A proven success story of prudent, diversified and long-term investing.
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.
LAGERS asset classes as of June 30, 2016.
|Equities||45.3%||an investment in which an investor has a residual claim or interest in the assets of a company,after all liabilities are paid. Its value is driven by the companies’ ability to utilize capital in order to create a unique product and or service that can be sold in the marketplace at a profit.|
|Fixed Income||27.0%||an investment in which its value is primarily based on a regular stream of cash flows over an agreed upon period of time.|
|20.0%||An investment which its value is primarily based on the ownership or utilization of a tangible asset or cash flows derived from an agreed upon measure of tangible assets.|
|Strategic||7.7%||An investment in which its value is primarily based on its ability to create value beyond traditional asset classes, capitalizing on market dislocations, market timing, and/or unique situations.|
This is the kaleidoscopic of the LAGERS asset class portfolio as of June 30, 2016. LAGERS Investment Team is always looking for ways to further diversify the LAGERS portfolio.
Asset Class Diversification
Click graph to see details
Investment results as of March 31, 2017. Assumed rate of return = 7.25%.
Investment Risk & Operations Manager
Megan Loehner, CFA, CPA, CAIA
Director of Investments
Brian Collett, CFA, CAIA
Chief Investment Officer
Investment Operations Specialist
Phone: 1-800-447-4334 Local: 573-636-9455 Fax: 573-636-9671 Email: email@example.com
701 West Main St. PO Box 1665 Jefferson City, MO 65102
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