At December 31, 2007, OPTrust’s external public market investment managers included the following:
Asset Class |
Manager |
Strategy |
Focus |
Canadian Equities |
Beutel, Goodman and Company |
Active |
Canadian Large Capitalization |
Guardian Capital |
Active |
Canadian Large Capitalization |
PCJ |
Active |
Canadian Large Capitalization |
Sceptre |
Active |
Canadian Small Capitalization |
Barclays Global Investors |
Enhanced Passive |
Canadian Large Capitalization |
Foreign Equities |
Barclays Global Investors |
Quantitative |
Synthetic Foreign Index Strategies |
Wellington Asset Management |
Enhanced Passive |
U.S. Large Capitalization |
JL Kaplan |
Active |
U.S. Small-Medium Capitalization |
Rothschild Asset Management |
Active |
U.S. Small-Medium Capitalization |
Grantham Mayo Otterloo |
Active |
Foreign Excluding U.S. |
Walter Scott Partners |
Active |
Foreign Excluding U.S. |
Alliance Bernstein |
Active |
All Foreign Markets |
Marathon London |
Active |
All Foreign Markets |
Baillie Gifford |
Active |
Emerging Markets |
Foreign Currency |
Barclays Global Investors |
Active & Passive |
Developed Market Currencies |
Fixed Income
|
Phillips, Hager & North Investment Management |
Active |
Canadian Government & Corporate Bonds |
Addenda Capital |
Active |
Canadian Government & Corporate Bonds |
Goldman Sachs Asset Management |
Quantitative |
Canadian Fixed Income Swaps |
