Investing for the Future

Securing the benefits promised to members is a top priority of SHEPP’s Board of Trustees, followed closely by stabilizing contribution rates. To accomplish this, the Board employs a prudent investment policy focused on earning sufficient returns without excessive risk and volatility. SHEPP’s assets are invested in accordance with the provisions of The Pension Benefits Act, 1992 (Saskatchewan) and the Board of Trustees’ investment objectives and philosophy, which are set out in its Statement of Investment Policies and Procedures.

As of December 31, 2024, the SHEPP Fund had an approximate market value of $11.1 billion, making it the largest defined benefit plan in Saskatchewan. SHEPP’s Responsible Investment Policy outlines how the Plan incorporates Responsible Investment into its long-term investment framework. The policy reflects SHEPP’s commitment to fiduciary responsibility, sustainable value creation, and the ethical management of members’ assets.