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How to Determine Your Client’s Risk Capacity

BlueMind

Let’s take an example of a client who has a tendency to always play it safe and prefers taking the less risky approach when it comes to investing, despite the fact they have a high asset and low liability portfolio. The ideal approach would require them to proceed with extra caution due to their low assets and high liabilities.

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Chart of the Month: March 2023

Cobalt

We compared their total value to paid-in capital (TVPIs) between 1998 and 2021 to see the returns each investment style might offer to investors moving forward. Through two separate drawdowns from 1999-2008 , the average buyout fund held above a 1.5x return on its investment. This blog post is for informational purposes only.

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AIMCo CEO Evan Siddall on Shadow Banks and Investing More in Canada

Pension Pulse

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.”

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Best Caisse Scenario?

Pension Pulse

His predecessor, Michael Sabia, had spent a decade restoring stability after the Caisse suffered huge losses during the global financial crisis of 2008-09. At the same time, Emond was rising through the ranks at Scotiabank, spending four years as the investment bank’s head of Quebec. One is the intense scrutiny on the Caisse.

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CalPERS Posts 9.3% Gain for Fiscal 2024

Pension Pulse

One metric that has become a proxy for satisfying fund backers is distributions, which are at their lowest level since the 2008 financial crisis. Distributions by some of the biggest private equity investment managers plunged by almost 50% last year compared with 2021.