Defined Benefit Pension Consulting Posts

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Putting defined benefit surplus to good use

November 25, 2025
Insights

Strong market returns and rising interest rates have left many defined benefit (DB) pension plans in surplus, presenting sponsors with both opportunity and uncertainty. While ...

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Pensions 101: Key Concepts for New Trustees

November 18, 2025
Events

Join us for a virtual trustee training seminar designed to help new and newly appointed pension plan trustees understand their roles and responsibilities. This session ...

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Low volatility equities: A closer look at the numbers

September 16, 2025
Investment Brief

In 2025, as global equity markets faced renewed turbulence, low volatility equities emerged as a standout performer, delivering strong returns with significantly reduced risk. This ...

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Currency crosswinds: How U.S. dollar ups and downs shaped Canadian investor returns

August 27, 2025
Investment Brief

After a year in which U.S. dollar strength significantly boosted Canadian investor returns, 2025 has seen a reversal — with the Canadian dollar appreciating by ...

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Prudence and care: ensuring fiduciary responsibility with asset mix reviews

April 10, 2025
Investment Brief

One of the fiduciary duties of institutional investors is using prudence and care in managing the investments of their beneficiaries. Assessing portfolio cash flows, budgeting, ...

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Why are so many global equity managers underperforming? Three key questions for investors with underperforming global equity portfolios

April 2, 2025
Investment Brief

Over 70 countries are going to the polls in 2024, including the United States. Equity markets dislike uncertainty – including in the weeks leading to ...

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