Alpha – Benefits Canada.com

2021 GIC coverage: A look at China’s expanding opportunity set for institutional investors

Gideon Scanlon — Tue, 09 Nov 2021 11:58:47 +0000

For all its dangers, there’s still considerable opportunity to be found in the Chinese investment space. At the 2021 Global Investment Conference, Anh Lu, portfolio manager for the Asia ex-Japan equity strategy at T. Rowe Price, said the trick to capitalizing on the opportunities in the world’s most populous country is to consider the long-term […]

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Institutional investors emphasizing ESG factors amid pandemic, finds survey

bwolfe — Wed, 13 Oct 2021 13:00:42 +0000

While 72 per cent of institutional investors are currently integrating environmental, social and governance factors into their investment strategies, 29 per cent are placing greater emphasis on ESG considerations as a result of the coronavirus pandemic, according to a new survey by RBC Global Asset Management. The survey, which polled 800 global institutional investors, found […]

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How Canada’s pension funds are maximizing fixed income in a low interest rate environment

bwolfe — Wed, 30 Jun 2021 12:56:54 +0000

With bond returns tied to interest rates, it’s no surprise Canadian pension funds are increasingly seeking other ways to boost fixed income yields. Canadian interest rates have been trending downward for the last 30 years, from a high of 10.3 per cent in 1990 to around 1.75 per cent in early 2020, according to the […]

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How rebalancing can provide alpha

mschmit — Mon, 30 Nov 2020 08:37:22 +0000

The San Bernardino County Employees’ Retirement Association implemented a simple innovation 15 years ago that’s added nearly US$1 billion to the fund’s total value as of Aug. 31, 2020. That innovation is “informed rebalancing,” said Arun Muralidhar, adjunct professor of finance at George Washington University, when speaking at the Canadian Investment Review’s Investment Innovation Conference […]

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Canadian pension portfolio exposure to China inching higher

mschmit — Fri, 14 Aug 2020 04:55:17 +0000

The rallying cry that China is simply too significant a part of the world’s economy to leave out of a well-diversified portfolio is about to be last year’s cliché. For the moment, the country remains the second largest economic engine in the world, but its stunning growth in just the past few years has investors […]

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How will technology change investment landscape going forward?

mschmit — Tue, 16 Jun 2020 05:09:39 +0000

While technological change is accelerating at a rapid rate, the financial system isn’t keeping pace, says Campbell Harvey, professor of finance at Duke University’s Fuqua School of Business. Traditional systems make it difficult for those trying to raise capital or invest. Yet new technology is coming to market that can resolve many barriers and dramatically […]

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Is tech the only equity sector with any alpha left?

mschmit — Fri, 07 Feb 2020 05:15:53 +0000

For institutional investors looking for alpha, there’s one sector in particular where they can find it, said Jeremy Yeung, vice-president of portfolio management and portfolio manager at Signature Global Asset Management. “Technology is an inefficient market, that’s where all the alpha is,” he noted, speaking at an event hosted by the CFA Society Toronto on Wednesday. But in […]

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Is tech the only equity sector with alpha left?

mschmit — Thu, 06 Feb 2020 13:22:17 +0000

If institutional investors want alpha, there’s one sector in particular where they can find it, said Jeremy Yeung, vice-president of portfolio management and portfolio manager at Signature Global Asset Management. “Technology is an inefficient market, that’s where all the alpha is,” he noted, speaking at an event hosted by the CFA Society Toronto on Wednesday. […]

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Diworsification: How hiring too many asset managers can cancel out benefits

mschmit — Fri, 31 Jan 2020 04:41:53 +0000

Discovering moments of mispricing is the soul of generating active returns, says Wylie Tollette executive vice-president of client portfolio solutions at Franklin Templeton Investments. But some investors, eager to discover opportunities to add alpha to their portfolio mix, may accidentally harness so many sources that their efforts to diversify actually hinder the benefits of doing […]

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Global investors cite interest rates as key portfolio risk: survey

mschmit — Mon, 25 Nov 2019 05:00:23 +0000

About three-quarters (73 per cent) of global institutional investors ranked interest rates as a key portfolio risk, according to a new survey by Natixis Investment Managers. The survey, which polled 200 chief investment officers and investment team members at life, property and casualty and reinsurance companies in Asia, Europe and North America, found concerns about […]

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