Ohio SERS targets real estate debt, secondaries and strategic infrastructure

School Employees Retirement System of Ohio’s (SERS) investment plan for fiscal 2025 includes investing with real estate debt and secondary funds, co-investments with trusted managers and targeting energy transition, digital, and inflation-protected infrastructure sectors.

The pension fund disclosed in a meeting document that for the year that started 1 July, it intends to keep real estate investments within the 10-15% range and infrastructure within the 5-10% range, in line with their long-term investment strategy.

Ohio SERS currently has a $2.2bn (€2bn) real estate portfolio, representing 12.2% of the pension fund’s $18.4bn total plan assets. The real estate allocation target is 13%.

The infrastructure portfolio accounts for $1.2bn or 6.7% of the total plan assets. Infrastructure has an allocation target of 7%.

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