Divergence Ahead: New Strategic Choices and Challenges for The Pension Lifecycle

Date: Tuesday, November 22, 2022

Canadian and global pension plans have historically progressed through a clear strategic arc over their organizational lifecycles: from inception, to member and asset growth, sustainable investment, and ending with decumulation. This familiar journey, for many pension plans concluding in annuitization or liability transfer, has been upended in recent years. Canadian pension plans are creating new models designed to enhance outcomes for their stakeholders and strengthen the long term prospects. 

Pension plans of all sizes face the relentless demands of a challenging investment industry, as well as a growing number of investment products across global markets and new assets classes. Pension plans and asset owners are taking control of their futures, advancing the sophistication of their approaches when deciding which aspects to manage in-house or which are best outsourced, and in turn opening up new possibilities. 

Join leaders from CIBC Mellon, CIBC Capital Markets and CAAT Pension Plan as they present current market context and recent examples of how Canadian pension plans are bringing new strategic innovations forward. This session will include advance data “Taking Control”, a forthcoming research report exploring how the Canadian asset owner landscape advanced in 2022.

Speakers:
Alistair Almeida, Segment Lead, Asset Owners, CIBC Mellon

Darlene Claes-McKinnon, Executive Director, CIBC Mellon
Caroline Madden, Director, Financial Solutions Group, CIBC Capital Markets
Andrew Whale, Vice President, Strategic Risk Management, CAAT Pension Plan

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