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Canada $266 Billion Ontario Teachers’ Pension Plan Reports +9.4% Net Return in 2024 But Underperformed +12.9% Benchmark Return, +5.9% 5-Year Annualized Return, +7.4% 10-Year Return & +9.3% Since Inception in 1990, Portfolio Allocation – 14% Public Equity, 23% Private Equity, 4% Venture Growth, Fixed Income 30%, Commodities 11%, Natural Resources 5%, Inflation Hedge 5%, Real Estate 11%, Infrastructure 17%, Credit 14%, Absolute Return 9% & Funding for Investments -43%
21st March 2025 | Hong Kong
Canada Ontario Teachers’ Pension Plan ($266 billion AUM) has reported +9.4% net return in 2024 but underperformed +12.9% benchmark return, with the fund generating +5.9% 5-year annualized return, +7.4% 10-year return & +9.3% since inception in 1990. Portfolio Allocation – 14% Public Equity, 23% Private Equity, 4% Venture Growth, Fixed Income 30%, Commodities 11%, Natural Resources 5%, Inflation Hedge 5%, Real Estate 11%, Infrastructure 17%, Credit 14%, Absolute Return 9% & Funding for Investments -43%. Announcement (20/3/25): “Ontario Teachers’ Pension Plan Board (Ontario Teachers’) today announced a one-year total-fund net return of 9.4% for the year ended December 31, 2024, compared to 1.9% return in 2023. Net assets grew to $266.3 billion, up from $247.5 billion in 2023. Investment income of $23.7 billion and member and employer contributions of $4.3 billion for the year were partially offset by benefits paid of $8.1 billion and administrative expenses of $1.0 billion. The plan is fully funded as at January 1, 2025, with a $29.1 billion preliminary funding surplus. This marks the plan’s 12th consecutive year being fully funded (meaning plan assets exceed future pension liabilities), underscoring the plan’s long-term financial health and stability … … Results reflect underperformance relative to the benchmark return of 12.9% by 3.5%, or $7.6 billion in negative value add. The benchmark underperformance was primarily attributed to assets in private equity and real estate trailing their respective benchmarks.” Ontario Teachers’ Pension Plan Board (Ontario Teachers’) is a global investor with net assets of $266.3 billion as at December 31, 2024. Ontario Teachers’ is a fully funded defined benefit pension plan, and it invests in a broad array of asset classes to deliver retirement security for 343,000 working members and pensioners.
“ Canada $266 Billion Ontario Teachers’ Pension Plan Reports +9.4% Net Return in 2024 But Underperformed +12.9% Benchmark Return, +5.9% 5-Year Annualized Return, +7.4% 10-Year Return & +9.3% Since Inception in 1990, Portfolio Allocation – 14% Public Equity, 23% Private Equity, 4% Venture Growth, Fixed Income 30%, Commodities 11%, Natural Resources 5%, Inflation Hedge 5%, Real Estate 11%, Infrastructure 17%, Credit 14%, Absolute Return 9% & Funding for Investments -43% “
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Ontario Teachers’ Pension Plan President & CEO Jo Taylor: “Our teams worked methodically in 2024 to create value in the portfolio, delivering a 9.4% return, significantly above the outcome for 2023 and more in line with our long-term returns. We had positive contributions from across the plan, with notable success in venture growth, credit, inflation-sensitive and public equity investments. The resilience of our portfolio, combined with our proactive approach to creating value, has positioned us strongly in an unpredictable economic climate. Our investment portfolio is well placed to deliver strong risk-adjusted returns for the plan in 2025 and meet our long-term obligations to the members we serve.”
2024 Investment highlights
Ontario Teachers’ manages approximately 80% of its assets internally, with a focus on deploying capital into a mix of active and passive strategies around the world. Transaction highlights in 2024 include:
- Through our Boreal IM joint venture, expanded our logistics real estate portfolio across Europe, acquiring eight fully leased logistics assets in France and three warehouses in Germany.
- Signed an agreement to sell an equity stake in Connexa, New Zealand’s largest mobile network.
- Our portfolio company, Fairstone Bank of Canada, merged with Home Trust Company to create one of Canada’s largest alternative lenders.
- Led a funding $95 million series round for Instagrid, a European provider of high-performance portable battery systems.
- Reached an agreement to co-acquire Max Matthiessen, a leading financial services advisor for pensions, insurance and wealth management companies in the Nordics.
- Signed an agreement to invest in Omega Healthcare, a leading technology-enabled healthcare management solutions provider.
- Successfully closed the sale of Shearer’s Foods, a leading contract manufacturer and private label supplier serving the snack industry in North America.
- Co-led a $140 million fundraising round of SmartHR, a leading cloud-native human resources management platform in Japan.
2024 Corporate News
- In 2024, we announced the following executive appointments:
- Mabel Wong was appointed Chief Financial Officer;
- Stephen McLennan and Gillian Brown appointed into Chief Investment Officer roles;
- Jonathan Hausman appointed Chief Strategy Officer; and
- Nick Jansa joined the executive team in his role as Executive Managing Director, Europe, Middle East and Africa
- Expanded the investment senior leadership team, including appointing Bernard Grzinic as Executive Managing Director, Capital Markets; Steve Saldanha as Executive Managing Director, Total Fund Management; and Robert Sturgeon as Senior Managing Director, Global Investment Strategy.
- Kevin Kerr was appointed Executive Managing Director, Portfolio Solutions, a new function aimed at driving enhanced value creation efforts within our portfolio.
- Congratulated Chief Operating Officer Tracy Abel on her retirement at the end of 2024, after 37 years with the organization.
- Following year-end, we made the decision to optimize our Asia-Pacific office footprint with a focus on our Singapore and Mumbai locations. As a result, we have made the decision to close our Hong Kong office. We established this office in 2013 as our first in the region and have since opened additional regional offices in Singapore and Mumbai, where we have teams working across asset classes and markets. We believe activities currently undertaken in Hong Kong can be effectively and efficiently served out of Singapore going forward.
Ontario Teachers’ Pension Plan Board (Ontario Teachers’) is a global investor with net assets of $266.3 billion as at December 31, 2024. Ontario Teachers’ is a fully funded defined benefit pension plan, and it invests in a broad array of asset classes to deliver retirement security for 343,000 working members and pensioners.
Canada $266 Billion Ontario Teachers’ Pension Plan Reports +9.4% Net Return in 2024 But Underperformed +12.9% Benchmark Return, +5.9% 5-Year Annualized Return, +7.4% 10-Year Return & +9.3% Since Inception in 1990, Portfolio Allocation – 14% Public Equity, 23% Private Equity, 4% Venture Growth, Fixed Income 30%, Commodities 11%, Natural Resources 5%, Inflation Hedge 5%, Real Estate 11%, Infrastructure 17%, Credit 14%, Absolute Return 9% & Funding for Investments -43%
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