What We Do

The Office of Pension Fund Management is accountable for the effective management of the Carleton University Retirement Fund. Our goals are:

  • to manage the Fund with a high standard of care and in accordance with legislation, recognizing the needs of all stakeholders in the Retirement Plan,
  • to maintain the security of the Fund assets by establishing appropriate internal controls and monitoring the investment managers and trustee,
  • to provide leadership to the Pension Committee and the University in providing a highly regarded Retirement Plan that provides a reasonable rate of return on investments and a stable funding rate for the University with an acceptable degree of risk,
  • to ensure the effective operation of the Pension Committee by planning and chairing all regular and special meetings of the Committee, and advising the Committee members on a variety of pension and investment issues,
  • to communicate effectively about important Plan matters with the Plan membership.

If you have questions about the Retirement Fund or Pension Committee matters, please contact us.