Investments

Quarterly Standard Investment Reports

Description Summary: 
Details of SURS asset allocations, managers, service providers, income, expense, fees, brokerage and class actions. The information pertains to the Traditional, Portable and Self-Managed plans.

Details of SURS asset allocations, managers, service providers, income, expense, fees, brokerage and class actions. The information pertains to the Traditional, Portable and Self-Managed plans.

Fund Overview

Description Summary: 
A Listing of all of the SMP funds.

Untitled Document

Below is a brief review of the investment approach and an assessment of each investment option offered in the Self-Managed Plan.

If your browser is set to download the pdf files directly to your computer, you need only to click on one fund and browse the document.

 

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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 Self-Managed Plan Investment Policy

Outlines the investment policy for the management of the assets of State Universities Retirement System of Illinois (SURS) Self-Managed Plan (SMP).

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