The Latest
News

Year in review

Analysing the most read stories of 2016 reveals some interesting trends. Overwhelmingly the most popular investment stories have been about fees and issues of sustainability.
Analysis

Investors ignore liability matching at their peril

Two high profile pension funds, ATP of Denmark and HOOPP of Canada, have been very successful in managing their assets in two distinct portfolios. But the practice of fund separation, a portion of the portfolio for liability hedging and another for alpha generation, is not common in pension management. It should be. For these two […]
Investor Profile

HOOPP’s strong funding status driven by liability hedging

The $51.6 billion Canadian fund, HOOPP, returned 8.55 per cent for the 2013 financial year, exactly half the return of 2012. But it finished the year in a better position than the year before, demonstrating that returns are only half the story. Amanda White spoke to Jim Keohane about the funds liability-driven investment style.   […]
FIS Amsterdam

Worst case portfolio keeps HOOPP on track

The enviable surplus of the $47.4 billion Healthcare of Ontario Pension Plan, HOOPP, is down to a key focus on what David Long, senior vice president and co-chief investment officer at the fund, attributes to a “single strategic objective:” namely to pay benefits at a reasonable cost to the fund’s 247,000 workers in Ontario’s hospital […]
In Conversation

In-house not for
every house: WSIB

While the trend for most large institutional investors is to insource asset management, the $85-billion Washington State Investment Board (WSIB) has decided to take a different path. Much-cited CEM Benchmarking research shows that funds with internal-management platforms are better performers after cost, and this is largely driven by the lower costs of internal management. Many […]
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