Executive Summary

More than one-third of the Canadian public and corporate pension plan sponsors participating in the Greenwich Associates 2015 Canadian Institutional Investors Study name liability management as one of the top issues facing their funds in 2016. That is a sharp increase from last year, when only a quarter of corporate funds and 8% of public funds cited liability management as a top concern.

Methodology

Between July and October 2015, Greenwich Associates conducted 235 interviews with senior professionals at corporate funds, public funds and provincial funds, and endowments and foundations with assets greater than $100 million. Study participants were asked to provide quantitative and qualitative evaluations of their investment managers, qualitative assessments of those managers soliciting their business, and detailed information on important market trends.