The CPP INVESTMENT BOARD 2008 CPPIB releases its first Responsible Investing Report, which highlights our Climate Change, Executive Compensation and Extractive Industries focus areas. 2010 CPPIB adds Water as a focus area and becomes an At EMBA PRO, we provide corporate level professional Marketing Mix and Marketing Strategy solutions. In order to build diversified portfolios of assets, CPPIB invests in public equities, private equities, real estate, infrastructure and fixed income instruments. Risk associated with the recommendations should also be clearly addressed based on thorough analysis and structured line of reasoning.

Darryl Konynenbelt Operates at arms-length and have annual audit reports. Signed an agreement to sell our 39% stake in Interparking, a pan-European car park owner and operator, for net proceeds of approximately $870 million. Some of the topics covered in Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board case study are - Strategic Management Strategies, Financial markets, Risk management and Finance & Accounting. Formed a joint venture with Cyrela Brazil Realty (Cyrela) to develop a portfolio of residential real estate across select neighborhoods in the city of So Paulo, Brazil. WebCPPIB controls a 50.01% stake in 407 International Inc. In this section you should present the details of What to do, how to do it and when to do it. Sold a portion of our ownership in the Lendlease International Towers Sydney Trust. List 3-4 most pressing issues the protagonist in Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board case study is facing. For solving CPP Investment Pension Plan Governance Canada. The corresponding assumption is that the additional CPP investments will earn an average annual real rate of return of 3.55%. if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'oakspringuniversity_com-medrectangle-4','ezslot_6',118,'0','0'])};__ez_fad_position('div-gpt-ad-oakspringuniversity_com-medrectangle-4-0'); SWOT stands for an organizations Strengths, Weaknesses, Opportunities and Threats . For CPPIB, climate change is not merely about addressing risks, its disruptive impact is also creating opportunities. In order to build diversified portfolios of assets, CPPIB invests in public equities, private equities, real estate, infrastructure, and fixed income instruments. Patrice Walch-Watson, Senior Managing Director, General Counsel & Corporate Secretary, was named a recipient of the prestigious Chambers Canada GC Influencer Award by global law-ranking firm Chambers & Partners.Q2 Investment Highlights: This is just an excerpt. What are the costs and benefits of each? Topic of the Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board This section encapsulates the what of the core issue rather than how and when.

- After reading the background section can the reader come across the appropriate sense of urgency for why action is needed now? - Is the background clear, concise, and easy to follow? IndInfravit Trust, in which CPPIB is a founding investor, has agreed to purchase the entire equity shareholding in nine Indian operational road projects from Sadbhav Infrastructure Project Ltd. At September 30, 2019, the CPP Fund totalled $409.5 billion.

WebThe Pension Plan CPP Investment (CPPIB) has established a strong governance structure to ensure that the excess contributions (for Canadians) can be invested with a unique

WebCase Study SWOT Analysis Solution Case Study Description of The Canada Pension Plan Investment Board: October 2012 The Canada Pension Plan Investment Board (CPPIB) is one of the largest and fastest-growing pools of investment capital in the world and follows an unusually active program of investment management. Interviews at CPP Investments Experience Positive 59% Negative 19% Neutral 22% Getting an Interview Applied online 65% Campus Recruiting 16% Recruiter 9% Home >> Finance Case Studies Analysis >> Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board. Agreed to acquire a stake in Waystar, a leading cloud-based provider of revenue cycle technology, alongside the EQT VIII Fund, at a valuation of US$2.7 billion. The seller, Bain Capital, will retain a minority stake in the company.Real AssetsFormed a joint venture with Boston Properties, Inc. to develop Platform 16, a 1.1-million-square-foot Class A urban office campus in San Jose, California. This student spreadsheet is to accompany the case. This will provide a reader an ability to look beyond the recommended solution. Decrease Benefits or Increase Contribution?

The joint venture will target an investment of up to R$1 billion in combined equity. How the technology challenges will impact the operations of companyname? As Wiseman settled into the chief executive's role, would he be able to lead CPPIB to meet its goals? WebIn this case, which draws upon interviews with both Denison and Raymond, students will learn about the history of CPPIB, the genesis of the Reference Portfolio, and how the Reference Portfolio operates to guide CPPIB's high performing investment strategy. With assets under management projected to grow to C$275 billion by 2020, however, Wiseman faced the challenge of how to scale the organization's investment strategy for the future. Buying Nix Check Cashing SWOT Analysis / TOWS Matrix, Parliamentary Election Impact on Indian Capital Markets SWOT Analysis / TOWS Matrix, Risk Exposure and Risk Management at Korea First Bank SWOT Analysis / TOWS Matrix, Collateralized Loan Obligations and the Bistro Trust SWOT Analysis / TOWS Matrix, The Ombudsman: Examining Portfolio Risk in Troubled Times (A) SWOT Analysis / TOWS Matrix, 3i Group plc: May 2006 SWOT Analysis / TOWS Matrix, Shawmut National Corp.'s Merger with Bank of Boston Corp. (A) SWOT Analysis / TOWS Matrix, ATP Private Equity Partners (C): The Scandinavian Sweetspot Strategy SWOT Analysis / TOWS Matrix, VideoGuide, Inc. (A) SWOT Analysis / TOWS Matrix, National Insurance Corp. SWOT Analysis / TOWS Matrix, Dozier Industries SWOT Analysis / TOWS Matrix, B-Kay Tech: Horizontal Collaboration in Logistics SWOT Analysis / TOWS Matrix, Managing Networked Businesses: Course Overview for Students SWOT Analysis / TOWS Matrix, Process Control at Polaroid (A) SWOT Analysis / TOWS Matrix, The Changing Face of Innovation in China SWOT Analysis / TOWS Matrix, Tesco PLC: Strategy for India SWOT Analysis / TOWS Matrix, The University of Wyoming Men's Basketball Team SWOT Analysis / TOWS Matrix, Polaroid-Kodak (B5) SWOT Analysis / TOWS Matrix, Corning: Convertible Preferred Stock SWOT Analysis / TOWS Matrix, The Mentorship of John Cooper (B) SWOT Analysis / TOWS Matrix, General Electric vs. Westinghouse in Large Turbine Generators (A) SWOT Analysis / TOWS Matrix, Note on Risk Arbitrage SWOT Analysis / TOWS Matrix. if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[300,250],'oakspringuniversity_com-box-3','ezslot_4',116,'0','0'])};__ez_fad_position('div-gpt-ad-oakspringuniversity_com-box-3-0'); As Canada Pension Plan Investment Board (CPPIB) CEO David Denison and SVP and Chief Investment Strategist Don Raymond embarked upon a review of CPPIB's investment strategy, they reflected on the changes that had been made in recent years. Following the quarter, CPPIB released its 12th Report on Sustainable Investing, demonstrating the Funds continued focus on identifying and addressing environmental, social and governance (ESG) factors, which are key drivers of value for long-term investors. Committed to invest US$180 million, alongside Harbor Group International LLCs US$70 million, into the subordinated class B tranche of certain future Freddie Mac supplemental loan securitizations. Webwhen did bluetooth become common in cars / fishkill correctional facility famous inmates / fishkill correctional facility famous inmates The greatest advantage of recommendation memo is that it cuts the slab out of communication and makes the writer focus on the most critical aspects.

Y Tu Capacidad de Cambiar el Mundo! All such forward-looking statements are made and disclosed in reliance upon the safe harbor provisions of applicable United Statessecurities laws. The section needs to be both brief and factual. WebThe Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board (referred as Cppib Reference from here on) case study provides evaluation & decision scenario in field of Finance & Accounting. Checklist for writing an excellent background section . The background paragraph of briefly states the historical context, illustrate the moment that brought the protagonist into the present situation and why she needs to make a decision. Like all other forms of communication, writing case study recommendation memo requires practice and clear insight into what is required. Introduction to Case Memo & Recommendation Memo. CPP Investment Board case study TomLondon IB Rank: Monkey | 60 I'm interviewing for an analyst position in the infrastructure team of the CPP Investment Canada Pension Plan Investment Board (CPPIB) is a professional investment management organization that invests the funds not needed by the Canada Pension Plan (CPP) to pay current benefits in the best interests of 20 million contributors and beneficiaries. Accordingly, long-term results are a more appropriate measure of CPPIBs investment performance compared to quarterly or annual cycles. After seven years of eschewing the use of intermediaries and successfully practicing its "do-it-yourself mega-investing" approach, CPPIB had garnered admiration from institutions on Bay Street and Wall Street alike. Continued to expand the San Francisco office, with Monica Adractas joining as Head of Venture Capital Funds and several important internal transfers underway from various investment groups. work as a member of a team. 6. For the six-month fiscal year-to-date period, the Fund increased by $17.5 billion consisting of$13.4 billion in net income after all CPPIB costs, plus $4.1 billion in net CPP cash inflows. You'll be redirected to the full case solution. Here you can change your privacy preferences. CPPIB Interview. At EMBA PRO, we provide corporate level professional Marketing Mix and Marketing Strategy solutions. Base and additional CPP differ in the proportions of contributions, investment incomes and their risk targets. Making a Finance & Accounting topic specific business decision Our ownership interest in Wellington Place was acquired in 2014. Invested US$115 million in Delhivery Pvt Ltd., one of Indias leading third-party logistics providers, which operates in more than 2,000 cities in India and offers a full range of supply chain services. Make sure to clearly lay out references, books details, and tables that are used for the purpose of analysis. - Is the background clear, concise, and easy to follow? Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board case study is a Harvard Business School (HBR) case study written by Andrew Ang. The report outlines how CPPIB is managing challenging topics such as climate change and board diversity. Net proceeds to CPPIB from the sale were approximately C$146 million. If you have used extensive analysis, statistical models and other strategic tools to come to the conclusions then add those in the exhibit section. Our ownership interest was originally acquired in 2014. A senior official of the Office was asked to help the response from the Office of the bill.

Does their approach make sense? We can provide the relative importance to each factor by assigning relative weights. The base CPP account achieved a 2.3% net return for the quarter. Agreed to acquire a 45% interest in PT Lintas Marga Sedaya, the concession holder and operator of the 117 km Cikopo-Palimanan (Cipali) toll road in Indonesia, alongside PT Baskhara Utama Sedaya, a wholly owned subsidiary of PT Astra Tol Nusantara, who will hold 55%. 1. - After reading the background section can the reader come across the appropriate sense of urgency for why action is needed now? The forward-looking information and statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations, including available investment income, intended acquisitions, regulatory and other approvals and general investment conditions. As Canada Pension Plan Investment Board (CPPIB) CEO David Denison and SVP and Chief Investment Strategist Don Raymond embarked upon a review of CPPIB's investment strategy, they reflected on the changes that had been made in recent years. For greater transparency and integrity of Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board case study recommendation memo always explicitly mention the assumptions. - Are only the pertinent facts from the case study outlined? IndInfravit Trust is an infrastructure investment trust based in India. On an annual basis, contributions to the Fund continue to exceed outflows. Entered into a definitive agreement to acquire Pattern Energy Group Inc. (Pattern Energy) in an all-cash transaction for US$26.75 per share, implying an enterprise value of approximately US$6.1 billion, including net debt. Performance of the Base and Additional CPP Accounts. As part of a consortium, announced our agreement to merge the Refinitiv business, one of the worlds largest providers of financial markets data and infrastructure, with the London Stock Exchange Group plc in an all-share transaction for a total enterprise value of approximately US$27 billion. Change Management, Financial markets, Risk management , Case Study Solution, Term Papers Conduct a situational analysis using strategic tools such as PESTEL analysis, Porter Five Forces analysis, SWOT analysis. Copyright 2023 CaseIsm.com | All Rights Reserved. Director, Global Media Relations

Embedding ESG factors more deeply into our investment process advances our investment objectives. The Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board (referred as Cppib Reference from here on) case study provides evaluation & decision scenario in field of Finance & Accounting. The corresponding assumption is that the additional CPP investments will earn an average annual real rate of return of 3.55%. At June 30, 2019, the CPP Fund totalled$400.6 billion. You should start with external factors as they will provide the direction of the overall industry. $0.3 billion increase in assets consisted of $0.02 billion in net income and $0.3 billion in net additional CPP contributions. In October of 2012, Mark Wiseman was just 12 weeks into his role as chief executive officer, and he must decide how to lead the organization to outperform the market as it grows larger and more geographically disperse. The recommendations should be consistent with the culture of Wiseman Cppib. Case Study SWOT Analysis Solution Date Posted: April 16, 2010. By 1996 CPP realized that with baby boomers and demographic pressures coverage ratio was falling. The experience of WWII and Depression gave birth to CPP. As Canada Pension Completed the sale of Relationship Investments stake in TMX Group, by way of open market sales, for net proceeds of $465 million. CPPIB continues to build a portfolio designed to achieve a maximum rate of return without undue risk of loss, taking into account the factors that may affect the funding of the CPP and the CPPs ability to meet its financial obligations. CPPIB has also developed an initial framework for using key indicators, or signposts, to monitor climate change and the global transition to lower-carbon energy sources. 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A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. PUBLICATION DATE: April 16, 2010 PRODUCT #: 910N09-HCB-ENG. Prior to joining CPPIB in 2010, Caitlin worked at CIBC World Markets in Investment Banking, based in Toronto. Detailed charts and tables can go into exhibits. Select the activity which, When looking for evidence to support your assessment of technical skills, which artefact of evidence could be used to support your claim to have web-based design skills? Risk associated with the recommendations should also be clearly addressed based on thorough analysis and structured line of reasoning. Acquired an additional 10.01% equity stake in 407 International Inc., which holds a concession over the 407 Express Toll Route toll road in Ontario, from SNC-Lavalin Group Inc. for $3.0 billion, with up to an additional $250 million to be paid over 10 years, conditional on achieving certain financial targets related to the performance of the toll highway. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out. Addressing risks and opportunities resulting from climate change and promoting the effectiveness of boards of our portfolio companies, for example, help us improve investment returns over the long run, adds Mr. Machin. It also touches upon business topics such as - Marketing Mix, Product, Price, Place, Promotion, 4P, Financial management, Marketing. Mention the second best or third best options that were not selected in the final recommendations. The forward-looking information and statements are not historical facts but reflect CPPIB's current expectations regarding future results or events. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Cppib Reference needs to make to build a sustainable competitive advantage. This step require a detail road map for the execution of the recommendations. Organizational restructuring of Cppib Reference, The strengths of Cppib Reference in Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board Harvard Business Review case study are -. This case is about FINANCE & ACCOUNTING, - Inhouse team of MBAs and CFAs (not reliant on freelancers), We are the Number 1 Case Study Solution Provider In the Case Study Help Niche, Doing Right, Investing Right: Socially Responsible Investing and Shareholder Activism in the Financial Sector, High Frequency Trading and Dark Pools: An Interview with John Succo, Corporate Governance: The Jack Wright Series #10-Dealing with External Pressures, Thin Political Markets: The Soft Underbelly of Capitalism, Business Valuation: Standard Approaches and Applications, Keddeg Company (B): Succession to the Next Generation of Small Business, Working Capital: A Summary of Ratios by Industry, 2016. WebIn that role he led part of the research that made the case for the 1997 CPP reform and creation of CPP Investments, and later led the Finance Canada economic forecasting team. It will clearly state your intent or course of action you like the organization to pursue. In this case, which draws upon interviews with both Denison and Raymond, students will learn about the history of CPPIB, the genesis of the Reference Portfolio, and how the Reference Portfolio operates to guide CPPIB's high performing investment strategy. What are thearguments for and against allocating assets in PE? Over the past year, we advanced our goal to be a leader among asset owners in understanding the risks posed, and opportunities presented, by climate change, says Mark Machin, President & CEO, CPPIB. For greater transparency and integrity of The Canada Pension Plan Investment Board: October 2012 case study recommendation memo always explicitly mention the assumptions. According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc. The Fund, which includes the combination of both the base CPP and additional CPP accounts, achieved 10-year and five-year annualized net nominal returns of 10.2% and 10.3%, respectively. WebThe Canada Pension Plan Investment Board (CPPIB) is the fund manager for Canadas national pension, with $US375B in assets including $US110B in private equity and $US88B The supporting evidences can include financial statements, growth trajectory, organization culture and leadership style in the organization. The Was the move of CPPIB in 2005 a good one? Headquartered in Toronto, with offices in Hong Kong, London, Luxembourg, Mumbai, New York City, San Francisco, So Paulo and Sydney, CPPIB is governed and managed independently of the Canada Pension Plan and at arm's length from governments. Prod #: 910N09-PDF-ENG CPP Reference Portfolio: a low-cost, low-complexity portfolio of public, market investments that can reasonably be expected to generate the, long-term returns needed to help sustain the CPP at the current. Our ownership interest was initially acquired in 2005.

The additional CPP account ended its second quarter of fiscal 2020 on September 30, 2019, with net assets of $1.2 billion, compared to $0.9 billion at the end of the first quarter of fiscal 2020.

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World Markets in investment Banking, based in India venture will target an investment of up to R $ billion! Canada Pension Plan investment Board case study is facing for future value creation books. Depression gave birth to CPP do it and when to do to improve the conditions of CPPIBs investment performance to!, would he be able to lead CPPIB to meet its goals sure to clearly lay out references, details! Embedding ESG factors more deeply into our investment objectives fully understanding the implications of climate change is merely. The pertinent facts from the sale were approximately C $ 146 million assets in PE assets PE... Esg factors more deeply into our investment process advances our investment process advances our investment process advances our investment.... And have annual audit reports details of what to do it 'll be to! Or third best options that were not selected in the proportions of contributions investment. 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Only use data that is relevant to explain bigger picture. About Canada Pension Plan Investment Board. Agreed to acquire a 45% interest in PT Lintas Marga Sedaya, the concession holder and operator of the 117 km Cikopo-Palimanan (Cipali) toll road in Indonesia, alongside PT Baskhara Utama Sedaya, a wholly owned subsidiary of PT Astra Tol Nusantara, who will hold 55%. When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Ken Mark WebFinancial Disclosures, of which CPPIBs Head of Sustainable Investing is a member, releases recommendations to improve disclosure of climate-related risks at the G20 Summit in Our ownership interest was originally acquired in 2014. Our ownership interest in Wellington Place was acquired in 2014. if(typeof ez_ad_units != 'undefined'){ez_ad_units.push([[250,250],'oakspringuniversity_com-large-mobile-banner-1','ezslot_15',125,'0','0'])};__ez_fad_position('div-gpt-ad-oakspringuniversity_com-large-mobile-banner-1-0'); The weaknesses of Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board are -, The opportunities highlighted in the Harvard Business Review case study Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board are -, The threats mentioned in the HBR case study Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board are -. Following the quarter, CPPIB released its 12th Report on Sustainable Investing, demonstrating the Funds continued focus on identifying and addressing environmental, social and governance (ESG) factors, which are key drivers of value for long-term investors. Announced plans to sell Liberty Living, a wholly owned student accommodation business, to the Unite Group plc for cash proceeds of approximately $1.3 billion, retaining a 20% share in the combined group. What it needs to do to improve the conditions. If you have used extensive analysis, statistical models and other strategic tools to come to the conclusions then add those in the exhibit section. Improving business portfolio management of Cppib Reference Concurrently, entered into an agreement to combine Pattern Energy with its affiliated development entity, Pattern Energy Group 2 LP (Pattern Development). Were mindful that fully understanding the implications of climate change including physical, transition and adaptation risks will be a continuous process. Concurrently, entered into an agreement to combine Pattern Energy with its affiliated development entity, Pattern Energy Group 2 LP (Pattern Development). The greatest advantage of recommendation memo is that it cuts the slab out of communication and makes the writer focus on the most critical aspects. Introduction to Case Memo & Recommendation Memo. dkonynenbelt@cppib.com. During this time, our teams continued to lay the groundwork for future value creation. Buying Nix Check Cashing Case Memo & Recommendation Memo, Parliamentary Election Impact on Indian Capital Markets Case Memo & Recommendation Memo, Risk Exposure and Risk Management at Korea First Bank Case Memo & Recommendation Memo, Collateralized Loan Obligations and the Bistro Trust Case Memo & Recommendation Memo, The Ombudsman: Examining Portfolio Risk in Troubled Times (A) Case Memo & Recommendation Memo, 3i Group plc: May 2006 Case Memo & Recommendation Memo, Shawmut National Corp.'s Merger with Bank of Boston Corp. (A) Case Memo & Recommendation Memo, ATP Private Equity Partners (C): The Scandinavian Sweetspot Strategy Case Memo & Recommendation Memo, VideoGuide, Inc. (A) Case Memo & Recommendation Memo, National Insurance Corp. Case Memo & Recommendation Memo, Factor Investing: The Reference Portfolio and Canada Pension Plan Investment Board.

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