Responsible

5 Investment Strategy Tips for the Soon-To-Be Retired

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada It’s not uncommon for folks approaching retirement to think that retirement planning is finally behind them. They’ve put in the years of saving and investing; now it’s time to Google hotels in Santorini, Greece, right? Well it is, and ...

Is Sustainable Finance Going Mainstream?

Earlier this month, CDPQ's Kim Thomassin and OTPP's Barbara Zvan wrote a comment for Benefits Canada on why it's time for sustainable finance to go mainstream:As members of the federal government’s expert panel on sustainable finance, we recently published our final report on how to mobilize Cana ...

Notes on the CAIP Quebec & Atlantic Conference

I attended the CAIP Quebec & Atlantic conference in Mont-Tremblant over the last two days. You can view the full agenda here. Below, I go over the presentations, with more emphasis on some of the key ones.Before I begin, let me first thank Geoffrey Briant, President & CEO of G2 Alternatives, and ...

Investors to Decarbonize the Global Economy?

Joy Williams, a senior advisor at the climate change service provider Mantle314 who also chaired the Decarbonization Advisory Panel for the New York State Common Retirement Fund (see full report here), shared her thoughts on last week's PRI in Person conference: Last week, I had the opportunity a ...

Big Moves at OPTrust, OTPP and PSP

OPTrust recently appointed Peter Lindley as its president and CEO:OPTrust, one of Canada’s largest defined benefit pension plans, today announced the appointment of Peter Lindley as the President and CEO of the organization, effective September 16, 2019. Mr. Lindley is a financial services indust ...

Sweden's AP3 Gains 10.8% in H1 2019

Michael Katz of Chief Investment Officer reports that Swedish pension fund AP3 recorded a net gain of 10.8% during the first half of 2019:Swedish pension fund AP3 reported a 10.8% return after expenses for its investment portfolio during the first half of 2019, raising its total market value by SE ...

CalPERS's $50 Billion Bet on Equities Pays Off?

Randy Diamond of Chief Investment Officer reports on how the California Public Employees’ Retirement System (CalPERS) took a more than $50 billion bet with its $177 billion stock portfolio and won:The bet helped beat volatile equity markets in the 12-month state fiscal year that ended June 30, s ...

OTPP and CDPQ's Half-Year Results

The Ontario Teachers’ Pension Plan (OTPP) announced net assets top $200 billion in first half of 2019:Ontario Teachers’ Pension Plan (Ontario Teachers’) today announced its net assets reached $201.4 billion as of June 30, 2019, a $10.3 billion increase from December 31, 2018. The total-fund n ...

BCI Gains 6.1% in Fiscal 2019

The British Columbia Investment Management Corporation (BCI) announced an annual combined pension return, net of costs, of 6.1 per cent for the fiscal year ended March 31, 2019, versus a combined market benchmark of 4.5 per cent. This generated $2.0 billion in added value for BCI’s pension plan c ...

OTPP and NYSCRF on Climate Change

The Ontario Teachers' Pension Plan (OTPP) released its inaugural Climate Change Report on Friday:Ontario Teachers’ Pension Plan (Ontario Teachers’) today announced the launch of its inaugural Climate Change Report, written in accordance with the recommendations made by the Financial Stability B ...