Asset Owner Directory

School Employees Retirement System of Ohio (OHSERS)

The School Employees Retirement System of Ohio (SERS) was established in 1937 with the mission to provide its membership with valuable lifetime pension benefit programs and services. In fiscal year 2020, SERS served 156,579 active, contributing members and 80,851 benefit recipients. SERS paid out over $1.4 billion in pension and health care reimbursements of which more than $1.3 billion was returned to Ohio’s economy. SERS is a defined benefit public pension plan. This means that SERS provides a specific, lifetime pension benefit based on a member’s age, amount of service credit, and average of the member’s highest three years of salary

Country

United States

AUM ($B)

$18

Performance

1.93

Chief Executive

Richard Stensrud

Chief Investment Officer

Farouki Majeed

Chair

Barbara Phillips

Asset allocation
Global Equities (48.4%), Global Private Equity (10.2%), Global Fixed Income (14.8%), Global Private credit (2.7%), Global Real Assets (14.7%), Opportunistic Investments (4.5%), Cash Equivalents (4.7%)

46.5% Global equities

11.4% Global private equity

14.7% Global fixed income

3.0% Global private credit

15.4% Global real assets

4.6% Opportunitic & tactical investments

4.4% Cash equivalents

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