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Stephen McLennan

Person

Heard in 1 episode across 1 show since Oct 2026

Stephen McLennan is the Chief Investment Officer, Asset Allocation at Ontario Teachers' Pension Plan. He oversees the pension plan's overall asset mix and is known for his work in total-portfolio construction, diversification, and investment risk management.

Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What Stephen McLennan has said on podcasts

16 statements

  1. on Pension investment returnsNeutralOct 5, 2026· Capital Allocators – Inside the Institutional Investment Industry

    Pension obligations require total returns rather than only active or beta returns.

    “Pensions are paid with total return, not with active return or just beta return.”

    Listen at 15:17

    Open the episode · Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)
  2. on Forced selling of illiquid assetsNegativeOct 5, 2026· Capital Allocators – Inside the Institutional Investment Industry

    Investors should avoid becoming forced sellers of illiquid assets.

    “you never want to be in a position where you're a forced seller”

    Listen at 19:08

    Open the episode · Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)
  3. on Fixed incomeNegativeOct 5, 2026· Capital Allocators – Inside the Institutional Investment Industry

    Near-zero yields make fixed income less effective as equity-shock ballast.

    “Fixed income's role in the portfolio to be a offset or ballast to a equity shock is going to be more difficult.”

    Listen at 21:34

    Open the episode · Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)
See all 16 statements →

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Stephen McLennan, newest first