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CPPIB Gets 'Lucky' With Active Management?
The National Post published another hit piece from conservative commentator Andrew Coyne on how the Canada Pension Plan Investment Board (CPPIB) is lucky with active management, for now:In 2006, the...
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Canada's Final Report on Sustainable Finance
On Friday, the Expert Panel on Sustainable Finance led by Rotman Dean Tiff Macklem released its report. Barbara Zvan, OTPP's Chief Risk & Strategy Officer, was kind enough to share a summary with...
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IMCO's Joint Venture With Tishman Speyer
Last week, the Investment Management Corporation of Ontario (IMCO) and Tishman Speyer announced the creation of a joint venture established to build a valuable portfolio of new developments and...
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BlackRock's Canucks Shaking Up PE
Christine Idzelis of Institutional Investor recently reported that private equity is driving two Canadians at BlackRock crazy, and they're trying to fix it:BlackRock’s new private equity fund is...
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CalPERS to Leverage Up its Portfolio?
Arleen Jacobius of Pensions & Investments reports that CalPERS officials might leverage the portfolio as part of a plan to help the pension fund weather an economic downturn:The topic came up in a...
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Beyond the Fed's Pivot
Jeffrey Gundlach, chief executive of DoubleLine Capital and the most widely followed bond investor, said the Federal Reserve’s dovish turn in its policy statement on Wednesday took its lead from the...
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Honoring a Canadian Pension Pioneer
The Canadian Business Hall of Fame recently welcomed four noteworthy companions and among them, Claude Lamoureux, the inaugural CEO of the Ontario Teachers' Pension Plan:In recognition and celebration...
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Vestcor Gains 1.96% in 2018
New Brunswick's Vestcor recently reported a 2.08% gross, 1.96% net return for 2018:Vestcor Inc. (Vestcor) has released its 2018 Annual Report, which reflects the successful amalgamation on January 1,...
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Piling Into North American Infrastructure
Arleen Jacobius of Pensions & Investments reports on how institutions are piling into infrastructure across North America:Relatively new as an institutional asset class in the U.S., infrastructure...
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Pensions Making Riskier Real Estate Bets?
Christine Idzelis of Institutional Investor reports on how pensions are making riskier bets in real estate as investor demand for alternative assets rises, according to Joseph Azelby, the head of real...
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Index Investing Beats Teachers' Pension?
Scott Burns wrote a comment for Dallas News, Couch Potato investing beats the teachers' pension fund — again:The Teacher Retirement System of Texas pension fund is $46.2 billion in the hole, only 76.9%...
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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...
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CPPIB Sells Liberty Living to Unite Group
Benefits Canada reports the Canada Pension Plan Investment Board (CPPIB) is selling its student accommodation business Liberty Living to London Stock Exchange-listed Unite Group for about $1.3...
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OTPP Launches Into Space
Michael Sheetz of CNBC reports that SpaceX is raising over $300 million as new Ontario Teachers’ tech fund makes its first investment:SpaceX is raising yet another round of funding, a month after...
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AIMCo Gains 2.3% in 2018
The Alberta Investment Management Corporation (AIMCo) recently announced its investment performance for the year ended December 31, 2018: The aggregate return achieved on behalf of its fourteen Alberta...
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Too Much Beta Dragging Down Japan, Norway?
Japan’s Government Pension Investment Fund (GPIF), the world’s largest pension fund, on Friday reported a profit of 9.1 trillion yen ($84.4 billion) in January-March, swinging from a record loss in the...
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Jo Taylor Named Ontario Teachers' Next CEO
The Ontario Teachers’ Pension Plan just named Jo Taylor President and CEO effective January 1, 2020, succeeding Ron Mock, who retires at year-end:Ontario Teachers’ Pension Plan (Ontario Teachers’) is...
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Will Leverage Save the Canada Model?
Gareth Gore of Thompson Reuter's International Financial Review reports that pension giants are adding leverage as 30-year-old Canadian model flounders:In the late 1980s, the Ontario government set up...
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AIMCo Gets Creative on Real Assets?
Kevin Orland of Bloomberg reports on how competition for real assets is forcing the Alberta Investment Management Corporation (AIMCo) to get creative in its approach:Alberta Investment Management Corp....
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US Slowdown or Recession?
This morning, I had a chance to speak with Chun Wang, a portfolio manager who produces great research at the Leuthold Group. Chun just wrote a Macro Monitor comment, Slowdown Or Recession? Confidence...
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