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Investment Performance Reports

Overview

Investment Performance Reports

SamCERA’s investment consultant provides performance reports on SamCERA’s investments. These reports cover SamCERA’s overall investments, as well as private equity and private real assets.

Overview

Total Fund Investment Performance Reports

SamCERA’s investment consultant prepares quarterly Investment Performance Reports. These reports provide an overview of where SamCERA’s money is invested, and summarize the fund’s investment returns. 

Overview

Private Markets Investment Performance Reports

SamCERA’s investment consultant prepares semi-annual performance reports for the portfolio’s allocations to private equity and private real assets.  The reports provide an overview of our private markets investment program, including portfolio diversification, recent activity and overall performance.

Overview

Performance Pulse

The Performance Pulse is a semi-annual summary of SamCERA’s investment performance answering key questions to explain the performance of the fund, where the fund was invested and any significant updates or changes.