These policies set standards and recommend practices that companies and boards of directors should adopt to promote accountability, independence, integrity, rigor and transparency.
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.
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.
The following reports outline SURS' continued commitment to the use of emerging investment managers. The SURS Board of Trustees has an established policy adopted in 1992 and reaffirmed in 2001 that formally discusses the initiative to increase the participation of minority and women-owned business enterprise firms as required by Public Act 96–006.
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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.