National
Pension Hub

We strive to offer local pension design insights as well as globally-relevant pension investment and governance research to establish Canada as a source for leading pension research.

Portfolio Construction


Seeks the frontier of knowledge on pension asset allocation strategies that meet the unique challenges of pension fund managers including the long-term nature of liabilities and the heterogeneity of plan beneficiaries. Looks to address questions around the use of dynamic vs long-term asset allocation, factor-based investing and optimal asset allocation for alternative investments. Investigates the best practices for setting risk-tolerances and incorporating them into asset allocation decisions.


TOPICS:

Asset Allocation for Long-Term
Enhancement to Pension Portfolio
Risk Appetite & Asset Allocation


Drivers of Successful Pension Investing: Lessons from the Canadian Model

Drivers of Successful Pension Investing: Lessons from the Canadian Model The classic model of pension investing faces bleak solvency and funding realities that foreshadow a precarious future and will likely result in defined-benefit (DB) plan obsolescence. Over the past forty years, two factors have seriously attenuated the sustainability of DB plans which provide retirees with… View Article