Investments

Investment Plan

Description Summary: 
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 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 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 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.

Actuarial Valuation Reports & Experience Studies

Description Summary: 
The valuation reports provide information on the funding status of SURS and include a determination of the State contribution level. The experience study compares actual experience to expected experience based on information for the period from June 30, 2006 to June 30, 2010.

Actuarial Valuation Reports

Document Posted Dated Size Pages
2019 - GASB Statement 67 and 68 Financial Report 01/03/20 06/30/19

Investment Committee

Description Summary: 
Investment committee members and meeting minutes.

Investment Committee

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.

Investment Information

Description Summary: 
Download the current investment report containing asset allocations, custodians, managers, and service providers information.

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.

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 Defined Contribution Investment Policy

Outlines the investment policy for the management of the assets of State Universities Retirement System of Illinois (SURS) defined contribution plan.

Pages

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