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John Graham: Inside the Fund Investing for 22 Million Canadians | Podcast | In Good Company, Sonic AI
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John Graham: Inside the Fund Investing for 22 Million Canadians | Podcast | In Good Company
Norges Bank Investment Management
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Jul 8, 2026
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43:56
Interview
John Graham: Inside the Fund Investing for 22 Million Canadians | Podcast | In Good Company
From
In Good Company
John Graham
(CEO, CPP Investments, guest)
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Executive Summary
CPP Investments manages an $800 billion fund for Canada's national pension plan, with 70% of its assets ($550 billion) derived from investment income, highlighting a successful long-term, compounding strategy.
The fund operates under a legislative mandate to 'maximize return without undue risk of loss,' affording it significant independence and flexibility in its investment decisions, a cornerstone of the 'Canadian Model'.
The firm employs a 'total portfolio approach,' focusing on underlying economic factors and diversification rather than rigid asset class silos, and does not practice blanket divestment from sectors like oil and gas.
CPP Investments is actively integrating AI to enhance operational efficiency, having already scaled AUM by $300 billion with a flat headcount, though it remains to be seen if AI will improve the quality of investment decisions.
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The Canadian Pension Model
Total Portfolio Approach & Diversification
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