Retirement insights from a Colorado PERA perspective

Legislation & Governance

Investment Returns Beat Benchmark in Difficult Year

Investment Returns

PERA investments in 2015 beat their policy benchmark and earned a positive return in a challenging year, according to the Comprehensive Annual Financial Report released by the PERA Board of Trustees.

The total PERA fund returned 1.5 percent for the year ending December 31, 2015, outperforming the public fund median return for 2015 and the policy benchmark for one-, three-, and five-year time periods.

With long-term investment performance consistently performing close to the assumed rate of 7.5 percent over three-year, five-year and even 35-year averages, retiree benefits for PERA members and retirees are projected to be secure as a result of benefit structure changes that primarily resulted from reform legislation enacted in 2010.

“As a long-term investor, we understand there are ebbs and flows to the market and are built to withstand them,” said PERA Executive Director Gregory W. Smith.

Read the news release or view an infographic (click the images below) to learn more.

Investment ReturnsInvestment Returns

 

 

BenchmarkA tool used to measure performance. For example, an investor can use a stock index as a benchmark to measure his/her own investment performance compared to the market as a whole.

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