Reports and Disclosures

2024 Funded Status Report
Your Future. Our Mission.
The 2024 Funded Status Report provides detailed information on our strategy and results, as well as audited financial statements.
2024 Responsible Investing Report
As part of our long-standing commitment to responsible investing and continual improvement of our program, we are pleased to share updates on our responsible investing activities and achievements from the past year.
2023 Responsible Investing Report
As part of our commitment to transparency and disclosure, we are pleased to report on our Responsible Investing activities and advancements from the past year.
2022 Responsible Investing Report
In keeping with our commitment to transparency and disclosure, we are pleased to share an update on our Responsible Investing activities and achievements over the past year.
2021 Responsible Investing Report
OPTrust’s Responsible Investing program is integral to our mission to provide sustainable pension security for our members.
2020 Responsible Investing Report
We recognize that ESG factors can materially impact investment risk and return, as well as reputation, and we strive to identify, assess and manage related concerns and opportunities as part of our investment activities.
2019 Responsible Investing Report
Our 2019 report details the OPSEU Plan’s Responsible Investing results and philosophy directing the integration of ESG factors into its investment strategy.
2018 Responsible Investing Report
OPTrust’s Responsible Investing strategy supports our mission to pay pensions today and preserve pensions for tomorrow.
2017 Responsible Investing Report
Our 2017 Responsible Investing (RI) Report provides an overview of our achievements during the year together with our long-term RI strategy.
2016 Responsible Investing Report
Our 2016 Responsible Investing (RI) Report provides a snapshot of the year's key highlights, together with our long-term RI strategy.