OPTrust

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

Featured Story

OPTrust prioritises diversification as tariffs bite

OPTrust's Peter Lindley says staying diversified is the best way for Canadian pension funds to navigate the impact of US tariffs and the looming trade war that has just ratcheted up since US President Donald Trump announced tariffs on Canadian steel and aluminium exports to the US.

Sarah RundellApril 8, 2025

FIS Oxford 2024

Asset allocation evolves to factor-in client needs and measure success

Institutional investors strive to link their strategic asset allocation to their key objectives and ensure it evolves alongside technological advancements. A discussion at Fiduciary Investors Symposium Oxford explored the complexities and trade-offs inherent in portfolio construction.

Sarah RundellNovember 26, 2024

InFocus

Making better decisions faster: AI makes its impact felt on investing

Making more accurate predictions is the key to investing successfully. AI is a tool well suited to this task, and while it’s already proving its worth in practice and even as major pension fund investors continue to roll it out, they recommend caution and setting out clear use cases.

Simon HoyleNovember 6, 2024