The Race for Assets: Canada vs. the World

28 May 2019

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The years since the financial crisis have seen alternative assets rise in popularity among institutional investors. In an era of historically low interest rates and volatile public markets, the world’s pension funds, insurance companies, endowments, foundations and other investors have sought enhanced returns and a shelter from volatility through their alternatives allocations. Canadian investors, among the most sophisticated globally, have been no exception.

To better understand Canadian investors’ current alternatives strategies and future plans, CIBC Mellon commissioned Mergermarket to survey Canada-based institutional investors for their insights.

Key findings include:

  • 58% of the Canadian investors surveyed expect increased allocations to alternatives over the next 12 months.
  • Private equity, private debt and infrastructure look set to gain as investors aim to reallocate capital from real estate, according to the survey results.
  • Canadian institutions are clearly very satisfied with direct investment experiences: 54% say they plan to increase activity in the next two years.