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Investments

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Investment strategy

The CAAT Plan's investment strategy is developed out of an asset-liability analysis and detailed risk assessment. The Plan’s $8 billion pension fund is well-diversified across a broad range of public and private asset classes and return sources.

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Investment Policies

The CAAT Plan's investment policies are documented in its Statement of Investment Policies and Procedures (SIPP), which serves as a blueprint for our investment strategy, outlining our investment goals, beliefs and philosophy. 

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Investment performance

The Plan’s investment program is designed to generate sufficient long-term returns with a level of risk that is appropriate for the Plan to meet its key measures of success.

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Responsible investing

The Plan believes that managing the risk to long-term shareholder return includes the awareness and management of the environmental and social impacts of a corporation’s business activities. Inattention to these impacts can result in, among other things, reputational harm that in turn can lead to financial underperformance.

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Asset Mix

The investment team is responsible for assisting the Board of Trustees in developing an asset mix policy that is suitable for the Plan’s goal of paying lifetime pensions to current and future retired members.

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Our investment team

Our investment team combines internal expertise and oversight with a selection of external managers to deliver long-term performance and value.

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Interested in learning more?

If you represent an interested employer or member group and would like to speak to us, contact the CAAT Pension Plan directly.