Investment distribution by fair value
as of June 30, 2023Historical total fund returns
Total returns, annualized on a fiscal-year basis, July 1–June 30$92.8
billion
total investments$900
million
invested in companies headquartered in OhioInvestment returns account for the majority of a retired educator’s benefit payment over their lifetime, so we have a strong interest in maximizing returns. STRS Ohio currently manages two-thirds of our assets internally.
STRS Ohio seeks to maximize return at a prudent level of risk.
STRS Ohio invests for the long-term.
Good governance is critical for success.
Cash flows matter.
Investment diversification works.
Economies of scale benefit members.
Costs matter.
Members of STRS Ohio are rewarded for taking certain investment risks.
Active and passive investing are both appropriate.
Internal asset management is a strategic advantage.
Our investment portfolio is diversified across multiple asset classes providing better risk-adjusted performance leading to a less volatile return experience. A well-diversified portfolio also reduces the impact of losses from individual asset classes or securities.
$92.8
billion
total investments$900
million
invested in companies headquartered in OhioDiversification of our assets and prudent investing helps the system “weather the storm” of market fluctuations.
Investment returns are vitally important.
$86.2
billion
STRS Ohio pension assetsBetter investment performance means a higher pension fund value.
Managing two-thirds of our assets internally saves more than $130 million in fees that would otherwise be paid to external investment managers
For a small number of eligible investment associates, incentives are a portion of total compensation
Over the 20-year period ending on Dec. 31, 2023, our net total fund investment return was higher than 98% of our investment consultant Meketa’s plan sponsor peer group.
majority
of STRS Ohio’s income comes from investmentsWe work with consultants, advisors and other professionals to advance our mission. Thank you for your interest in doing business with us. Requests for proposal (RFPs) will be posted when they are available.