Canadian pension plans saw a median return of 9.21 per cent for the first quarter of 2025, according to a new report from CIBC Mellon. It also noted a median 10-year annualized return of 6.46 per cent for the average Canadian pension plan. Based on $328 billion worth of investment assets in Canadian investment plans, […]
The solvency ratio of an average pension fund declined by about 2.3 per cent in the first quarter of 2025, according to a new report from Telus Health. Diversified pooled fund managers posted a return slightly below the benchmark portfolio with the median return (0.8 per cent) being 0.1 per cent lower than the return […]
The Saskatchewan Pension Plan is reassuring plan members its asset mix is designed to withstand shifts stemming from global disruptions and economic uncertainty. In a new note to members, the $829-million pension fund said recent developments are creating significant economic uncertainty, with potential for higher inflation, slower growth and greater market volatility. Read: Institutional investors […]
Canadian defined benefit pension plan sponsors have an average per-member administration cost of US$165, according to a new report by CEM Benchmarking Inc. The report, which analyzed 80 global DB plans, found the average per-member administration cost was $164 in the Netherlands, but was $105 in the U.S. and $71 in the U.K. It noted […]
The estimated funded status of the 100 largest U.S. public defined benefit pension plans rose to 102.9 per cent in April, up slightly from 102.7 per cent at the end of March, according to a new report by Milliman Inc. It found an increase in discount rates shaved US$10 billion off liabilities and helped offset […]
The Canadian annuity purchase market recorded $700 million in transactions during the first quarter of 2025, according to a new report by Telus Health. It noted a “notable deceleration” in the volume of transactions after what a record-breaking year, which isn’t uncommon for the first quarter of a new year. The last quarter of 2024 […]
Roughly six in 10 (59 per cent) institutional investors view their asset manager as a strategic partner in their work, according to a new survey by Crisil Coalition Greenwich. The survey, which polled 372 global institutional investors, also found money managers oversee, on average, 62 per cent of institutional assets, with the highest level reported […]
The funded position of a typical Canadian defined benefit pension plan decreased both on a solvency and accounting basis in March, according to Telus Health’s latest pension index. It found the average funded position decreased slightly on a solvency basis from 100 per cent to 97.7 per cent at the end of the month. On […]
In the face of increasing risk, large asset owners are turning to private market allocations, according to a new report by Mercer. The report, which surveyed asset owners representing more than US$2 trillion in assets collectively, found nearly half (45 per cent) of institutional investors increased their allocation to private markets. In the next year, […]
The Nova Scotia Teachers’ Pension Plan is reporting a one-year investment return of 9.76 per cent, according to its annual report. At the end of 2024, the plan’s total net assets increased to $6.17 billion, compared to $5.75 billion in 2023. The actuarial liabilities at the plan reached $7.61 billion in 2024. Read: N.S. Teachers’ […]