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Friday, September 26, 2014

Investment report affords positive news about 2014
At the regular meeting held on September 24, 2014, the Investment Committee received a complete update about OCERS' fund performance as of August 31, 2014. Chief Investment Officer Girard Miller reported that OCERS' total fund recorded a 1.32 percent positive return for August, and a year-to-date (YTD) return of 6.35 percent as of the end of that month. OCERS reported a trailing one-year return of 13.82 percent, a three-year return of 9.54 percent, and a trailing five-year return of 9.55 percent. Over the longer 10-year span, OCERS' return also outdistanced the retirement system's investment assumption rate with a 7.66 percent return as of August 31, 2014.

As of August 31, 2014, OCERS' total fund was more than $12 billion.

Investment Committee September 24, 2014 highlights
Here are additional highlights of other activity taken or discussed by the Investment Committee related to OCERS' portfolio

OCERS' Investment Committee will next meet at the Investment Education Forum, to be held at 8:30 a.m. on Wednesday, October 1, 2014.

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