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George & Bell Perspectives.

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What exactly does an Actuary do?

What exactly does an Actuary do?

February 26, 2015. Category: Actuarial, Conference, Firm News, Investing, Pension Plans, Trustee. No Comments on What exactly does an Actuary do?.
Written by Brendan George.

This is a common question I get asked all the time. So when the Pacific Business and Law Institute invited me to answer that question for a group of Trustees and Administrators this past week, I was only too happy to oblige. Read full entry

CPP Enhancement: The Debate Takes Centre Stage

CPP Enhancement: The Debate Takes Centre Stage

January 30, 2015. Category: Benefits, Firm News, Investing, Pension Plans, Retirement. No Comments on CPP Enhancement: The Debate Takes Centre Stage.
Written by Jeremy Bell.

See below for the link to Jeremy’s article published in the January/February issue of Plans and Trusts.

CPP Enhancement – The Debate Takes Centre Stage Read full entry

Investment Manager Skill vs. Luck

Investment Manager Skill vs. Luck

January 8, 2015. Category: Investing, Pension Plans. No Comments on Investment Manager Skill vs. Luck.
Written by Jeremy Bell.

Below is a link to a classic article on investment manager skill and luck from our colleague Harry Satanove.

The article, titled Managing Money and Tossing Coins, was originally published in the Benefits and Pensions Monitor in 2001, but the message remains as valid today as it was then. Read full entry

SHARE Proxy Voting Survey

March 5, 2013. Category: Investing, Proxy Voting, Social Responsibility. No Comments on SHARE Proxy Voting Survey.
Written by Jeremy Bell.

Equity investment managers don’t just represent the interests of their clients by buying and selling stocks.  They also represent their interests through proxy voting; voting on Boards of Directors and resolutions related to how the company is run. Read full entry

Annuity Purchases for Pension Plans

Annuity Purchases for Pension Plans

February 18, 2013. Category: Investing, Pension Plans. No Comments on Annuity Purchases for Pension Plans.
Written by Brendan George.

The current economic environment is particularly challenging for defined benefit pension plans. Many plans have to fund according to the solvency test, using asset market values and long-term bond rates to discount liabilities. Read full entry

Accounting Matters – Old Age Security

Accounting Matters – Old Age Security

January 28, 2013. Category: Investing, Pension Plans, Retirement. No Comments on Accounting Matters – Old Age Security.
Written by Jeremy Bell.

When Old Age Security was changed in the Federal budget last year some people asked me whether the cuts were necessary.  Read full entry

The Impact of Aging on Investment Returns

The Impact of Aging on Investment Returns

January 7, 2013. Category: Investing, Pension Plans, Retirement. No Comments on The Impact of Aging on Investment Returns.
Written by Jeremy Bell.

I originally wrote this article in May 2011.  I think that it remains relevant today: feel free to disagree (or agree) in the comments below. Read full entry

Socially Responsible Consulting

Socially Responsible Consulting

September 24, 2012. Category: Firm News, Investing, Social Responsibility. 4 Comments on Socially Responsible Consulting.
Written by Jeremy Bell.

Pension plans, benefit plans, foundations and endowments are well aware of Responsible Investing (RI).  RI is an investment strategy that integrates environmental, social and governance (ESG) factors in addition to financial factors, and its acceptance has been steadily increasing for the past 10 to 15 years. Read full entry

See the Forest For the Trees.

See the Forest For the Trees.

July 30, 2012. Category: Investing, Real Estate. 1 Comment on See the Forest For the Trees..
Written by Jeremy Bell.

Successful institutional investors think beyond asset class-specific decisions and think in terms of the overall portfolio. They see the forest for the trees. Read full entry