Tag: Benefits Canada

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...

Member experience the new pension plan design for younger generations

Our latest expert commentary piece on BenefitsCanada.com: We’re living in a society with a new generation of employees who also happen to be digital natives. Generation-Y and millennials learn, act and understand very differently than the generations that came before them. They take a different look at their careers, the work environment and even retirement...

The Volatility of Correlation and Its Impact on Portfolio Design

Since the development of modern portfolio theory, many institutional investors have used mean-variance optimization techniques to help identify their appropriate asset mix. This quantitative approach allows an investor to assess various allocations by considering the trade off between risk and return, and the relationship between the assets. The inputs to...

The Implied Volatility of Your Investment Policy

In our introductory article on volatility, A Real-Life Stress Test , we argued that the capital markets have entered a prolonged cycle of higher expected volatility. We suggested this was a time of opportunities. Indeed, a well-designed investment policy and skilled managers would surely turn this volatility into a value-add for institutional investors. In...

A Real-Life Stress Test

The year 2016 started out with a bang, to say the least. The past year marked a transition in financial markets as the U.S. hiked overnight interest rates for the first time in nine years, releasing volatility and, with it, the rally in equity markets we’ve enjoyed so much over the last five years began to fizzle. It can be difficult to adjust to the end of...

The decline of active management

Ryan takes a look at managers through an active share lens to classify managers into different styles of active management. He then combines active share with tracking error (discussed in the previous article) to determine the true style of investment funds. This article was first published in Benefits Canada. Follow this link. http://www.benefitscanada.com...

Picking a winner: A tool for selecting active managers

Ryan Kuruliak, Vice President, has written an article in Benefits Canada entitled Picking a winner: A tool for selecting active managers "My previous article discussed techniques for monitoring an investment manager’s track record to avoid making poor (and expensive) hire/fire decisions. In that article I also promised to introduce a tool investors can use...

Back to basics: What, me, rebalance?

Ryan Kuruliak's most recent Benefits Canada Expert Panel article can be found here . The article discusses the benefits and challenges of portfolio rebalancing.

CAP member advice: The elephant in the room

In this article, Ryan Kuruliak, Vice-President, explores the concept of plan member advice from a Canadian Capital Accumulation Plan (CAP) sponsor's perspective.

Benefits Canada - First Watch - Matching money manager fees to performance

Matching money manager fees to performance

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