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The portfolio asset mix is the key consideration in meeting Plan funding objectives. As a long-term investor PSPP seeks to build a portfolio that is resilient through economic cycles. Thus, the emphasis is on being highly diversified across asset classes and sources of income, growth, and inflation sensitivity.

40% Alternatives

29% Fixed Income

31% Equities

The portfolio asset mix targets key drivers of investment return and portfolio risk management.

  • Equities are expected to be return drivers within the pension funding model and are important to meeting long-term return objectives.
  • Alternatives represent long-lived assets that provide stable and predictable income along with elements of capital appreciation and inflation sensitivity.
  • Fixed Income assets provide the portfolio with downside protection during equity market drawdowns.

The asset mix is a critical element of broad investment policy supporting the investment program.