The Caisse Tags Brazil in Major Deal?
Benefits Canada reports, Caisse taking stake in Brazilian oil and gas transportation company:The Caisse de dépôt et placement du Québec and French utility company Engie are buying a combined 90 per...
View ArticleThe Canadian Business Growth Fund?
A couple of weeks ago when I was in Toronto where I met George Rossolatos, CEO of the Canadian Business Growth Fund. I spoke with George earlier today and wanted to shine some light on the CBGF's...
View ArticlePeloton's Differentiated Approach?
During my recent trip to Toronto, I met Mike Murray, a former Managing Director at Ontario Teachers’ Pension Plan and founder of Peloton Capital Management, a new Canadian private equity firm with a...
View ArticleUS Expansion Has Years to Run?
Hugh Son of CNBC reports, Jamie Dimon says the US economic expansion ‘could go on for years’:“If you look at the American economy, the consumer is in good shape, balance sheets are in good shape,...
View ArticleInvestors Prepare for a Market Shift in 2019?
Preqin recently released a press release, Investors Prepare for a Market Shift in 2019:The Preqin Investor Outlook: Alternative Assets H1 2019 finds that 61% of institutions now think that equity...
View ArticleTime to Increase Canada's Retirement Age?
The Canadian Institute of Actuaries put out a press release, Canada’s Actuaries Call for Discussions on Retirement Age:It’s time for governments and Canadian workers to talk about updating retirement...
View ArticleUnderstanding IMCO's Building Blocks
Yaelle Gang of the Canadian Investment Review reports, The Building Blocks of the Investment Management Corporation of Ontario:In 2016, when Bert Clark became the Investment Management Corp. of...
View ArticleLeverage and Canada's Pension Promise
In a recent article published in the Globe and Mail, Leverage is the key to meeting Canada’s pension promise, Alex LaPlante and Serguei Zernov of the Global Risk Institute note the following:Investors...
View Article2019's Most Responsible Investors
The Responsible Asset Allocator Initiative (RAAI) released its 2019 ranking of the most responsible asset allocators:The study, developed in partnership with the Fletcher School at Tufts, analyzed 197...
View ArticleCaisse and OMERS's 2018 Annual Report
The Caisse and OMERS recently published their 2018 annual report. Since I already went through their respective results here and here, I wanted to follow up and go over their annual reports to...
View ArticleChina's Pension System on the Brink?
Chief Investment Officer reports that due to an aging population and dwindling workforce, China’s state pension fund could become insolvent by 2035, according to a report from the Chinese Academy of...
View ArticleOTPP's CIO Shares a Great TIP
The Ontario Teachers’ Pension Plan is going to invest in a global disruptive technology through a new innovation platform:Ontario Teachers' Pension Plan (Ontario Teachers') is pleased to announce it is...
View ArticleExpect The Unexpected in Stocks?
Earlier this week, Morgan Stanley strategist Michael Wilson lamented about the spectacular gains in stocks this year:“I did not expect us to be at all time highs by April,” Wilson, the firm’s chief...
View ArticleCAAT Pension Holds Steady in 2018
Benefits Canada reports, CAAT pension plan holds steady with 2018 return of 0.5%:After a year of turbulent markets, the Colleges of Applied Arts and Technology pension plan has released its 2018 annual...
View ArticleCanadian Funds Vying For Jio's Infra Assets
Krishna V Kurup of Reuters reports, Global investors in talks to invest in India's Reliance Jio infra investment trusts:Global investors are in talks with Reliance Industries Ltd (RIL) to invest in two...
View ArticleOPTrust Select Enrolls its First Members
OPTrust recently announced that it has enrolled the first nonprofit organizations to OPTrust Select, the new defined benefit pension offering:In total, seven employers and 215 members are joining...
View ArticleApax, CPPIB, and PSP Sell Acelity to 3M
CPPIB and PSP Investments put out a press release, Apax Funds, CPPIB and PSP Investments Agree to Sell Acelity/KCI to 3M for $6.725 Billion:A consortium comprised of funds advised by Apax Partners (the...
View ArticleIMCO's CIO on Tackling Real Assets
IMCO's CIO Jean Michel was recently interviewed by I&PE's Richard Lowe to talk about real assets:Earlier this year, a car park on Toronto’s Front Street West started to turn into a building site,...
View ArticleHarvard Doubles Down on Hedge Funds
Bloomberg reports that Harvard endowment’s CEO N.P. “Narv” Narvekar is doubling down on hedge funds:Narvekar’s bet on the sophisticated, high-cost brand of money manager marks the biggest since the...
View ArticleCPPIB Invests in India's First Green Trust
Swaraj Singh Dhanjal of livemint reports that Piramal Enterprises has signed an agreement with CPPIB to co-sponsor India’s first renewable energy-focused infrastructure investment trust (InvIT):The...
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