Balancing risk and return at the OPTrust
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,........
