Viewpoint Blog

Predictable underperformance

Ryan Kuruliak, Vice President, has written a recent article in Benefits Canada entitled Predictable underperformance "While most investors employ active management in an attempt to achieve market beating performance, I don’t believe investors fully realize just how likely it is that they will have to endure bouts of short to longer term underperformance in...

Fourth Quarter 2012 Review

The Canadian equity market increased 1.7% during the fourth quarter as intervention by global central banks helped stimulate equity markets worldwide. Gains were led by the consumer staples, information technology and industrials sectors. The materials and energy sectors were the worst performing sectors and the only ones that posted negative absolute...

...The gradual rise of the defined contribution pension/You’ll soon retire with a DC pension – then what?

Martin Leclair and Jeff Gray, Vice Presidents at Proteus, are quoted in two articles featured in the Financial Post entitled How we got here: The gradual rise of the defined contribution pension , "Employers are hesitant to provide advice because of the risk of being sued—and moving away from DBs has been about reducing risk–but at the same time employees...

What DC Plan Members Need

Martin Leclair, Vice President, has written a recent article in Benefits Canada entitled What DC Plan Members Need "Everybody likes money and everyone likes a good story. This should welcome news, considering the alarming level of financial ignorance among DC plan members and our obvious inability to address and engage a captive audience in clear need of...

Third Quarter 2012 Review

The Canadian equity market as measured by the S&P/TSX Composite Index increased 7.0% during the third quarter after a rough second quarter. Gains were led by the materials, energy, and health care sectors with 13.1%, 8.5% and 8.1% returns respectively. All ten sectors posted positive returns for the quarter. Global equity markets were also positive (...

The risks of reaching for yield

Ryan Kuruliak, Vice President, has written a recent article in Benefits Canada entitled The risks of reaching for yield "Pension plan sponsors require higher income to pay pension promises and higher returns to close the gap between their assets and liabilities. It’s not a surprise"....

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...

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