Pension Pulse

APRIL 16, 2024

Derek Decloet and Christine Dobby of Bloomberg report Canada taps ex-BOC governor to examine how pension funds invest: Canada’s finance minister has asked former central bank governor Stephen Poloz to examine ways to entice its pension funds to invest more in the country.

Pension Funds 59

Pension Funds Funds Investing Banks 59

The Motley Fool

SEPTEMBER 18, 2023

Blackstone's unique investment business Blackstone manages investments for big money managers, including pension funds and institutional investors, and its $1 trillion in AUM makes it one of the largest asset managers in the world. Here's why this news is a big deal. What sets Blackstone apart from competitors is its investing style.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

Pension Pulse

SEPTEMBER 3, 2024

Over the last decade, the real estate arm of Quebec’s $300 billion pension fund tore through U.S. Expensive business Ivanhoé Cambridge’s portfolio represents some of the conundrums of the office market. million in 2013, when the loan was securitized, to $76.5 The Caisse pension fund reported a -6.2

Pension Funds 59

Pension Funds Liabilities Stakes Debt 59

Pension Pulse

APRIL 15, 2024

In Canada, one of our most powerful tools to collectively shape that future is our strong, stable, resilient pension fund, one built for the specific demographic hurdles we’ll face as a country. In this landscape, countries with strong pension funds have a decided advantage—and Canada is among them. Today, there are 3.5

Pension Funds 59

Pension Funds Investing Finance Financing 59

Pension Pulse

JUNE 8, 2023

AIMCo, which manages $120bn on behalf of Alberta’s wealth fund and pension funds, told the Financial Times it planned to increase its London headcount from 30 to 80 over the next few years and invest “billions” in the UK, including on projects linked to the country’s “green industrial revolution” policy.

Pension Funds 59

Pension Funds Investing Hedge Funds Venture Capital 59

Pension Pulse

OCTOBER 29, 2024

Over the past decade we have built and expanded our portfolio in Australia by investing in a diverse array of high-quality assets across various sectors, including infrastructure, real estate, credit, and private equity,” said OMERS President and CEO Blake Hutcheson. OMERS also invests in Australian equities and fixed income.

Pension Funds 59

Pension Funds Investing Assets Asset Management 59

Pension Pulse

AUGUST 28, 2023

Patrick DeRochie, senior manager of Shift Action for Pension Wealth and Planet Health , wrote an op-ed for the Globe and Mail, stating Canada is burning, so why is our national pension fund still heavily into fossil fuels?: These companies are included in CPPIB’s deceptively-named “ Sustainable Energies ” portfolio.

Pension Funds 59

Pension Funds Investing Stakes Funds 59

Pension Pulse

JULY 2, 2024

The country’s second-largest pension has been a seasoned private equity investor for almost half a century. However, it wasn’t until the last decade that the asset class began to account for a significant part of its investment portfolio: CDPQ’s private equity assets nearly doubled from 10.1 percent of its portfolio in 2013 to 20.1

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

Pension Pulse

OCTOBER 13, 2023

Anyway, let me get on to covering this week in pensions. First, Shahir Gindo wrote a special to the Globe and Mail on why Canadian pensions funds should invest more in domestic assets to boost the economy. I want to confront the topical complaint that pension funds allocate something like 4% of our capital to domestic stocks.

Pension Funds 59

Pension Funds Investing Banks Consultants 59

Pension Pulse

AUGUST 3, 2023

IPE Real Assets reports Cadillac Fairview and Boreal IM logistics venture expands into Italy: The European logistics joint venture between the real estate arm of Ontario Teachers’ Pension Plan and Boreal IM marked its entry into Italy with a 200,000sqm portfolio purchase. 2,127,000 sq.ft) and two development plots.

Portfolios 52

Portfolios Assets Asset Management Leveraging 52

Pension Pulse

FEBRUARY 20, 2024

ESR Kendall Square Open-End Core RE Fund On February 14, 2024, ESR Group announced that its South Korean platform, ESR Kendall Square has established Korea’s first perpetual, open-ended core logistics fund. The newly-formed core fund portfolio includes seven trophy assets which are developed and managed by ESR Kendall Square.

Stakes 59

Stakes Pension Funds Investing Mergers and Acquisitions 59

Pension Pulse

OCTOBER 23, 2024

Silas Brown and Kat Hidalgo of Bloomberg report Florida pension to offload up to $4 billion of private credit: The Florida State Board of Administration is looking to sell a bundle of private credit stakes worth as much as $4 billion in what would be one of the largest deals of its kind, according to people with knowledge of the matter.

Funds 59

Funds Stakes Due Diligence Assets 59

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

MAY 11, 2023

Paulina Pielichata of Pensions & Investments reports CDPQ works to pump $11.2 billion into European private markets: Canadian pension fund Caisse de depot et placement du Quebec has recently moved into its new London headquarters as it is working to deploy C$15 billion ($11.2 billion) in private markets across Europe.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Buyout Pension Funds 52

The Big Picture

MAY 9, 2023

But what was interesting about that was the quick need to both separate the portfolio between the old stuff and the new stuff, because there were a lot of new investment opportunities. SALISBURY: So I led the European Special Situations Group from 2008 to 2013. And there was a problem with 168 of them at the end of 2008.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

JANUARY 12, 2024

It will develop innovative new strategies where our clients are looking to allocate capital in their portfolios, and it will help us better respond to client demand for customized solutions.” She joined BlackRock in 2013 from Citigroup Inc., Not just sovereign wealth funds, US, Canadian and European pension funds too.

Pension Funds 59

Pension Funds Debt Exchange-Traded Funds Assets 59

Pension Pulse

JANUARY 22, 2024

As a long-term investor, we are always evaluating opportunities for the businesses within our portfolio. The pension fund manager had quietly tried to sell LifeLabs in previous processes and failed to find a buyer, according to two of the sources. LifeLabs is part of the pension fund’s $34-billion infrastructure portfolio.

Stakes 52

Stakes Investing Bidding Assets 52

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. At BlackRock, our business is to serve clients with excellence and help them design portfolios for the future. They deliver clients scale.

Assets 130

Assets Shareholders Asset Management Capital 130

Pension Pulse

MAY 24, 2023

“Despite significant declines in global equity and fixed income markets during our fiscal year, our investment portfolio remained resilient, delivering stable returns while outperforming major indexes.” So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. CPP said it earned 1.3

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

MAY 15, 2023

As a result, the fund is focused on improving liquidity management, understanding the portfolio risks and what it is willing to pay for those risks, as well as more cost-efficient allocations. Daniel is knowledgeable in portfolio construction and has real expertise in private markets. This will mean hiring in more people.”

Pension Funds 52

Pension Funds Assets Consultants Consulting 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So this secular bear market that we’re in today began in 2013 when we finally broke above the 1,500 level that was capping the index since 2000. Tell us a little bit about your research. RITHOLTZ: Right.

Banks 52

Banks Hedge Funds Debt Legal 52

Pension Pulse

MAY 15, 2024

Scott Chan, deputy CIO of the California State Teachers’ Retirement System, will take over on July 1 as CIO of the world’s largest educators’ pension fund. He was hired from the University of California Board of Regents office of the CIO, where he oversaw a $55 billion global equities portfolio as senior managing director.

Pension Funds 59

Pension Funds Education Hedge Funds Assets 59

Pension Pulse

AUGUST 22, 2023

Paula Sambo of Bloomberg reports Canada Pension Plan Investment Board joins startup at $100 million Reforestation Fund: Canada’s largest pension fund has joined a project to produce carbon credits by planting more than 100 native tree species on degraded land in Brazil’s Amazon region.

Startups 52

Startups Funds Investing Pension Funds 52

Pension Pulse

NOVEMBER 19, 2024

van Gelderen was most recently Chief Investment Officer of the Public Sector Pension Investment Board (PSP Investments) from 2018 to 2024, where he was responsible for PSP Investments’ total fund portfolio and long-term investment strategy. It was founded in 2013 as a joint initiative of CPP Investments (led by Mark D.

Pension Funds 59

Pension Funds Liabilities Assets Financing 59

The Motley Fool

MARCH 3, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. In his 2013 annual letter, Buffett wrote, one bequest provides that cash will be delivered to a trustee for my wife's benefit.

Investors 130

Investors Enterprise Values Shareholders Debt 130

Pension Pulse

MARCH 20, 2025

per-cent return for its portfolio in 2024, bouncing back from a weak 1.9-per-cent The pension funds 2024 returns fell short of its internal benchmark of 12.9 In 2024, the pension funds publicly-traded stocks gained 23.2 per cent - but lagged a benchmark portfolio of mostly public stocks that gained 23.7

Pension Funds 59

Pension Funds Assets Liabilities Funds 59

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And then ETFs really pioneering the concept of return stacking.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

Pension Pulse

MARCH 3, 2025

Ralph Berg, chief investment officer at OMERS for nearly two years, brings a fresh perspective to pension fund management with a history and work pedigree different to what you might expect from a Canadian fund investment boss. billion) funds approach to investing. Amanda White reports. billion ($97.2

Buyout 52

Buyout Pension Funds Investing Assets 52

The Big Picture

OCTOBER 31, 2022

And it appears, at least, in the post-World War II period, they come about every 25 years, the Nifty Fifties, which was a period where institutions and pension funds bought just growth stocks. You go even further than that and say, “Most portfolios could be fine if they’re equity only.”. RITHOLTZ: Late ‘60s we’re talking.

Financing 59

Financing Finance Debt Banks 59

The Big Picture

JULY 22, 2024

00:00:16 [Barry Ritholtz] This week on the podcast, another extra special guest, if you are at all interested in fixed income in cross asset management, in intermarket analysis, in understanding the many moving parts that go into putting together a near trillion dollar fixed income portfolio will then strap yourself in.

Banks 59

Banks Leveraging Taxes Portfolios 59

The Motley Fool

MARCH 23, 2025

When it was launched in 2013, Dogecoin was intended to satirize the cryptocurrency industry, not solve any particular problem. Sign Up For Free Dogecoin Price data by YCharts It isn't easy to pinpoint precisely why this occurs. But it likely has something to do with the asset's investment community and its goals.

Exchange-Traded Funds 245

Exchange-Traded Funds Pension Funds Assets Funds 245

Pension Pulse

MARCH 18, 2025

Matt Toledo of Chief Investment Officer reports OMERS Ralph Berg shines a spotlight on infrastructure: At the Ontario Municipal Employees Retirement System, infrastructure plays a significant role in the funds portfolio: The asset class has risen to be the funds largest, making up 23% of all assets.

Pension Funds 59

Pension Funds Assets Stakes Capital 59

Pension Pulse

JANUARY 21, 2025

Barbara Shecter of the National Post wrote a comment asking whether the Canadian pension model can survive a new era of politicization: Rachel Reeves, the U.K.s new chancellor of the exchequer, had a goal in mind when she flew to Toronto last August to meet with the heads of some of Canadas largest pension funds. 60 per cent.

Pension Funds 59

Pension Funds Assets Banks Funds 59