Investment Summary

Investment Summary


This information is excerpted from SBCERA’s Quarterly Investment Reports. Please reference the reports for additional information.


Asset Allocation

The following is SBCERA’s current asset allocation targets and ranges approved by the Board as of July 11, 2019.

Asset Allocation and Plan Size as of March 31, 2021


Fiscal Year Performance

The following are the current annualized returns. The SBCERA Fiscal Year runs from July 1 through June 30. View SBCERA’s latest quarterly investment report prepared by SBCERA pension consultant, NEPC.

Assets Under Management: $12,639,321,437


Coronavirus Updates

Our office is currently closed to the public, but we're working and available to assist you. Pension payments are on schedule and we are processing retirements. Visit our coronavirus (COVID-19) resource page for more information.

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