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Does a Perpetual Trust need a Perpetual Private Foundation?

There are around 40,000 private foundations (PFs) with assets in excess of $500 billion.1 These PFs distribute an average of…

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Canadian investors pull back from foreign equities

Canadian investors acquired $5.3 billion in foreign bonds as the Fed began raising interest rates. The acquisition was split between…

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San Francisco rents barely changed during the Covid housing boom

(Bloomberg) — Rents in San Francisco and San Jose have changed little compared to two years ago, a sharp contrast…

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Wellington-Altus Reinforces Leadership with New CEO and President

In his role as CEO, Hauser will guide the strategic direction and operations of the Wellington-Altus Group of companies, as…

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SEC requires climate-change risk disclosure under new plan

(Bloomberg) — Companies will be required to disclose detailed information about their greenhouse gas pollution under a new U.S. Securities…

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For Canadians, more inflation equals giving less in 2022

If high inflation persists, a majority (52%) admit they will have to cut back on non-essential spending (ie, travel, entertainment,…

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Planning for Retirement? Millennials don’t see the point

(Bloomberg) — Not only have many Americans lost faith in their pre-pandemic retirement plans, but nearly half of those ages…

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Canadian asset managers focusing on internal talent and data operations

It has also highlighted the issues faced by middle and back-office operations which is a widening gap between data infrastructure…

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On the cover: April 2022

evelyn by Nicola Simbari sold for $5,040 at Doyle’s Fine Art Auctions in February. 23, 2022 in New York City.…

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Who will win Canada’s first institutional ESG strategy face-off?

According to Saint-Pierre, the competition was inspired by another public competition organized by three UK institutional investors just before the…

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