Financial

Defined Benefit Fund

The primary objective of the defined benefit portfolio is to secure the funds necessary to pay statutory benefits provided by OPERS. OPERS investment professionals manage the investments of member and employer contributions for Traditional Pension Plan members. They also manage the investment of employer contributions for Combined Plan members.

Investment Philosophy

The OPERS Board of Trustees believes OPERS’ assets should be managed in a fashion that reflects OPERS’ unique liabilities, funding resources and portfolio size, by incorporating accepted investment theory and reliable, empirical evidence.

Specifically, OPERS has adopted the following principles: