Fixed income – Benefits Canada.com

Report finds world’s 300 largest pension funds’ AUM increased 10% in 2023

Cassie Pastorfide — Wed, 18 Sep 2024 13:00:23 +0000

In 2023, the world’s 300 largest pension funds’ assets under management increased by 10 per cent to US$22.6 trillion, compared to $20.6 trillion at the end of 2022, according to a new report by WTW’s Thinking Ahead Institute. It found the top 20 largest global pension funds’ AUM increased by 12 per cent during the […]

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27% of U.S. DC pension plan sponsors say decumulation isn’t a topic of interest: survey – test

Cassie Pastorfide — Fri, 26 May 2023 19:11:07 +0000

While a third (34 per cent) of U.S. defined contribution pension plan sponsors say they’re studying decumulation solutions and another 15 per cent are in the process of evaluating or implementing one more than a quarter (27 per cent) say decumulation isn’t a topic of interest or need, according to a new survey by consultancies […]

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Expert panel: How DB pension plan sponsors can use surplus – test

Cassie Pastorfide — Tue, 16 May 2023 13:00:55 +0000

In 2022, the typical defined benefit pension plan achieved an investment return of roughly negative 12 per cent. However, due to dramatic increases in bond yields and a subsequent decrease in pension liabilities, many pension plans ended 2022 with the same — or better — solvency funded level that they had at the beginning of […]

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Debate about pension fund’s divesting due to ESG issues heats up in Oregon

mdunne — Fri, 26 Nov 2021 14:00:18 +0000

Oregon’s state employee retirement fund is coming under increased scrutiny as the U.S. state is facing increased calls for divestment from companies that have environmental, social and governance issues. Oregon residents are increasingly pushing for the state to divest from fossil fuel companies and other controversial investments, but the state treasury is resisting and putting […]

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Expert panel: Inflation risk — to hedge or not to hedge?

Gideon Scanlon — Thu, 25 Nov 2021 17:30:10 +0000

With October inflation hitting an 18-year high, inflation risk is back on the radar of plan sponsors providing inflation-linked defined benefit pensions. In the past, it’s been challenging to hedge inflation risk. Fortunately, more efficient solutions have emerged over the last several years. What is inflation risk? For a plan that provides inflation-linked benefits, inflation […]

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AIMCo sees quarterly returns of 1.7 per cent, CPPIB up 3.8 per cent

Gideon Scanlon — Tue, 23 Nov 2021 14:00:56 +0000

The Alberta Investment Management Corp. saw returns of 1.7 per cent during the third quarter of 2021, according to its quarterly report. Between July and the end of September, the AIMCo saw the value of its assets rise from $123.4 billion to $130.1 billion, beating its benchmark of 0.9 per cent. On a year-to-date basis, the […]

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Top 2021 Money Managers Report: What questions should pension plan sponsors ask in 2022?

bwolfe — Fri, 19 Nov 2021 13:53:15 +0000

In the early days of 2020, no one could have foreseen the social and economic havoc the coronavirus pandemic would wreak on the world. Nearly two years later, as markets and economies continue to recover, Canadian pension plan sponsors are looking to their money managers to help light the way to a brighter financial future. […]

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Domestic equity returns bolstering Canadian DB pension plan solvency: report

Gideon Scanlon — Tue, 09 Nov 2021 14:00:34 +0000

The average Canadian defined benefit pension plan saw improvements on a solvency and accountancy basis in October, according to LifeWorks Inc.’s monthly report. Its monthly report on DB pension indices found the average plan saw its solvency index rise to 111.5 per cent, up from 108.8 per cent at the end of September and a […]

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Coverage of the 2021 Global Investment Conference

Jennifer Paterson — Tue, 09 Nov 2021 12:05:43 +0000

Eighteen months after the onset of the coronavirus crisis, the 2021 Global Investment Conference looked at how the uncertain global future will impact pension portfolios. Across 10 sessions on Sept. 21-23 at the JW Marriott The Rousseau Resort, the event looked ahead while also reflecting on the foundational changes that have occurred over the past year and […]

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2021 GIC coverage: How institutional investors can use fixed income amid low yields

bwolfe — Tue, 09 Nov 2021 11:55:31 +0000

Despite the low-yield environment, fixed income continues to play an important role for institutional investors looking to make their portfolios work harder in a risk-controlled fashion, said Jeffrey Moore, a portfolio manager at Fidelity Investments Inc., during a session at the Canadian Investment Review’s 2021 Global Investment Conference. “For the bond market to hurt, there needs […]

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