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Investments

 

Investment Report
View OCERS' most recent
Investment Report
, click here

Economic Dashboards
To see OCERS' award-winning economic dashboards, click here

Quiet Period Marketing Restrictions
F
or the current list of manager/vendor searches underway with quiet period restrictions,
click here

Change in Market Value Report
Click here to view the Change in Market Value Report

Investment Policy Statement
To view OCERS' Investment Policy Statement click here.

To view the Placement Agent Disclosure Policy click here.

To view the Quiet Period Policy for prospective
Service Providers,
click here.

 

 

OCERS Requests For Investment Proposals
To view any current OCERS Investment RFPs, click here.

 

OCERS wins professional award for Fee Management

In June 2015 OCERS received its second international award from the Government Finance Officers Association (GFOA) for its leadership and unprecedented work in fee policies, transparency, reporting formats and fee management including the private equity procurement.

 

Fee Policy for Investment-related services including portfolio management

To view the Investment Management Fee Policy, click here.

 

OCERS portfolio risk management efforts win national award

In 2014, the 18,000 member Government Finance Officers Association of the U.S. and Canada (GFOA) awarded OCERS its prestigious Award for Excellence in Government Finance for the investment division's portfolio risk analytics.

 

OCERS' Securities Litigation Monitoring & Participation Program

The program is a cooperative effort between OCERS' Investment and Legal departments that tracks class action cases concerning OCERS' investments and allows OCERS to take an active role in litigation. Click here to read more.

 
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