Investment Program & Global Governance

Select from among these options to learn more about CalPERS recent investment and global governance activities.

Asset Liability Management

View a timeline of actions we’re taking to strengthen the Pension Fund’s integrity. Also find staff recommendations, presentations and reports.

West Coast Infrastructure Exchange Final Report (PDF, 721 MB)

This report outlines the efforts of the West Coast Infrastructure Exchange - a partnership between California, Oregon, Washington and British Columbia - to find new models to develop and finance needed public infrastructure improvements.

CalPERS Infrastructure Investment Outreach Review (PDF, 1.22 MB)

This report includes a summary of findings from the four Infrastructure Roundtables and a discussion on investment staff’s efforts to develop potential investment opportunities.

Emerging Manager Five-Year Plan (PDF, 130 KB)

The Emerging Manager Five-Year Plan examines what we have learned over 20 years of investing with emerging managers, supplemented by data and insight from key stakeholders.

Emerging and Diverse Manager Data Report (PDF, 158 KB)

This report provides the performance and diversity deliverables for the first Portfolio Management work stream in the Emerging Manager Plan.

Towards Sustainable Investment

This report chronicles the Pension Fund’s efforts in Environmental, Social and Governance (ESG) investing and outlines the framework that CalPERS uses to integrate sustainability across the entire investment portfolio.

CalPERS for California Report (PDF, 1.27 MB)

This report focuses on the broad ancillary benefits from the $19 billion that CalPERS has invested in the State. These ancillary benefits include jobs, business expansion, and infrastructure.

CalFOR Handbook: Access to Capital (PDF, 3 MB)

The California Financial Opportunities Roundtable (CalFOR) released its new guidebook, Access to Capital, a resource for those seeking capital in which to invest.

An Investor's Framework for the Future (PDF, 244 KB)

This list of financial market reform priorities outlines six initiatives that the SEC should complete to bolster investor confidence in the public markets.

Our Commitment to Diversity - Workforce, Workplace, and Marketplace (PDF, 1.19 MB)

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

Diverse Director DataSource (3D)

Learn about the new “3D” resource for shareowners, companies and other organizations seeking skilled individuals who can bring a fresh perspective to a board room, advance a company's business strategy and help investors achieve long-term, risk-adjusted returns.

CalPERS Quarterly Performance Report (PDF, 1.58 MB)

Review our Fund's investment performance for the period ended June 30, 2012.

Facts at a Glance (PDF, 250 KB)

You can use this monthly update to get current asset allocation, historical fund levels, rates of return, and CalPERS total investments in California.

Global Governance Website

Get an overview of the CalPERS focus list strategy and learn how good corporate governance and shareholder activism add value.

Dated: 05-13-2013