A world of increased uncertainty over fiscal situations is leading to a market more conducive to fixed income and international equities, says Indrani De, head of global investment research at FTSE Russell. The firm’s most recent asset allocation insights report found a global market that’s seeing steepening yield curves amid economic uncertainty brought on by […]
A special report from the United Nations calling out investment decisions by the Caisse de dépôt et placement du Québec doesn’t recognize fiduciary obligations in the pension fund system, says Level Chan, a partner at Stewart McKelvey. “It’s with that particular lens that pension funds have to invest. . . . It probably would be […]
Private capital is increasingly needed to fund the vast infrastructure investment requirements of many Organisation for Economic Co-operation and Development countries today, according to Daniel Sausmikat, capital formation partner at InfraRed Capital Partners, during a session supported by SLC Management at the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. This form of funding […]
Multi-residential investments in Canada are offering institutional investors a stable alternative in the real estate market, according to Alexandra Katz, managing partner and head of institutional relationships at Hazelview Investments, during the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. The investments provide stability over time and downside protection due to their countercyclical characteristics […]
In a world of persistent inflation and evolving fiduciary responsibilities, foundations must rethink how they balance liquidity needs, risk management and long-term value creation, said Pascal Bernier (pictured left), portfolio manager of strategic asset allocation at Desjardins Global Asset Management, during the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. Comparing two foundations with […]
Public assets like exchange-traded funds grant endowments and foundations with full liquidity in their investment pursuits, according to Mark Webster, director of institutional sales and service at BMO Global Asset Management, during the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. While the Maple 8 model does offer investment lessons, some can prove too […]
The Calgary Foundation’s transition from a heavy domestic public market asset mix to a diversified portfolio opened the doors to a larger investible universe and minimized volatility, said Jessica Mitchell, an investment associate at the organization, during a session at the Canadian Investment Review’s 2025 Endowment & Foundation Investment Forum. “The questions that we asked […]
Last year, the Ontario Municipal Employees’ Retirement System embarked on a journey to redefine its risk management strategy, with the process pushing the organization to separate its views on risk into three categories. After becoming the OMERS’ chief risk officer in June 2023, Deb Barnes asked the organization’s board for a mandate to refresh the […]
Defined contribution pension plan sponsors are navigating the demands of a strict asset allocation guideline in accordance with Islam by incorporating Sharia-compliant funds into their plans’ investment lineups. One reason is the increasingly diverse makeup of the Canadian workforce. According to Statistics Canada, the country’s Muslim population doubled between 2001 and 2021, from two per […]
The increasing size of alternative investments may be driving down their benefit for institutional investors, says Stephen Johnston, director at Omnigence Asset Management. “There are trillions of dollars in those strategies. How can they generate alpha now? Because when you get to that size you start to replicate market returns.” Read: 66% of institutional investors […]