OMERS Capital Markets

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Capital Markets investment approach

Our approach is to focus on high-quality investments that can generate sustainable income and growth, which results in more consistent returns and lower volatility than what is found in the broader market.

Our objective is to construct a well-diversified portfolio across geographies, sectors, strategies and income streams, which will deliver long-term, consistent, absolute returns to meet the pension promise.

We invest in equities, fixed income, credit, structured investments and derivatives.

Meet the Capital Markets leadership team

Investment strategy

Our diversified approach is managed through a number of programs and investment strategies:

  1. Global diversified

    Focuses on consistent returns over the long-term by gaining exposure to a broadly diversified mix of asset classes. Characteristics include a balanced fund approach, global market exposure and dynamic asset allocation, with the ability to scale our investments up and down according to market conditions.

  2. Global equities

    Focuses on equity exposure, which is achieved through a carefully selected portfolio of attractively valued securities.  These securities are comprised of high-quality companies that are supported by strong balance sheets, which have a limited risk of permanent capital impairment. Characteristics include “blue chip” companies and industry leaders, with less volatility than broad markets.

  3. Fixed income

    Applies a top-down macro approach to delivering multi-asset, balanced returns, with an emphasis on attractive income with lower volatility. 

  4. Credit

    Seeks hand-picked securities with characteristics that provide attractive risk-adjusted returns in global credit markets, using a disciplined fundamental bottom-up research approach. We engage in a wide range of best in class partnerships with external expertise to source additional investment opportunities with attractive risk/return profiles.

  5. Relationship investing

    We source opportunities leveraging our partnerships, and enter into investment transactions that are customized and designed to generate income that does not rely on public market participation. These are unique investments in which the terms of the transaction are structured to minimize risk while delivering consistent, long-term returns.

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Proxy Voting
OMERS exercises its proxy votes thoughtfully and in keeping with our investing strategy. Find out more about our approach to proxy voting