Strategic & Business Plans


A trusted leader respected by our members and stakeholders for our integrity, innovation, and service.


Provide responsible and efficient stewardship of the System to deliver promised retirement and health benefits, while promoting wellness and retirement security for members and beneficiaries.

2012-17 Strategic Plan (PDF)

Read CalPERS Strategic Plan, the blueprint that defines our direction over the long term.

2012-17 Strategic Plan - 2014 Annual Report (PDF)

Read about the progress we're making toward achieving our three strategic goals that address pension and health benefit sustainability, organizational strength, and policy engagement.

2014-16 Business Plan (PDF)

The Business Plan describes the initiatives we will implement to reach our strategic goals and objectives.

2014 Workforce Strategic Plan (PDF)

Read the CalPERS Workforce Strategic Plan which describes the short and long-term initiatives we will implement to address our workforce needs.

2014-17 Information Technology Services Branch (ITSB) Strategic Plan (PDF, 8.17 MB)

Technology is integral to how we conduct our business. The ITSB Strategic Plan is a companion document to the 2012-17 Strategic Plan.

Core Values & Guiding Principles

Learn about the business values and principles that guide us in our daily work.


Additional Resources

2013-15 Business Plan (PDF)
2012-17 Strategic Plan - 2013 Annual Report (PDF)
2012-17 Strategic Plan Stakeholder Engagement Report (PDF)

Dated: 04-02-2015