American Investment Council

MAY 10, 2023

. – The American Investment Council (AIC) has launched a new project to share the most up-to-date facts and research about private equity and credit. Private investment is playing an incredibly positive role across America. Private investment is playing an incredibly positive role across America.

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Pension Pulse

NOVEMBER 16, 2023

Jeffrey Jones of the Globe and Mail reports the Caisse pumps $200-million into Swedish EV battery maker Northvolt: The Caisse de dépôt et placement du Québec is investing $200-million in a Swedish electric-vehicle battery maker that is about to break ground on a new manufacturing plant in the greater Montreal area. Investment Management Corp.

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Pension Pulse

SEPTEMBER 3, 2024

Over the last decade, the real estate arm of Quebec’s $300 billion pension fund tore through U.S. It’s as much a test of the prices it paid during the go-go days of the investment boom coming out of the financial crisis as it is of the challenging interest rate environment and office sector. In New York, it paid $2.2

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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.

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Integrity Financial Planning

JANUARY 9, 2023

In 2022 alone, the value of an average 401(k) dropped by 25%, and the value of pension funds declined by 15%. [3] Additionally, coupled with a high inflation period, returns on retirement funds and investments also slowed down.

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Integrity Financial Planning

DECEMBER 13, 2022

Understand how this change affects you as a retiree: Dips in Investment Accounts. 4] As these indexes track stocks that people buy for long-term investments through 401ks, Roth IRAs, and other pension funds, a decrease in the price of these stocks may also mean a decrease in the value of the funds held in your investment accounts.

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American Investment Council

DECEMBER 19, 2023

Looking back on 2023, the American Investment Council continued to highlight how private investment supports small businesses, jobs, and retirements across America. We also grew our membership to 115 firms – further strengthening the AIC to share the real-life impacts of private equity and private credit investments.

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Pension Pulse

JULY 6, 2023

Steve Randall of Wealth Professional reports that Fengate hires private equity executive from CPP Investments: Fengate Asset Management has bolstered its private equity team with the addition of Jennifer Pereira as managing director. Note: CVC/ CPP Investments acquired Petco in 2016 for US $4.6 See details here.]

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Pension Pulse

MAY 23, 2023

Under this, assuming you’ve remained opted in (which you almost certainly should), then you pay some of your wages into a pension each month and your employer matches it. You then hope that the money in that pension grows into a pile big enough to fund the lifestyle you desire when you finally retire.

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Pension Pulse

OCTOBER 20, 2023

Here are the top stories covering pensions and investments this week: 1) Canada will do all it can to prevent the oil-producing province of Alberta from leaving the Canada Pension Plan (CPP), a move that would cause "undeniable" harm, Prime Minister Justin Trudeau said on Wednesday. The acquisition will be worth about US$3.1

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The Big Picture

JULY 28, 2023

( A Wealth of Common Sense ) • Family Offices Are Patiently Watching These Asset Classes for Opportunities : Real estate and private debt are among the investments these asset owners are eyeing. Previously, she was a senior reporter at Wall Street Journal covering finance, investment banking and M&A. Coal consumption?

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Pension Pulse

SEPTEMBER 14, 2023

The modest changes at most of the biggest pension funds are a result of compensation philosophies that emphasize long-term performance of the funds, which is typically measured over five-year horizons. British Columbia Investment Management Corp. The pension manager reported a 10-year annualized return of 8.5

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Pension Pulse

SEPTEMBER 20, 2023

OMERS’ real estate investments are managed by its wholly owned development division, Oxford Properties. The Stack is now co-owned by Oxford and CPP Investments. We are incredibly grateful for your investment, and your buoyancy and excitement with being part of Vancouver. The Stack is co-owned by Oxford and CPP Investments.

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Pension Pulse

APRIL 29, 2024

Pine Gate Renewables just announced a $650 million total investment from Generate Capital, Healthcare of Ontario Pension Plan (HOOPP) and HESTA: ASHEVILLE, N.C.--( BUSINESS WIRE )--Today, Pine Gate Renewables announced the final closing of a $650 million investment from Generate Capital, the Healthcare of Ontario Pension Plan (HOOPP) and HESTA.

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Pension Pulse

MAY 17, 2023

He added: “Did the managers make good credit decisions, ensuring an adequate margin of safety, or did they invest fast because they could accumulate more capital? Marks set up Oaktree in 1995 with chief investment officer Bruce Karsh and three others. If everyone is eager to invest, you’re not going to get a bargain,” he said.

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Pension Pulse

JUNE 20, 2023

On Thursday, I had an in-depth conversation with Andrew Edgell, Senior Managing Director & Global Head of Credit Investments at CPP Investments. He has invested across industries and asset classes, including corporate and structured credit opportunities, and has represented us as a director on multiple boards.

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Pension Pulse

AUGUST 5, 2024

Vanderbilt University Endowment, the University of Illinois Foundation and existing investors also participated in the extension to a January funding round, lifting Bilt’s valuation to US$3.25 OTPP, the Canadian pension fund, owns Willow Bridge Property Co., billion from US$3.1 Why do they do this?

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Pension Pulse

AUGUST 15, 2023

net return for first half of 2023: TORONTO - The Ontario Teachers’ Pension Plan Board says it earned a net return of 1.9 The pension fund’s total net assets stood at $249.8 The growth came as the fund earned a 12-month total-fund net return of 4.8 1 the plan was fully funded with a $17.5-billion

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Pension Pulse

FEBRUARY 15, 2024

OMERS retirees spending their pension payments, activity from our investments, and the impact of our operations support more than 143,000 jobs provincewide – up 19% from three years ago.” billion of GDP is a direct result of OMERS retirees spending their pension payments. The research highlights that approximately $8.7

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Pension Pulse

SEPTEMBER 25, 2024

Freschia Gonzales of Benefits and Pensions Monitor reports CDPQ and Chinook launch platform to invest in Pacific Northwest forestland: CDPQ and Chinook Forest Partners have launched a new investment platform to build a diversified portfolio of forestland in the Pacific Northwest, US.

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Pension Pulse

AUGUST 31, 2023

James Bradshaw of the Globe and Mail reports Alberta pension manager AIMCo reports 4.5-per-cent per-cent gain in first half of 2023, keeps cautious stance: Alberta Investment Management Corp. The half-year investment returns posted by AIMCo, which amounted to $6.1-billion and a 4-year annualized net investment return of 5.4%

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Pension Pulse

DECEMBER 11, 2024

Dita De Boni of the Waikato Times reports Sparks mobile towers set to be completely owned by Canadian investors: Spark New Zealand has told the markets this morning it will sell its remaining share in mobile towers business Connexa to global investment group CDPQ for $314 million. The sale will net $70m for Spark.

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Pension Pulse

JULY 5, 2023

loss in 2022 during a ‘difficult year’ where public equities and bonds plunged: Alberta Investment Management Corp. per-cent loss last year as falling values for publicly traded stocks and bonds outweighed strong returns from investments in infrastructure and renewable resources. reported a 3.4-per-cent per-cent return. Puffer said.

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Pension Pulse

FEBRUARY 16, 2024

Greg Bassuk, chief executive officer at AXS Investments, told CNBC that investors should brace for more near-term volatility ahead. There was at least one additional investment Berkshire kept confidential for now. Among the notable new buys at the largest hedge funds were names like Walt Disney , Micron Technology, and Oracle.

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Pension Pulse

SEPTEMBER 26, 2024

Prior to being appointed as President & CEO, Jeff was HOOPP’s Executive Vice President and Chief Investment Officer (CIO). About the Healthcare of Ontario Pension Plan HOOPP serves Ontario’s hospital and community-based healthcare sector, with more than 670 participating employers.

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Pension Pulse

SEPTEMBER 6, 2024

It’s a sentiment-driven move that’s largely driven by growth concerns,” said Emily Roland, co-chief investment strategist at John Hancock Investment Management. And yes, I have better things to do on a Friday night than blog, like go watch tennis which I'm about to do. The Dow Jones Industrial Average fell 410.34

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Pension Pulse

AUGUST 18, 2023

“Investors are concerned that if bond yields continue going higher, the economy is too strong and the Fed will need to raise interest rates further,” said David Donabedian, chief investment officer of CIBC Private Wealth US. Flows into equity-focused exchange-traded funds have turned negative in the past week, data compiled by Bloomberg show.

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Pension Pulse

JULY 31, 2023

Jaime Freyre, Project Manager, NouvLR consortium “We are proud of our investment in the REM, one of Canada’s most important transit infrastructure projects, whose initial opening will relieve congestion and reduce greenhouse gas emissions in Montréal. Initial operations of our first and largest investment demonstrate the impact of our work.

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Pension Pulse

MAY 6, 2024

KKR and its investors made 10 times their initial investment on the deal, which was its best return since the 1980s. Private equity, after all, has historically garnered headlines for quickly increasing profits at target companies by avoiding taxes and trimming jobs, not for investing in worker well-being. Hoover said.

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Sara Grillo

FEBRUARY 13, 2023

In this podcast we are going to expose the truth about ESG investing. And also Dr. Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge.

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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?: The economic impacts of climate disruption are already significant , and will only get worse.

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Pension Pulse

MARCH 27, 2024

Earlier today, I watched a panel discussion on Total Portfolio Approach (TPA) posted on LinkedIn featuring Derek Walker, Managing Director, Head of Portfolio Design & Construction, Total Fund Management and Global Leadership Team at CPP Investments. I've worked at pension funds, let me tell you how it typically works.

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Pension Pulse

MAY 21, 2024

James Bradshaw of the Globe and Mail reports that OMERS is writing off its take in troubled British utility Thames Water: The Ontario Municipal Employees Retirement System (OMERS) has written off its entire investment in troubled British utility Thames Water, walking away from a stake once valued at well over $1-billion.

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Pension Pulse

MAY 24, 2023

Barbara Shecter of the National Post reports Canada Pension Plan investing board posts 1.3% return for year: The Canada Pension Plan Investment Board posted a net return of 1.3 per cent for the fiscal year ended March 31, ending the year with net fund assets of $570 billion compared to $539 billion a year earlier.

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Pension Pulse

AUGUST 15, 2024

The pension fund had solid returns from its portfolio of public stocks, which gained 10.4 But stocks make up only 19 per cent of the pension fund’s assets after it shifted billions of dollars from equities into government bonds and credit investments, seeking to take advantage of high interest rates.

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Mr. Money Mustache

AUGUST 22, 2020

Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. How can I get the benefits of investing for early retirement without contributing to the decline of humanity?”. The answer is a good, solid “Probably.”.

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The Big Picture

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

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