This report shows public data only. Is this your organisation? If so, login here to view your full report.

University of Ottawa

PRI reporting framework 2019

serch-btn

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the type that best describes your organisation or the services you provide. 

          The University of Ottawa is a bilingual (English-French) university, organized as a non-profit corporation. Total assets represent approximately $3.0 billion CAD.

01.3. Additional information. [Optional]

The University of Ottawa's ("uOttawa") various pools of capital include the Pension Plan (~$2.3B CAD) and the University's corporate reserves, including the Endowment (~$0.7B CAD).

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Canada

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

4100 FTE

02.4. Additional information. [Optional]

The University currently employes six (6) FTE dedicated to fund management.

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2018

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

The University of Ottawa's fiscal year-end is April 30th. The University of Ottawa Retirement Pension Plan's year-end is December 31st (latter chosen given it represents the largest investment pool).

OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 0 0 10-50% 46
Fixed income 0 0 10-50% 20
Private equity 0 0 0 0
Property 0 0 10-50% 13
Infrastructure 0 0 10-50% 10
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 10-50% 10
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 <10% 0.5
Money market instruments 0 0 <10% 0.5
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

Newly-approved Strategic Asset Allocation considers the reduction of equity risk and continued diversification wtihin the investment portfolios. 

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

90 Developed Markets
10 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

Next Section
Top