We are one of the leading pension plans in Canada with a diversified, global portfolio and a consistently strong funded status. We are well-positioned to deliver on our pension promise to healthcare workers, even through challenging markets, for years to come. Learn about our Plan’s performance.

Working as one to maximize returns

We take a total portfolio approach that guides the asset allocation of the Fund’s overall investment portfolio to ensure HOOPP can deliver on our pension promise over the long term. Practically speaking, this means we allocate capital and risk between a variety of asset classes and investment strategies as market conditions evolve.

Our investment teams based in Toronto and London work together to find the best opportunities across different asset classes. Our collaborative and open culture enables nimble cross-asset-class decision making. We place the most importance on our funded status, rather than the short-term returns of individual asset classes.

We manage a global, multi-asset class portfolio. Our strategy aims to diversify investments across asset classes, geography, time horizons and economic outcomes, to mitigate risk, enhance returns and ensure we can continue to deliver on our pension promise for decades to come.

Liability-aware investing

Liability-aware investing (LAI) is an approach that aligns portfolio exposures (the level of risk associated with investments in a specific asset class, sector or geography) with liabilities (how much the Plan owes in pensions) to manage risks and opportunities. This method allows us to swiftly respond to market changes and address economic conditions. Unlike traditional investment approaches that typically follow a fixed set of policies and rules, LAI considers and responds to additional factors—such as liquidity needs, economic growth and inflation—that are critical for a pension delivery organization, like HOOPP.

By focusing on liquidity and liability hedging, LAI enables a more comprehensive approach to investment decisions. This means we can proactively manage risk and seize opportunities as they arise, ensuring we are able to pay members’ pensions for years to come.

Our investment approach drives us to be:

Want to learn more? Review our Investment Policies.

We are a global investor with a strong commitment to Canada

Diversification is one of the first rules of smart investing. All investments have some level of risk, and diversification can help reduce risk. While we have a strong focus on Canada, there are many other jurisdictions, including the United States, Europe and parts of Asia where we seek investment opportunities. This global diversification helps mitigate risk, enhance returns and ensures we can continue to deliver on our pension promise for decades to come.

Watch this video to learn more about HOOPP’s Canadian investment approach.