FIS Toronto 2024
The subtle complexity of best-practice pension management
Identifying best practice in pension management is not a straightforward task. As much as asset allocators may want there to be a definitive answer, differences in size, mandate and resources between different pension funds means an investment approach that works for one may not work for others.
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Investors must (creatively) make room for sustainable assets in portfolios
The investment path to net zero may not always be clear. With no dedicated asset class and shifting risk profiles for energy transition-critical assets, the Fiduciary Investors Symposium heard that asset owners need to be flexible and ready to creatively make room in their portfolios when the right opportunities arise.
Why OTPP’s sustainable investing chief ‘welcomes’ anti-ESG sentiments
Ontario Teachers' Pension Plan's global head of sustainable investing, Anna Murray, said she had come to terms with the anti-ESG sentiment floating around in certain investment circles, and said investors should take the opportunity to remove the label around ESG investing since it is now integral to the fiduciary duty.
CPP evolves total portfolio approach
Understanding the drivers of your portfolio risk and return, and then using that information to more dynamically adjust the portfolio, is one of the benefits of the total portfolio approach according to CPP's Manroop Jhooty, whose total fund management team is exploring whether to include emerging factors in portfolio design.
HOOPP’s constant portfolio refresh; focus on liquidity
An increased focus on liquidity management through factors, a leaning towards public markets and robust risk management are all key to implementing HOOPP’s “maniacal focus on liquidity” that helps CIO Michael Wissell sleep at night. Amanda White spoke to the Toronto-based investment chief ahead of the Fiduciary Investors Symposium.
PE downturn offers chance for Ontario’s newcomer UPP to cosy up to new GPs
University Pension Plan Ontario is aggressively building out its 20 per cent allocation to private assets, taking advantage of many LPs finding themselves overweight illiquid investments to build new GP relationships.
Factor rebalancing superior for managing liquidity
Factor rebalancing a portfolio is a better way to manage liquidity and leverage implications of illiquid assets compared to traditional rebalancing to a static asset allocation, according to new research.
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