Actuarial Valuation

Triennial Reports

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Learn about your retirement benefits with SamCERA and find resources to plan your retirement.

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Learn more about your retirement benefits with SamCERA and find resources to plan your retirement.

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<h3 class="wp-block-heading">SamCERA’s Investment Program</h3>



<p>SamCERA’s Board of Retirement manages the multi-billion dollar pension trust that funds the retirement benefits for members and their beneficiaries.&nbsp;The Board’s investment strategy reduces the volatility of returns through diversification of the portfolio across a broad selection of asset classes.</p>



<p>The Chief Executive Officer (CEO) hires a Chief Investment Officer (CIO) to advise the Board and to carry out and administer the investment decisions made by the Board.</p>



<p>Additionally, the Board contracts with an investment consultant. The CIO, in conjunction with the investment consultant, makes recommendations to the Board regarding the investment program, its structure, investment products and investment managers.</p>


  
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Investments & Financials


<p>SamCERA engages an independent actuarial consulting firm to conduct two separate actuarial studies: the actuarial valuation and the triennial report. </p>


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