About eight in 10 (79 per cent) U.S.-based institutional investors expect to see a market correction in 2026, according to a new survey by Natixis Investment Managers. These investors gave a 49 per cent probability of taking in a market correction valued between 10 per cent and 20 per cent, with a 20 per cent […]
Three-quarters (76 per cent) of institutional investors say they integrate environmental, social and governance across their investment platform, according to a new survey by Callan. The survey, which polled 1,500 institutional investors, found there has been a decline in the use of a firmwide ESG policy from 74 per cent in 2023 to 71 per […]
The world’s 500 largest asset managers’ assets under management reached US$139.9 trillion at the end of 2024, a 9.4 per cent increase from the previous year, according to a new report by WTW’s Thinking Ahead Institute. It found this increase was driven largely by North American asset managers, which reported an average increase of 13 […]
A growing demand for customized asset management services by institutional investors is proving to be an expensive proposition for managers, according to a new report by Crisil Coalition Greenwich. Providing customized service propositions is becoming standard in the industry, with half (50 per cent) of global investors indicating they were more likely to award additional […]
Canadian equities played a role in strengthening the resiliency of institutional investors’ portfolios amid a volatile 2025, says Garey Aitken, managing director and head of Canadian equities at Franklin Templeton’s ClearBridge Investments. Indeed, Canadian equities provided a welcome surprised with overperformance, a consistent reason for positive results in pension index reports throughout the year. “Not […]
The average Canadian defined benefit pension plan returned 4.4 per cent in the third quarter of 2025, up from 1.6 per cent in the second quarter, according to a new report by the Royal Bank of Canada Investor Services. This growth was driven by a broad-based mix of equity and fixed income contributions, the report […]
Five of Canada’s largest pension funds earned high marks for their public reporting efforts, according to a new report from Top1000funds.com and CEM Benchmarking Inc. It ranked pension funds on their costs, governance, performance and responsible investment efforts. Canada’s pension system received an average overall score of 92 out of 100, a one-point increase from […]
While the total number of pension plans in B.C. declined to 610 in 2024, overall membership increased by four per cent to 1.34 million members, according to a new report from the BC Financial Services Authority. The decline in the number of plans, from 613 in 2023, was attributed to plan mergers and windups. The […]
The funded status of a typical defined benefit pension plan in Canada increased on both a solvency basis and on an accounting basis in September, according to a new report by Telus Health. The solvency index for plans grew to 107.4 per cent, compared to 105.8 per cent at the end of August, while the […]
Canadian companies are falling behind in their competitiveness by not preparing credible climate transition plans, according to a new report from Business Future Pathways. The inaugural report from a new working group, with leading Canadian pension fund representatives, found corporate transition plans can help businesses prepare for climate disruptions but aren’t being developed and published. […]