Global Equity Brokerage

Thank you for your interest in the CalPERS equity brokerage questionnaire. The fiscal year 2021-2022 (version 23) questionnaire is now closed. We’re currently undergoing a thorough review of our broker evaluation and questionnaire process, delaying this year’s release. We expect the next update cycle to reopen in the fall of 2022. If you’re interested in being notified of future updates and haven’t previously registered, visit the brokerage questionnaire registration page. Once on the log in screen, click Not a Member? The new registration form will display.

The questionnaire's purpose is to collect information from CalPERS' current equity brokers and other firms interested in having a trading relationship with the CalPERS Global Equity internal trading unit. The questionnaire, which is periodically revised, helps us evaluate brokers' capabilities, including:

• Individual market presence
• Operational ability to receive, process, and settle trades in a robust and efficient manner
• Specialized trading capabilities
• Value-added ways that brokers can help CalPERS manage the Global Equity investment portfolio

For reference, you can view the 2021-2022 fiscal year’s Questionnaire (PDF) and the How to Guide (PDF) for help navigating the questionnaire.

If you have questions, email us at CalPERS_Brokerage_Questionnaire@calpers.ca.gov.