The ongoing regulatory embrace of cryptocurrencies is generating interest in the asset class among institutional investors, according to a new report by Amundi. It found U.S. regulatory actions have pushed crypto out of an investment grey zone with vague policies or enforcement policies in place only. However, the U.S. Securities and Exchange Commission has softened […]
Canadian financial institutions are staring down the barrel of a new world dynamic between Canada and the U.S. and Mark Zelmer, former deputy superintendent of financial institutions at the Office of the Superintendent of Financial Institutions, wonders if they’re prepared. “What is becoming increasingly clear is that certainly our relation to the U.S. [is] going […]
Canada can attract more institutional capital due to its stable, predictable and transparent market, said John Graham, chief executive officer at the Canada Pension Plan Investment Board. 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 […]
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 […]
Canadian asset owners are increasingly evaluating allocations to the U.S. amid currency volatility, valuation weighed against expected returns in the jurisdiction, says Anya Levine, head of market strategy at Morningstar Sustainalytics. “Canadian investors were far more likely to have a decreased allocations to U.S.-based assets in the past 12 months than the rest of the […]
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 […]
The value of the world’s 300 largest pension funds reached US$24.4 trillion in 2024, growing by 7.8 per cent to reach a new record sum, according to a new report from WTW’s Thinking Ahead Institute. It found Japan’s Government Pension Investment Fund replaced Norway’s Government Pension Fund as the leading investment organization by asset value […]