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9 matching signals · showing 19

AllocationOhio School Employees Retirement System · OH
2026-04 · High
Allocation - SAA change · Multi-Asset

Approved new strategic asset allocation effective Jul 1, 2026 (repositioning into private markets/infra/credit).

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ConsultantOhio School Employees Retirement System · OH
2026-02 · Med
RFP · Total Fund · Wilshire Advisors

CIO Farouki Majeed updated the Board on the RFP to select a new general investment consultant. Four responses were received, including incumbent Wilshire; three candidates identified to interview, with two or three to be presented to the Board in May 2026 for final selection.

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PacingOhio School Employees Retirement System · OH
2026-02 · High
Commitment · Real Estate · Carmel Partners · $75.0M

SERS Staff Investment Committee approved a commitment of up to $75M to Carmel Partners Fund IX (Carmel Partners), a non-core real estate strategy in the real assets portfolio; reported in the February 2026 Board Meeting Highlights.

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PacingOhio School Employees Retirement System · OH
2026-02 · Med
Commitment · Real Estate · Blackstone · $25.0M

SERS Staff Investment Committee approved a commitment of up to $25M to Blackstone SPE VIII Corebridge Co-invest (Blackstone), a non-core real estate strategy in the real assets portfolio, plus deal-related expenses and fees; reported in the February 2026 Board Meeting Highlights.

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PacingOhio School Employees Retirement System · OH
2026-02 · Med
Commitment · Infrastructure · IFM Investors · $12.6M

SERS Staff Investment Committee approved a commitment of up to CHF 10 million (approximately $12.6M) to IFM Green Group Data Center Co-investment (IFM Investors), a global infrastructure co-investment in the real assets portfolio, plus deal-related expenses and fees; reported in the February 2026 Board Meeting Highlights. Amount is the report's stated USD approximation of CHF 10M.

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PacingOhio School Employees Retirement System · OH
2026-02 · High
Commitment · Private Equity · Demopolis Equity Partners · $30.0M

SERS Staff Investment Committee approved a commitment of up to $30M to Demopolis Equity Fund I (Demopolis Equity Partners), a lower middle market buyout strategy in the private equity portfolio; reported in the February 2026 Board Meeting Highlights.

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PacingOhio School Employees Retirement System · OH
2026-02 · High
Commitment · Private Credit · Tree Line Capital Partners · $75.0M

SERS Staff Investment Committee approved a commitment of up to $75M to Tree Line Direct Lending IV (Tree Line Capital Partners), a direct lending strategy in the private credit portfolio, funded from cash reserves; reported in the February 2026 Board Meeting Highlights.

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LeadershipOhio School Employees Retirement System · OH
2025-12 · Low
Search firm engaged · Unclassified · Hudepohl & Associates

The Board approved engaging Hudepohl & Associates for executive search firm services for the SERS Executive Director succession.

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LeadershipOhio School Employees Retirement System · OH
2025-12 · Med
Executive departure · Unclassified

The Board accepted Executive Director Richard Stensrud's December 12, 2025 resignation letter, effective June 30, 2026, with possible mutual extension to coordinate onboarding of a successor.

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