Viewpoint Blog

Second Quarter 2012 Review

The Canadian equity market as measured by the S&P/TSX Composite Index declined 5.7% during the second quarter after a stellar start to the year. Only three sectors were positive with gains led by the health care, consumer staples and telecom sectors. Information technology was the worst performing sector along with the materials and energy sectors...

A tale of two funds: Assessing performance

Ryan Kuruliak, Vice President, has written a recent article in Benefits Canada entitled A tale of two funds: Assessing performance. "Based solely on the amount invested by institutions in Canadian equity mandates, it would appear that most Canadian institutional investors still prefer active management to passive benchmark replication in this particular...

First Quarter 2012 Review

Canadian Equity The Canadian equity market as measured by the S&P/TSX Composite Index grew 4.4% over the first quarter of 2012. Gains were led by the health care sector which represents 1.5% of the overall Index. Other notable outperformers included the consumer discretionary and financials sectors. The energy sector was the only negative performer,...

Six questions to ask your investment consultant: Part 2

Ryan Kuruliak, Vice President, has written a follow-up article to "Six questions to ask your investment consultant". Ryan's previous article examined three themes—investment consultant expertise, service models/service delivery and retention of professional staff—in the context of questions to include when creating a request for proposal (RFP) for...

Six questions to ask your investment consultant: Part 1

Ryan Kuruliak, Vice President, has written a recent article in Benefits Canada entitled Six questions to ask your investment consultant: Part I "The goal of the RFP exercise is to find an investment consultant who will become a trusted advisor to fiduciaries; thus, it is critical that the RFP exercise identify the most appropriate candidates who are capable...

Fourth Quarter 2011 Review

Canadian Equity The Canadian economy regained some of the momentum it lost earlier in the year and reported positive GDP. The Canadian equity market as measured by the S&P/TSX Composite Index grew 3.6% over the quarter but finished the year down 8.7%. Gains were led by the industrials sector followed by the energy sector which posted positive results...

"What is Pension Governments?"

Gord Lewis, Vice President, takes a look back at the evolution of pension governance over the past 20 years in this article from the December 2011 edition of Benefit and Pensions Monitor.

Back to basics: What, me, rebalance?

Ryan Kuruliak's most recent Benefits Canada Expert Panel article can be found here . The article discusses the benefits and challenges of portfolio rebalancing.

CAP member advice: The elephant in the room

In this article, Ryan Kuruliak, Vice-President, explores the concept of plan member advice from a Canadian Capital Accumulation Plan (CAP) sponsor's perspective.

Benefits Canada - First Watch - Matching money manager fees to performance

Matching money manager fees to performance

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