Next Level: How Canadian Pension Asset Managers Work to Deliver Long-Term Outperformance and Sustainable Outcomes for Retirees and Sponsors

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October 2023

Pensions are a cornerstone of financial security in retirement, yet the challenge of maximizing returns while maintaining liquidity as well as diverse calculations of social impact has led to the emergence of pension organizations achieving success across a variety of different structures and approaches.

Canadian pension plans recognize that differences across organizational structures, talent, geography, scale, and even political context can critically influence which strategies are most likely to deliver optimal outcomes. As a result, plans are thoughtful and willing to deploy a diversity of approaches.

For more information, read the article.

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Contributors

Alistair Almeida

Alistair Almeida

Executive Director and Segment Lead, Asset Owners, CIBC Mellon




This article is provided for general information purposes only and CIBC Mellon and its affiliates make no representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. This article should not be regarded as legal, accounting, investment, financial or other professional advice nor is it intended for such use.

About CIBC Mellon

CIBC Mellon is celebrating 30 years of helping Canadian institutional investors and international institutional investors into Canada service their financial assets throughout the investment lifecycle. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon Corporation (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon delivers investment services for investment funds, pension plans, insurance companies, banks, foundations, endowments, corporations, and global financial institutions whose clients invest in Canada.

As at June 30, 2026, CIBC Mellon had more than C$3.6 trillion in assets under custody and/or administration. CIBC Mellon is part of the BNY network, which as at June 30, 2026 had US$62.6 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company.