FINANCIAL_SERVICESAPPROVED

IL-State-Illinois State Universities Retirement System Awards Financial Services Contract to Oaktree Capital Management (June 2025)

SURS approved retaining Oaktree Capital Management for a multi-strategy credit mandate. The approved mandate may not exceed $500 million.

Document date · June 5, 2025

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Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract amount
Not to exceed $500 million
Contract type
FINANCIAL_SERVICES
Document type
Minutes
Source document
State Universities Retirement System Minutes Quarterly Meeting of the Investment Committee 2025-06-05

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by IL-State-Illinois State Universities Retirement System?

Oaktree Capital Management was awarded this financial services contract by IL-State-Illinois State Universities Retirement System, as recorded on June 5, 2025. The contract value is Not to exceed $500 million.

How much is the Oaktree Capital Management contract with IL-State-Illinois State Universities Retirement System worth?

The Oaktree Capital Management contract with IL-State-Illinois State Universities Retirement System is valued at Not to exceed $500 million, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in State Universities Retirement System Minutes Quarterly Meeting of the Investment Committee 2025-06-05 (Minutes), dated June 5, 2025 from IL-State-Illinois State Universities Retirement System. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Oaktree Capital Management hold?

Oaktree Capital Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Oaktree Capital Management's profile

What is IL-State-Illinois State Universities Retirement System currently buying?

Explore IL-State-Illinois State Universities Retirement System's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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