Investment Plan - OPERS
Investment Plan - OPERS
Investment Plan - OPERS
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2 0 1 0 I N V E S T M E N T P L A N<br />
INVESTMENT PROGRAM<br />
The following exhibit illustrates the structure and relationship of the policies within the total System and its<br />
three investment funds.<br />
DEFINED BENEFIT<br />
FUND<br />
Statement of<br />
<strong>Investment</strong><br />
Objectives and Policies<br />
Defined Benefit Fund<br />
TOTAL <strong>OPERS</strong> SYSTEM<br />
HEALTH CARE<br />
FUND<br />
FUND POLICIES<br />
Statement of<br />
<strong>Investment</strong><br />
Objectives and Policies<br />
Health Care Fund<br />
ASSET CLASS POLICIES<br />
Public Equities Policy<br />
Public Fixed Income Policy<br />
Cash Management Policy<br />
Private Equity Policy<br />
Real Estate Policy<br />
Opportunistic Fund Policy<br />
Member Directed Policy<br />
Hedge Fund Policy (TBD)<br />
Infrastructure Policy (TBD)<br />
Liquidity Policy (TBD)<br />
OTHER INVESTMENT RELATED POLICIES<br />
Broker - Dealer Policy<br />
Derivatives Policy<br />
External Managers’ Insurance Policy<br />
External Public Manager Evaluation Policy<br />
External Public Manager Search Policy<br />
Iran and Sudan Divestment Policy<br />
Material Nonpublic Information Policy<br />
Ohio-Qualified Manager Policy<br />
Personal Trading Policy<br />
Responsible Contractor Policy<br />
Securities Lending Policy<br />
Soft Dollar and Other Brokerage Commission Policies<br />
17<br />
DEFINED CONTRIBUTION<br />
FUND<br />
Statement of<br />
<strong>Investment</strong><br />
Objectives and Policies<br />
Defined Contribution Fund
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