volatility – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Thu, 02 May 2024 13:26:41 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Coverage of the 2023 Investment Innovation Conference https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/coverage-of-the-2023-investment-innovation-conference/ Thu, 18 Jan 2024 13:00:59 +0000 https://www.benefitscanada.com/?p=149624 The era of predictable monetary policy and global co-operation is over. In this new epoch, defined by sweeping government intervention, geopolitical realignment and environmental catastrophe, new ideas must be embraced. At the 2023 Investment Innovation Conference at the Rancho Bernardo Inn in San Diego, Calif. on  Nov. 15-17, leading academics and industry figures provided expert summaries […]

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]]> 2023 Investment Innovation Conference: Equities, fixed income assets generating real returns in volatile market regime https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-equities-fixed-income-assets-still-generating-real-returns-in-volatile-market-regime/ Thu, 18 Jan 2024 12:56:39 +0000 https://www.benefitscanada.com/?p=149959 Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what has been the norm over the past 10 years, said Robertas Stancikas, a senior research associate of institutional solutions at AllianceBernstein, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in […]

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]]> 2023 Investment Innovation Conference: Valuation reviews helping institutional investors navigate equity market uncertainties https://www.benefitscanada.com/canadian-investment-review/post-event-coverage/2023-investment-innovation-conference-valuation-variance-putting-pressure-on-institutional-investors/ Thu, 18 Jan 2024 12:47:19 +0000 https://www.benefitscanada.com/?p=149008 For institutional investors, valuation reviews will be critical in navigating equity market uncertainties, said Amy Chang, managing director and head of active global fundamental at the British Columbia Investment Management Corp., during the Canadian Investment Review’s 2023 Investment Innovation Conference in November. “I think this focus on business quality and looking at individual opportunities is […]

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]]> Gap persists between DC plan sponsor, member views on retirement readiness: survey https://www.benefitscanada.com/pensions/retirement/gap-persists-between-dc-plan-sponsor-member-views-on-retirement-readiness-survey/ Mon, 11 Dec 2023 20:00:03 +0000 https://www.benefitscanada.com/?p=148686 While the majority (87 per cent) of defined contribution pension plan sponsors feel their members are somewhat or very prepared for retirement, only 63 per cent of members feel the same way, according to a new survey by Voya Investment Management. The survey, which polled 305 U.S. DC plan sponsors, 205 plan specialists and 500 […]

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]]> 2023 DC Investment Forum: Why DC plan sponsors should consider a distinct credit exposure https://www.benefitscanada.com/events/conference-coverage/2023-dc-investment-forum-should-dc-plan-sponsors-consider-a-distinct-credit-exposure/ Mon, 06 Nov 2023 12:56:52 +0000 https://www.benefitscanada.com/?p=146059 While fixed income has long had the reputation of being the conservative and stable supporting partner in the traditional balanced portfolio, unbundling fixed income into its sub-components presents opportunities for enhanced risk-adjusted returns, said Aaron Young, vice-president and client portfolio manager at CIBC Asset Management. When investors buy the FTSE universe bond index or even […]

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]]> Survey finds 32% of U.S. institutional investors increasing allocations to private assets https://www.benefitscanada.com/canadian-investment-review/alts/survey-finds-32-of-u-s-institutional-investors-increasing-allocations-to-private-assets/ Mon, 23 Oct 2023 13:00:30 +0000 https://www.benefitscanada.com/?p=145677 Nearly a third (32 per cent) of U.S. institutional investors say they plan to increase their private asset allocations over the next two years, primarily due to diversification benefits, lower volatility and the potential to garner higher returns than public markets, according to a new survey by Schroders. The survey, which polled more than 100 […]

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]]> Survey finds 66% of asset owners increasing allocations to private markets https://www.benefitscanada.com/canadian-investment-review/alts/survey-finds-66-of-asset-owners-increasing-allocations-to-private-markets/ Fri, 13 Oct 2023 19:00:16 +0000 https://www.benefitscanada.com/?p=145322 Two-thirds (66 per cent) of large institutional asset owners say they plan to increase their allocations to private markets over the coming year, according to a new survey by Mercer. The survey, which polled about 60 global asset owners, found among those planning to increase their private market investments, 50 per cent said they’re pivoting […]

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]]> How are institutional investors considering alternative credit amid rising interest rates? https://www.benefitscanada.com/archives_/benefits-canada-archive/how-are-institutional-investors-considering-alternative-credit-amid-rising-interest-rates/ Fri, 13 Oct 2023 12:55:33 +0000 https://www.benefitscanada.com/?p=144512 While the University of British Columbia’s staff pension plan already boasts a sizable investment in alternative credit, it still has room for more. “Overall, we have a favourable outlook for alternative credit and intend to continue growing our exposure in 2023,” says Josh Kruse, associate director at UBC Investment Management. “Rising policy interest rates and […]

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]]> Majority of U.S. DB pension plan sponsors expect to divest liabilities over next 4 years: survey https://www.benefitscanada.com/pensions/defined-benefit-pensions/majority-of-u-s-db-pension-plan-sponsors-expect-to-divest-liabilities-over-next-4-years-survey/ Wed, 04 Oct 2023 19:00:18 +0000 https://www.benefitscanada.com/?p=144604 Nine in 10 (89 per cent) U.S. defined benefit pension plan sponsors say they’re expecting to completely divest their plan liabilities in roughly four years, according to a new survey by MetLife Inc. The survey, which polled 250 DB plan sponsors, found nearly all (94 per cent) said the financial impacts of volatility and related risks […]

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]]> How climate change and inflation are impacting agricultural investments https://www.benefitscanada.com/archives_/benefits-canada-archive/how-climate-change-and-inflation-are-impacting-agricultural-investments/ Fri, 11 Aug 2023 12:54:48 +0000 https://www.benefitscanada.com/?p=141895 Despite the prevalence of farming in its home province, the Alberta Investment Management Corp.’s agricultural portfolio is just 13 years old, the product of a 2010 investment in converted farmland held by Australian timber producer Great Southern Group. The properties proved too arid for tree growth and were converted back to croplands for canola, wheat […]

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