CalPERS

Asset Allocation

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

Asset Allocation Strategy (PDF)

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

California Employers' Retiree Benefit Trust (CERBT) Fund (PDF)

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

Judges' Retirement Fund (PDF)

Policy related to the retirement system for State Supreme and Appellate Court Justices, and Senior Court Judges and Municipal Court Judges who were appointed or elected before November 9, 1994.

Judges' Retirement System II (JRS II) Fund (PDF)

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.

Legislators' Retirement System (LRS) Fund (PDF)

Policy related to retirement benefits provided to members of 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)

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.

Public Employees' Health Care Fund Policy (PDF)

Policy related to the CalPERS Health Care Fund.

SIP CalPERS Target Retirement Date & POFF Funds (PDF)

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

Terminated Agency Pool Policy (PDF)

Policy related to the CalPERS Terminated Agency Pool.

Glossary of CalPERS Investment Policy Terms

You'll find a listing of many terms and phrases you'll encounter while reviewing the CalPERS investment policies.

Dated: 01-27-2014