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 […]
Alternative assets can maintain institutional investors’ liquidity needs if they generate enough income, but this method is getting expensive, according to Janet Rabovsky (pictured centre), chair of the investment committee at the Teachers’ Pension Plan Corp. of Newfoundland and Labrador. During a panel session at the Canadian Investment Review’s 2025 Alternative Investment Conference, she said […]
The continuation fund model is a balanced response to open market uncertainty alongside high interest rates and volatility, according to Paul Smith, a partner at Stewart McKelvey, during a session at the Canadian Investment Review’s 2025 Alternative Investment Conference. Under the traditional private equity fund model, the investment vehicle has a fixed life, typically between […]
A desire to diversify a heavy public equities portfolio led Montreal’s municipal pension plan sponsor to look more closely at alternative assets. Before the global financial crisis, more than 60 per cent of the City of Montreal’s portfolio was in public equities, said Errico Cocchi, its head of pension investments, during a session at the […]
The basis of sustainable investing relies on risk management and understanding long-term opportunities, said Bertrand Millot (pictured left), head of sustainability at the Caisse de dépôt et placement du Québec, during a panel session at the Canadian Investment Review’s 2025 Alternative Investment Conference. “We need to understand how our portfolio is positioned in [climate change] […]
Canada can attract more institutional capital due to its stable, predictable and transparent market, said John Graham, chief executive officer at CPP Investments. 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 to Canadian opportunities. He’s […]
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 chief executive officer at the Healthcare of Ontario Pension Plan delivered one of the clearest signals to the Canadian market that the Maple 8 pension fund is open for business when it comes to infrastructure projects in the country. “I think Canada needs more infrastructure projects,” said Annesley Wallace, chief executive officer at the […]
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 […]