Overview
About OPTrust Member news 2025 Annual Pension Statement Your OPTrust pension will likely be a major component of your financial future, so it's important to know what you can expect to receive at retirement to help you prepare in advance.1
OPTrust's pension assets support retirement benefit obligations for plan participants.1
Investment program
- Estimated AUM
- $27B1
- Capital pool
- multi-employer public sector pension trust1
- Investment model
- Otherwise, we outsource to our investment partners, including fund and external managers.2
- Investment approach
- To achieve this, we manage a globally diversified portfolio of assets and seek the best opportunities for value creation.1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: real estate.2
- Performance
- Not listed yet
- Governance
- OPTrust is governed by a 10-member Board of Trustees, five of whom are appointed by OPSEU/SEFPO and five by the Government of Ontario.3
- Investment team
- “In a year shaped by economic uncertainty and geopolitical tensions, the continued strength of the Plan is a testament to our diversified investment strategy guided by an experienced investment team,” said Lindley.3
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (optrust.com)Parent organization overview, Pool purpose, Capital pool, Estimated AUM, Investment approach · checked Jul 26, 2026
- Website (optrust.com)Investment model, Asset allocation, Investment office page · checked Jul 26, 2026
- Website (optrust.com)Governance, Investment team · checked Jul 25, 2026
Profile and job sources
- Website (optrust.com)Website · checked Jul 25, 2026
- Website (optrust.com)Website · checked Jul 25, 2026
- Website (optrust.wd3.myworkdayjobs.com)Website · checked Jul 25, 2026
- Website (optrust.com)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026