Get the big picture
For more information on OPTrust's strategy and results, see our full 2016 funded status report.
We are a pension management organization. Our members depend on us to provide secure, predictable income in retirement. As such, how we think about investing and how we manage our plan needs to fully align with our members’ interests.
We strive to keep the Plan in balance at all times to protect its funded status and improve plan certainty. There are three key components: contributions and investment returns on one side, and benefits on the other.
To achieve our primary goal of plan certainty, we need to strike the appropriate balance between two objectives:
However, there are two primary challenges facing these objectives:
In this challenging investment environment, we are committed to protecting our funded status and avoiding undue risk. This is why we are continuing to execute on our member-driven investing (MDI) strategy.
We continued to focus on our most important metric of performance – our funded status. Despite the overall challenging market environment in 2016, OPTrust achieved a 6% net investment return and the Plan remained fully funded.
For more information on OPTrust's strategy and results, see our full 2016 funded status report.