OCERS records 11% total return for fiscal year
Research - OCTOBER 26, 2017

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OCERS records 11% total return for fiscal year

by Jody Barhanovich

The Orange County (Calif.) Employees Retirement System’s total fund recorded a 1.3 percent increase (recording more than $188 million in investment gains) in the month of September, according to Robert Kinsler, communications manager for the pension fund.

OCERS reported a year-to-date return of 11 percent, a one-year return of 12.5 percent as of that date, and a trailing five-year return of 7.4 percent.

In September, the pension fund recorded a 9.5 percent positive return (net of fees) through the first eight months of 2017, while the trailing one-year return was 12 percent.

At its October investment meeting, the committee also reviewed the real assets space of OCERS’ asset allocation and adopted recommended proposed targets and ranges for both real return and real estate. The proposed target for real return is 12 percent of OCERS’ portfolio (with a range of 9 percent to

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