Ontario Teachers' Pension Plan returned 11% last year, helped by big gains in private equity and natural resources investments that mitigated losses in its bond portfolio. Why? Ares Managements investment groups collaborate to deliver innovative investment solutions and consistent, attractive investment returns for fund investors throughout market cycles. AEA Private Equity invests across three sectors: value added industrials, consumer and services. Ontario Teachers long-term horizon is another differentiator that facilitates, among other things, value creation. Notable deals in Europe included acquiring a majority holding in plastic packaging producer Logoplaste and 30% of insurance broker Siaci Saint Honore. Private Capital Private Capital We have one of the largest and most sophisticated pools of private equity capital in the world. Im pretty with happy with the strategic as well as the performance part of the size of the direct book vis--vis the size of the funds book and the size of public book.. The Opportunity. They might soon also be located in a new Ontario Teachers office in India. Ontario Teachers returns 11.1% for 2021, led by private equity investments. has ratified a four-year collective agreement that includes pension and benefits 1998- var CurrentYear = new Date().getFullYear() A specialization in sustainability and energy transition is a rebrand of the former energy and power. Mr. Taylor said raising larger pools of capital at a faster rate and a higher cost of entry, while delivering attractive returns, will become harder because of rising interest rates and previous investment mistakes. Ontario Teachers' Pension Plan Overview Work Here? To order "We have come out with very clear climate reduction targets," he said. He said he expects the private equity funds that OTPP does invest in to make returns and also offer the opportunity for co-investment. permissions/licensing, please go to: www.TorontoStarReprints.com. Suite 3200 No financial . Pension funds assets under management rose to C$241.6 billion, Private equity assets rose 29%, while resources returned 28%. Taylor said returns for 2022 may not hit last years levels in a more challenging economic environment of rising inflation, rates and market selloffs. The economy and markets are "under surveillance". How to Geta Free Flight to Hong Kong in 500,000 Airline Ticket Giveaway, Apple Suppliers Are Racing to Exit China, AirPods Maker Says, Microsoft Expands Game Pass as Regulators Fret Over Activision Deal, Cash Is Paying More Than Traditional Stock-Bond Portfolio, S&P 500 Wraps Up Turbulent Month Near Lows of Day: Markets Wrap. Senior team members include Romeo Leemrijse and Bogdan Cenanovic, global group sector heads; Harj Shoan, global head of funds; Jean-Charles Douin, head of private capital EMEA; Raju Ruparelia, head of private capital APAC; and Maggie Fanari, head of high-conviction equities. Photographer: Cole Burston/Bloomberg In just three months, Jennifer Krahns life completely changed. If OTPP follows through on the pledge to bypass private equity funds on more deals, it will add another competitive force to the likes of Blackstone Inc., KKR & Co. and Apollo Global Management Inc. in the hunt for takeover targets in private and potentially public markets. New and bigger buyout funds have come to market quicker than ever, with the cycle shortening from a typical three-year period to 18 months in some cases, according to Taylor. Posted 5:35:34 PM. I dont want to be cocky or overstate it. 1,300 Employees . Sometimes the value creation playbook is going to take longer to execute, Frank said. From rigid to flexible packaging, stock and custom capabilities, and countless options of materials, industries, and markets served, TricorBrauns range of packaging solutions sets it apart. This year started out so differently from what the world expected., Growing market uncertainty and volatility, however, is not fazing her. , Bloomberg. The Deadline To Apply For This Role IsFebruary 14, 2023Our CompanyOntario Teachers' is Canada'sSee this and similar jobs on LinkedIn. Taylor said raising larger pools of capital at a faster rate and a higher cost of entry, while delivering attractive returns, will become harder because of rising interest rates and previous investment mistakes. Republication or distribution of this content is Read: Caisse highlights alternative investment portfolio as 2021 return hits 13.5%. We love the UK, Taylor said, describing the market in the country as probably the most predictable market in Europe. This transaction is Blackstone's second investment as part of its core private equity strategy, which is specifically designed to hold private equity investments in exceptionally high-quality companies for longer periods of time than traditional private equity funds. The company serves consumer packaged goods companies, from cutting-edge start-ups to the worlds most iconic brands, and is a critical packaging provider for the essential personal care and household cleaning, food and beverage, and healthcare/nutraceutical industries. We have come out with very clear climate reduction targets, he said. Register now to read this article and more for free. Investment firms have for years enjoyed a very favorable environment, with ultra-low interest rates spurring institutional money to chase higher returns in private markets as valuations boomed. Its only one data point, its only one year and were looking down the road. By the end of the year, however, its real estate, infrastructure and private equity investments boosted the fund to a net gain. And Hutcheson said the higher cost to borrow money also gives OMERS an edge when it comes to competition to purchase new private assets. Click below to get started. We had excellent investment performance, maintaining our fully funded status and delivered a high level of service for our members all while making meaningful progress on our new multi-year strategy.. They included the acquisition of software provider Mitratech for $1.5 billion and the acquisition alongside PAI Partners of eye-care clinic network Veonet, reportedly for $2.3 billion. I think its always slightly egocentric, he said. Teachers' Private Capital is the direct investment arm of the Ontario Teachers' Pension Plan. environmental, social and governance (ESG). The Company has made significant investments in top talent and operations, and will seek to capitalize on those to drive long-term growth in the years ahead. As of September 30, 2020, Ares Management's global platform had approximately $179 billion of assets under management with more than 1,400 employees operating across North America, Europe and Asia Pacific. Ares and Ontario Teachers will acquire a majority interest in the Company. 2023 Ontario Teachers Pension Plan. Already a premium subscriber? OTPP has put these topics high on the agenda when dealing directly with companies, according to Mr. Taylor. Its surprisingly mostly legal, and some will argue they have found the benefits far outweigh the risk. By: Staff. Looking ahead, OTPP is considering opening an office in India as part of its expansion into fast-growing emerging markets and is also looking to set up a credit investment team in London. The pension system was in the thick of last years vigorous PE dealmaking, investing or committing about $7.8bn globally, roughly 2x its outlay in 2020 and 2019. Ontario Teachers Pension Plan returned 11% last year, helped by big gains in private equity and natural resources investments that mitigated losses in its bond portfolio. A few WSO users shared their knowledge of the group: From WSO user @optimus_prime". Thats quite hard to do when you have 5 per cent to 10 per cent in somebody elses private equity deal.. "Hopefully there's enough return in our real assets and inflation hedge portfolio to compensate for potential losses elsewhere," said Chief Investment Officer Ziad Hindo. The Ontario Teachers' Pension Plan (OTTP) is the largest single-profession pension plan in Canada. The equities group, led by Frank since 2020, oversaw C$70 billion of assets at the end of December, 80 percent of which were direct interests managed internally. The organization was established in 1989 and is . We are thrilled to have the opportunity to partner with TricorBraun through its next chapter., We are proud of our work with Keith, Court, and the TricorBraun management team to help drive growth through a number of successful initiatives, creating significant long-term value, said Tom Pryma, Partner, AEA. Jo Taylor, chief executive officer of Ontario Teachers' Pension Plan, Toronto, has plans for the C$242 billion ($189 billion) fund to buy more controlling stakes in businesses directly, so that it can save on fees and keep a closer eye on environmental, social and governance matters. We look forward to working with Court and TricorBrauns strong management team to drive the next phase of the Companys growth, both organically and through strategic acquisitions., TricorBraun is uniquely positioned to serve the requirements of the packaging industry, said Karen Frank, Senior Managing Director, Equities, at Ontario Teachers. Significant scale with 247.2 in net assets Funding ratio of 105.99 Investing for 336000 working and retired teachers All rights reserved. Don't have an account? We deploy flexible capital in compelling private companies across a variety of strategies and time horizons. He said he expects the private equity funds that OTPP does invest in to make returns and also offer the opportunity for co-investment. The fund is located in Toronto, Canada and will invest in Canada, United States and Chile. Teachers Private Capital is the PE arm of Canada's Ontario Teachers' Pension Plan. Ares and Ontario Teachers are the right partners to help us expand on our steady growth as we continue to build the best place for the best people in packaging, said Carruthers. OTPP manages the retirement pots of teachers in Ontario. The fund outperformed its benchmark by 2.3 percentage points, lifting assets under management to C$241.6 billion ($189.2 billion), the Toronto-based pension manager said Monday in a statement. If OTPP follows through on the pledge to bypass private equity funds on more deals, it will add another competitive force to the likes of Blackstone, KKR & Co. and Apollo Global Management in the hunt for takeover targets in private and potentially public markets. Canada-based Ontario Teachers' Pension Plan, one of the world's biggest pension fund managers, says it is betting on infrastructure and private equity (PE) in this country. That still fell short of an internal benchmark targeting a gain of 7.2 per cent for the year, but it comes after other large pension managers, including the Caisse de dpt et placement du Qubec, reported losses in recent weeks. Ontario Municipal Employees Retirement System (OMERS) said Monday that it generated an investment return of 4.2 per cent in 2022, adding $4.9 billion in investment income to the plan, which had. expressly prohibited without the prior written consent of Toronto TricorBrauns leadership team will also retain a significant investment in the company, as will its current majority owner, AEA Investors. Today, AEAs approximately 90 investment professionals operate globally with offices in New York, Connecticut, London, Munich and Shanghai. At the halfway point of 2022, OMERS actually posted a loss of $500 million amidst a rout of financial markets following the start of the war in Ukraine and central banks beginning to tackle runaway inflation with a string of interest-rate hikes. About TricorBraunFounded in 1902, TricorBraun is North Americas largest distributor of primary packaging and one of the largest purchasers of packaging in the world. This copy is for your personal non-commercial use only. Its Asia-Pacific regional offices are in Hong Kong and Singapore, and its Europe, Middle East & Africa region office is in London. The long term nature of our mission enables us to invest for a spectrum of duration, including over the long term where others can't. If we dont start thinking about those tools that may not, per se, transform an industry but may be key to long-term competitive advantages, we will eventually be left behind.. Private equity firms have historically charged a 2% management fee and 20% on any performance above a certain threshold. The pension system was in the thick of last year's vigorous PE dealmaking, investing or committing about C$10 billion ($7.8 billion) globally, roughly 2x its outlay in 2020 and 2019. Newspapers Limited, 8 Spadina Avenue, 10th Floor, Toronto, ON M5V 0S8, OMERS actually posted a loss of $500 million, Canadas big pension funds (though some critics say such assets can be more difficult to value, contributing to a $3 billion loss that year. Ontario Teachers' Pension Plan. "I think it's always slightly egocentric," he said. Weve pivoted, from last year in the things were focused on. It reflects, Frank said, Ontario Teachers pledge to achieve net- zero greenhouse gas emissions by 2050. It provides pathology services to 75 percent of New Zealands population with over 2,000 staff operating across its network of 25 laboratories and 150 collection centres. Ontario Teachers, for example, acquired a majority of Acorn Healthcare, a US autism treatment provider, while on the other side of the world, it was a minority investor in VerSe Innovation, Indias biggest local language tech platform. 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