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...

Quebec's Voluntary Retirement Savings Plan

Background As a means to increase workers’ access to retirement savings plans, the Quebec government passed legislation creating a new workplace savings vehicle, the Voluntary Retirement Savings Plan (VRSP). Organizations with eligible employees in Quebec will soon be required to offer a retirement savings plan through the workplace. Eligibility Employers...

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?...

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