The Investment Plan reviews the results of each fiscal year and defines the strategy for the new fiscal year in accordance with the Board-approved asset/liability study and Investment Policy.
The Investment Committee maintains a written set of Investment Guidelines that reflect the statutory constraints. These guidelines include specification of the investment objectives of the System, the target asset allocations, and the appropriate benchmarks used for evaluating the performance of the funds, the asset classes within the funds, and each investment manager.
Click here for the current Investment Committee members.
These policies set standards and recommend practices that companies and boards of directors should adopt to promote accountability, independence, integrity, rigor and transparency.
Pursuant to Illinois Public Act 93-0499, current investment information regarding SURS asset allocations, custodians, and Service Providers can be found below. This report includes data pertinent to both the Defined Benefit and Defined Contribution plans.
The most recent Quarterly Returns are at the top of the following table. Previous performance reports are available to provide members with historical fund analyses. Visit morningstar.com for additional information regarding benchmark performance. On Sept. 1, 2020, the Self-Managed Plan’s (SMP) name changed to the Retirement Savings Plan (RSP).