Articles

Navigating The Path To Optimized Pension Risk Transfer

Authored By: Michael Carse | Publish Date: July 3, 2018

Many U.S. defined benefit pension plans would state their ‘end game’ as being either one of hibernation – creating and maintaining a low-risk portfolio – or of termination – with the aim being to remove risk from the table as early as possible. But is it truly as clear cut as ‘hibernation versus termination,’ and do plans really need to make a choice to commit to one or the other?

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Pension Investing – A Brief History and Future Questions

Authored By: Jeremy Bell | Publish Date: June 26, 2018

In this article, I discuss the changes in pension investing, particularly related to the relationship between pension sponsors and pension investment consultants.

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The Case for a Low-Volatility Global Equity Allocation in Retirement Plans

Authored By: Christine Girvan | Publish Date: June 21, 2018

Skilled active managers have historically been able to add value in volatile markets. This can be done through standalone investment options in defined contribution plans or as part of a de-risking framework with respect to broadening an opportunity set and reducing funded status volatility in a defined benefit plan.

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Impact Of Ontario Election Examined

Authored By: Yafa Sakkejha | Publish Date: June 18, 2018

The last several months have been rocky for Ontario employers.

Bill 148 became effective on January 1, boosting wages, paid time off, and extending job-protected leaves of absence. The federal government floated the idea of taxing health and dental benefits, only to walk back the idea shortly afterwards. A national single-payer pharmacare system continues to have clout, but with a question mark. As we saw with OHIP+ in Ontario, parents and employers were gleeful on January 1, asking us, ‘So how much money are we going to save from our health premiums?

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Portfolio Management – Why Correlation Matters

Authored By: Ranjan Bhaduri & Gunter Meissner | Publish Date: June 1, 2018

What is correlation?
While this question seems simple enough, it actually isn’t. In today’s financial environment, correlation is defined differently in different contexts

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How Canada’s Hedge Fund Sector Continues to Evolve

Authored By: Claire Van Wyk-Allan | Publish Date: May 29, 2018

Back in 2003, AIMA had ‘only’ 38 corporate members in Canada and many alternative asset management firms were providers of niche products to wealthy high net worth (HNW) clients. Today, with over 160 corporate members, most of our members in Canada are also serving institutional clients and a truly retail client base is continuing to emerge.

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Is bigger always better?

Published By: | May 24, 2018

When it comes to investment managers, the common thinking is that the large institutions can produce superior investment returns over any small manager – but is that always the case?

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Mental Health Awareness Week: Managing Stress And Mental Wellbeing In Workplace

Authored By: Morag Livingston | Publish Date: May 14, 2018

Stress is one of those funny things. We often use the word as a point of reference for how we’re feeling, such as describing our work day as stressful, or perhaps the kids are stressing us out. For some, stress can be a positive thing, and they thrive on this bit of extra pressure, but for many this really isn’t the case. If stress and this pressure becomes too much, it can become utterly overwhelming and can lead to greater issues.

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Why Are Investors Surprised? Facebook Validates ESG Scoring

Authored By: Kris Nelson | Publish Date: April 27, 2018

On March 16, news broke that British political consulting firm Cambridge Analytica had gained improper access to data from as many as 50 million Facebook users (an estimate that has since been upped to 87 million).1 That firm and its top executives are now also under fire for alleged violations of U.S. election laws, and Facebook is facing heavy scrutiny of its data security, audit procedures, and disclosures.

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Is it possible to enhance performance while reducing carbon impact?

Published By: HSBC Global Asset Management | April 17, 2018

Managing climate risk is imperative for all investors. For those investors who are comfortable with some exposure to carbon intensive sectors, imposing carbon constraints may be an effective approach to achieving a lower-carbon risk profile with a return profile in line with or better than the benchmark.  The latest article addresses reducing carbon risk in portfolio construction and enhancing performance while reducing carbon impact.

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