Financial

Private Equity

Unaudited Quarterly Summary as of 9/30/2016
Total Market Value: $8.9 billion
11.60% of OPERS DB Fund
Quarter Return: 1.34%
Benchmark Return: 2.70%
Year To Date Return: 3.58%
Benchmark Return: 4.51%

Strategy

The Private Equity program is currently at its long-term target allocation of 10 percent. OPERS seeks to maintain a top-tier Private Equity program that generates leading, risk-adjusted, long-term returns.

The following information details the short and long-term strategic efforts for achieving this objective.

Strategic Intangibles

These items describe additional approaches for maintaining a competitive Private Equity program: