After years of strong performance, the long-term outlook for equities is becoming more muted, says August Cruikshanks, an investment consultant in Eckler Ltd.’s pension and benefits consulting practice. Read: Sounding Board: Checking index concentration key for institutional investors as bubble talk persists At the start of 2025, Eckler’s 20-year expected return for Canadian equities was […]
The most sophisticated institutional investors are trained to avoid trends or frenzies surrounding a strategy, but human nature dictates that even some will experience a certain fear of missing out when it comes to unique investment opportunities. Naomi Denning, a principal in the investment consulting practice at Eckler Ltd. says a case of “FOMO” may […]
Alberta’s Public Service Pension Plan is reporting a 14.8 per cent investment return in 2024, pushing its assets under management to $21 billion as at the end of the year. Over a four-year period, the plan’s portfolio returned 8.5 per cent. However, it underperformed its benchmark by 0.3 per cent in 2024, primarily driven by […]
Canadian pension plans saw a median return of 1.23 per cent for the first quarter of 2025, according to a new report from CIBC Mellon. It also noted a median one-year return of 9.21 per cent and a 10-year annualized return of 6.46 per cent for the average Canadian pension plan. Based on $328 billion […]
The solvency ratio of an average pension fund declined by about 2.3 per cent in the first quarter of 2025, according to a new report from Telus Health. Diversified pooled fund managers posted a return slightly below the benchmark portfolio with the median return (0.8 per cent) being 0.1 per cent lower than the return […]
The University Pension Plan recorded a 10.3 per cent annual net return in 2024, increasing its net assets to $12.8 billion. According to its latest annual results report, the investment organization took in $1.2 billion in net investment income during the year. The positive investment return was driven mainly by U.S. equities and absolute return […]
In the face of uncertainty around the business and political relationship between Canada and the U.S., Canadian institutional investors aren’t considering allocation strategy changes just yet. Kim Hart, principal investment consulting at Eckler Ltd., says immediate discussions with Canadian plan sponsors show they aren’t looking to move away from U.S. investments or to decrease allocations […]
The Canada Pension Plan Investment board is reporting a 3.6 per cent return for the second quarter of its latest fiscal year, according to its latest quarterly report. As of Sept. 30, 2024, the CPPIB’s net assets totalled $675.1 billion, up from $646.8 billion at the end of the previous quarter. It reported a 10-year […]
As institutional investors’ results expectations continue to expand at a rampant speed, Errico Cocchi doesn’t want to get lost in overcomplicated investment trends. “At the end of the day you want to buy something that’s going to grow, that’s well managed and that has a good valuation,” says Cocchi, head of pension investments and debt […]
The average Canadian defined benefit pension plan posted a median return of 1.1 per cent in the second quarter of 2024, according to a new report by RBC Investor Services. The report, which tracks performance and asset allocation across Canadian DB plans, also found that the plans saw a return of 4.4 per cent for […]