The Investment Plan reviews the results of each fiscal year and defines the strategy for the new fiscal year in accordance with the Board-approved asset/liability study and Investment Policy.
The Investment Committee maintains a written set of Investment Guidelines that reflect the statutory constraints. These guidelines include specification of the investment objectives of the System, the target asset allocations, and the appropriate benchmarks used for evaluating the performance of the funds, the asset classes within the funds, and each investment manager.
Click here for the current Investment Committee members.
Pursuant to Illinois Public Act 93-0499, current investment information regarding SURS asset allocations, custodians, and Service Providers can be found below. This report includes data pertinent to both the Defined Benefit and Defined Contribution 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.