Fund Overview

Description Summary: 
A Listing of all of the SMP funds.

Untitled Document

Below is a brief review of the investment approach and an assessment of each investment option offered in the Self-Managed Plan.

If your browser is set to download the pdf files directly to your computer, you need only to click on one fund and browse the document.



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.


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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