Greater than half of the plan’s belongings are within the US (53%), whereas 19% are in Canada, 11% in Europe, and 11% in Asia Pacific and the remainder of the world. Infrastructure along with non-public and public equities are the most important asset lessons.
Jonathan Simmons, OMERS chief monetary and technique officer, stated that the plan was effectively positioned in 2024 because of the group’s actions to diversify its international portfolio.
“OMERS public fairness investments delivered double-digit efficiency supported by robust contributions from non-public credit score and infrastructure,” he famous. “Our web funding outcomes benefitted from our lively technique to keep up forex publicity to the US greenback. Our actual property belongings proceed to generate robust working revenue, however returns have been held again resulting from decrease valuations. Our asset combine continued to shift towards a better publicity to fastened revenue, the place return alternatives stay enticing. We expanded our general use of leverage as we continued to make use of debt prudently to reinforce our funding returns.”
A powerful portfolio requires a powerful group managing it and Blake Hutcheson, OMERS president and CEO paid tribute to each.
