Monthly CIO Report
The CIO’s monthly report to the Board summarizes the pension and OPEB trusts’ performance and returns, as well as updates on the portfolio, key initiatives, operations, and managers/consultants.
Quarterly Reporting Package
The quarterly reporting package to the Board provides an in-depth review of the most recent quarter's results for LACERA's defined benefit plan and OPEB Master Trust. Each respective report provides detailed analytics related to investment performance and risk measurement across all asset categories. Also included are LACERA's manager scorecards, emerging manager program results, and public market fees data.
- OPEB Performance Report: Q1 2022
- Total Fund Performance Report: Q1 2022
- OPEB Performance Report: Q4 2021
- Total Fund Performance Report: Q4 2021
Functional Category Reports
The Functional Category Reports provide category specific updates consisting of introductory overviews and current initiatives.
- BOI Growth Category Biennial Structure Review
- Amended 2021-2022 Growth Structure Review
- GE Program Guidelines
Real Assets and Inflation Hedges
Risk Reduction and Mitigation Investments
The Investment Holdings report provides position-level data grouped by LACERA’s liquid and illiquid assets.