Quarterly Investment Performance Reports

Overview

Quarterly Investment Performance Reports

SCERS utilizes the services of three investment consultants. The general consultant, Verus Advisory, provides advice on investment strategy and implementation, asset allocation, investment manager selection, and performance reporting. The alternative assets consultant, Cliffwater, assists with the development of the strategic plans for the alternative asset classes, manager selection, and performance reporting. The real estate consultant, Townsend Group, assists with the development of the strategic plan for the real estate portfolio, manager selection, and performance reporting.

Each of the investment consultants provides separate quarterly investment reports for their areas of coverage including:

  • Verus Advisory – Total Portfolio
  • Cliffwater – Alternative Assets (Absolute Return, Private Equity, Private Credit, Real Assets, Opportunities)
  • Townsend Group – Real Estate