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CDPQ to Leverage Technology?
CDPQ just announced a new integrated approach to technology:Caisse de dépôt et placement du Québec (CDPQ) announced today a new structure to maximize its impact in technology. This integrated approach,...
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A Lost Decade in the Stock Market?
Shawn Langlois of MarketWatch reports that investors could be looking at a ‘lost decade’ in the stock market, the world’s biggest hedge fund warns:‘Even if overall profits recover, some companies will...
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Mark Wiseman Named Chair of AIMCo's Board
Sarah Rieger of CBC News reports former head of CPP, who was ousted from BlackRock, named chair of AIMCo:Mark Wiseman has been named chair of the Alberta Investment Management Corp.The former chief...
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HOOPP's Successful IT Journey?
Reno Bugiardini, HOOPP’s Senior VP, IT and Facilities Services, recently spoke with Business Chief magazine about HOOPP’s IT journey:When Reno Bugiardini and his colleagues reached the culmination of a...
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Ivanhoé Cambridge's 99 Problems?
Marie-Eve Fournier of La Presse reports that CDPQ's massive real estate subsidiary, Ivanhoé Cambridge, let go of roughly 60 people and 12 vice-presidents. The article is in French but I translated it...
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A Webcast With CalPERS' CIO Ben Meng
This afternoon, I spoke with CalPERS's CIO Ben Meng for almost an hour. It was the second time we spoke except this time, we did it through Webex, which was pretty cool as we finally met over the web....
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Operation Warp Speed Hits a Roadblock?
Fred Imbert and Thomas Franck of CNBC report the Dow drops 700 points to end the week as coronavirus spike raises concern over the economy:Stocks fell sharply on Friday amid concerns over the rising...
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CDPQ Infra Derailed in Auckland?
David Burroughs of the International Railway Journal reports the New Zealand government has dropped plans for a two-line light rail network in Auckland after the cabinet could not agree on how the...
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AIMCo's First Vol Casualties Emerge?
Last week, Andrew Willis of the Globe and Mail reported that AIMCo parts with executives who oversaw $2.1-billion investing loss:Alberta’s government-owned investment fund parted company this week with...
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Canada's Fragile Housing Market?
David Kitai of Mortgage Broker News reports on a report that says the Canadian housing market is due for a crash:A report from an international macroeconomic research firm says that Canada’s economy is...
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A Fourth of July Surprise?
Fred Imbert and Thomas Franck of CNBC report stocks rise after better-than-expected jobs report to close out winning week:Stocks rose on Thursday following a better-than-expected U.S. jobs report as...
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On The Importance of Pension Communication
Lisa Papas, a strategic communications leader who was recently OTPP’s Managing Director of Marketing & Communications, shared a guest comment with me on why communication is more important now than...
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Has ESG Passed the COVID-19 Challenge?
Catherine Ann Marshall, principal consultant at RealAlts, recently wrote a comment for the Canadian Investment Review on the slow burn of climate change in heat of pandemic:Meeting a deadline in the...
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CPPIB Disrupting the Dairy Industry?
Today, pioneering animal-free dairy maker, Perfect Day, announced the expansion of its Series C to $300 million through a new tranche led by Canada Pension Plan Investment Board (CPP Investments). This...
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PSP Investments Loses 0.6% in Fiscal 2020
PSP Investments just announced its fiscal year 2020 results and the focus is on long-term results:Ten-year net annualized return of 8.5%—above the return objective of 5.7%—generated $32.9 billion of...
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Another Tech Wreck Headed Our Way?
Francois Aure of CCN Markets reports the NASDAQ 100/Russell 2000 ratio is at its highest level since the dot-com bubble burst, throwing caution into the insanely bullish market: As if the Nasdaq wasn’t...
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AIMCo Execs Get Grilled on VOLTS?
AIMCo's senior executives appeared before the Standing Committee on the Alberta Heritage Savings Trust Fund Assembly this morning to discuss and approve the Heritage Fund's Annual Report and more...
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AIMCo's 2019 Annual Report
Last week, AIMCo released its 2019 Annual Report:Taking the long view is instinct at AIMCo. Investing on behalf of Albertans requires us to seek opportunities that will ensure a secure and prosperous...
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Brink's Canada Joins CAAT's DBPlus
CAAT Pension Plan announced that Brink's Canada looks to DBplus for a sustainable pension solution: Employers from across the country continue to turn to CAAT's DBplus as a sustainable, secure pension...
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CalPERS Gains 4.7% in Fiscal 2020
Mark Anderson of the Sacramento Business Journal reports that CalPERS' investment returns fail to meet goal for second straight year:The California Public Employees’ Retirement System earned a...
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