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Private Equity's Boogeyman?
Jon Foley of Reuters reports that Joe Biden is private equity’s tax boogeyman:Private equity’s recipe for creating riches has two main ingredients: debt and tax perks. Joe Biden wants to turn the...
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A Secular Shift in Real Estate?
Weizhen Tan of CNBC reports banks may have to brace for heavy losses as commercial property prices plunge:Commercial real estate prices have plunged this year as people stopped going into offices, and...
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The Future of Institutional Investing in Canada
Today, the Ontario Chamber of Commerce (OCC) brought together the heads of three major Canadian pensions to discuss the future of institutional investing in Canada. The panelists included Blake...
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Part 3: Total Fund Management -- When All Roads Lead to Rome
This is Part 3 of a seven part series on integrated Total Fund Management brought to you by Mihail Garchev, the former head of Total Fund Management at BCI and I. Please take the time to read Mihail's...
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Another Stock Market Crash Looming?
Fred Imbert and Yun Li of CNBC report the Dow closes more than 150 points lower as Wall Street posts its worst one-week sell-off since March:Stocks fell on Friday, led by major tech shares, as Wall...
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CDPQ's Kim Thomassin on their New Diversity & Inclusion Fund
CDPQ recently launched a new fund for diversity and inclusion:Caisse de dépôt et placement du Québec (CDPQ) announced the creation of Equity 253, an investment fund aimed at increasing diversity and...
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Pandemic Impacts Canadians' Retirement Plans
Hilary Punchard of BNN Bloomberg reports that according to a recent CIBC poll, 4 in 10 Canadians are worried about COVID-19’s impact on their retirement plan:Canadians are becoming increasingly...
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Kuwait's Pension Fund Posts Record First-Half Profit
Fiona MacDonald of Bloomberg reports that Kuwait’s $124 billion pension fund had record first-half profit:Kuwait’s $124 billion pension fund racked up a record profit in the first half, continuing a...
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Total Fund Management Part 4: How to Develop a TFM Framework & Process
This is Part 4 of a seven part series on integrated Total Fund Management brought to you by Mihail Garchev, the former head of Total Fund Management at BCI and I. Please take the time to read Mihail's...
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Green Wave Sweeps Markets on Election Week
Fred Imbert and Jesse Pound of CNBC report the S&P 500 closes flat, but posts best week since April even with election undecided:Stocks closed mostly flat on Friday as traders looked for clarity...
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CPP Investments Cruising for Value?
Today, CPP Investments and its private equity partner, TPG, announced an additional investment in Viking Cruises:Viking Cruises announced today an additional investment by its existing minority...
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CalSTRS Mulls Over Opportunistic Portfolio and Leverage
Arleen Jacobius of Pensions & Investments reports CalSTRS weighs adding opportunistic investments to counter rates:CalSTRS is considering adding an opportunistic asset class as well as leverage to...
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PSP Investments Dips Into Insurance-Linked Securities
Artemis reports that Integral ILS gets cornerstone commitment from Canadian pension PSP Investments:Integral ILS Ltd., the start-up insurance-linked securities fund manager launched by industry execs...
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CDPQ, CPP Investments and OTPP Help Finance an Insurance Acquisition
Benefits Canada reports CDPQ, CPP Investments and Ontario Teachers’ invest in an insurance company:The Caisse de dépôt et placement du Québec, the Canada Pension Plan Investment Board and the Ontario...
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Bulls Get Vaccinated Against Market Virus?
Fred Imbert of CNBC reports the S&P 500 jumps more than 1% to a record close to cap off strong week as big value rotation continues:U.S. stocks rose sharply on Friday as investors bet again on...
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UN Pension Fund Kicking Reforms Down the Road
Loraine Rickard-Martin of PassBlue reports the $75 billion UN pension fund is kicking reforms down the road:A new governance study has confirmed what many United Nations Joint Staff Pension Fund...
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CPP Investments Gains 5% in Q2 Fiscal 2021
Paula Sambo of Bloomberg News reports that CPP Investments posts 5% quarterly return as equities recover:Canada Pension Plan Investment Board returned 5% in the quarter ending Sept. 30 on the strong...
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Investors Wary of a Fragmented World?
Sarah Runndell of Top 1000 Funds reports investors are wary of a fragmented world:A long and challenging list of geopolitical risks already existed before COVID-19 began shaking up the world order....
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Total Fund Management Part 5.1: The Earth Is (Not) Flat...
This is Part 5.1 of a seven part series on integrated Total Fund Management brought to you by Mihail Garchev, the former Head of Total Fund Management at BCI and I. Mihail has worked extremely hard on...
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Top Funds' Activity in Q3 2020
Today, we are going to go over top funds' activity in the third quarter. This is always a very popular comment and today I'm going to delve into it a little deeper, so please take the time to read it...
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