Select from the list to quickly view OPERS investment bonds, portfolios and assets:OPERS Defined Benefit Plan:
OPERS Health Care Plan:
OPERS Defined Contribution Plan:
Welcome to Investments
OPERS investments are governed by state statute requiring a "prudent person" standard to be applied to all investment decisions.
Under this standard, fiduciaries are to "discharge their duties solely in the interest of the fund participants and beneficiaries and with the degree of diligence, care and skill which prudent persons would ordinarily exercise under similar circumstances in a like position."
The OPERS Board of Trustees, as the responsible fiduciaries of the system, guide and determine the policies and strategies for OPERS' investments.
The Board empowers the OPERS investment professionals with the directive of securing the best possible returns, while managing an acceptable level of risk.
Asset allocation is the key determinant of return to help reduce overall risk. How funds are distributed in a portfolio to help reduce overall risk, or asset allocation, is a key investment policy decision. Asset allocation determines which class of assets (stocks or bonds, for example) are emphasized in order to achieve OPERS' financial goals. Studies show that 90 percent of a fund's performance is determined by its asset allocation, so this set of decisions is crucial.
The goals of the OPERS Investment Division are:
To generate target returns for the total fund, each asset class and portfolio.
To maintain a competitive cost structure, relative to their peers.
To hire, develop, and retain top-caliber investment professionals who are aligned with the Division's core values.
To develop innovative strategies to meet or exceed investment goals and objectives.
The OPERS total investment portfolio is divided into three funds: the defined benefit fund, the defined contribution fund, and the health care fund.
To find out more information about the three funds, including descriptions, asset allocations and performance, follow the links below: