Investment management
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- Alex Grassino
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- Christopher N. Smith, CFA, CAIA
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- James Robertson, CIM
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- Jeff Hammer
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- Kathryn Langridge
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- Manulife Private Wealth
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- Patrick Blais, CFA, FSA
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- Peter Mennie, ASIP
- Philip Ehrmann
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- Robert E. Sykes, CFA
- Roshan Thiru, CFA
- Ryan P. Lentell, CFA
- Scott Garfield
- Steve Bélisle, CFA
- Sue Trinh
- Susan A. Curry
- Talib Saifee
- Tax, Retirement & Estate Planning Services Team
- Toba Fryer
- Vladyslav Kyrychenko, Ph.D., CFA
- Weiyi Zhang, Ph.D.
- William McPadden, CPA
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Target rate of return and return expectations
This article addresses the target rate of return approach that institutional investors employ and how that target rate of return has been adjusted over the past number of years.
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Investing like the pros
Pensions, endowments, and foundations are examples of institutional investors. There are a couple of significant differences in how institutions invest their assets relative to how retail investors manage theirs.
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