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.
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
- Defined Benefit Statement of Investment Objectives & Policies
- Defined Contribution Statement of Investment Objectives & Policies
- Health Care 115 Trust Fund Statement of Objectives & Policies
Part II: Asset Class and Sub-Asset Class Policies
- Cash Policy
- Commodities Policy
- Fixed Income Policy
- Opportunistic Policy
- Private Credit Policy
- Private Equity Policy
- Public Equity Policy
- Real Estate Policy
- Real Estate Investment Trust Policy
- Risk Mitigation Strategies Policy
- Risk Parity Policy
Part III: Investment-Wide Policies
- Benchmarks Policy
- Broker-Dealer Policy
- Derivatives Policy
- External Investment Managers’ Insurance Policy
- Investment Valuation Policy
- Iran and Sudan Divestment Policy
- Leverage Policy
- Liquidity Policy
- Material Nonpublic Information Policy
- Office of Foreign Assets Control Compliance Policy
- Ohio Qualified Minority Manager Policy
- Personal Trading Policy
- Responsible Contractor Policy
- Russia Divestment Policy
- Securities Lending Policy
- Soft Dollar Policy