Latest News
SBCERA Reports Preliminary Net Investment Return for the 2021-22 Fiscal Year
July 28, 2022
The San Bernardino County Employees’ Retirement Association (SBCERA) announces a preliminary -0.06% net return on investments for the 12-month period that ended June 30, 2022. Assets stood at $13.4 billion at the end of the fiscal year.
In this last year, during a time of global economic stress, our long-term strategy has shown resilience. The global turbulence in the markets related to inflation concerns, rising interest rates, and supply chain fragility has been challenging for all funds, and SBCERA was no exception.
Congratulations to SBCERA’s Investment Team
We are proud to share that SBCERA’s Investment Team has been nominated for the Institutional Investor Allocators’ Choice Awards for 2022, as finalists for Team of the Year.
Life After Retirement
Member News - June 2022
These periodic electronic newsletters are designed for retirees and beneficiaries. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
Journey to Retirement
Member News - June 2022
These periodic electronic newsletters are designed for active and deferred members. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
Investment Update
April 30, 2022
We continue to have strong returns over the last 12 months, but there’s been some recent turbulence in the markets in 2022 related to inflation concerns, rising interest rates, and supply chain fragility. SBCERA earned an 8.4% return on investments for the 12-month period that ended April 30, 2022. (The 8.4% is “net of fees,” which means that we’ve already subtracted all costs associated with the investment—like management or transaction expenses.) We also strongly outperformed our policy index by a staggering +10 percentage points.
Senior Investment Officer, Amit Thanki – Appointed as SoCal Chapter Executive for CAIA
We are proud to share that SBCERA’s Senior Investment Officer, Amit Thanki has recently been appointed to the Chartered Alternative Investment Analyst (CAIA) Association Board as their Southern California Chapter Executive.
Life After Retirement
Member News - March 2022
These periodic electronic newsletters are designed for retirees and beneficiaries. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
Journey to Retirement
Member News - March 2022
These periodic electronic newsletters are designed for active and deferred members. You’ll find our latest news, highlights, and educational resources to help support your retirement planning.
Important Updates to mySBCERA
We’re excited to share some important updates that have been made to mySBCERA, your online member portal that can be accessed anytime, anywhere, using your computer, phone, or tablet.
SBCERA Takes Action to Divest Russian Investments
March 3, 2022
At its meeting on March 3, 2022, the SBCERA Board of Retirement voted unanimously to divest from Russian-related assets now and in the future. The Board took this action in response to Russia’s recent military invasion of Ukraine and directed staff to divest existing assets as soon as practicable and withhold future investments in Russian holdings until further notice.
2022 Cost-of-Living Adjustment (COLA)
This year’s 2.0% Cost-of-Living Adjustment (COLA) will be effective April 1, 2022. The SBCERA Board of Retirement approved the COLA for Retirees and Beneficiaries at its Board meeting on February 3, 2022.
Looking Ahead to 2022: A Message from SBCERA’s CEO
December 29, 2021
As we reflect on this last year, I am full of gratitude for our team here at SBCERA and for our partnership with all of you—our valued members and public servants who serve our San Bernardino communities. There’s no doubt 2021 has continued to challenge all of us as we’ve navigated the pandemic for the second year in a row. But I want to assure you that our commitment to your retirement security and to serving you has never wavered.
2021 Annual Financial Reports Available for Viewing
December 10, 2021
Our 2021 Annual Comprehensive Financial Report and condensed Popular Annual Financial Report are available to view at www.SBCERA.org/Financial-Reports
SBCERA 2021 Board of Retirement Trustee Election Results
The San Bernardino County Employees’ Retirement Association (SBCERA) is pleased to announce the 2021 Board of Retirement Trustee Election results.
SBCERA Receives Polaris Awards for Exemplary Public Relations Efforts
November 10, 2021
The San Bernardino County Employees’ Retirement Association (SBCERA) is honored to be the recipient of three Polaris Awards from the Public Relations Society of America (PRSA) – Inland Empire Chapter for exemplary public relations efforts in our Strategic Communications Plan, eNewsletter Campaigns “Journey to Retirement” and “Life After Retirement”, and Retirement Consultation Guide.
2021 Board Election
Ballots are on their way. Here’s what you need to know.
The following three seats on the SBCERA Board of Retirement are open for election this year:
- General Member Trustee
- Safety Member Trustee
- Alternate Safety Member Trustee
SBCERA Receives Recognition for Excellence in Financial Reporting
November 4, 2021
San Bernardino, CA – The San Bernardino County Employees’ Retirement Association (SBCERA) has been awarded by the Government Finance Officers Association of the United States and Canada (GFOA) the Certificate of Achievement for Excellence in Financial Reporting for our Comprehensive Annual Financial Report and an Award for Outstanding Achievement for Popular Financial Reporting for our Popular Annual Financial Report for the fiscal year ended June 30, 2020.
Life After Retirement
Member News - October 2021
These periodic electronic newsletters are designed just for SBCERA retirees and beneficiaries. You’ll find our latest news, highlights, and educational resources to help support you in retirement. We want to make sure this newsletter covers topics that matter to you, so please share any feedback and suggestions with us at communications@SBCERA.org.
Journey to Retirement
Member News - October 2021
These periodic electronic newsletters are designed just for members like you. You’ll find our latest news, highlights, and educational resources to help support your retirement planning. We want to make sure this newsletter covers topics that matter to you, so please share any feedback and suggestions with us at communications@SBCERA.org.
2021 Member Engagement Survey
Members—
Soon, you will be receiving an invitation by email to participate in our upcoming member engagement survey. We wanted to share a little about the survey and why it’s important.