About Pension Fund Management
Pension Fund Management provides professional investment leadership and advice to the Pension Committee, Investment Committee, and Board of Governors in carrying out their fiduciary responsibilities. The team is responsible for the prudent management of the Carleton University Retirement Fund, which supports the obligations of the Carleton University Retirement Plan, and the Carleton University Endowment Fund. The team is guided by the following core objectives:
- Service Excellence – Deliver exceptional service to members and stakeholders through clear, timely, and effective communication.
- Prudent Stewardship – Manage the Retirement and Endowment Funds with the highest standard of care, recognizing the interests of all stakeholders.
- Investment Performance – Achieve appropriate risk-adjusted returns that support the long-term objectives of both Funds.
- Governance and Leadership – Provide strategic guidance, expertise, and thought leadership to support effective committee decision-making on pension and endowment matters.
- Protection of Assets – Safeguard Fund assets through robust internal controls, risk management practices, and ongoing oversight.
This mandate reflects our commitment to strong governance, disciplined investment management, and the long-term financial security of our members and beneficiaries.
Angela Winder
- Assistant Director, Operations and Responsible Investing
- Email Angela
- 613 520 2600 ext 8567
Carleton University Pension Committee
The Pension Committee was established for the purpose of administration of the Carleton University Retirement Plan. This includes the interpretation and application of provisions of the Plan together with eligibility, service, earnings and retirement dates for purposes of the Plan.
The Retirement Plan Text identifies the members of the Pension Committee (Section 15) and indicates the term length and voting rights. There are a total of eight members.
Chad Burns
Duane McNair
James Simpson
Kevin Mann
Mita Meyers
Mohamedou Haye
V T
VACANT TBD
Carleton University Investment Committee
The Investment Committee was established for the purpose of overseeing the investment of Carleton University’s Endowment Fund, Non-Endowed Funds, and other University investment pools. This includes establishing and monitoring investment policies and objectives, reviewing investment performance, and ensuring the prudent management of University investment assets.