Updated
Updated · The Globe and Mail · Aug 14
CPP Investments Posts 7.5% Return, Lifts Assets to $863.6 Billion as Carbon Disclosures Expand
Updated
Updated · The Globe and Mail · Aug 14

CPP Investments Posts 7.5% Return, Lifts Assets to $863.6 Billion as Carbon Disclosures Expand

3 articles · Updated · The Globe and Mail · Aug 14

Summary

  • $863.6 billion in net assets at June 30 marked CPP Investments' strongest quarter in more than a decade, after a 7.5% net return in Q1 FY2027.
  • $60.2 billion in net income and $10.1 billion in net transfers from the Canada Pension Plan drove the increase from $793.3 billion at the end of the previous quarter.
  • Public equity markets were the main performance engine, and the fund said its 10-year annualized net return stands at 9.4%.
  • Annual portfolio-level carbon disclosures will now include holdings' carbon intensity and assessments of how companies are preparing for energy-transition risks and opportunities.

Insights

Despite a record C$60 billion quarter, why is Canada's massive pension fund hiding a multi-billion dollar underperformance secret?
How could extreme leverage and a C$15 billion expense bill threaten the future of Canada's critical retirement safety net?
Will Ottawa's new nation-building fund force pensioners to bankroll risky political projects under the guise of infrastructure investments?