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A Conversation With John Graham on CPP Investments Fiscal 2023 Results

Pension Pulse

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. per cent return.

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Earth Capital's Richard Burrett on How Asset Managers Can Influence the Future of the Corporation

Pension Pulse

Furthermore, beyond the choice of investments themselves, there is a real requirement for active ownership in helping investees to address the evolving material issues we face. There is sound research to suggest that collaboration among active investors is instrumental in increasing the success rate of environmental and social engagements.

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IMCO's Bert Clark on The Challenge of Generating Net Value Add

Pension Pulse

Even the biggest pensions that have long investment time horizons and the benefits of scale have only tended to generate modest total portfolio net value add over the long term. A study by CEM Benchmarking found that the average annual net value add of the largest pension funds was 26bps over 20 years. But this is nothing new.