In a recent expert column, I broke down the different components of fees for defined contribution plans. And now, I will explore the key fee…
Defined contribution pension plan fees have long been an area of significant risk for pension fiduciaries. Typically, a DC plan sponsor will negotiate fees for…
As alternative asset classes continue to be a major area of interest for institutional investors, considering the benefits and drawbacks of real estate as an…
The WeWork saga has been ever-present in financial headlines in recent months. The brief version of the story can be summarized in a few steps:…
Two questions seem to occupy pundits and popular media these days. One is why interest rates are negative and what this means. The other is…
The rush to alternative assets among institutional investors is well-documented. Within this movement, allocations to infrastructure are becoming common. The promise is attractive: returns in…
Investment management fees for certain asset classes have declined substantially, especially in sectors where managers have been under pressure from new competitors, cheaper alternative strategies…
A lot of ink has poured into the discussion of an inverted yield curve, and what it means, yet I am still unsure if people…
Outsourced chief investment officers, or OCIOs, are a service model where a pension plan sponsor or other institutional investor delegates certain decision-making responsibilities to a…
A key theme in Canadian institutional investing has been a prolonged period of low and declining interest rates. As many institutions maintain a substantial domestic…
Historically pension funds and other investors have tended to select investment managers based on their recent investment performance. This can lead to a pension fund…
In the world of pensions, endowments and foundations, members of governing boards and investment committees are trusted with oversight of pools of capital with significant…
In a recent case, the Ontario Superior Court found an employee failed to mitigate damages when he refused a return-to-work offer from his employer, with whom he…