CalPERS

Forms & Publications Center

CalPERS Reports, Studies & Fact Sheets

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Accountability & Ethics

See reports and studies focusing on CalPERS commitment to accountability and ethics.

Actuarial Reports

View a collection of annual reports produced by our Actuarial Office, including major plan valuations.

Annual Compliance Reports

This report describes our compliance program and activities, and lists annual compliance-related accomplishments and best practices throughout our organization.

Annual Investment Reports

Find information on CalPERS investment holdings and fees for each fiscal year.

Asset Liability Management

View a timeline of actions we’re taking to strengthen CalPERS integrity, including staff recommendations, presentations and reports.  

CalPERS Beliefs (PDF)

Learn about our pension and investment beliefs and core values that guide us in providing responsible and efficient stewardship of the System.

CalPERS Commitment to Diversity & Inclusion Report (PDF)

This report focuses on how CalPERS meets our workforce, workplace, and marketplace diversity goals.

Comprehensive Annual Financial Reports

Find comprehensive financial statements and other year-end information on CalPERS programs and services for each fiscal year.

Fact Sheets

Read fact sheets developed by CalPERS to ensure better understanding of key issues.

Facts at a Glance

Read our latest monthly compilation of statistics about CalPERS.

Health Care

View reports and studies connected to CalPERS and health care.

Investments

Access CalPERS reports and studies related to our investments.

Legislative Summaries

These summaries provide information on important legislation impacting CalPERS programs and services.

Pensions & Retirement

Find reports and studies associated with pension law provisions and retirement security.

Towards Sustainable Investment

View reports on CalPERS efforts in Environmental, Social and Governance (ESG) investing and the framework that we use to integrate sustainability across the entire investment portfolio.

Dated: 07-16-2014