In case you missed it, the average Canadian Pension Plan Balanced investment portfolio performance for the year ended 2023 was 11%. According to RBC Investor Services Pooled Fund survey, 1-year performance for Canadian Pension Plans was 11% – a better result than the year ended 2022 where RBC reported average returns of -8.78%. Northern Trusts ..read more

At the end of 2022, Bonds remain about 1/3rd of institutional portfolios while Balanced fund returns averaged -8.78%. IN SUM Excluding 2020 and 2021, when institutional portfolios were off track, institutional bond allocations still approach 1/3rd of institutional portfolios. PIAC – PIAC Average Asset Allocations 1990 – 2022 PIAC average asset allocations: Average returns for ..read more

Two informative articles regarding Russian securities exposures. Click here for an article from InstitutionalInvestor.com that outlines some of the risk(s) when investing in some Emerging Markets. Click here for an article from Morningstar that references Russian securities exposure across various ETF’s. Doug Cronk CFA, PRM is an Institutional Pension Investment & Risk Management Officer ..read more

According to the RBC Investor & Treasury Services Pooled Fund survey, returns for Canadian Pension Plans were 13.28% for 2021. For individual investors that mimic an institutional investment portfolio, the average balanced fund has now averaged 8%+ for all periods (1,2,3,4,5 and 10 years). A good benchmark for individual investors is the Pension Investment Association ..read more

RBC Investor & Treasury Services has just published their annual All Plan Universe returns for Canadian Pension Plans. This is one of the industry’s largest and most comprehensive universes of Canadian Pension Plans and this blog has referred to it as a reference for an individual investors balanced fund portfolio. What is important to individual ..read more

Canadian Pension Plans deliver 10% for 2020 ..read more

Canada now represents about 2.7% of the global opportunity set ..read more

'The conventional 60/40 asset mix is still THE asset allocation ..read more

Remember the good old days when the investment advice was to diversify your investment portfolio globally because ‘Canada represents only 4% of the global market capitalization’? Well, folks, Canada now represents about 2.7% of the global opportunity set. See the recently published Credit Suisse Global Investment Returns Yearbook for 2020 page 20. (Added to the ..read more

RBC Investor & Treasury Services has published their All Plan Universe Canadian defined benefit pension plans returns: 14.0% in 2019. This is RBC’s Pooled Fund survey that this blog has referred to as a reference for an individual investors’ balanced fund portfolio. These returns are consistent with two previous posts. See NTGA and Morneau. According ..read more