Investment

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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The 2023 1099-R tax statements were mailed on January 12, 2024

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