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Invested for Oregon

Invested for Oregon

Invested for Oregon

Treasury manages major funds on behalf of workers, retirees, schoolchildren and local governments.

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Institutional Investment Management

Every Oregonian is benefitting from Treasury investment oversight. As a fiduciary and one of the nation's largest fund managers, we guide a globally diversified portfolio in pursuit of positive, risk-adjusted returns, under policies set by the Oregon Investment Council.

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Performance and Holdings

Learn about the Oregon Public Employees Retirement Fund, other portfolios under management, and benchmarks.

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Oregon Investment Council

The policy-setting board ensures Oregon-managed funds are invested and reinvested as productively as possible.

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Invested For You

You can learn about Oregon-managed assets and the Oregon Investement Council in our newsletter for beneficiaries of the Public Employees Retirement Fund.

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Total Portfolio

We manage a diversified institutional portfolio that consists of several funds and trust funds, including the Oregon Public Employee Retirement Fund (OPERF), State Accident Insurance Fund (SAIF), Oregon Common School Fund (CSF) and the Oregon Short Term Fund (OSTF). We also manage smaller funds on behalf of agencies and universities.

Total Assets under management as of Dec. 31, 2017 - $102.6 billion

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Asset Allocation - OPERF

With assets of $77 billion, OPERF was recently ranked the 21st largest pension fund in the U.S. The statutory mandate is to achieve the highest risk-adjusted returns possible with the fund's investments. To help achieve that objective, the fund is diversified across market sectors and investment types.

Total assets Oregon Public Employees Retirement Fund as of Dec. 31, 2017 - $77 billion

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15-year Trend - Oregon Public Employee Retirement Fund (OPERF)

Oregon State Treasury invests pension fund capital between the time it is received and when it is needed to pay benefits. The sustainable performance of Oregon trust funds is important to state and local governments, and it impacts beneficiaries: 73.5 cents of every dollar of retirement benefits comes from investment returns.

Returns for OPERF as of Dec. 31, 2017: +15.4% (1-year) +6.0% (10-year)

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