Get the big picture
For more information on OPTrust’s strategy and results, see our full 2015 annual report.
OPTrust is a global investor with a team of experienced investment professionals located in Toronto, London and Sydney. OPTrust’s investment mandate focuses on achieving the organization’s mission to pay pensions today and preserve pensions for tomorrow.
2015 has been a year of transition for our investment strategy. The “member-driven investing” (MDI) strategy framework sets a strong foundation on which we are able to navigate a challenging investment environment.
Over OPTrust’s 21 years of operation, its investment portfolio has realized an average annual return of 8.4%, net of internal and external investment expenses, exceeding our average funding target return for the same period.
The Plan remained fully funded despite an investment environment marked by a series of economic and market challenges.
The economic and market challenges created a highly volatile investment environment in 2015. During the year, we implemented a surplus preservation strategy ahead of the turbulent market conditions, which was designed to ensure the ongoing health of the Plan. Through this strategy, we made three important tactical decisions to protect our portfolio and reduce volatility.
As a result, in 2015, OPTrust’s investments achieved an 8.0% total fund return, net of external management fees.