News

At its special meeting on March 8, 2021, the Board of Retirement approved a $20 million capital commitment to Vision Ridge Sustainable Asset Fund III, LP, as part of SamCERA’s Infrastructure portfolio within Private Real Assets.

The Board then approved a $15 million capital commitment to Strategic Value Special Situations Fund V, LP, as part of SamCERA’s Debt-Related/Special Situations portfolio within Private Equity.

1099-R tax forms were mailed on January 21, 2021 to the addresses we have on record for retirees. This form contains information about reportable income and taxable income from SamCERA for 2020. It will also reflect the amount of federal and California taxes that have been withheld, if any.

Access Your 1099-R Online

Beginning on January 22, 2021, you will be able to view and print your 1099-R online in the MySamCERA member portal.

At its meeting on December 8, 2020, the Board of Retirement approved a $20 million capital commitment to Endeavour Fund VIII L.P., as part of SamCERA’s private equity portfolio.

The Board then approved an additional commitment of $10 million to Blackrock Direct Lending Fund IX, as part of the private credit portion of SamCERA’s opportunistic credit portfolio.

It was also reported that SamCERA made a $15 million capital commitment to Canvas Ventures 3 L.P., as part of SamCERA’s private equity portfolio.

At its meeting on April 28, 2020, the Board of Retirement approved an initial investment of 4% of plan assets (or approximately $180 million) in the NISA Core Bond strategy to be placed in the Diversifying risk category (Fixed Income asset class composite) within the Core Fixed Income portfolio.