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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.
Sarah RundellDecember 16, 2020
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.
Amanda WhiteJuly 23, 2020
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.
Sarah JonesOctober 15, 2019
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.
Sarah JonesSeptember 27, 2019
Fixed Income

OTPP boosts bonds, late cycle protection

OTPP increased its bond allocation from 22 to 31 per cent last year. The defensive strategy was aimed at taking advantage of rising yields in fixed income markets and protecting the portfolio from a potential economic slowdown given the late cycle and decade-long economic expansion.
Sarah RundellApril 6, 2019
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