Investments

 

A proven success story of prudent, diversified and long-term investing.

 

 

LAGERS’ Investment Team provides a comprehensive investment management service in efforts to provide benefits to LAGERS members. Activities undertaken by the Investment Team include setting investment strategies; appointing and dismissing investment managers; monitoring investment allocation, liquidity, and performance; and ensuring safekeeping of assets.

Our goal is to achieve the assumed rate of return of 7.25% over the long-term, consistent with an acceptable degree of risk in relation to the nature and duration of the underlying benefits.  To achieve this goal the Investment Team sets an investment strategy which is devised after analyzing the long-term view of the market and consulting with LAGERS’ Board of Trustees.

 

 

Investment Returns

Diversification

An update on the system's portfolio from LAGERS' Chief Investment Officer.

Investment Return

Investment Results

Posting a positive one-year investment gain will always be beneficial to the LAGERS system. However, the system is a long-term investor and the investment team is constantly focused on achieving positive long-term returns. Here are the investment results as of June 30, 2015.

Diversification

General Diversification

Equities

48.8%

Fixed Income

26.6%

Real Assets/Return

17.9%

Strategic

7.7%

Above is the diversification of the LAGERS portfolio classes as of June 30, 2015.

True Asset Class Diversification

Click graph to see details

Above is the true diversification of the LAGERS portfolio into all available asset classes as of June 30, 2015. LAGERS Investment Team is always looking for ways to further diversify the LAGERS portfolio.

Missouri Local Government Employees Retirement System

Phone:   1-800-447-4334      Local:  573-636-9455        Fax:  573-636-9671     Email: info@molagers.org

 

701 West Main St.     PO Box 1665     Jefferson City, MO 65102