Research Papers

GLOBAL CLIMATE  INDEX 2017

GLOBAL CLIMATE INDEX 2017

Published By: AOD Project | April 26, 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 | April 24, 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 | April 10, 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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Finding Opportunities In An Era Of Rapid Change

Finding Opportunities In An Era Of Rapid Change

Published By: T. Rowe Price | February 1, 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 | January 1, 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 | November 1, 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. | October 22, 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 | October 1, 2015

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

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