Agenda item details

Quarterly Report from Chief Investment Officer

Number:
49/2023
Department:
Investments
Attachments
Name Download Ext. Filesize
Exhibit A – Current version of ERS Investment Policy Statement (effective 2023-09-01) pdf 1 MB
Exhibit B – Current version of ERS Investment Implementation Plan (effective 2023-11-14) pdf 557 kB
SLIDES- Quarterly Report from Chief Investment Officer pdf 656 kB
Recommendation:
As required by the ERS Investment Policy Statement (IPS), this agenda item provides a report from the Chief Investment Officer regarding the performance, risk, and expenses of Trust investments (the Trust). Unless otherwise specified, the figures cited here represent annualized returns net of external investment expenses for pension fund investments as of September 30, 2023, as reported by the custodian.
Agenda item