#InvestmentPerformance

Citizen Portal News Pennsylvania

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1 week ago

Consultant says Chester County retirement fund outpaced actuarial target; $16 million Walter Scott holding redeemed Board presenter Bill said the Chester County retirement fund ended 2025 with a market value of $606.7 million — roughly $14 million above a 7% actuarial trajectory — and described recent portfolio moves including redeeming roughly $16 million from Walter Scott and reinvesting into a Vanguard fund.

Chester County's retirement fund is thriving, surpassing its actuarial target by $14 million and making strategic portfolio moves to ensure continued success!

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#ChesterCounty #PA #FinancialStability #CitizenPortal #ChesterCountyRetirement #MarketTrends #InvestmentPerformance

Citizen Portal News Mississippi

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2 weeks ago

Mississippi PERS reports strong fund performance, low fees in quarterly review The Public Employees Retirement System of Mississippi reported estimated fiscal‑year‑to‑date returns above 12%, highlighted multi‑year outperformance and a low all‑in investment expense ratio of about 31–32 basis points, and staff said ongoing manager fee negotiations are producing concessions.

Mississippi's Public Employees Retirement System is celebrating impressive fund returns of over 12% while keeping investment fees significantly lower than most comparable plans!

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#MS #CitizenPortal #FinancialTransparency #MississippiPERS #InvestmentPerformance

Citizen Portal News California

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1 month ago

Board adopts FY 26‑27 retirement contribution rates as staff report improved fund metrics Following a staff presentation on SDCERA's 2025 valuation and explanations for a projected contribution decrease, the board unanimously adopted county retirement contribution rates for fiscal year 26‑27; staff said the decline reflects final payoff of a prior amortization schedule and recognized investment gains.

San Diego County's Board of Supervisors just approved a significant decrease in retirement contributions, unveiling a $769 million investment gain and promising financial stability ahead.

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#SanDiegoCounty #CA #CitizenPortal #SanDiegoCountyRetirement #InvestmentPerformance

Citizen Portal News California

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1 month ago

PFM presents $31.1M portfolio, ESG rollout; managers may modestly extend duration PFM portfolio manager Justin Orsuolo reported a $31.1 million portfolio at year-end, quarterly interest earned near $309,000, and an ESG risk rating that moved slightly lower to 18.5; staff said ESG-policy implementation is effectively complete and future purchases will adhere to the policy.

Albany City's investment portfolio soared to $31.1 million by year-end, showcasing impressive performance and a commitment to low ESG risk!

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#AlbanyCityAlamedaCounty #CA #CitizenPortal #MarketRisks #InvestmentPerformance #ESGReporting #AlbanyCity

Citizen Portal News Illinois

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1 month ago

U-46 financial update: December deficits tied to Cook County tax delays; board approves bills District finance staff reported a December deficit and year-to-date shortfall driven in part by delayed Cook County property tax receipts; the board approved the list of bills (administration recommended $27,536,764.88) despite a garbled dollar figure being read into the record during the motion.

U-46 faces a staggering $27.1 million deficit for December due to delayed property tax disbursements, raising concerns about its financial future.

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#IL #CitizenPortal #InvestmentPerformance #PropertyTaxDelays #FinanceTransparency

Citizen Portal News Tennessee

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1 month ago

Tennessee treasurer warns criminal-injuries fund could go negative by 2028, praises TCRS performance State Treasurer David Lillard told the House Finance committee that Tennessee's retirement system has strong investment returns but cautioned that smaller special funds, notably the Criminal Injuries Compensation Fund, face structural shortfalls with a projected negative balance by 2028 absent action.

Tennessee's Treasury is thriving with strong investment returns, but urgent action is needed to prevent the Criminal Injuries Compensation Fund from going negative by 2028.

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#TN #CitizenPortal #InvestmentPerformance #PensionFunding #FiscalTransparency #TennesseeFinance

Citizen Portal News West Virginia

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1 month ago

Oversight board and IMB report improved funded ratios and top-quartile investment performance Municipal Pensions Oversight Board and the Investment Management Board reported that several municipal pension plans have closed into the statewide system, asset values rose in FY25, and IMB’s long-term returns ranked near the top of peers, which the IMB representative said translated into roughly $4.7 billion in added value versus the median fund over 2000–2025.

West Virginia's Municipal Pensions Oversight Board reveals significant improvements in funding ratios and a staggering $4.7 billion added value from top-quartile investment performance!

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#WV #WestVirginiaPensions #PublicFinance #InvestmentPerformance #CitizenPortal #MunicipalReform

Citizen Portal News Texas

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1 month ago

El Paso city employees retirement trust reports $1.103 billion in assets; managers cite strong private‑market performance Treasurer Joe Espino reported assets available for benefits of roughly $1.103 billion as of Dec. 31, 2025. Investment advisers told the board private markets delivered strong returns and staff described recent rebalancing after a manager termination.

El Paso's retirement trust boasts an impressive $1.103 billion in assets, driven by strong private-market performance and strategic rebalancing efforts.

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#ElPasoCityElPasoCounty #TX #PublicFinance #InvestmentPerformance #EmployeeBenefits #CitizenPortal #ElPasoRetirement

Citizen Portal News Virginia

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2 months ago

NVTA finance committee reports steady portfolio performance, moves to consider closed session on procurement Staff told the finance committee the authority's investment portfolio returned about 4.48% and recent purchases of roughly $44.5 million bought yields near 3.7–3.78%; the committee also moved to consider a closed session to discuss potential contractual arrangements for technical services procurement under a Virginia Code provision.

The Northern Virginia Transportation Authority's investment portfolio shows solid growth, prompting a closed session to explore new procurement strategies for technical services.

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#VA #VirginiaTransportation #RevenueRecovery #InvestmentPerformance #CitizenPortal

Citizen Portal News Illinois

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2 months ago

Treasurer reports strong returns, warns of bank‑account fraud and seeks fresh look at tax bill King County Treasurer reported investment returns and interest income well above projections, described 18 recent attempts to access county accounts, and asked the executive committee to consider a resolution to reexamine the county tax bill and issue an RFP to review the current vendor.

King County Treasurer Bill Lawson reveals impressive investment gains of $68.5 million while sounding the alarm on a wave of attempted bank fraud that’s prompting urgent action.

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#KaneCounty #IL #FiscalTransparency #InvestmentPerformance #PublicSafety #CitizenPortal

Citizen Portal News Mississippi

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2 months ago

PERS reports strong long‑term returns and top‑decile peer rank in quarterly update Investment staff told the committee PERS outperformed most peers across multi‑year horizons, reported $37.97 billion in assets as of October and a positive October investment return of about $393 million; staff highlighted strong equity returns and rebalancing opportunities in December.

The Public Employees Retirement System of Mississippi has achieved remarkable long-term returns, outperforming most peers while managing nearly $38 billion in assets.

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#MS #MississippiRetirement #PublicFinance #InvestmentPerformance #MarketAnalysis #CitizenPortal

Citizen Portal News California

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2 months ago

MCERA reports 12.3% FY2025 investment return; staff outlines fee structure and low-cost portfolio posture At the December 2025 Mendocino County Employees' Retirement Association meeting, staff reported a 12.3% time-weighted return for fiscal 2025, presented plan-level investment expenses of $4.5 million (about 57 basis points of plan net position), and described portfolio changes that reduced reported investment fees.

Mendocino County's retirement fund soared with a remarkable 12.3% return in FY2025, while keeping investment fees impressively low at just 57 basis points!

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#MendocinoCounty #CA #PensionReform #FinancialTransparency #InvestmentPerformance #CitizenPortal

Citizen Portal News California

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2 months ago

Investment staff reports strong private‑markets distributions and 4.1% Q3 gain for the fund Presenters told trustees that private‑markets realizations drove above‑average returns in Q2 and Q3: private equity distributions spiked (post‑Q2 realization returns returned nearly $8M), and the total retirement plan returned 4.1% in Q3, adding roughly $230M in market gains.

Private equity distributions soared to nearly $8 million, driving a remarkable 4.1% gain for the retirement fund in Q3!

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#SanJoseSantaClaraCounty #CA #SanJoseRetirement #PensionStrategy #InvestmentPerformance #PrivateMarkets #CitizenPortal

Citizen Portal News Texas

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4 months ago

NTTA presents Q3 investment report: $21M quarter interest, $57M year‑to‑date NTTA staff briefed the committee on quarterly investment performance for the period ended Sept. 30, 2025, citing PFIA compliance, priorities of safety/liquidity/diversification/yield, $21 million in quarterly interest and $57 million year‑to‑date, and fund balances across operating, reserve, debt service and construction funds.

NTTA's latest investment report reveals a staggering $21M in quarterly interest earnings, showcasing their commitment to safety and diversification in managing over $2 billion in funds!

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#TX #CitizenPortal #InvestmentPerformance #PublicFunds #CivicAccountability #TexasFinance

Citizen Portal News North Dakota

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4 months ago

Legacy Fund posts multi‑year gains; RIO outlines internal investment program and cash‑management changes Scott Anderson, chief investment officer for the Retirement and Investment Office, told the Legacy Fund Advisory Committee the fund has outperformed policy benchmarks over multiple time frames and described an expanding internal investment program that the office says has produced fee savings and improved returns.

The Legacy Fund has not only outperformed benchmarks but is also revolutionizing investment strategies with an internal program that's generating millions in savings and returns!

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#ND #CitizenPortal #InvestmentPerformance #CostSavings #RiskManagement

Citizen Portal News US

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4 months ago

GERS trustees hear $112 million funding shortfall, approve monthly treasury and investment reports At the Oct. 23 meeting of the Government Employees Retirement System Board of Trustees, CEO Chelsea Dawson told trustees the plan faces an approximate $112 million shortfall; trustees approved the monthly treasury and investment reports and moved a bill to executive session.

The Government Employees Retirement System is grappling with a staggering $112 million funding shortfall, raising serious concerns about its future viability.

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#US #CitizenPortal #InvestmentPerformance #PublicPensionReform #FinancialTransparency

Citizen Portal News California

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5 months ago

Private markets drive strong returns; pension fund posts double‑digit year-to-date gains Consultants told the board the pension fund returned about 10–11% year to date, private equity distributions lifted private-market multiples, and private debt and real assets are maturing; private markets remain a focus in pacing and manager monitoring.

The pension fund is celebrating impressive returns of 10-11% year-to-date, driven by a resurgence in private equity and a strong market performance.

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#SanJoseSantaClaraCounty #CA #CitizenPortal #InvestmentPerformance #PrivateMarkets #SanJosePensionFunds #FinancialStability

Citizen Portal News Maryland

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5 months ago

Board Approves 2025 Investment Performance Report and Share Class Change The board unanimously accepts Marquette Associates' investment report and approves a share class change.

St. Mary's County takes a bold step in retirement planning by switching to a more cost-effective investment share class, aiming to maximize benefits for participants!

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#County #MD #CitizenPortal #InvestmentPerformance #StMarysCountyRetirement #CostEfficiency #FinancialManagement

Citizen Portal News Maryland

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5 months ago

Equities Surge Following Tariff Announcements as Market Volatility Eases US equity markets rebound sharply as recession risks diminish and economic data improves.

St. Mary's County's retirement plan is adapting to a booming equity market—are your investments keeping pace?

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#County #MD #CitizenPortal #InvestmentPerformance #StMarysCountyRetirement #RetirementStrategies #MarketTrends

Michigan Department of Treasury

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5 months ago

Michigan Department of Treasury logo superimposed over a graphic showing an upward-trending investment line, symbolizing financial growth.

SMRS was named one of the top-performing U.S. public funds with over $10B in assets in Nasdaq eVestment’s latest report.

📈 Read more: bit.ly/smrs24q4

#smrs #publicfunds #investmentperformance #michiganretirement

Citizen Portal News Texas

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6 months ago

Retirement Trust Reports $1.036 Billion Net Assets As Of July 31 Retirement trust announces $1.036 billion in net assets available for benefits at month-end.

The Retirement Trust Board just reported a staggering $1.036 billion in net assets, showcasing a significant leap in financial health for retirees!

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#ElPasoCityElPasoCounty #TX #CitizenPortal #InvestmentPerformance #FinancialHealth #ElPasoRetirement #RetirementBenefits

Citizen Portal News Michigan

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6 months ago

Finance Director Reveals Budget Trends and Investment Performance During July Meeting Finance Director discusses July budget trends and details investment performance amid inflation concerns.

Kalamazoo County's budget discussions reveal surprising trends in expenditures and investment performance amidst inflation concerns—what does this mean for the future?

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#KalamazooCounty #MI #CitizenPortal #BudgetaryAccountability #InvestmentPerformance

Citizen Portal News Mississippi

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8 months ago

Global equities rally following US trade agreements as markets stabilize US markets rebound in May after trade agreements with UK, China, and EU spur growth.

Mississippi's PERS reports a remarkable $1.2 billion surge in fund assets, fueled by a global equities rally and positive trade developments!

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#MS #MarketStability #CitizenPortal #InvestmentPerformance #MississippiPublicEmployees #EconomicRecovery

Citizen Portal News Maryland

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8 months ago

Investment managers report positive returns amid challenges in private equity and real estate Investment returns improve with private equity showing significant changes and liquidity increasing.

St. Mary's County's Retiree Benefit Trust is navigating a promising financial landscape with strong investment returns and a strategic shift toward liquidity in private equity.

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#County #MD #CitizenPortal #InvestmentPerformance #FinancialSustainability #RetireeBenefits

Citizen Portal News US

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8 months ago

Markets rebound as US China tariff pause boosts equities in May US and Eurozone markets rise amid temporary tariff agreement and strong sector performance.

The recent U.S.-China tariff pause has sparked a market resurgence, driving significant gains in key sectors and boosting the GERS investment plan's performance.

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#US #CitizenPortal #MarketVolatility #InvestmentPerformance #USInvestment

Citizen Portal News US

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9 months ago

President announces Liberation Day tariffs causing April market volatility President's tariff announcement and Federal Reserve threats drove market fluctuations in April.

The GERS BOT meeting revealed how unexpected tariffs sent shockwaves through the market, but the fund still managed a modest gain amidst the chaos.

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#US #CitizenPortal #MarketVolatility #InvestmentPerformance #EconomicStability #USFinance

Citizen Portal News Michigan

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9 months ago

Pension plan suffers $11.8M loss due to unexpected 20% pay increases Pension contributions rise $2.2M after significant payroll increases and poor investment performance.

Dearborn Heights faces a staggering $11.8 million loss in its pension plan, driven largely by unexpected 20% pay raises for city employees and poor investment performance.

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#DearbornHeightsWayneCounty #MI #CitizenPortal #InvestmentPerformance #PublicEmployeeBenefits

Citizen Portal News Georgia

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10 months ago

Economic leaders discuss resolving trade imbalance with China Leaders consider strategies to address trade barriers and negotiate with China.

Glynn County's Pension Committee is taking bold steps to enhance fund performance by exploring new investment strategies that could secure a brighter financial future for employees.

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#GlynnCounty #GA #EconomicStrategy #InvestmentPerformance #CitizenPortal #StakeholderTransparency

Institutional Investor

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1 year ago

Active Continues to Struggle — Especially When Measured Over Long Time Periods Over the 15-year period ending December 2024, there were no categories in which a majority of active managers outperformed.

Over a 15-year span ending December 2024, active managers underperformed across all categories. Explore the challenges facing active management. #ActiveManagement #InvestmentPerformance

www.institutionalinvestor.com/article/2ei0...

Joe V.

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1 year ago

#StockMarketReturns #DemocraticVsRepublican #InvestmentPerformance #HistoricalMarketTrends