Investment

Your Investment Fund – Exceptional 2016 Returns

Investment returns are an important source of funding for your Pension Plan – along with Employee and Employer contributions.  SPTRFA continued its track record of good stewardship with returns that led its peers for both the 2016 fiscal and calendar year.  For the fiscal year ending June 30, 2016, your Fund generated a return of 0.34% (after all fees) compared with many peers who experienced negative returns during that same period.  For the calendar year ending December 31, 2016, your Fund generated a return of 9.56% (after all fees), significantly outpacing its peers.

 


SPTRFA is a long-term investor and maintains a highly diversified portfolio of global assets designed to withstand market fluctuations.

SPTRFA investments are managed by experienced and credentialed investment professionals and the SPTRFA Board of Trustees. The system’s asset allocation is continually reviewed to ensure that the portfolio has an appropriate mix of investments to maximize returns and minimize risk.

SPTRFA conducts all investment activity in an open, transparent manner; uses a rigorous due diligence process for evaluating potential investment products and services; and routinely monitors the performance of its investment managers. SPTRFA’s Investment Policy provides more information about the investment program.

 

Investment Policy

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