All Plan Types

Investment Policies

Description Summary: 
Defined Benefit and SMP Investment Policies.

SURS Defined Benefit Investment Policy

Outlines the investment philosophy and practices of SURS and has been developed to serve as a reference point for the management of the System´s defined benefit assets.

SURS Self-Managed Plan Investment Policy

Outlines the investment policy for the management of the assets of State Universities Retirement System of Illinois (SURS) Self-Managed Plan (SMP).

Investments

Description Summary: 
All SURS Investment related content, reports and guidelines.

Annual Report, Valuation Report & Investment Plan

Annual Report

SURS is required to provide participants and benefit recipients with financial statements, including the report of the independent auditors regarding those statements.

Reports to Governor and General Assembly

Description Summary: 
Reports to the Governor and General Assembly.

Use of Emerging Investment Managers

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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Quarterly Standard Investment Reports

Description Summary: 
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.

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.

Resources

Description Summary: 
A listing of commonly accessed resources.

All About SURS

The following booklet was created to help educate our legislators and their staff about SURS and our funding needs. You can review it to learn more about the System, our investment and funding history, and our retirement benefits.

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