Asset Owner Directory

OPSEU Pension Trust (OPTRUST)

With net assets of over $23 billion, OPTrust invests and manages one of Canada’s largest pension funds and administers the OPSEU Pension Plan, a defined benefit plan with over 98,000 members and retirees. OPTrust was established to give plan members and the Government of Ontario an equal voice in the administration of the OPSEU Pension Plan and the management of the assets through joint trusteeship. OPTrust is governed by a 10-member Board of Trustees, five of whom are appointed by OPSEU and five by the Government of Ontario.



AUM ($B)




Chief Executive

Peter Lindley

Chief Investment Officer

James Davis


Sharon Pel

Asset allocation
As of the December 31, 2020 asset allocation was as follows: Public Equity (16.5%), Private Equity (13%), Multi-Strategy Investments (12.3%), Real Estate (13.8%), Infrastructure (11.4%), Fixed Income (19.7%), Gold (5.8%), Credit (11.1%), Funding (-3.6%)

16.5% Public Equity

13% Private Equity

12.3% Multi-Strategy Investments

13.8% Real Estate

11.4% Infrastructure

19.7% Fixed Income

5.8% Gold

11.1% Credit

-3.6% Funding related articles
Asset Allocation

HOOPP and OPTrust: Funded status focus

Despite threats to pension funds’ funded status including the investment environment, plan maturity, longevity risk and low interest rates affecting the funding valuation, Canadian funds HOOPP and OPTrust celebrated healthy funded status in recent reports. looks at their approach.
Investor Profile

OPTrust leads on AI innovation

The C$23 billion Canadian fund OPTrust is using AI to reduce risk in a strategy it hopes to roll out to the wider portfolio. Wei Xie explains the benefits and challenges of machine learning including AI's ability to identify complex dimensional relationships.
Asset Owner Directory