The Latest
Inflation

Inflation is coming. Time to act

Inflation holds investor opportunities as well as perils. Emerging markets, commodities and linkers do well in a climate of rising prices while central banks are likely to act quickly and aggressively in response rather than early or gradually.
Climate

Behind OTPP’s net zero 2050 plan

Ontario Teachers' has launched its plan to reach net-zero portfolio emissions by 2050, the culmination of a decade of work by the fund in addressing climate change. Amanda White looks at the fund’s climate journey, which has significant lessons for other funds looking to move to net zero.
Asset allocation

OTPP, SSGA and USS reflect on the future

Three investors reflect on the what lies ahead highlighting a buoyant 2021 but challenges beyond. Their suggestions include allocations to real assets and diversifying out of traditional fixed income as they navigate portfolio construction considerations in a new investment paradigm.
Investor Profile

Strategy at Canada’s newest pension plan

Barbara Zvan started her job last week as the inaugural CEO and president of UPP, the new pension fund that will pool three existing Canadian university pension funds. She talks to Amanda White about the plans for the fund including the mix of internal and external management.
Fixed Income

OTPP bucks trend, keeps buying bonds

Just as some of the world’s largest pensions funds sell down their fixed income holdings in favour of equities and private assets, Ontario Teachers’ Pension Plan has been buying more in 2019 as it seeks to rebalance the portfolio in the event of an economic downturn.
Sustainability

More work needed on climate integration

There has been widespread adoption and more board engagement since the launch of the Task Force on Climate-related Financial Disclosures recommendations in 2017 but more work is needed to get a uniform and comparable approach to climate change disclosure across the investment community.
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