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…
Forestry has long provided opportunities for institutional investors – but the scope for this investment remains limited. This report from the Wolrd Bank Group provides investors with knowledge about all aspects of forestry and timer investment.
Based on the filtered results from a weighted matrix of return factors, a non-acre weighted portfolio of Canadian row crop farmland can be constructed for investors. Following this matrix approach can provide superior features to following a simplistic ‘raw acre weighted’ approach.
The Casualty Actuarial Society, Canadian Institute of Actuaries, and the Society of Actuaries are pleased to make available results from the 2020 Emerging Risks Survey, the fourteenth in the series. Conducted by Max J. Rudolph of Rudolph Financial Consulting LLC, the survey incorporated a set of Emerging Risks defined by the…
Doubts about balanced funds rest on claims that the current environment of low interest rates and lower expected returns will make it difficult for a 60/40 asset allocation to continue to meet investors’ return requirements. While it is true that expected returns for many asset classes may be more muted going forward, RBC…
Canada has committed to reducing its greenhouse gas (GHG) emissions to net zero by 2050. It has proposed new legislation that legally commits the country to that goal and creates a mechanism for defining five-year milestones on the way to achieving it. But what does all of this mean in practical terms? This report seeks to…
Global Pension Finance Watch, published quarterly, reviews how capital market performance affects defined benefit pension plan financing in major retirement markets worldwide, with a focus on linked asset/liability results. Willis Towers Watson covers defined benefit pension plans in Brazil, Canada, the Eurozone, Japan,…
RBC Investor & Treasury Services’ fourth annual survey of Canadian defined benefit pension plans, conducted in November of 2020, reflects the perspectives of 122 pension plans from across the country.
The millennial generation is set to inherit trillions over the coming decade. Asset managers and advisers must engage with these younger investors to understand their requirements, says Apiramy Jeyarajah.
Public employee pension systems around the world show remarkable diversity in design and execution. Among these, the U.S. defined benefit public pension system has drawn increased attention because of questions about the long-term sustainability of many of the underlying pension funds – as well as concerns of equity between…
The authors of this paper present a quantitative portrait of the Canadian pension fund model. They show that, between 2004 and 2018, Canadian pension funds outperformed their international peers both in terms of asset performance and liability hedging. They find that a central factor driving this success is the…
This year has been a roller coaster for many people – but, as 2020 draws to a close, investors must turn their attention to end-of-year tax planning. Consider these year-end tax tips for your clients.
A recent court decision in Ontario may have far-reaching implications, raising questions about the outcome of registered plan beneficiary designations when the beneficiary is a financially independent adult child.
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.
