Invested for You
Welcome to Invested for You, an Oregon Investor Update from the Oregon State Treasury. This newsletter is a twice-yearly publication to help promote better understanding about Oregon public trust funds, and is written specifically for Oregon Public Employees Retirement Fund (OPERF) beneficiaries.
Over time, we will share more about the Oregon Investment Council (OIC), State Treasury investment staff, portfolio performance, and trends impacting the management of Oregon’s public trust funds.
Treasury invests pension fund capital between the time it is received and when it is needed to pay benefits. The performance of Oregon trust funds is important to the state, and it also impacts you: 73.5 cents of every dollar of retirement benefits comes from investment returns. That means successful and sustainable long-term investment strategies are vital to beneficiaries’ retirement security. While some returns are guaranteed for some PERS-covered workers and retirees, that is not the case for all investments.
In terms of investment strategy, the OIC and State Treasury investment staff have been pioneers and longtime leaders among institutional investment peers. OPERF is large, complex and globally-diversified across multiple asset classes, geographies and investment strategies. In addition, Oregon is a responsible investor and presses companies to adopt practices consistent with shareholders’ long-term interests.
Treasury does not maintain information about individuals or their account balances. Information about retirement benefits and planning resources is available from the Oregon PERS agency.
APRIL 2018 - Invested for you - Spring 2018.pdf
OCTOBER 2017 - Invested for you - fall 2017
APRIL 2017 - Invested for You - spring 2017