Investments

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.

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.

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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Asset Allocation

Description Summary: 
A list of asset classes and a brief description of their meaning.

Simply spreading your savings over various types of investments is called diversification. But what´s the best way to diversify? The answer depends on the risk you´re willing to take, the rate of return you require, and how long before you will need the money. With those specifics, you can spread your savings among different classes of investments to minimize risk and help you meet your goals. This is called asset allocation.

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Policy and Procurement Practices

Description Summary: 
Information regarding investment manager agreements, global equity RFPs and Investment Consultant Services RFPs.

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).

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