Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013
John Lofto, CIBC Mellon

30696

Canadian Institutional Investors to increase alternatives allocations, says new CIBC Mellon report

RELATED TOPICS​

Canadian institutional investors are seeking to further increase their overall allocations to alternative investment strategies, including real estate, private equity, infrastructure, private debt and hedge funds, according to a new study published by CIBC Mellon. 

The report, “Race for Assets: Canada vs the World,” found that among the various alternative sub-asset classes, real estate (42 per cent) is most favoured among Canadian investors surveyed, followed by infrastructure (20 per cent), private equity (18.7 per cent), private debt / loans (17.9 per cent), and hedge fund investments (1.4 per cent).  Private equity led the way in terms of satisfaction, with 47 per cent of respondents saying performance exceeded expectations and the remainder finding the class performing as expected. 

“Alternatives continue to gain momentum among Canada’s institutional investors as they seek investments that can shelter their capital from short-term risks and market movements while also generating strong returns, though we are seeing Canadian investors becoming more particular about how they deploy their capital,” says Jon Lofto (pictured), Director, Alternatives, CIBC Mellon. “Canadian investors are seeking increased transparency through the adoption of new technologies, which suggests a growing need for advanced analytics and big data to support the decision-making process as well as a desire to deliver returns while considering environmental, social and governance (ESG) factors.”
 

Latest News

The trading and investment platform eToro has extended its proxy voting feature to all stocks..
C8 Technologies, the London-based fintech founded by former BlueCrest Capital Management partners Mattias Eriksson and..
DWS has announced the latest development in its strategic growth push in Alternative Credit with..

Related Articles

Pension funds
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next decade, industry research reveals...
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next..
Tim Crawmer, Payden & Rygel
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income...
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also,..
Lady justice
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI) strategies received glowing commendations from the Bank of England in its March report...
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI)..
Pension funds
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition...
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by