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 as of September 30, 2017
Investment Results as of December 31, 2017
From Left: Justin Ellsesser, Erin Stieferman, Brian Collett, Megan Loehner, Jason Paulsmeyer, Ashley Schmitz
Brian Collett, CFA, CAIA
Chief Investment Officer
Megan Loehner, CFA, CPA, CAIA
Director of Investments
Justin Ellsesser, CFA, CAIA