An aggregation of the best Canadian pensions research and white papers of interest to Canadian Pension Funds. The research papers listed cover all types of Canadian pensions funds (both DB and DC pensions). On the defined benefits isde, the most popular Canadian DB pensions research papers are those which focus on Canadian pensions funding, Canadian pensions risk management, valuation methods and assumptions used by Canadian DB pension funds. White papers or research on Canadian DC pensions covers a variety of topics, with researchers...
divided on whether the level of Canadian pensions saving is adequate or sustainable. Research which examine the costs of Canada's mutual fund-based retirement system has been particularly well engaged with by pensions investors. Globally, Canadian pension funds have been ahead of the game (comparatively) in view of their investment in infrastructure, and a research study examining the lessons learned for other pension funds investing in infrastructure has been one of our best papers. One of the most popular papers, perhaps unsurprisngly, is research conducted by the Canadian CFA of salaries for Canadian pensions and investment professionals (CFA Charterholders).
This report by the Thinking Ahead Institute provides detailed analysis of the world's largest pension funds. Assets under management (AUM) of the world’s 300 largest pension funds totalled US$19.5 trillion in 2019, a gain of 8.1% versus the previous year. Defined Benefit pension assets account for 64.2% of this total. U.S.…
This annual survey report by the OECD is the sixth since the data collection exercise was first established in 2011. The scope of this report covers more than 100 public and private pension funds from 46 countries. Brazil, India, Indonesia, Malaysia, Nigeria, the Russian Federation, and South Africa are amongst the non-OECD…
This year's mix of volatility and prolonged uncertainty underscores the importance of building a resilient core. As investors look to prepare portfolios for 2021, how could more strategic building blocks offer protection from the unforeseen without sacrificing access to opportunity? Craig Lazzara, CFA, Global Head of…
Challenges presented by the COVID-19 pandemic, underlined by growing economic downturn, have company cashflow management critially important. Joseph Migliacci and Eileen Dignen of PNC Financial Services explain further.
Canadian fund managers and advisory firms have a long history of providing responsible investment products and services to their clients, in some cases, going back decades. In recent years, there has been an explosion of interest in this approach to investing. With this interest, has
grown some debate and confusion…
After a strong start to the year, the outlook for Canadian equities dimmed as the economic impact of the COVID-19 outbreak became clearer and business activity slowly ground to a halt.
This paper reports the results of a survey of nine Dutch and five Canadian pension funds and fiduciary managers on the investment and management decisions regarding illiquid assets. The six Dutch pension funds in our survey represent total assets under management of EUR 342 billion and the four Canadian pension funds amount…
New FTSE Canada research shows that over the past 15 years Canadian mortgage-backed securities have had higher returns with lower volatility than other government bond segments in Canada. Based on 15 years of historical market data for the recently introduced FTSE Canada NHA MBS 975 Index—the first dedicated index for this…
