All Plan Types
Annual Report, Valuation Report & Investment Plan
SURS is required to provide participants and benefit recipients with financial statements, including the report of the independent auditors regarding those statements.
Details of SURS asset allocations, managers, service providers, income, expense, fees, brokerage and class actions. The information pertains to the Traditional, Portable and Self-Managed plans.
The following reports outline SURS' continued commitment to the use of emerging investment managers. The SURS Board of Trustees has an established policy adopted in 1992 and reaffirmed in 2001 that formally discusses the initiative to increase the participation of minority and women-owned business enterprise firms as required by Public Act 96–006.
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