Corporate social
responsibility

Explore 2023’s market ups and downs & what’s next.

Examine technology’s uses and effects in investment management.

Gain insights into the pivotal role Indigenous communities can play in elevating investment inclusivity and project sustainability. Authored by Peter Muldowney in AFOA Canada’s JAM Journal.

Behavioural biases can lead to ineffective committee meetings and outcomes, read on to learn how to manage these pitfalls.

While we are always operating in uncertain times when making investment decisions, some periods, like 2022, are much more daunting than others. This article shares five essential guidelines to help investment committees manage uncertainty and limit negative influences in the decision-making process.   Understanding uncertainty In the book, Thinking in Bets by Annie Duke, she […]

Crucial insights for institutional investors to make strategic currency decisions.

Since the World Bank’s International Finance Corporation first coined the term emerging markets in 1981, the characteristics and composition of the markets have evolved significantly.

Investors globally have embraced global small cap equities as a source of equity diversification.

This summary provides a perspective of the modern-day history of Canadian-US dollar exchange rate fluctuations.

The market turbulence experienced over the last several years culminated with a major downturn for both public equities and fixed income in 2022. However, the journey along the way did provide useful insights and lessons, particularly from the experiences during the height of the pandemic in 2020. This article considers the extent to which investors heeded the warning signs, or whether they were desensitized to the ensuing risks.

So far calendar year 2022 has been a challenging period for investors. Both equities and fixed investments have delivered negative returns and there are no obvious signs of any immediate improvement in the outlook as we navigate rising interest rates and high inflation. Not the ideal scenario for the introduction of changes in the charitable […]

Investors with a total return objective have historically been served well by the fixed income component of portfolios, such as a portfolio benchmarked to the FTSE Canada Universe Bond Index (the Universe Bond Index), which has delivered a reliable return experience and valuable diversification to more volatile equity investments.

This article examines ten guiding
principles to help endowments and foundations develop their investment plan and tackle an evolving investment landscape.

The article examines how human judgment and machine learning are part of both fundamental and systematic investing, and how the combined efforts of humans and machines will be critical to the future success of investment management.

This article discusses the merits of Canadian small cap equities and how investors can benefit from its potential contribution.