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Thursday, April 23, 2015

Monthly Investment Portfolio Report update

At its regular meeting on April 22, 2015, the Investment Committee received an update about OCERS' preliminary fund performance as of March 31, 2015. Chief Investment Officer Girard Miller reported that OCERS' total fund has a year-to-date positive return of 2.51 percent. OCERS reported a one-year return of 5.59 percent as of that date, and a trailing five-year return of 8.11 percent. As of March 31, 2015, OCERS' total fund was more than $12.6 billion.

Investment Committee meeting action overview

In addition, the Investment Committee took a number of actions related to OCERS' portfolio at the April 22, 2015 Investment Committee meeting:

As part of the previously-noted action, the Committee referred a proposed BlackRock BAA dislocation credit strategy to NEPC for further review and due diligence.


The next regular Board of Retirement meeting will be held at 9 a.m. on Monday, May 11, 2015; the next Investment Committee meeting will be held at 9 a.m. on Wednesday, May 27, 2015. Both meetings will be held in the Board Room at OCERS, 2223 E. Wellington Avenue, Suite 100, Santa Ana, CA.

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