Canadian Pension Funds

Canadian Pensions - top white papers and research

We've curated a range of great papers on Canadian pensions. Here is a flavour of some of the best papers:

1. Canada: Pension risk management issues for CFOs (CFERF/Mercer)

This 48 page document, from CFERF / Mercer, reveals that 60% of Canadian financial executives feel that their pension plan poses either moderate or substantial risk to their organization. The paper examines a variety of different ways that Canadian plan sponsors may de-risk their pension plans.

2. Valuation Methods and Assumptions for North American Pension Plans (SOA, 2015)

This comprehensive document from the Society of Actuaries considers guidelines for valuation assumptions and valuation methods used to prepare actuarial valuations for Canadian and US pension plans. The paper examines the different calculations by plan type, by purpose and by country.

3. The High Costs of Canada’s Mutual Fund-Based Retirement System (CCPA)

This paper from the Canadian Centre for Policy Alternatives examines the impact of the high fees paid to fund managers in Canada's mutual-fund based retirement system.

4. Survey of Canadian CFA Charterholder Compensation (2015)

An excellent and comprehensive study of compensation amongst Canadian CFA Charterholders. Showing salary, bonus and benefit levels for portfolio managers, multi-asset PMs, portfolio analysts, risk analysts, compliance/regulatory professionals, investment marketers, product development professionals, investment advisers and private client execs. Compensation levels are cut and sliced in a variety of ways: by city, by experience, by qualification. The survey also shows hours worked.

5. The world's 300 largest pension funds (Towers Watson, 2015)

This survey reveals that 16 of the world's largest pension funds are based in Canada, and shows fund data by region, type, DC/DB and asset mix by region.

6. Pension Fund Investment in Infrastructure: Lessons from Australia and Canada (Rotman ICPM)

For the last 20 years, Canadian and Australian pension funds have led the pack in terms of infrastructure investing. Together they have a higher infrastructure allocation than the other major funds around the world. This study examines the experiences of investors in both countries, to see what lesspns can be learned.

7. Canadian DB Pension Plan Funding: Sustainability Requires a New Model (ACPM)

The funding of Canadian DB pension plans is under severe stress as a result of the enduring low interest rate environment. The ACPM believes that fundamental changes are necessary in order for DB plans to survive.

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