Wednesday, December 17, 2014
Monthly Investment Portfolio Report update
At its regular meeting on December 15, 2014, the Board of Retirement received an update about OCERS' preliminary fund performance as of November 30, 2014. Chief Investment Officer Girard Miller reported that OCERS' total fund has a year-to-date positive return of 5.78 percent, and recorded a return of 0.79 percent during the month of November. OCERS reported a three-year return of 9.64 percent
of November 30, 2014, OCERS' total fund was just above $12 billion.
OCERS' Board of Retirement will hold its next regular meeting at 9 a.m. on
Tuesday, January 20, 2015.
December 10, 2014 Investment Committee meeting update
At its regular meeting on December 10, 2014, the Investment Committee took a number of actions related to OCERS' portfolio:
The Investment Committee selected Jamestown as a non-core real estate manager with a $75 million allocation.
In other action, the Committee authorized the CIO to issue a Request for Proposals (RFP) for a 2015 Energy Market Disruption/Dislocation Opportunities fund or strategy. The RFP can be viewed on the home page of OCERS' Web site.
OCERS will host an all-day Macro Economic Outlook Forum at 8:30 a.m. on January 8, 2015 in the OCERS Board Room, 2223 E. Wellington Avenue, Suite 100, Santa Ana, CA.