returns | Investment Executive https://www.investmentexecutive.com/tag/returns/ Canada's news source for financial professionals Thu, 16 Apr 2026 18:47:17 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png returns | Investment Executive https://www.investmentexecutive.com/tag/returns/ 32 32 FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection https://www.investmentexecutive.com/news/fp-canada-institute-of-financial-planning-update-guidelines-on-expected-returns-add-shelter-projection/ Thu, 16 Apr 2026 18:47:17 +0000 https://www.investmentexecutive.com/?p=536493 Projected returns slightly lower for equities, fixed income compared to last year's guidelines

The post FP Canada, Institute of Financial Planning update guidelines on expected returns, add shelter projection appeared first on Investment Executive.

]]> Fund costs declining, thanks to new launches: ESMA https://www.investmentexecutive.com/news/fund-costs-declining-thanks-to-new-launches-esma/ Tue, 03 Mar 2026 19:16:42 +0000 https://www.investmentexecutive.com/?p=533049 The debut of cheaper funds is driving investors' costs down, research finds

The post Fund costs declining, thanks to new launches: ESMA appeared first on Investment Executive.

]]> OMERS earned 6% return for 2025 https://www.investmentexecutive.com/news/omers-earned-6-return-for-2025/ Mon, 23 Feb 2026 20:25:12 +0000 https://www.investmentexecutive.com/?p=532406 The Ontario fund manager's public equities, private credit investments drove the gains

The post OMERS earned 6% return for 2025 appeared first on Investment Executive.

]]> FINRA to allow brokers to use return targets https://www.investmentexecutive.com/news/finra-to-allow-brokers-to-use-return-targets/ Wed, 11 Feb 2026 19:30:55 +0000 https://www.investmentexecutive.com/?p=531546 SRO crafts exception from ban on using performance projections

The post FINRA to allow brokers to use return targets appeared first on Investment Executive.

]]> Industry falling short on CFR compliance: CSA, CIRO https://www.investmentexecutive.com/news/from-the-regulators/industry-falling-short-on-cfr-compliance-csa-ciro/ Wed, 10 Dec 2025 17:50:45 +0000 https://www.investmentexecutive.com/?p=527418 Review documents failings in meeting KYC, KYP, suitability requirements

The post Industry falling short on CFR compliance: CSA, CIRO appeared first on Investment Executive.

]]> Equities to stay positive in 2026, but risks lurking https://www.investmentexecutive.com/news/research-and-markets/equities-to-stay-positive-in-2026-but-risks-lurking/ Tue, 09 Dec 2025 21:45:05 +0000 https://www.investmentexecutive.com/?p=527365 Canadian stocks forecast to outperform U.S.; investors to diversify

The post Equities to stay positive in 2026, but risks lurking appeared first on Investment Executive.

]]> U.S. pension giants exposed to risky assets: Fitch https://www.investmentexecutive.com/news/u-s-pension-giants-exposed-to-risky-assets-fitch/ Tue, 04 Nov 2025 19:00:39 +0000 https://www.investmentexecutive.com/?p=524487 Public DB pensions have increased allocations to private credit, alternatives

The post U.S. pension giants exposed to risky assets: Fitch appeared first on Investment Executive.

]]> Wealth effect offsets weaker U.S. job market: NBF https://www.investmentexecutive.com/news/wealth-effect-offsets-weaker-u-s-job-market-nbf/ Mon, 27 Oct 2025 14:03:42 +0000 https://www.investmentexecutive.com/?p=523546 High-income households' boost from stocks underpins U.S. resilience

The post Wealth effect offsets weaker U.S. job market: NBF appeared first on Investment Executive.

]]> Retail investors to power private debt AUM growth https://www.investmentexecutive.com/news/research-and-markets/retail-investors-to-power-private-debt-aum-growth/ Tue, 23 Sep 2025 20:06:58 +0000 https://www.investmentexecutive.com/?p=520990 Excess returns likely to shrink as retail penetration grows: DBRS

The post Retail investors to power private debt AUM growth appeared first on Investment Executive.

]]> Quant developer allegedly duped firm https://www.investmentexecutive.com/news/from-the-regulators/quant-developer-allegedly-duped-firm/ Fri, 12 Sep 2025 18:19:39 +0000 https://www.investmentexecutive.com/?p=520033 Trading models secretly changed to boost performance, compensation

The post Quant developer allegedly duped firm appeared first on Investment Executive.

]]>