Fund Reports

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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.

Functional Category Reports

The Functional Category Reports provide category specific updates consisting of introductory overviews and current initiatives.

Credit Investments

Growth Investments

Real Assets and Inflation Hedges

Risk Reduction and Mitigation Investments

Investment Holdings

The Investment Holdings report provides position-level data grouped by LACERA’s liquid and illiquid assets.

Additional Reports and Communications