Viewpoint Blog

Don’t take ESG requirement as an endorsement to invest with a moral compass

Our newest expert commentary piece, as seen on BenefitsCanada.com: Environmental, social and governance are words you might have heard a lot about lately. Ontario legislators now require pension plan administrators to disclose if and how they’re incorporating them into their investment decision-making process. Due to previous adoption, foundations,...

ESG: A Short Acronym for a BIG Subject

There is no shortage of acronyms in any industry, including the world of pensions and investments. One of the many acronyms that is commonly talked about, in terms of investments, is a short acronym for a big subject – ESG, which stands for environmental, social and governance. ESG is an investment consideration that has existed for decades but has gathered...

Reading List: Financial Literacy Month

What are you reading this Financial Literacy Month? Here are a few of our favourite personal finance books, by Canadian authors, to help you better understand your savings, take charge of your finances and understand everything you need to know about your financial responsibilities. Stop Overthinking Your Money! by Preet Banerjee Banerjee explains that you...

When the Regulator Comes Knocking: Are you Ready?

The Financial Services Commission of Ontario (FSCO) is responsible for regulating pensions registered in Ontario. FSCO periodically conducts examinations to review pension plans’ compliance with the requirements of the Pension Benefits Act (Ontario) and associated regulations. Proteus is a pension consultant providing governance and investment consulting...

Financial Literacy Month

We have joined the Financial Literacy Month (FLM) conversation to spread the word and raise awareness about the importance of financial literacy. At Proteus we are all about educating and ensuring plan sponsors and members have a meaningful experience when it comes to understanding their pension plan and investments. We love sharing our knowledge with our...

Q3 Market Review

Canadian Equities - Canadian equities were up this quarter, gaining 5.45%. - The health care, technology, consumer staples and consumer discretionary sectors all had positive returns, higher than the overall index this quarter after having negative returns the previous quarter. - The industrials, energy and financials sectors all contributed positively to...

CN Tower Climb for United Way

Bright and early on Sunday morning, a few of the Proteus team members participated and volunteered in the CN Tower Climb for United Way. They fundraised and climbed all 1,776 steps (144 flights), all in support of United Way Toronto and York Region. Left to right: Neil, Michael, Zach, John and Stella We’ve very proud of our climbers and thank all of you who...

Target Date Funds: Popular Doesn't Mean Adequate

Our third video in our Proteus Viewpoint video series, Target Date Funds: Popular doesn't mean adequate. For further information on target date funds, read the below Q&A. As a defined contribution plan member, what are the two critical decisions you must make in assuring an adequate retirement? As a DC plan member, you have three decisions to make to...

The Evolution of Target Date Funds

Watch our recent webinar about the evolution of target date funds.

How foundations can leverage investment portfolios to further their cause

Foundations are increasingly searching to leverage their investment portfolios to support their respective missions. Traditionally, a foundation’s mission has been solely supported by its grant-making activities, which at a minimum are only required by the Canada Revenue Agency to amount to 3.5 per cent of the investment portfolio annually. Often the...

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