On December 14, 2011, the Wall Street Journal carried an article titled “A Manifesto for Sustainable Capitalism” by former US Vice President Al Gore and his partner at Generation Investment Management, David Blood. The article signaled the launch of their white paper on sustainable...

Canadians successfully reformed the Canada/Quebec Pension Plans in the 1990s. Now we must do the same for the rest of our Retirement Income System. This paper offers both a vision and a plan to provide a decent post-work standard of living for the millions of Canadian workers currently...

Logically, investment theory's next frontier is to put into practice the rich set of tools that academia has bestowed on the investment community - starting with Harry Markowitz's seminal article on portfolio selection in 1952. Or is it? In fact, the next frontier lies beyond simply engineering...

As Ontario pushes ahead with pension reform to improve retirement security for its citizens, it should consider a “middle-way” solution between current competing visions for reform, according to a report released today by the C.D. Howe institute. In “Helping Ontarians Save for Retirement:...

In their 2014 article in Harvard Business Review, Dominic Barton and Mark Wiseman write that “big investors have an obligation to end the plague of short-termism.” This article supports their assertion by showing that, logically, real investing (as opposed to trading) is inherently wealth...

A 1997 investigation into the quality of pension fund governance uncovered a wide-spread board competency problem. This follow-on study analyzes the findings of a new survey on pension fund governance, to which an international group of 88 senior pension fund executives responded. Survey...

For two days in June 2013 over 80 board members, senior executives and investment professionals from 40 pension organizations in 12 different countries gathered at the University of Toronto's Rotman School of Management. The purpose was to examine and discuss five action steps investment...