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OPERS Investments Investment Plans & Policies

Investment Plans

This annual plan is completed through the joint efforts of the management and staff of the Investment Division. The discipline and time taken to create the plan for the Investment Division is both appropriate and prudent.

This plan clearly delineates our goals against which the division's yearly performance is benchmarked and how OPERS will achieve those goals. The plan also establishes specific parameters against which other activities are measured to help OPERS focus on productivity.

Each plan is viewable in a PDF format . According to its year, please select a plan from the list below:


Investment Policies

All documents provided below are viewable in a PDF () format. Each publication is provided in a PDF format, which most Web browsers are able to automatically view.

Part I: Investment Objectives and Asset Allocation Policies

Part II: Asset Class and Sub-Asset Class Policies

Part III: Investment-Wide Policies

Part IV: Corporate Governance and Proxy Voting Policies