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 1, 2021.

Asset Allocation and Plan Size as of September 30, 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: $13,931,301,688


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