The new strategy, which prioritizes funded status, was propelled by a desired to lift pension certainty as the core wish of the plan’s members, he noted. “Putting that metric and making that the North Star was the beginning of change in the culture.”
Read: OPTrust returns 4.2% in 2025, remains fully funded
Davis described the member-driven investing strategy as the OPTrust’s version of a total portfolio approach application. It requires alignment between the liquid and illiquid teams, he said, noting the illiquid asset side of the business now has a single leader with a prioritization for growth, the impact of inflation and ensuring the right exposure.
Due to the plan’s maturity and its administrators’…





