York University Pension Scheme

York University Pension Scheme

The York University Pension Scheme was established to deliver retirement income to university staff. York University serves as plan sponsor and legal administrator. The scheme deploys capital into infrastructure and real estate. Confirmed holdings include Brookfield Global Transition Fund, Copenhagen Infrastructure Partners Energy Transition Fund, Axium Infrastructure Fund, Fengate Capital Management and First Reserve. Real estate positions encompass TD Greystone Real Estate Fund, Landmark VIII, and BentallGreenOak Real Estate Fund. Allocations span Canada and global markets through limited partnership vehicles. Assets total $3.8 billion. The Pension & Benefits Office handles member education and administration. Service providers include CIBC Mellon as custodian and Baillie Gifford, Fiera Harris, Lazard, and Pier 21 Asset Management as investment managers. The scheme maintains memberships in the Canadian Coalition for Good Governance, Carbon Disclosure Project, Responsible Investment Association, University Network for Investor Engagement, and Intentional Endowments Network. Governance ties the fund directly to York University as founder and to the York University Retirees' Association through board representation. This structure separates plan administration from university operating budgets while aligning investment policy with institutional responsibilities.