Quarterly Investment Reports

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SBCERA’s Quarterly Investment Reports are prepared by SBCERA pension consultant, NEPC.

Latest Quarterly Investment Report:

Investment Summary Quarter Ending September 30, 2024

Past Quarterly Investment Reports

Dated Information for Historical Reference Only

​Investment Summary Quarter Ending June 30, 2024
​Investment Summary Quarter Ending March 31, 2024
Investment Summary Quarter Ending December 31, 2023
​Investment Summary Quarter Ending September 30, 2023
Investment Summary Quarter Ending June 30, 2023
Investment Summary Quarter Ending March 31, 2023
Investment Summary Quarter Ending December 31, 2022
Investment Summary Quarter Ending September, 2022
Investment Summary Quarter Ending June 30, 2022
​Investment Summary Quarter Ending March 31, 2022
Investment Summary Quarter Ending December 31, 2021
Investment Summary Quarter Ending September 30, 2021
Investment Summary Quarter Ending June 30, 2021
Investment Summary Quarter Ending March 31, 2021
Investment Summary Quarter Ending December 31, 2020
Investment Summary Quarter Ending September 30, 2020
Investment Summary Quarter Ending June 30, 2020
Investment Summary Quarter Ending March 31, 2020
Investment Summary Quarter Ending December 31, 2019
Investment Summary Quarter Ending September 30, 2019
Investment Summary Quarter Ending June 30, 2019
Investment Summary Quarter Ending March 31, 2019
Investment Summary Quarter Ending December 31, 2018
Investment Summary Quarter Ending September 30, 2018
Investment Summary Quarter Ending June 30, 2018
Investment Summary Quarter Ending March 31, 2018
Investment Summary Quarter Ending December 31, 2017
Investment Summary Quarter Ending September 30, 2017
Investment Summary Quarter Ending June 30, 2017
Investment Summary Quarter Ending March 31, 2017
Investment Summary Quarter Ending December 31, 2016
Investment Summary Quarter Ending September 30, 2016
Investment Summary Quarter Ending June 30, 2016
Investment Summary Quarter Ending March 31, 2016
Investment Summary Quarter Ending December 31, 2015
Investment Summary Quarter Ending September 30, 2015
Investment Summary Quarter Ending June 30, 2015

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