“We made the decision to go with the dual CIO model, but we're clear that we each have our own domain accountabilities… we have two major investment committees…”

Ontario Teachers' Pension Plan · Capital Allocators - Inside the Institutional Investment Industry · Building the Total Portfolio at Ontario Teachers - Stephen McLennan

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What was described

Adopted a dual-CIO structure where one CIO handles asset allocation and the other handles public and private investing, with each leading separate investment committees and overlapping on portfolio oversight

Said nearby on the same subject

“We arrived at a dual CIO or a co-CIO model. I'm one of the CIOs… Jillian Brown… is responsible for active programs.”
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Ontario Teachers Pension Plan
Capital Allocators - Inside the Institutional Investment Industry ·
Why it worked Share this moment
“I do invest across all the various asset classes... the core pillar... still has to be S&P exposure... I also invest in private assets and private credit for substantial yield.”
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Said on Bloomberg Intelligence
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“I do invest across all the various asset classes... private assets... private credit... substantial yield that you can earn there.”
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Said on Bloomberg Money
Business model Share this moment
“They would then allocate and rebalance the portfolio… lower transaction costs… if you're on a platform that charges transaction fees and you're investing in seven different investments, that's a fairly significant cost.”
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Said on Get Started Investing
Why it worked Share this moment

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