VIEWPOINT: 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...

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.

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