OPTrust invests and manages one of Canada’s largest pension funds and administers the OPSEU Pension Plan, a defined benefit plan with over 98,000 members and retirees. OPTrust was established to give plan members and the Government of Ontario an equal voice in the administration of the OPSEU Pension Plan and the management of the assets through joint trusteeship. OPTrust is governed by a 10-member Board of Trustees, five of whom are appointed by OPSEU and five by the Government of Ontario.
Canada
$18
5.3
Peter Lindley
James Davis
Lindsey Burzese
25.5% Liability Hedging
12.3% Public Equity
19.1% Private Equity
14.8% Credit
8.8% Multi-Strategy Investments
18% Real Estate
16.9% Infrastructure
3.7% Commodities
0.5% Other
9.3% Risk Mitigation Portfolio
-28.9% Funding Portfolio
Asset allocation as of December 31, 2023. All information is as per the most recent annual report or other publicly available data via the fund's website
