 per cent as at Dec. 31, 2024. The investment organization surpassed its 7.5 per cent benchmark for 2024 by achieving $10.6 billion in investment returns during the year. Its net assets grew from $128.6 billion in 2023 to $138.2 billion at the end […]
On Dec. 6, 2024, leaders from Canada’s defined benefit pension plan sponsor community, alongside thought leaders and investment experts, came together at the Omni King Edward Hotel in Toronto to shed light on 2024’s challenging economic landscape and make informed predictions about the hurdles and opportunities ahead. Find out what you missed! Canadian economy on high alert for impact […]
Increasing connectivity and massive content generation is driving growth and interest in the market for large data storage capabilities. Speaking during the Canadian Investment Review’s 2024 Investment Innovation Conference, Nick Minto, senior vice-president of commercial real estate at PIMCO, highlighted that cloud-based migration has become a key strategy for enterprises looking to enhance their global […]
The OPSEU Pension Trust has reduced its financed emissions intensity by 11 per cent when compared to 2022, according to the investment organization’s latest climate risk disclosure report. In 2023, the OPTrust extended the scope of its carbon footprint measurement to 70 per cent of its assets, up from 40 per cent in 2022. The […]
The Caisse de dépôt et placement du Québec is investing $335 million in TerraPact, a U.S.-based firm that owns and operates ground leases and rights of way for more than 700 digital, utility and energy infrastructure assets. The financing will support TerraPact’s real estate portfolio across the U.S. and in British Columbia. It will also refinance […]
Investment management fees for open-end real assets funds can reach as high as 20 per cent, while median fees cost institutional investors either 10 per cent or 15 per cent, according to a new study from Callan. The study, which reviewed 144 real assets partnerships across real estate, infrastructure, farmland and timberland, found the median […]
While both experts point to the obligation of the pension promise, one argues that many pension funds are already overweight in Canadian allocations, while the other cites these funds’ risk-return calibrations, highlighting the strategic assets available abroad. Jeremy Forgie, pension lawyer and senior counsel at Blake, Cassels & Graydon LLP Whether our governments should try […]
In the years following the 2008/09 financial crisis, Dan Langlois realized the allocation strategy for the Calgary Foundation’s endowment portfolio needed a significant adjustment if it planned to meet its annual funding goals. “I knew we needed to do something in terms of increasing the return in the portfolio to preserve the corpus or the […]