Viewpoint Blog

Carrick Talks Money: How to gauge the health of your company pension

Jeff Gray, VP at Proteus, chats with Rob Carrick of The Globe and Mail, on Carrick Talks Money, about how to gauge the health of your company pension. Click here to watch the video. Rob Carrick: Jeff, how do I tell how solid my company pension plan is? Jeff Gray: Well, two answers for two different types of pension plans. If you’re in a defined contribution...

FLM 2017: It Pays To Know!

We have joined the Financial Literacy Month (FLM) conversation to spread the word and raise awareness about the importance of financial literacy...because it pays to know! 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...

Ex-Ante vs. Ex-Post Risk

Lewis Powell's - Consultant at Proteus - recent article featured on Canadian Investment Review. Being compensated for taking risk is the foundation of investing — but that idea is being challenged more and more every day as expected returns on risky-asset classes continue to fall. We know that exposing our assets to risk is necessary to earn the return...

6 Items to Consider When Reviewing Your SIPP

Statement of investment policies and procedures
Plans sponsors: if you haven’t comprehensively reviewed your statements of investment policies and procedures (SIPP) in a while, it may be time to refresh the document to ensure it correctly reflects the details of the plan and is in line with current regulations. For your next review, you should consider six important items. Read all about them in Michael...

VIEWPOINT: Benchmarking Investment Performance

The seventh video in our Proteus Viewpoint video series, Benchmarking: Are Your Investments Performing Well? Watch the video and read the below Q&A. When it comes to investing, what is a common mistake people make? Often, the benchmark used to evaluate the performance of the funds is not appropriate. For fiduciaries, benchmarks play an important role in...

Decoding the VIX

Lewis Powell's recent article on Canadian Investment Review about how the index reflects today’s disconnected financial markets. Read the article here.

Increased Interest Rates: Should I Change My Asset Mix?

With the hike in interest rates, are you questioning whether you should take action and change your asset mix? The increased rates may not seem like much right now, but the upward direction could be here for some time. The cost of paying for debt will rise, along with the returns you see for both new bonds issued and Guaranteed Investment Certificates (GICs...

Q2 2017 Market Review

Q2 2017 Financial Market Review
Canadian Equities Canadian equities fell this quarter, returning -1.64%. The health care, industrials, consumer discretionary and utilities sectors led the S&P/TSX Composite Index this quarter. The energy, materials and financials sectors were the only components within Canadian equities that generated negative returns. International Equities World...

Q: Am I too Young to be Thinking About Retirement?

Am I too young to be thinking about retirement?
A: No, you’re never too young to be thinking about retirement, but the key is to stop thinking about it and instead, start planning. Retirement is an important stage in life and one that requires decades of planning. Sure, you’re saving and preparing for retirement as a participating member in your workplace pension plan – but it’s important to further save...

2017 Industry Events

Click here for a list of upcoming, 2017 industry events for plan sponsors, trustees and pension committees.

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