Investments

Using the Reference Portfolio as the starting point, we typically implement our strategy by allocating capital to investment managers that we believe are best in class for their respective areas.


Asset Mix

The Reference Portfolio is the primary driver of the asset mix for the Pension and Endowment portfolios. Follow the link below to view the asset class weights for each of Pension, Endowment and the Reference Portfolio as of December 31, 2018.

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Pension Asset Mix at Dec. 31, 2018

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Investment Manager Relationships

UTAM’s rigorous and disciplined manager selection process involves a significant amount of effort from both UTAM and the investment manager under review in advance of making an investment allocation. A key objective of this process is to establish long-term relationships with our investment managers, which we view as partners. Follow the link below to view the external investment managers engaged by UTAM with more than CAD $1 million invested in aggregate on behalf of UTAM’s client portfolios.

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Performance

We are focused on investing for the long term. Our most important performance objectives are to meet the university’s target rates of return and to add value to the portfolios by outperforming the benchmark Reference Portfolio while adhering to all constraints, including a formal risk budget.

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