While the global equities market recorded positive returns in the first quarter of 2026, a rebound seen in April was driven by only a few corporations, according to a new report from FTSE Russell. The FTSE all-world index posted a 6.8 per cent return in a quarter defined by the impact of geopolitical uncertainty and […]
The energy market has done a reasonable job of shifting demand amid the strain of increased oil reserve consumption, says Michael Shaw, director and portfolio manager on the Canadian small cap strategy at Franklin Templeton’s ClearBridge Investments. The U.S. and Israel’s ongoing war on Iran, which started at the end of February, has resulted in […]
The funded status of a typical defined benefit pension plan in Canada declined on a solvency basis for the second month in a row, according to a new report by Telus Health. Its monthly pension index found the typical DB plan decreased from 100.7 per cent on Feb. 28 to 98.8 per cent on March […]
Canadian institutional investors saw a median return of 0.52 per cent in the first quarter of 2026, according to a new report by CIBC Mellon. The BNY Canadian asset strategy view universe — which includes 63 Canadian corporate, public and university pension plans, as well as foundations and endowment funds representing $337 billion in assets […]
As an active investor, CPP Investments is leveraging its influence in the venture capital space to ensure it finds the right companies to invest in. “I think founders know [what] they’re getting into with us,” said Jinzi Zheng, managing director of portfolio value creation at CPP Investments, during a panel discussion at the University of […]
Pension plan membership in Ontario increased year-over-year to 4.8 million in 2025 and David Bartucci, head of pension plan operations and regulatory effectiveness at the Financial Services Regulatory Authority of Ontario, says it’s a welcome surprise. “We’ve invested energy in the Pension Awareness Day [campaign and] to see an increase in the number of people […]
Liam O’Sullivan remembers what it was like for fixed income asset managers before technology started taking over. When his firm RP Investment Advisors began doing business in 2009, portfolio managers had to manually look through pricing runs from dealers and write down buying and selling opportunities on the back of an envelope alongside a calculation […]
Vestcor Inc. is reporting a net investment return of 8.67 per cent for 2025. In its annual investment performance report, the New Brunswick-based investment manager said its assets under management grew by $1.3 billion to $24.4 billion, adding $165 million in value above investment benchmarks for clients. Read: Vestcor returns 12.2% in 2024, net assets increase […]
In uncertain times, asset owners may not necessarily be looking for new allocation opportunities from investment managers, says Jahangir Aka, founder of Aka & Associates. He says when asset owners experience geopolitical shocks, these institutional investors would first inspect their portfolios’ resilience. “They need to go and figure out what cracks there are in the […]
The equity risk in target-date funds has been increasing substantially over the last decade, creating a ‘silent risk shift,’ according to Jafer Naqvi, managing director and head of client portfolio management at TD Asset Management Inc., speaking during a session at Benefits Canada’s 2026 Defined Contribution Plan Summit. At the same time, the underlying stock indices […]