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OMERS Strategy

To make OMERS a sustainable, affordable and meaningful defined benefit Plan

In keeping with our practice of updating our strategic plan at least every five years, the Administration Corporation (AC) and Sponsors Corporation (SC) Boards approved a new strategic plan in December 2024 that will guide OMERS to 2030. We have established a course that is both ambitious and realistic, supported by a team dedicated to the members we serve.

Our 2030 Strategy will guide us as we continue to fulfil the pension promise of a sustainable, affordable and meaningful defined benefit pension to our almost 640,000 members. This plan sets out clear objectives and initiatives designed to leverage our strengths, seize emerging opportunities and navigate the complexities ahead. Our refreshed strategy builds on our accomplishments, placing even greater emphasis on people and risk management as well as growing the important relationships with our stakeholders. Our strategy for the future reinforces the importance of continuing to build buffers and designing our portfolio to serve our liabilities, with further focus on real returns, diversification and cash generation.

The goals against which we will measure our success are:

100%+

Funded ratio

$200B+

Net asset value

3

Geographies of focus

$400B+

Assets under management

5%+

Real long-term return
(7%+ nominal)

Emissions reduction: 50%+

Employee engagement: 80%+ (best-in-class)

Members: 700K+

Service satisfaction: For members 95%+

For employers 90%+

As we focus on these goals, we will target the following additional measures:

Emissions
reduction:
50%+

Employee
engagement:
80%+
(best-in-class)

Members:
700K+

Service satisfaction:
For members
95%+

For employers
90%+

Woman sitting at a boardroom table smiling at the camera while three coworkers chat beside her

To support our five goals, we have created a Strategic Framework to guide key decisions and set our organization's direction. It includes foundational layers of Risk, People, and Governance, which underpin all our priorities. Our key strategic choices are then organized under four pillars: Plan Design and Funding, Pension Services, Investments, and Enabling Functions.

This Framework highlights the central importance of building strong stakeholder relationships and reinforcing our core brand.

This Strategy will guide us as we fulfil our purpose of delivering a sustainable, affordable and meaningful defined benefit pension for members today, and for generations to come.

Our Strategic Framework

Our Purpose
To deliver a Sustainable, Affordable, and Meaningful defined benefit pension plan for our members

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Stakeholder Engagement
Uphold strong relationships with all stakeholders by embodying core brand narratives

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Plan Design and Funding
Evolve design and funding to ensure value and sustainability

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Pension Services
Support and empower members through their pension journey

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Investments
Optimize the portfolio to serve our liabilities

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Enabling Functions
Advance our strategic and operational capabilities

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Risk Management
Proactively manage risks and champion a risk-conscious culture across OMERS

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People
Cultivate a high-performing, diverse, and engaged team, grounded in our values-driven culture

Governance
Ensure effective decision-making through world-class governance