Research Papers

Alternative Assets: The Path to Transparency

Alternative Assets: The Path to Transparency

Published By: Northern Trust | 22/06/2017

Learn how industry views of alternatives are evolving, and what that means for your organization.

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RIA 2017 Investor Opinion Survey. In Focus: Gender Diversity

RIA 2017 Investor Opinion Survey. In Focus: Gender Diversity

Published By: Ocean Rock Investments Inc. | 01/06/2017

This survey provides the investment industry with vital data on investor attitudes towards RI. The first part of this report examines investor perspectives on RI in general. The second part, In Focus, hones in on investor attitudes towards two important gender diversity issues–women on boards and gender pay equity.  https://www.riacanada.ca/

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The Impact of Passive Investing on Market Efficiency

The Impact of Passive Investing on Market Efficiency

Published By: Epoch Investment Partners, Inc. | 18/05/2017

Academic studies are beginning to shed light on how passive ETFs are influencing markets.

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Express Scripts Drug Trend Report 2016

Express Scripts Drug Trend Report 2016

Published By: Express Scripts | 07/05/2017

In 2016, Express Scripts Canada’s analysis of private-plan spending trends once again reflected opposing cost forces. Factors driving an increase in drug spend have outweighed downward pressure on drug costs. At the same time, high-cost drugs and high-cost patients continued to create troubling trend acceleration.

We are now at a crossroads—the cost impact of patent expiries is slowing, while that of high-cost drugs and patients with multiple chronic conditions continues to accelerate.

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Enhancing Your Investment Grade Allocation with Private Debt

Enhancing Your Investment Grade Allocation with Private Debt

Published By: TD Asset Management | 04/05/2017

It’s easy to become overwhelmed by the details, especially when they are being reported around the clock, 140 characters at a time. However, today’s headlines mostly revolve around things we can’t control and create market imbalances we can’t control, so while it’s important to be aware of the macro backdrop, the fixed income team at TD Asset Management
(we) believes investors will be better served by focusing on the things they can control.

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CLIMATE CHANGE: DELIVERING ON DISCLOSURE

CLIMATE CHANGE: DELIVERING ON DISCLOSURE

Published By: OP Trust | 04/05/2017

CLIMATE CHANGE is one of the most significant challenges facing the world today and increasingly complex to navigate as a large, global investor.  Bold steps and ingenuity will be required to reduce the effects of climate change in the coming decades. Equally, bold steps will be required to help investors understand and mitigate the risks that climate change presents to our portfolios.

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GLOBAL CLIMATE  INDEX 2017

GLOBAL CLIMATE INDEX 2017

Published By: AOD Project | 26/04/2017

The fifth AODP Global Climate 500 Index launches after a year of rapid developments in articulating the financial risks of climate change to the global economy.

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ESG's place in investment portfolios. Today and tomorrow.

ESG's place in investment portfolios. Today and tomorrow.

Published By: State Street Global | 24/04/2017

Growing interest in environmental, social and governance (ESG) credentials among institutional investors reflects a view that ESG insights and perspectives can address multiple objectives. In addition to targeting positive social or environmental impacts, ESG criteria are increasingly recognized as material to long-term financial outcomes. https://www.ssga.com/na/ca/permitted-client/en/home.html

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Multi-factor investing and environmental, social and governance strategies

Multi-factor investing and environmental, social and governance strategies

Published By: HSBC | 10/04/2017

Learn how selective exposure to well-established risk premia factors — value, size, momentum, low risk, quality and environmental, social and governance (ESG) approaches can minimize unintended exposures when executing multi-factor-ESG investment strategies.

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Understand IBS:  Its Impact On Employee Quality Of Life, Physical Health, Mental Health & Productivity At Work

Understand IBS: Its Impact On Employee Quality Of Life, Physical Health, Mental Health & Productivity At Work

Published By: Allergan | 01/04/2017

Learn about the multiple symptoms of IBS and the impact these symptoms have on employee quality of life, physical health, mental health and productivity at work.

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Finding Opportunities In An Era Of Rapid Change

Finding Opportunities In An Era Of Rapid Change

Published By: T. Rowe Price | 01/02/2016

Key global industries are being disrupted by technological innovation, changing consumer preferences, and political or regulatory initiatives. These changes may produce extreme performance gains for winners. David Eiswert, CFA, portfolio manager of T. Rowe Price’s Global Focused Growth Equity Strategy, shares his insights on how a portfolio structure that allows investors to compare opportunities across geographic regions can leverage fundamental stock-picking skill.

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Reshaping the Canadian Retirement System

Reshaping the Canadian Retirement System

Published By: Russell Investments | 01/01/2016

Economic conditions, longevity and other risks related to defined benefit (DB) pension arrangements have left many questioning the traditional DB model. Defined contribution (DC) arrangements have seen growth but they too have flaws. As a response, many jurisdictions in Canada are considering new pension structures. Discussed in part 1 – Motivation for change and, in part 2, Investing strategically.

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Changing The Game for Employees Living With Obesity

Changing The Game for Employees Living With Obesity

Published By: Novo Nordisk | 01/11/2015

Progressive approaches to support chronic weight management
Imagine being able to reduce or prevent benefits costs associated with some common chronic conditions. How? By changing the ways private health plans think about and respond to obesity.
Novo Nordisk Canada gathered together key industry opinion leaders for insights on progressive ways to address obesity as a chronic disease, both in plan design and wellness programming. Read more about how the industry can open the door to healthier, more productive employees.

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How to Manage Tracking Error with Greater Certainty

How to Manage Tracking Error with Greater Certainty

Published By: Hillsdale Investment Management Inc. | 22/10/2015

In the Canadian equity manager universe, there is no evidence that tracking error risk is proactively managed. This is especially surprising given that tracking error is an important measure of active investment management risk as it provides investors with a tool to estimate the expected variability of their manager’s value added. This paper examines two different techniques a Canadian equity manager can employ to manage tracking error risk.

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Apple was a middle market company once

Apple was a middle market company once

Published By: Unigestion | 01/10/2015

Capturing the growth potential of the mid-market private equity universe.

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