Investment Performance

The Board of Retirement has exclusive control of all investments of the Plan, and is responsible for the establishment of investment objectives, strategies and policies. Members of the Board have a fiduciary responsibility to discharge their duties in accordance with the interests of SCERA and the investment portfolio.

All SCERA assets are managed by external professional investment management firms. The investment staff closely monitors the activity of these managers and assists the Board with

  • Implementing investment policies and long-term investment strategies
  • Establishing the investment program goals, asset allocation policies, performance objectives, investment management policies and risk controls.

The most recent quarterly Investment Summaries are listed below. (Beginning 2014 Q1, the documents known as Financial Summary were retitled to Investment Summary.)

SCERA's long-term investment strategy has proven itself over time, even with the market downturn of 2008-2009 taken into consideration. As of December 31, 2015, SCERA investments provided an annualized rate of return, net-of-fees, for 30 years, of 8.5%.

Quarterly Summary  Performance for Period Ending...
2017 Q2 Investment Summary June 30, 2017
2017 Q1 Investment Summary March 31, 2017
2016 Q4 Investment Summary December 31, 2016 
2016 Q3 Investment Summary September 30, 2016
2016 Q2 Investment Summary June 30, 2016
2016 Q1 Investment Summary March 31, 2016
2015 Q4 Investment Summary December 31, 2015
2015 Q3 Investment Summary September 30, 2015
2015 Q2 Investment Summary June 30, 2015
2015 Q1 Investment Summary March 31, 2015

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