private assets – Benefits Canada.com

Trusteed pension funds’ assets valued at $2.1T in Q1: StatsCan

bwolfe — Thu, 16 Sep 2021 13:32:29 +0000

The market value of assets held by Canadian trusteed pension funds totalled $2.1 trillion at the end of the first quarter, according to new data from Statistics Canada. Public sector assets amounted to $1.6 trillion, accounting for 77.5 per cent of the overall assets, while private sector assets totalled $474 billion. Revenues totalled $62.3 billion, […]

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Pension funds playing defence amid coronavirus crisis

mschmit — Wed, 02 Dec 2020 04:32:11 +0000

Despite several bumps in the decade since the 2008/09 financial crisis, the swift and brutal crash in global equity prices when the coronavirus was declared a pandemic sent pension investors reaching for their playbooks to implement defensive strategies to mitigate the damage. “People have worked very hard at just acting on the set strategies that […]

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Canada maintains No. 8 global ranking for retiree well-being: report

mschmit — Thu, 01 Oct 2020 04:51:31 +0000

For the second year in a row, Canada ranked No. 8 among developed nations for retiree well-being, according to Natixis Investment Managers’ annual global retirement index. The index, which provides an overview of the relative well-being and financial security of retirees in 44 countries, examined 18 factors across four categories: finances in retirement, material well-being, […]

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Managing a real estate portfolio amid the coronavirus crisis

mschmit — Mon, 20 Apr 2020 05:47:13 +0000

While the fallout from the coronavirus pandemic has wreaked havoc on many asset classes, institutional investors in real estate face a unique set of challenges. Firstly, the shutdown of non-essential businesses has put many tenants in a position where they can’t afford rent, forcing their investor landlords to decide how to react. Institutional investors are […]

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Getting to know new Provident10 CIO Michel Malo

mschmit — Fri, 01 Nov 2019 04:29:36 +0000

At the beginning of September, Provident10, which oversees the administration and asset management for Newfoundland and Labrador’s Public Service Pension Plan, welcomed a new chief investment officer, Michel Malo. With $6.6 billion in invested assets as of year-end 2018, Provident10 is a fairly new entity. In December 2014, the province’s government and its five largest […]

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Institutional investors urged to take a bottom-up approach to investing in India

mschmit — Fri, 16 Aug 2019 03:43:55 +0000

With India attracting the attention of Canadian pension plans, what opportunities and risks exist in the country? Across all asset classes, 2018 saw US$47 billion in foreign investment transactions into India, according to Sanjeev Krishan, deals and private equity expert at PwC India, during the Canadian Investment Review’s podcast “Pension Passport.” And this year could […]

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Are market conditions impacting investor allocations to alternatives?

mschmit — Thu, 09 May 2019 04:05:13 +0000

As allocations to alternative assets grow, private equity is the most popular, trailed closely by real estate according to data from Preqin for the first half of 2019. Currently 65 per cent of institutional investors hold private equity, 63 per cent own real estate and 51 per cent have hedge funds. Somewhat less popular are […]

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OMERS posts 2.3% return for 2018

mschmit — Tue, 26 Feb 2019 03:52:29 +0000

The Ontario Municipal Employees Retirement System posted a 2.3 per cent return for 2018, pulling in $2.2 billion. In 2017, the fund saw a return of 11.5 per cent for the year and boosted its funded status to 94 per cent. For 2018, the funded status saw further gains, landing at 96 per cent. “The […]

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As institutional investors intend to reduce public stocks, where are they looking?

mschmit — Wed, 09 Jan 2019 04:51:26 +0000

With concerns the business cycle is about to turn, more than half of institutional investors are reporting the intention to reduce their allocations to equities, according to a new BlackRock survey. Fifty-one per cent of BlackRock institutional clients surveyed stated they plan to decrease their allocations to public equity markets this year, up from 35 per cent in […]

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