James Davis

FIS Harvard 2025

Alpha alone does not pay pensions – total returns do

Pension fund members in retirement want the sustainability of pension payments. OPTrust chief investment officer James Davis told the Top1000Funds Fiduciary Investors Symposium that a total portfolio approach is the best way to do that, and has been on a journey towards delivering it for the past 10 years.

Simon HoyleMay 28, 2025

Investor Profile

TPA’s flexibility keeps OPTrust focused on ‘the mission that matters’

With investment markets uncertain, being an investor with a global view and the flexibility to take advantage of opportunities has seen OPTrust “doing well”, its chief investment officer James Davis says. An evolution of its total portfolio approach keeps it focused on the key metric that matters to members.

Amanda WhiteApril 24, 2025

Risk

Investors brace for volatility as tariffs spark global reckoning

The investors which will do well in times of market volatility will have the ability to do extensive, forward-looking scenario analysis, move assets tactically and dynamically and have liquidity. Top1000funds.com looks at investor reactions to tariff-induced market volatility.

Amanda White, Darcy Song and Sarah RundellApril 9, 2025

FIS Stanford 2024

Macro risks, opportunities prompt rethink of portfolios

Investment heads at large global funds are cutting down on risk, making higher allocations to equities and shifting focus to absolute returns as they reorganise portfolios to future-proof against global macro risks on the horizon, and to take advantage of potential opportunities, the Fiduciary Investors Symposium has heard.

Prashant MehraSeptember 30, 2024

FIS Harvard 2025

Alpha alone does not pay pensions – total returns do

Investor Profile

TPA’s flexibility keeps OPTrust focused on ‘the mission that matters’

Risk

Investors brace for volatility as tariffs spark global reckoning

FIS Stanford 2024

Macro risks, opportunities prompt rethink of portfolios

Featured Story

Shared investment objective critical to portfolio resilience: Bridgewater

Featured Story

Portfolios of the future: Resilience and risk management

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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