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Statement of Investment Policies and Procedures

This Statement of Investment Policies and Procedures provides broad investment policies and procedures for the management and investment of the assets of the OPSEU Pension Plan Trust Fund. This Policy provides the framework for the investment of the Fund, which are the assets of the OPSEU Pension Plan (the “Plan” or “OPTrust”). The Plan is registered under the Pension Benefits Act Ontario and the Income Tax Act.

This Policy is based on the “prudent person portfolio approach” which requires that the Trustees ensure that the assets of the Plan are invested with the care, diligence and skill that a prudent person would use in making investments on behalf of another person. In monitoring the investment activities of the Fund, the Trustees are required to use all relevant knowledge and skill they possess or ought to possess by reason of their profession, business or calling.

This Policy is supported by other Board of Trustees policies that support the day-to-day management of the Fund.

Download and view the Statement of Investment Policies and Procedures