Asset allocation

Ontario Teachers' Announces Executive Appointments

Retrieved on: 
Friday, January 12, 2024
GIS, Capital market, Cadillac Fairview, Natural Resources, Commerce, University, Ontario Teachers' Pension Plan, Asset allocation, Real estate, McGill University, Fellow, Plan, Deutsche Bank, Mathematical finance, MBA, Public, Teacher, Columbia University, Master of Science, Capital, Infrastructure, Senior, Management

TORONTO, Jan. 12, 2024 /PRNewswire/ - Ontario Teachers' Pension Plan Board ("Ontario Teachers'") today announces the following appointments of three longstanding Investments leaders into new executive roles, effective immediately.

Key Points: 
  • TORONTO, Jan. 12, 2024 /PRNewswire/ - Ontario Teachers' Pension Plan Board ("Ontario Teachers'") today announces the following appointments of three longstanding Investments leaders into new executive roles, effective immediately.
  • Stephen joined Ontario Teachers' in 2003 and has held positions of increasing responsibility, most recently leading the Total Fund Management department.
  • They will all join the senior Executive Team," said Jo Taylor, President & CEO, Ontario Teachers'.
  • Nick Jansa, Executive Managing Director, has also been appointed to Ontario Teachers' Executive Team.

Institutions Have Doubled their Bitcoin Allocations this Year, New Bybit Report Shows

Retrieved on: 
Friday, December 1, 2023
ETF, BlackRock, Research, Very important person, VIP, Asset allocation, Investment, Cryptocurrency, Bitcoin, Ether, Bybit

The report provides a detailed examination of asset allocation strategies employed by different cohorts -- institutions, VIPs, and retail traders -- especially in the volatile market environment since December 2022.

Key Points: 
  • The report provides a detailed examination of asset allocation strategies employed by different cohorts -- institutions, VIPs, and retail traders -- especially in the volatile market environment since December 2022.
  • Institutional Investors: Predominantly holding 45% in stablecoins, 35% in Bitcoin, and 15% in Ether, institutions emphasize liquidity and strategic diversification.
  • Notably, their Bitcoin holdings nearly doubled in the first three quarters of 2023.
  • "This report is a testament to Bybit's commitment to empowering our users with actionable insights," said Ben Zhou, co-founder and CEO.

Institutions Have Doubled their Bitcoin Allocations this Year, New Bybit Report Shows

Retrieved on: 
Friday, December 1, 2023
ETF, BlackRock, Research, Very important person, VIP, Asset allocation, Investment, Cryptocurrency, Bitcoin, Ether, Bybit

The report provides a detailed examination of asset allocation strategies employed by different cohorts -- institutions, VIPs, and retail traders -- especially in the volatile market environment since December 2022.

Key Points: 
  • The report provides a detailed examination of asset allocation strategies employed by different cohorts -- institutions, VIPs, and retail traders -- especially in the volatile market environment since December 2022.
  • Institutional Investors: Predominantly holding 45% in stablecoins, 35% in Bitcoin, and 15% in Ether, institutions emphasize liquidity and strategic diversification.
  • Notably, their Bitcoin holdings nearly doubled in the first three quarters of 2023.
  • "This report is a testament to Bybit's commitment to empowering our users with actionable insights," said Ben Zhou, co-founder and CEO.

BlueMark and CASE at Duke University Publish Impact Best Practices Guide for Asset Allocators

Retrieved on: 
Wednesday, November 8, 2023
Duke University, Asset allocation, CASE, Research, Light, Growth, Friction, Commercial property, Risk management

NEW YORK, Nov. 8, 2023 /PRNewswire/ -- Impact verification specialist BlueMark, together with CASE at Duke University, today published a new guide to impact management for asset allocators – "A Field Guide: Impact Due Diligence and Management for Asset Allocators" – available for download at https://bluemarktideline.com/impact-allocator-guide. The guide, which brings together the wisdom of leading impact investing practitioners and best market practices, is designed to drive more rigor and consistency in how allocators evaluate and manage private market funds that invest for positive impacts on people and the planet.

Key Points: 
  • New guide offers tools and tips for allocators to evaluate and engage with impact fund managers, as well as potential red flags
    NEW YORK, Nov. 8, 2023 /PRNewswire/ -- Impact verification specialist BlueMark, together with CASE at Duke University, today published a new guide to impact management for asset allocators – "A Field Guide: Impact Due Diligence and Management for Asset Allocators" – available for download at https://bluemarktideline.com/impact-allocator-guide .
  • "The asset allocators we spoke to overwhelmingly stressed the importance of continuously learning how to better assess and manage the impact funds that they have trusted with their capital," said Sarah Gelfand, Managing Director at BlueMark.
  • Expert practitioners and report contributors representing leading asset allocators and asset managers engaged in a discussion surrounding key takeaways from the report.
  • Specifically, the group discussed ways asset allocators and asset managers can collaborate to promote efficiency and strengthen impact-focused efforts.

Horizons ETFs Expands Asset Allocation Suite for Canadians with Covered Call and Enhanced Strategies

Retrieved on: 
Wednesday, October 11, 2023
Index, Horizon, Risk, Asset, Asset allocation, ETF, GRCC, Growth, Financial adviser, Security (finance)

For HEQL and EQCL, Horizons ETFs creates leverage by using cash borrowing to invest, on a leveraged basis, in a related ETF managed by Horizons ETFs.

Key Points: 
  • For HEQL and EQCL, Horizons ETFs creates leverage by using cash borrowing to invest, on a leveraged basis, in a related ETF managed by Horizons ETFs.
  • How does a covered call overlay work within Asset Allocation ETFs?
  • Covered Call ETFs typically seek to generate higher yields relative to asset allocation ETFs that do not employ option-writing, and may result in higher levels of monthly income for investors.
  • Horizons ETFs has launched QQCL, which provides covered call and 1.25x exposure to the NASDAQ-100®, the technology-heavy major U.S. index.

Majority of Canadian Financial Advisors Surveyed Plan to Increase Exposure to Private Credit Over the Next Twelve Months, Recent Ninepoint Survey Finds

Retrieved on: 
Wednesday, September 27, 2023
CPP Investment Board, Senior, Investment, Psychology, Private, Senior advisor, Fairmont Royal York, Former, Wilson, Thought, Asset allocation, Smoother, Private credit, OMERS, Moneyball, The Big Short, Financial adviser, Financial services, Security (finance)

The survey polled over 100 of the financial advisors, institutional investors and other industry participants who attended the Toronto event.

Key Points: 
  • The survey polled over 100 of the financial advisors, institutional investors and other industry participants who attended the Toronto event.
  • Nearly two-thirds (63%) of financial advisors surveyed said they expect to increase their client or model portfolios’ exposure to private credit in the next 12 months, while 83% said they expect to increase their exposure to alternative assets over the same period.
  • By comparison, 83% of advisors surveyed said that currently fewer than 10% of their clients have a portion of their portfolio allocated to private credit.
  • Diversification Shines as Private Credit’s Advantage: 45% of advisors surveyed identified improving diversification as the most compelling advantage of private credit in the current market.

Limited Partners Survey: Investors Lean in on Alternatives, Fintech Automation to Optimize Returns

Retrieved on: 
Thursday, September 7, 2023
Professional Services, Technology, Insurance, Finance, Software, Banking, Data management, Partnership, PE, Portfolio Analysis, Head, Overalls, Risk assessment, Like a Boss (film), Fintech, GP, Research, LP record, Investment, Risk, Love, Asset allocation, Create, Asset management, Cryptocurrency, Security (finance), Risk management, Dynamo

The survey findings are contextualized in the latest Dynamo Frontline Insight Report, as well as during a 30-minute Sept. 27 webinar .

Key Points: 
  • The survey findings are contextualized in the latest Dynamo Frontline Insight Report, as well as during a 30-minute Sept. 27 webinar .
  • Among the takeaways:
    Moving into 2024, alternative investments are expected to remain a key strategy for LPs and asset allocators.
  • Ninety-three percent of decision-makers participating in the survey said they will either increase (56%) or maintain (37%) their allocation to alternatives.
  • The survey data also supports the assertion of some private equity industry observers who believe the availability of PE funds has been underestimated.

Canada's financial leaders to meet in Quebec City for FEI Canada's Annual Conference, The Face of Change, May 31 to June 2

Retrieved on: 
Wednesday, May 24, 2023
Republican Conference Chair, Learning, Interim, International, Face the Change, Senior, CPA Canada, Financial Executives International, Knight Therapeutics, National Conference, Woman, Human, Canadian Women's Foundation, Youth Challenge International (Canada), CFOS, Asset allocation, Intact Financial, Cirque du Soleil, UKG, Sustainability, Interim management, Face, CFO, Region, CGI, Conference, HCM, Scotiabank, Management, Accedian

Canada's financial leaders to meet in Quebec City for FEI Canada's Annual Conference, The Face of Change.

Key Points: 
  • Canada's financial leaders to meet in Quebec City for FEI Canada's Annual Conference, The Face of Change.
  • This year's theme is "The Face of Change" and highlights the accelerating pace of change with which all financial executives are confronted with daily.
  • Topics include sustainability, governance, pivoting in a changing economy, women in leadership, economic outlook, and mastering self-leadership for professional success.
  • We'd like to invite Canadian CFOs and senior financial executives to apply to become an FEI Canada member.

Barbara Reinhard, CFA, named chief investment officer for Voya Investment Management’s Multi Asset Strategies and Solutions platform

Retrieved on: 
Tuesday, May 2, 2023
Banking, Asset Management, Professional Services, Finance, CFA, Risk management, VOYA, Research, Reinhard, Credit Suisse, Asset allocation, Investment management, Voya Financial, MASS, NYSE, CAIA, Cryptocurrency

Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today that Barbara Reinhard, CFA, has been named chief investment officer and head of Asset Allocation for Voya IM’s Multi Asset Strategies and Solutions (MASS) platform, effective Nov. 1, 2023.

Key Points: 
  • Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today that Barbara Reinhard, CFA, has been named chief investment officer and head of Asset Allocation for Voya IM’s Multi Asset Strategies and Solutions (MASS) platform, effective Nov. 1, 2023.
  • Reinhard will report to Matt Toms, global chief investment officer, Voya IM.
  • “Barbara is a seasoned investment professional with 30 years of investment experience.
  • Prior to joining Voya IM, Reinhard was a managing director and chief investment officer in Credit Suisse's private banking division.

K2 Integrity Named Best Regulatory Advisor by Hedgeweek

Retrieved on: 
Monday, March 6, 2023
Partnership, Knowledge, Service provider, Digital asset, Service, Safety, Associate, Asset allocation, Cryptocurrency

NEW YORK, March 6, 2023 /PRNewswire/ -- K2 Integrity, the leading risk and financial crimes advisory firm, is proud to announce it has been named Best Regulatory Advisor by Hedgeweek at the US Digital Assets Awards 2023. Now in its second year, the honor recognizes leading fund managers and service providers overperforming within the digital asset space.

Key Points: 
  • NEW YORK, March 6, 2023 /PRNewswire/ -- K2 Integrity, the leading risk and financial crimes advisory firm, is proud to announce it has been named Best Regulatory Advisor by Hedgeweek at the US Digital Assets Awards 2023.
  • In partnership with Hedgeweek, BarclayHedge provided pre-selection data based on returns from November 2021 through October 2022.
  • "We are honored to be named Hedgeweek's 2023 'Best Regulatory Advisor' in the U.S. digital asset sector for our service as a trusted advisor to the industry," said Elizabeth Severinovskaya, Associate Managing Director at K2 Integrity.
  • Leveraging decades of experience in concert with cutting-edge technology, K2 Integrity provides clients across the globe with the tools and knowledge needed to mitigate reputational and regulatory risk.