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KKR Forging a New Path For Capitalism?
Back in January, Lydia DePellis of the New York Times wrote an article on how private equity is starting to share profits with workers, without taking a financial hit:In 2018, Anna-Lisa Miller was...
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CPP Investments and GIP Taking ALLETE Private in US$6.2 Billion Deal
Seher Dareen of Reuters reports CPPIB co-leads partnership acquiring US utility ALLETE in $6.2-billion deal:U.S. utility Allete said on Monday that it had agreed a deal with investment firms Global...
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CDPQ Struggling to Deploy $7 Billion For Energy Transition?
Ishika Mookerjee and Sheryl Tian Tong Lee of Bloomberg report Quebec pension struggles to deploy $7 billion for energy transition:One of Canada’s biggest pension funds says it hasn’t been able to...
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CAAT Pension Plan Returns 9.5% in 2023
Benefits Canada reports CAAT returns 9.5% for 2023, led by global, emerging market equities:The Colleges of Applied Arts and Technology pension plan saw a net return of 9.5 per cent for 2023, with net...
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Bob Baldwin and Erin O'Toole on Why We Shouldn't Mess With the Maple Eight
Bob Baldwin wrote an op-ed for the Globe and Mail stating a proposal to encourage more pension fund investing at home is wrong for Canada:Last month’s budget unveiled a working group led by former Bank...
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Are Pension Funds Fiddling With Another CLO Time Bomb?
Laura Benitez and Nishant Kumar of Bloomberg report hedge funds draw pension money to riskiest corner of a $1.3 trillion credit market:A high-stakes trade in the riskiest corner of a $1.3 trillion...
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Scott Chan Named CalSTRS’ New CIO
Matt Toledo of Chief Investment Officer reports that Scott Chan is named CalSTRS’ new CIO:Chris Ailman has a successor. Scott Chan, deputy CIO of the California State Teachers’ Retirement System, will...
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CDPQ, Ares and Schroders to Finance Growth in Vantage Data Centers EMEA
Razak Musah Baba of IPE Real Assets reports Vantage Data Centers EMEA to expand with €750m from Ares, CDPQ and Schroders:Vantage Data Centers is expanding its EMEA platform with €750m financing from...
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Top Fund's Activity in Q1 2024
Carly Wanna and Carmen Reinicke of Bloomberg report hedge funds pump up exposure to Nvidia, cut AMD:Hedge funds continued to lean into the biggest technology companies leading the way in artificial...
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OMERS Writing Off Stake in Troubled British Utility Thames Water
James Bradshaw of the Globe and Mail reports that OMERS is writing off its take in troubled British utility Thames Water:The Ontario Municipal Employees Retirement System (OMERS) has written off its...
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CPP Investments' CEO Discusses Fiscal Year 2024 Results
Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last...
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Best Caisse Scenario?
James Bradshaw of the Globe and Mail reports a debate is raging over whether Canada’s pension plans invest enough of their vast assets at home and Charles Emond – the man charged with producing big...
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Andrew Coyne Is Dead Wrong on CPP Investments' Active Management
Andrew Coyne laments in his latest opinion piece that eighteen years and $46-billion later, the CPP admits it could have earned more just by buying index funds:The Canada Pension Plan Fund had a bad...
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OMERS CEO Blake Hutcheson Tackles The One Question Head On
OMERS President and CEO Blake Hutcheson, recent recipient of the Ontario Chamber of Commerce Lifetime Achievement Award and the Order of Ontario, recently gave a speech at the Empire Club of Canada...
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On HOOPP's Maniacal Focus on Liquidity
Amanda White of Top1000funds reports on HOOPP’s constant portfolio refresh; focus on liquidity:An increased focus on liquidity management through factors, a leaning towards public markets and robust...
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CDPQ CEO Charles Emond Reaffirms $100B Target in Quebec Assets by 2026
Clémence Pavic of Le Devoir reports CDPQ wants to be even more present in Quebec (translated from French):The Caisse de dépôt et placement du Québec wants to continue to increase its impact on the...
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Buy in May and Stay to Play?
Alex Harring and Sarah Min of CNBC report Dow closes more than 570 points higher to post best day in 2024, stocks wrap a winning May:The Dow Jones Industrial Average jumped Friday for its best session...
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OTPP’s Sustainable Investing Chief Welcomes Anti-ESG Sentiments
Amanda White of Top1000funds reports on why OTPP’s sustainable investing chief ‘welcomes’ anti-ESG sentiments:The global head of sustainable investing at Canada’s Ontario Teachers’ Pension Plan (OTPP),...
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The Shift Toward Transition Investing is Accelerating
Sebastien Betermier wrote a comment for Benefits Canada on how transition investments can help institutional investors reach net zero:Driven by the net-zero pledge towards green investments,...
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IMCO's CEO Bert Clark Reflects on the Canadian Model and More
IMCO CEO Bert Clark posted a comment on LinkedIn going over the Canadian model and other thoughts from the Fiduciary Investors Symposium:I recently had the pleasure of speaking at Top1000...
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