Orange County Employees' Retirement System Overview

  • Type
  • Public Pension Fund

  • Year Founded
  • 1945

Year Founded

  • Professionals
  • 6

Professionals

  • AUM
  • 0000

  • Commitments
  • 428

Orange County Employees' Retirement System General Information

Description

Orange County Employees' Retirement System (OCERS) is a public pension fund based in Santa Ana, California. Established in 1945, the pension fund provides retirement, death, disability, and cost-of-living benefits to employees of the county and certain other districts. The assets of the pension fund are managed by the board of retirement. The assets are managed by the investment committee.

Contact Information

Website
www.ocers.org
Year Founded
1945
Commitment Size
0000000000
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Public Pension Fund
Primary Contact
000000 00000
Title
Director, Investment Operations & Interim Chief Investment Officer
Phone
+0 (000) 000-0000
Corporate Office
  • P.O. Box 1229
  • Santa Ana, CA 92702
  • United States
+1 (714) 000-0000

Orange County Employees' Retirement System Commitments (428)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
00000 0000 00 Altor Equity Partners Stockholm, Sweden 2024 00.000 0000-00-00 0000
000000 000000 0000 Cinven London, United Kingdom 2024 000.00 0000-00-00 0000
000 000000000 0000 00 The Column Group Palo Alto, CA 2024 000 0000-00-00 0000
000 00000000 0000 PAI Partners Luxembourg, Luxembourg 2023 00.000 0000-00-00 0000
0000000 00000000 00 Harvest Partners New York, NY 2023 00.000 0000-00-00 0000
You’re viewing 5 of 428 commitments. Get the full list »

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Orange County Employees' Retirement System Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Orange County Employees' Retirement System Mandates (19)

Fund Type Mandate Amount Announced Date Timeframe
Infrastructure - General $250M 00-000-0000 18-Aug-2022 to 18-Aug-2023
0000000000 0000 00000 00-000-0000 18-Aug-2022 to 18-Aug-2023
0000 000000 0000 00000 00-000-0000 18-Aug-2022 to 18-Aug-2023
000000 00000 00-000-0000 18-Aug-2022 to 18-Aug-2023
0000000 - 0000000 00000 00-000-0000 18-Aug-2022 to 18-Aug-2023
You’re viewing 5 of 19 mandates. Get the full list »

Orange County Employees' Retirement System Investment Allocations

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  • Target Equities:
    42.00 %  Target
    Current Equities:
    42.00 %  Actual
  • Target Fixed Income:
    42.00 %  Target
    Fixed Income:
    42.00 %  Actual
  • Target PE:
    42.00 %  Target
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    42.00 %  Target
    Real Estate:
    42.00 %  Actual
  • Target Cash:
    42.00 %  Target
    Current Cash:
    42.00 %  Actual
Investment allocations

Orange County Employees' Retirement System Team (16)

Name Title Office
Suzanne Jenike Assistant Chief Executive Officer, External Operations Santa Ana, CA
Brenda Shott Assistant Chief Executive Officer of Finance and Internal Operations Santa Ana, CA
Steve Delaney Chief Executive Officer Santa Ana, CA
Shanta Chary Director, Investment Operations & Interim Chief Investment Officer Santa Ana, CA
Molly Murphy Chief Investment Officer Santa Ana, CA
You’re viewing 5 of 16 team members. Get the full list »

Orange County Employees' Retirement System Board Members (8)

Name Representing Role Since
Adele Tagola Orange County Employees' Retirement System Vice Chairman of the Board of Retirement and Chairman of the Investment Committee 000 0000
Charles Packard Orange County Employees' Retirement System Member of the Retirement Board 000 0000
Christopher Prevatt Orange County Employees' Retirement System Member of the Retirement Board 000 0000
Roger Hilton Orange County Employees' Retirement System Member of the Board of Retirement 000 0000
Shawn Dewane Orange County Employees' Retirement System Chairman of the Board of Retirement 000 0000
You’re viewing 5 of 8 board members. Get the full list »

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