balanced fund – Benefits Canada.com https://uat-cumulus.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Thu, 16 Jan 2025 20:41:36 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Learn more about the DC Investment Innovation Award finalists https://uat-cumulus.benefitscanada.com/events/conferences/learn-more-about-the-dc-investment-innovation-award-finalists/ Mon, 16 Nov 2020 05:08:27 +0000 https://cumulus.benefitscanada.com/uncategorized/learn-more-about-the-dc-investment-innovation-award-finalists/ Pension investments are a key component of ensuring secure benefits for plan members upon their retirement. To celebrate the plan sponsors and pension investors who work hard to ensure strong investment outcomes, the first-ever Pension Leadership Awards will recognize winners across several categories. The Defined Contribution Investment Innovation Award will go to a DC pension […]

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]]> A look at private equity investing in DC plans https://uat-cumulus.benefitscanada.com/canadian-investment-review/alts/a-look-at-private-equity-investing-in-dc-plans/ Wed, 12 Aug 2020 05:48:12 +0000 https://cumulus.benefitscanada.com/uncategorized/a-look-at-private-equity-investing-in-dc-plans/ Much debate remains about whether private equity is an appropriate option for members of capital accumulation plans. Canada’s neighbours to the south have been examining the potential legal pitfalls of these allocations. A recent information letter from the U.S. department of labor set forth a framework plan sponsors can use to consider the prudence of […]

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]]> Helping members to and through retirement at the Saskatchewan Pension Plan https://uat-cumulus.benefitscanada.com/canadian-investment-review/dc-investments/helping-members-to-and-through-retirement-at-the-saskatchewan-pension-plan/ Wed, 01 Jul 2020 03:45:00 +0000 https://cumulus.benefitscanada.com/uncategorized/helping-members-to-and-through-retirement-at-the-saskatchewan-pension-plan/ The Saskatchewan Pension Plan is improving investment choice for members in the accumulation phase and introducing new options to help them through decumulation as well. Leading up to retirement, SPP members are defaulted into a balanced fund, which has been in place since the plan started in 1986. In 2010, it introduced a short-term fund, […]

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]]> Should institutional investors consider a balanced portfolio 2.0? https://uat-cumulus.benefitscanada.com/canadian-investment-review/strategies/should-institutional-investors-consider-a-balanced-portfolio-2-0/ Wed, 01 May 2019 10:32:43 +0000 https://cumulus.benefitscanada.com/uncategorized/should-institutional-investors-consider-a-balanced-portfolio-2-0/ While traditionally, balanced portfolios had 60 per cent in stocks and 40 per cent in bonds, about 90 per cent of the risk budget went to equities, said Perry Teperson, vice-president and portfolio manager at Leith Wheeler Investment Counsel Ltd., speaking at the firm’s institutional investor forum. This is where a balanced portfolio 2.0 comes […]

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