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Statement of Investment Policies and Procedures - OPTrust

1 PBA Regulations, s. 78 2 The relevance of ESG factors to pension plan investing is reflected in regulations under the PBA, which require administrators to indicate in the Plan s Statement of Investment Policies and Procedures (SIPP) whether the administrator takes ESG factors into consideration and, if it does, how ESG factors are incorporated in Investment decisions. The PBA regulations also require that administrators include in member statements wording to the effect that the administrator must establish a SIPP and include in the SIPP information about whether ESG factors are incorporated into the plan s SIPP.

STATEMENT OF INVESTMENT POLICIES AND PROCEDURES 1 1. Purpose of the Statement of Investment Policies and Procedures The Statement of Investment Policies and Procedures (the “SIPP”) addresses the manner in which the OPSEU Pension Plan Trust Fund (the “Fund” or “OPTrust”) shall be invested.

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Transcription of Statement of Investment Policies and Procedures - OPTrust

1 1 PBA Regulations, s. 78 2 The relevance of ESG factors to pension plan investing is reflected in regulations under the PBA, which require administrators to indicate in the Plan s Statement of Investment Policies and Procedures (SIPP) whether the administrator takes ESG factors into consideration and, if it does, how ESG factors are incorporated in Investment decisions. The PBA regulations also require that administrators include in member statements wording to the effect that the administrator must establish a SIPP and include in the SIPP information about whether ESG factors are incorporated into the plan s SIPP.


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