CalPERS and CalSTRS Investment Returns

Categories: California Developments
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CalPERS and CalSTRS reported their fiscal year investment return reports this past week. Both pension funds reported returns far below their assumed rate of 7.5%. CalSTRS reported earnings of 1.8% while CalPERS reported a 1% investment return.


CalPERS earnings fall way short

By Dale Kasler
The Sacramento Bee

Tuesday, Jul. 17, 2012

California’s big public pension funds are continuing to swim in choppy investment waters, leaving the state and local governments gasping for air. CalPERS reported a 1 percent annual profit on its investments Monday, following CalSTRS in delivering disappointing results for the latest fiscal year.

Read more here…


CalSTRS earns just 1.8 percent in latest fiscal year

By Dale Kasler
The Sacramento Bee

Saturday, Jul. 14, 2012

CalSTRS earned a mere 1.8 percent profit on its investments in the just-ended fiscal year, prompting the pension fund to renew its request for financial help from the Legislature. The return was well below CalSTRS’ official forecast. It also was a fraction of the 23 percent CalSTRS earned the year before.

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