Asset Allocation

Please select the policy subject area you are interested in from the choices below.

Asset Allocation Strategy (PDF, 180 KB)

Policy related to the Board's approved Asset Allocation Strategy.

California Employers' Retiree Benefit Trust (CERBT) Fund (PDF, 217 KB)

Policy related to the policy portfolios of the California Employer’ Retiree Benefit Trust (CERBT). Formerly part of the Affiliate Funds Policy.

Legislators' Retirement System (LRS) Fund (PDF, 184 KB)

Policy related to retirement benefits provided to members for the Legislature elected prior to November 7, 1990, elected Constitutional Officers, the Insurance Commissioner, and Legislative Statutory Officers. Formerly part of the Affiliate Funds Policy.

Long-Term Care (LTC) Fund (PDF, 156 KB)

Policy related to the Long-Term Care Fund established to administer and finance the Long-Term Care Program. Formerly part of the Affiliate Funds Policy.

Judges' Retirement System II (JRS II) Fund (PDF, 184 KB)

Policy related to the retirement system for Supreme and Appellate Court Justices, Superior Court Judges, and Municipal Court Judges appointed or elected on or after November 9, 1994. Formerly part of the Affiliate Funds Policy.

SIP CalPERS Risk-Based & Target Retirement Date Funds (PDF, 142 KB)

Policy related to the Board's approved asset allocation strategy for the Supplemental Income Plans Risk-Based and Target Retirement Date Funds.

Terminated Agency Pool Policy (PDF, 41 KB)

Policy related to the CalPERS Terminated Agency Pool.

Dated: 02-19-2013