Home | Glossary
| Home | Glossary
SBCERA is committed to conducting business in an open, transparent, and impartial way. The following links provide information related to economic interests, travel, and education for Board members.
Certain government officials and employees are required to submit a Statement of Economic Interest, also known as the Form 700. The forms below contain summaries of each Trustee’s personal financial interests, including stocks, bonds, and other investments.
2018 Form 700s for SBCERA Trustees
SBCERA Positions that Manage Public Investments for the purposes of Section 87200 of the Government Code
SBCERA's Board of Retirement Trustees Education and Training Policy requires that each Trustee obtain a minimum of 24 hours of education within two years of
assuming office and for every subsequent two-year period, in which the Trustee continues to sit on the SBCERA Board.
Trustees Education and Training Policy
Trustees Education and Training Policy 2019 Annual Report
Trustees Education and Training Policy 2018 Annual Report
Trustees Education and Training Policy 2017 Annual Report
Trustees Education and Training Policy 2016 Annual Report
Trustees Education and Training Policy 2015 Annual Report
Trustees Education and Training Policy 2014 Annual Report
Trustees Education and Training Policy 2013 Annual Report
Trustee Travel and Expense Policy
Gifts of Food and Drink Policy
California Form 801 is used to report certain payments received by state and local government agencies. It includes: (1) a payment for an official's travel expenses for the purpose of facilitating the public's business in lieu of a payment using agency funds; and (2) a payment that would otherwise be considered a gift or income to the benefiting official, but is instead accepted on behalf of the agency.
Form 801 Report - Q2 2019
Form 801 Report - Q4 2019
Mission StatementStrategic PlanBoard of RetirementExecutive Management TeamInvestment TeamParticipating Active EmployersThe CompassEmployment OpportunitiesBy-LawsRFP Announcements
Board MembersAgendas & Minutes/Public MeetingsCalendarTransparency and Reporting
Hot TopicsAwards & RecognitionsQuarterly Review NewslettersEventsResource Center
Investment TeamQuarterly Investment ReportsFiscal Year PerformanceAsset AllocationActuarial Valuation & ReviewAnnual Financial Reports
Email UsRequest an AppointmentAttend a SeminarDirections
348 W. Hospitality Lane, Third Floor
San Bernardino, California 92415-0014
Phone: (909) 885-7980
Toll FREE: (877) 722-3721