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.
These policies set standards and recommend practices that companies and boards of directors should adopt to promote accountability, independence, integrity, rigor and transparency.
Pursuant to Illinois Public Act 93-0499, current investment information regarding SURS asset allocations, custodians, managers, and Service Providers can be found below. This report includes data pertinent to both the Defined Benefit and Defined Contribution plans.
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) defined contribution plan.