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