menu_open Columnists
We use cookies to provide some features and experiences in QOSHE

More information  .  Close

Balancing risk and return at the OPTrust

30 0
22.06.2026

In the OPSEU Pension Trust’s pursuit of strong retirement outcomes for members, the journey is just as important as the destination, says Jacky Chen, the organization’s managing director of completion portfolio strategies and total portfolio management.

“I think the key part is we think about risk as a scarce resource — and we must take risks to generate returns. . . . We have a mature pension plan and that means our funding profile is becoming more and more path-dependent. While the point of a long-term investor is to reach a good outcome [for members], how you get there also becomes more and more important.”

Getting to know Jacky Chen

Job title: Managing director, completion portfolio strategies and total portfolio management, the OPTrust

Joined the OPTrust: 2017

Previous role: Director, total fund quantitative strategies and capital markets, the OPTrust

What keeps him up at night: How to adapt investment strategies amid evolving technology and data

Outside of the office he can be found: Trying out recipes at home and checking out new restaurants

Read: OPTrust returns 4.2% in 2025,........

© Benefits Canada