LAGERS’ Investment Team provides comprehensive investment management in efforts to secure benefits for LAGERS members. Activities undertaken by the Investment Team include setting and implementing investment strategies, appointing and dismissing investment managers, monitoring investment allocation, liquidity, and performance; and ensuring safekeeping of assets.
The 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.
As a % of LAGERS Overall Portfolio
Investment Results as of July 31, 2017
Megan Loehner, CFA, CPA, CAIA
Director of Investments
Brian Collett, CFA, CAIA
Chief Investment Officer
Justin Ellsesser, CFA, CAIA
Investment Risk &
Investment Operations Specialist