Viewpoint Blog

Does ESG Belong in Your Portfolio?

Our second video in our Proteus Viewpoint video series, Does ESG Belong in Your Portfolio? For further information on ESG, read the below Q&A. Q: What does ESG mean? A: ESG is an acronym for ‘environmental, social and governance’. It is an investment philosophy that takes into consideration ESG factors when deciding what stocks or bonds to hold in a...

Responsible Investing: Infographic

A quick introduction to responsible investing (RI) and environmental, social and governance (ESG) factors. Understand the RI market, what it encompasses, RI strategies and ESG issues.

How can I wring the most value from my workplace pension?

In his second video Martin Leclair, VP at Proteus, chats with Rob Carrick of The Globe and Mail, on Carrick Talks Money, about how to wring in the most value from a workplace pension plan. Click here to watch the video. Scroll below to find links to the other two videos. Rob Carrick: Martin, how can I wring the most value out of my company pension plan?...

How do Canadian pensions compare with the rest of the world?

In his third video Martin Leclair, VP at Proteus, chats with Rob Carrick of The Globe and Mail, on Carrick Talks Money, about how Canadian pensions compare with the rest of the world. Click here to watch the video. Rob Carrick: Martin, how do Canadian pension plans compare with the rest of the world? Martin Leclair: From a pension perspective, Canada is a...

Carrick Talks Money - How can I tell how good my company pension plan is?

Martin Leclair, VP at Proteus, chats with Rob Carrick of The Globe and Mail, on Carrick Talks Money, about how to tell how good your workplace pension is. Click here to watch the video. Rob Carrick: Martin, how can I tell how good my company pension plan is? Martin Leclair: First of all, in Canada, only 30 per cent of the population is covered by a...

Ontario Pension Funding Reform

Background In the 2015 Ontario Economic Outlook and Fiscal Review the government announced it planned to extend temporary solvency relief similar to measures introduced in 2009 and 2012, as well as review the province’s current solvency funding framework. Temporary Solvency Relief Effective July 1, 2016, temporary solvency relief has been extended for...

Second Quarter 2016 Market Review

Canadian equities were up this quarter, gaining 5.1%. Commodity related sectors were strong performers with the materials and energy sectors benefiting from higher gold, silver and oil prices respectively. The utilities sector also contributed positively to this quarter’s performance. The health care, technology, consumer staples and consumer discretionary...

How Should I Manage My Savings in Retirement?

Your retirement income will likely come from three sources: government programs, personal savings, and your employer’s retirement plan. The government programs consist of the Canada Pension Plan and Old Age Security. The assets you have accumulated under an employer retirement plan can be used to purchase an annuity, set up a managed income strategy or some...

The Volatility of Correlation and Its Impact on Portfolio Design

Since the development of modern portfolio theory, many institutional investors have used mean-variance optimization techniques to help identify their appropriate asset mix. This quantitative approach allows an investor to assess various allocations by considering the trade off between risk and return, and the relationship between the assets. The inputs to...

Enhanced Contributions and Benefits to the Canada Pension Plan

Canada’s provincial finance ministers kicked off the first day of summer by reaching an agreement in principle with the federal government that would enhance contributions and benefits to the Canada Pension Plan (CPP). Quebec and Manitoba were the only provinces not to agree. The agreement would see CPP benefits increased from current replacement income...

Pages