Category: Investment Consulting

First Quarter 2011 Review

Continuing the trend of the second half of 2010, the Canadian equity market posted strong first quarter results with the S&P/TSX Composite Index up 5.6% over the period. Gains were led by the health care sector (which represents only 1% of the overall Index) and the energy sector as crude oil prices increased in the face of rising political tension...

Canadian Pension and Benefits Institute / Benefits Canada - DB Governance

Ryan Kuruliak, Vice President was the featured presenter at the Canadian Pension and Benefits Institute (CPBI) Fundamentals Series on DB Pensions. His discussion covered the future of DB plans in Canada from a governance perspective. His discussion was covered in Benefits Canada .

The Economy and Financial Markets Review - Q4 2010

With strong market performance in the second half of 2010, driven by improving and stabilizing economic data, most markets have recovered nearly all the value that was lost during the crash of late 2008. The Canadian stock market had a strong fourth quarter with the S&P/TSX Composite Index up 9.4%. The materials and energy sectors led the gains as...

Private & Public Real Estate usage in Pension Plans

What is the right private / public real estate allocation for pension plans and other institutional investors in today's market.

Question #5 - Unique Tools / Capabilities

Unique Capabilities What unique capabilities and deliverable can we expect from your firm? How will these be of benefit? In short, you will want to see what tools are available that will assist you, as a busy fiduciary, make better decisions and monitor the investments. Leading consulting firms have the ability to make the complex intricacies of investing...

Question #4 - Service Models

Service Model 4) Describe your service model in terms of deliverables and the mechanism for delivery? As a fiduciary will want to know what to expect from your consultant, in terms of level and detail of reporting. Who will attend meetings to present reports and discuss results. You will want to ensure that the service model aligns with your requirements (i...

Question #3 - Fees

Fees 3) How is your firm compensated by your clients (all sources monetary or otherwise)? There are various ways a consulting firm can get paid (i.e. hourly fee, retainer, on a project basis, commissioned selling or directed trading commissions). You will also want to be able to monitor the total fees generated and ensure that they are appropriate based on...

Question #2 for your pension consultant or investment consultant

Conflicts 2) What other services does your firm, or a related entity, provide? Where these services could create a conflict of interest (perceived or otherwise), how does your firm manage this to ensure that you are able to act in the best interest of the client? As a fiduciary, you will want to ensure that there are no lines of business within the firm, or...

5 Questions to ask your investment consultant or pension consultant

Many organization know they could benefit from the profenssional advice of an investment / pension consultant, but do not know where to find one that will be appropriate for their organization. If you are in the market for a consultant, or are currently working with one, you will want to ensure you are comfortable with their answers to each on of the following 5 questions

Liability Driven Investing Explained

Much has been discussed in the media and at the investment committees over the last few years regarding liability driven investing (LDI) at both the defined benefit pension plans and endowment / foundations. There is still a lot of confusion in the market regarding LDI, what it is, how to implement it and the benefits to plans if they do. We have found this...

Pages