Quarterly Investment Performance Reports

While the annual plan sets strategy, markets move every day. To keep members informed, SCERS publishes Quarterly Investment Performance Reports. These reports track how the total fund and its individual asset classes performed over the last quarter and longer time periods, comparing results to benchmarks and long-term expectations.

Each report includes:

How the fund performed relative to its return objectives.
Breakdowns of asset classes such as public equities, fixed income, real estate, and alternatives.
Commentary from SCERS’ investment consultants about what drove results.
Updates on whether the portfolio is on track to meet long-term funding goals.

Specialized consultants support this reporting: Verus Advisory for the total portfolio, Cliffwater for alternative assets, and Townsend Group for real estate. By reviewing these reports, members and stakeholders can see how the fund is doing over multiple time periods while staying aligned with its long-term mission.