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Investments

At the core of SDCERA’s operations is its acclaimed investment program. SDCERA is entrusted to prudently manage the multi-billion dollar pension fund that provides retirement benefits to members. An accomplished team of investment professionals and money managers, in conjunction with the Board of Retirement, prudently manages the investment of the pension fund.

SDCERA’s investment program has earned industry accolades and awards as one of the top performing retirement funds in the country. SDCERA has been ranked in the top percentile of the public pension plan universe by Wilshire Associates Trust Universe Comparison Service (TUCS) for the past three years. The program’s success is largely due to a well-diversified portfolio and progressive investment strategies that put it in the same league as some of the country’s most sophisticated investors.

Quarterly Report 

Returns for 3rd quarter 2009 (gross of fees)
SDCERA Returns 3rd quarter 1-Year 3-Year 5-Year
Total Fund 11.7% -3.1% -0.3% 5.6%
Domestic equities 16.5% -11.3% -8.8% -1.1%
S&P 500—
Domestic benchmark indices
15.6% -6.9% -5.4% 1.0%
International equities 21.1% 9.3% 0.7% 11.2%
MSCI EAFE— International benchmark indices 19.5% 3.8% -3.1% 6.6%
Fixed income 9.4% 8.8% 5.4% 6.5%
Barclay's Capital Aggregate Bond—
Fixed income benchmark indices
3.7% 10.6% 6.4% 5.1%
Total assets under management as of September 30, 2009 were $7,069,039,000.