ETFs

A Primer on OCIO in the DC world

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The term outsourced chief investment officer, or OCIO, describes a service offering or model, where an institutional investor delegates certain decision-making responsibilities to a third-party ...

What are best practices for pensions investing in illiquid assets?

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Institutional investors have been rushing into the arms of alternative, less liquid, investments over the past two decades. But there is considerable variation in how major ...

New University Pension Plan selects inaugural chair of board

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The University Pension Plan is appointing Gale Rubenstein as the inaugural chair of its board of trustees. The UPP will be the province’s first jointly sponsored defined benefit ...

Andrew Claerhout appointed as new partner at Searchlight Capital

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Andrew Claerhout is joining Searchlight Capital Partners, L.P. as a partner, where he’ll share responsibility for leading the firm’s infrastructure investments. Claerhout previously spent  nearly 13 years ...

DB plans are better funded but expect returns to slump

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Defined benefit pension plans are lowering their long-term return expectations, according to research from U.S. consulting firm, NEPC. According to the NEPC’s survey of corporate and healthcare ...

Building a portfolio with LEGO

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While investors may remember playing with LEGO during childhood, it’s unlikely they’ve ever thought to include it in their portfolios. However, LEGO could possess some genuinely ...

CPPIB critiqued for investments in carbon intensive companies

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The Canada Pension Plan isn’t taking sufficient action to address climate change, according to a new report by the Corporate Mapping Project and the Canadian Centre ...

Asset managers reluctant to ink commitment to ESG into official product documents

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While many investors say they apply environmental, social, and governance considerations in their investment processes, few actually include them in formalized product documents. According to a report ...

Digging into alpha, beta and the endowment model

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To gain alpha, institutional investors have many avenues. For large investors, the endowment model has traditionally worked well. However, it can lead to overdiversification and ...

Which DC plan default funds are better for retirement outcomes?

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In a world increasingly moving to defined contribution pension plans, an effective default fund is key since many workers won’t make active decisions about the ...

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