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Mercer

Canadian Investments Surveys

 

Mercer's surveys and newsletters are designed to help you and your firm better understand the dynamics of current markets, the performance of your investments, and the behaviour of your investment managers.

 

The table below lists all the Canadian surveys that we currently produce. Select the year corresponding to the name of the survey that interests you to get more information, or go to your region of choice.

 

 

Global  |  EMEA  

 

 

MERCER CANADIAN ENDOWMENTS, FOUNDATIONS, AND NOT-FOR-PROFIT SURVEY

 

Mercer is pleased to present findings from its first annual Canadian endowments, foundations, and not-for-profits survey. The survey covers 27 endowments and foundations with total assets of $4 billion and funds ranging in size from $5 million to over $1.1 billion. The average fund size in the survey is $146 million. Results were compiled as of September 30, 2012.

 

Mercer Canadan Endowments, Foundations, and Not-for-Profits Survey

Endowments and foundations are playing a critical role in Canadian society by providing financial support and assistance to their beneficiaries in a period when the global economy and financial markets are increasingly volatile. Endowment boards and administrators are facing many challenges in order to meet the expectations of donors and beneficiaries. Their ability to do so depends heavily on the investment of the donor contributions and the results achieved thereon.

 

Mercer views endowments and foundations as an important and unique institutional investor segment. For this reason, we have decided to institute an annual survey of investment and spending policies, investment performance and emerging trends, practices, and philosophies. We hope that you find the survey results useful.

 

Go to arrow Download PDF 

 


2013 FEARLESS FORECAST: A SURVEY OF CANADIAN AND GLOBAL CAPITAL MARKETS AND INDUSTRY TRENDS

 

2013 pension outlook and fearless forecast

2013 marks the 21st anniversary of Mercer’s cross Canada tour, Pension Outlook and Fearless Forecast.

 

In a series of short talks, Mercer experts share their perspective on key topics for both DB and DC plan sponsors:

 

  • Strategies for DB plan sponsors to manage risk
  • Trends in pension plan design, from target benefit plans to DC design
  • Bringing alternative investments into the mainstream
  • Interest rates...are they finally on the rise?

 

Download Survey

 

Go to arrow English 

 

Go to arrow French 

 

Download Presentations

 

Go to arrow Montreal 

 

Go to arrow Toronto 

 

2010 CANADIAN ASSET ALLOCATION AND GOVERNANCE SURVEY

 

2010 Canadian asset allocation and governance survey

Mercer’s Canadian Asset Allocation Survey compares asset allocations to traditional asset classes and alternative investments for more than 190 Canadian DB plans.

 

It also identifies links between asset allocation strategies, plan size and the state of the plans’ liabilities, and reviews a variety of governance issues facing plans. Highlights of the 2010 Survey include evidence that many institutional investors, particularly small and more mature plans, are moving away from the typical 60/40 equity/bond asset mix towards lower allocations to equities. They have also shown an increased interest in alternative investments, as well as in plan sponsor scrutiny of governance and operational risks.

 

Go to arrow English

 

Enquête 2010 de Mercer sur la répartition de l'actif des régimes à prestations déterminées canadiens

 

Mercer a le plaisir de vour présenter la version 2010 de son enquêter sur la répartition de l'actif des régimes à prestations déterminées canadiens. Cette enquête porte sure 190 régimes à prestations déterminées canadiens dont l'actif sous gestion varie de 100 000 $ à plus de 10 G$. De ces régimes, les deux tiers sont ouverts et l'autre tiers est fermé. Quatre cinquiémes des régimes fermés permettent l'accumulation future. Les réponses à l'enquête ont été recueilles au cours du premier semestre de 2010.

 

Go to arrow French


INVESTMENT PERFORMANCE SURVEY OF CANADIAN INSTITUTIONAL POOLED FUNDS

 

Pooled Fund Surveys - EnglishThe survey, which is available by subscription, is intended to provide a broad quantitative perspective on the institutional funds marketplace as well as detailed performance information on specific fund managers. We encourage all eligible investment managers to participate in our databases and do not charge a fee to enter our databases or published surveys.


This is available in both English and French.

 

email For more information, please contact Mercer client services.

 

Produced quarterly

 

Electronic version only. Not available online

 

Available one month after quarter end.

 

CND $4,000 /yr

 

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L’ÉTAT COMPARATIF DU RENDEMENT DES FONDS INSTITUTIONNETS CANADIENS EN GESTION COMMUNE 

 

Pooled Fund Surveys - French CanadianL’État comparatif du rendement des fonds institutionnels canadiens en gestion commune est publié tous les trimestres par Mercer. Ce document dresse un tableau sommaire du marché des fonds institutionnels sur le plan quantitatif et présente des renseignements très détaillés sur le rendement des gestionnaires de fonds. Nous invitons tous les gestionnaires de placements admissibles à participer à nos enquêtes et leurs fonds seront ajoutés sans frais à nos bases de données et à nos rapports.

 

Cette publication est disponible en français et anglais.

 

Une version enrichie de l’État comparatif du rendement des fonds institutionnels canadiens en gestion commune est offerte sur abonnement.

 

email Pour de plus amples renseignements, veuillez envoyer un courriel au service à la clientèle de Mercer

 

Produit par trimestre

 

Publié un mois ouvrable après la fin du trimestre.

 

Disponible en version électronique seulement. N’est pas offert en ligne.

 

$4,000 CA/an

 

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SUMMARY OF INVESTMENT PERFORMANCE SURVEY

 

The Summary of Investment Performance Survey is intended to provide a snapshot of our Investment Performance Survey, available by subscription. It provides a quantitative perspective on the institutional funds marketplace.


This is available in both English and French


Cost: On line access only and Free. May register on site to attain information.

 

Produced quarterly: Available 25 business days after quarter's end.

 

Go to arrow English

 


SOMMAIRE DU RENDEMENT DES FONDS EN GESTION COMMUNE

 

Le Sommaire du rendement des fonds en gestion commune dresse un tableau sommaire du marché des fonds institutionnels sur le plan quantitatif. Il se veut un résumé de L’État comparatif du rendement des fonds institutionnels canadiens en gestion commune, offert avec un abonnement.

 

Ce document est offert en français et en anglais.


Coût : Gratuit. Accès en ligne seulement. Inscription en ligne requise pour accéder à l’information.

 

Produit par trimestre: Publié 25 jours ouvrables après la fin du trimestre.

 

Go to arrow French

  

E-mail icon If you have queries on our global surveys, please contact us.

 

 


Mercer is a leading global provider of investment services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 30 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 35 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing fiduciary management.

 



Business contact

 

E-mail icon Marina Zoraya

Telephone +44 (0) 20 7178 3282


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