Ep. 36: OTPP's Jonathan Hausman on Long-term Investing in a Changing World

Jonathan Hausman, Executive Managing Director for Global Investment Strategy at Ontario Teachers' Pension Plan joins the show to explore OTPP's focus on long-term strategies and perspectives. Topics include:

• Understanding OTPP's Unique Investment Model: At OTPP, the key to success lies in a distinctive model for managing pension assets, which prioritizes independence, autonomy, and internal capabilities, enabling OTPP to efficiently manage assets on behalf of their clients.
• Navigating Geopolitical Challenges: Changing dynamics necessitate a strategic shift in investment focus, with OTPP favoring a targeted approach. Understanding and adapting to these complex relationships is crucial in the pursuit of long-term success.
• Adapting to a Changing Investing Era: As the investing landscape evolves, so too must institutional investors like OTPP. Hausman emphasizes the importance of embracing new approaches, particularly in the era of artificial intelligence.
• Addressing Climate Change and Social Impact: Hausman explains OTPP's approach to addressing climate change, aiming to reduce the carbon intensity of their portfolio by engaging with the companies they own and using proxy voting and partnerships to promote value creation while lowering emissions.