Kevin Press

3 weeks ago | investmentexecutive.com | Kevin Press

It was a completely different conversation on the other side of the hall, where the agenda featured Best Practices for Assessing Transition Plans and other similarly advanced presentations. While advisors talked about values, the institutional folks were discussing value. “Sustainable investing really is just a part of how we invest the money that’s entrusted to us by the beneficiaries,” said Brian Minns, senior managing director, responsible investing at University Pension Plan (UPP).

4 weeks ago | investmentexecutive.com | Kevin Press

Thomas goes on to quote Society for Human Resource Management data linking the erasure of DEI initiatives with talent attraction and retention problems — 82% of employees said it makes them less engaged at work, 80% said they’re planning to look for a new job as a result and 70% said they wouldn’t apply to an anti-DEI employer. “Diverse teams outperform. Inclusive businesses are more resilient,” wrote Darrell Schuurman, CEO & Founder of CGLCC.

1 month ago | investmentexecutive.com | Kevin Press

The confusing nature of risk-return tradeoffs is at the heart of Canadians’ struggle with financial literacy By: Kevin Press May 23, 2025 15:28 Kevin Press I’ve been thinking about alternative investments and client perceptions of risk this week. It has been on my mind since the webinar I moderated last month, The case for alternative investments in 2025. Risk came up in two contexts: the use of alts for diversification purposes during periods of volatility, such as the one we’re in currently...

1 month ago | investmentexecutive.com | Kevin Press

Kevin Press Of the 169 investment funds that put up top-quartile performance numbers in 2020, only two maintained their position among the top 25% of funds in the four years that followed. That’s according to the Canada Persistence Scorecard (CPS), published last week by S&P Dow Jones Indices. As reported in March, 88.7% of Canadian equity funds underperformed the benchmark S&P/TSX composite index in 2024, according to S&P Dow Jones.

1 month ago | investmentexecutive.com | Kevin Press

The World Uncertainty Index (WUI), a fascinating metric based on the Economist Intelligence Unit’s country reports, has tracked this since the first quarter of 1990. Its reports during the decade hovered around the 10,000 mark. It shot up to 16,199 in Q3 1990 as a result of the First Gulf War, settling back down to 7,863 by the end of 1999. There have been just five quarters in which the WUI came in under 10,000 in the years since. It hit 22,325 in Q1 2000.