Investment Performance

In 2020, we took steps to further incorporate Responsible Investing into our strategic approach, participated in IMCO’s first investment pool and successfully navigated the market volatility to earn a solid return.

Assets Under Management
$31 billion

Rates of Return

OPB’s one-year, five-year, 10-year and since-inception compounded annual rates of net investment return for the period ending December 31, 2020 are as follows:

1-year 5-year 10-year Since 1990
Fund return 7.0% 7.2% 7.3% 8.1%
Benchmark return 6.5% 7.4% 7.2% 7.9%

Note: Returns are net of all Plan administration and investment management expenses.

Asset Mix

Asset Mix held in Plan portfolio as of December 31, 2020
Fixed Income: 27.1%; Public Equities: 43.1%; Real Estate: 13.2%; Infrastructure: 8.3%; Private Equity: 8.2%; Cash: 0.1%.

Investment Highlights

Some investment highlights for OPB Some investment highlights for OPB
Since 1990, roughly 71% of PSPP pension payments have come from investment income; OPB has sold $206.1 million worth of real estate assets; OPB achieved a 1-year return of 7.0%, net of all expenses, exceeding OPB's benchmark return of 6.5%; IMCO voted on OPB's behalf at 1,115 public company meetings in 47 markets; OPB established processes to incorporate ESG due diligence in all new private asset transactions.