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Begin content

Monthly CIO Report

The CIO’s monthly report to the Board summarizes the pension and OPEB trusts’ performance and returns, as well as updates on the portfolio, key initiatives, operations, and managers/consultants.

CIO Reports

CIO Monthly Report: March 2025

CIO Monthly Report: February 2025

CIO Monthly Report: January 2025

CIO Monthly Report: December 2024

CIO Monthly Report: November 2024

CIO Monthly Report: October 2024

CIO Monthly Report: September 2024

CIO Monthly Report: August 2024

CIO Monthly Report: July 2024

CIO Monthly Report: June 2024

CIO Monthly Report: May 2024

CIO Monthly Report: April 2024

CIO Monthly Report: March 2024

CIO Monthly Report: February 2024

CIO Monthly Report: January 2024

Quarterly Reporting Package

The quarterly reporting package to the Board provides an in-depth review of the most recent quarter's results for LACERA's defined benefit plan and OPEB Master Trust. Each respective report provides detailed analytics related to investment performance and risk measurement across all asset categories. Also included are LACERA's manager scorecards, emerging manager program results, and public market fees data.

OPEB Performance Reports

OPEB Performance Report: Q4 2024

OPEB Performance Report: Q3 2024

OPEB Performance Report: Q2 2024

OPEB Performance Report: Q1 2024

OPEB Performance Report: Q4 2023

OPEB Performance Report: Q3 2023

OPEB Performance Report: Q2 2023

OPEB Performance Report: Q1 2023

Total Fund Performance Reports

Total Fund Performance Report: Q4 2024

Total Fund Performance Report: Q3 2024

Total Fund Performance Report: Q2 2024

Total Fund Performance Report: Q1 2024

Total Fund Performance Report: Q4 2023

Total Fund Performance Report: Q3 2023

Total Fund Performance Report: Q2 2023

Total Fund Performance Report: Q1 2023

Functional Category Reports

The Functional Category Reports provide category specific updates consisting of introductory overviews and current initiatives.

Credit Investments

Credit Investment Guidelines Update

BOI Credit Structure Review

Growth Investments

Growth Investment Guidelines Update

2022 Growth Structure Review and Investment Guidelines

Real Assets and Inflation Hedges

2025 Real Estate Structure Review and Invesment Guidelines

2024 Real Assets Structure Review and Invesment Guidelines

Risk Reduction and Mitigation Investments

Risk Reduction and Mitigation Investment Guidelines Update

BOI Risk Reduction and Mitigation Structure Review

Additional Reports and Communications

Additional Reports and Communications encompasses a variety of supplementary reports that provide further insights and updates beyond standard reports. To access position-level data grouped by LACERA’s liquid and illiquid assets, visit the Investment Holdings page.

Additional Documents

2025 Strategic Framework and Initiatives

Annual Update and Review of LACERA T.I.D.E

OPEB Manager Scorecard: Q4 2024

Total Fund Manager Scorecard: Q4 2024

OPEB Manager Scorecard: Q3 2024

Total Fund Manager Scorecard: Q3 2024

OPEB Manager Scorecard: Q2 2024

Total Fund Manager Scorecard: Q2 2024

OPEB Manager Scorecard: Q1 2024

Total Fund Manager Scorecard: Q1 2024

2024 Strategic Initiatives and Work Plan

Manager Scorecard: Q4 2023

Total Fund Investment Cost Report - FY 2023

Manager Scorecard: Q3 2023

Manager Scorecard: Q2 2023

Manager Scorecard: Q1 2023

Los Angeles County Employees Retirement Association

Appointment Reservations
LACERA Logo
Los Angeles County Employees Retirement Association

Member Service Center

M – F, 7 a.m. – 5 p.m. PT

Available by appointment only;
no walk-ins accepted.

Holiday Schedule

300 N. Lake Ave.
Pasadena, CA 91101

Contact Us

Member Services Call Center

M – F, 7 a.m. – 5:30 p.m. PT

800-786-6464

Retiree Healthcare

800-786-6464

Business

M – F, 8 a.m. – 5 p.m. PT

PO Box 7060
Pasadena, CA 91109-7060

Phone 626-564-6000

Fax 626-564-6155

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