2018 Industry Events

Click here for a list of upcoming, 2018 industry events for plan sponsors, trustees and pension committees.

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...

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