Investing for the Future

The foundation of our investing philosophy is focused on seeking high-quality investments to meet the pension promise. We maintain a long-term perspective on markets and, to help us better manage through short-term volatility, we seek investments that also generate stable income.

OMERS experienced in-house teams directly and actively manage most of the Plan’s investments. This allows us to maximize opportunities across OMERS investment businesses and manage investment costs.

We are disciplined in our approach to portfolio management, embedding a culture of prudent risk management at every level of the organization.

OMERS investment business

How we invest
The cornerstone of our investment strategy is our approach to asset allocation across six strategic asset classes - fixed income, inflation-linked bonds, public equities, private equity, infrastructure and real estate. While Canada continues to offer strong opportunities, our investments are diversified across global markets with different growth profiles.
Learn more about OMERS portfolio and approach to investing

Our investment businesses
As a principal investor, we are committed to directly owning and actively managing most of our investments.
Learn more about OMERS investment businesses

Our asset mix

OMERS assets are diversified by asset type and geography. Data is as at 2018.
Asset mix

2018 geographic distribution

Geographic distribution

Net assets

Net Assets

Net Return History

Net Return History
  1-year 3-year 5-year 10-year 20-year
Net Return 2.3% 8.0% 8.1% 8.0% 6.6%

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Taking a closer look at our 2018 investment results

Take a closer look
Front Page of the 2018 OMERS Annual Report