Skip to main content
Pension Payment CalendarCheck Mailed October 29Direct Deposit October 29

Investment Policies

Investment Policy Statement

The Investment Policy Statement (IPS) has been adopted by the Board of Trustees to establish the strategic objectives and policies of the System. In fulfilling its fiduciary responsibility for managing the investment process responsibility, the Board establishes, maintains and requires compliance with the IPS. Key elements of the IPS include:

  • Investment Goals
  • Investment Beliefs
  • Roles and Responsibilities
  • Fiduciary Conduct
  • Asset Allocation
  • Risk Management
  • Reporting, Evaluation and Review
View the COAERS Investment Policy Statement


Investment Implementation Policy

The Investment Implementation Policy (IIP) aims to support the ability of the Board and Investment Staff to carry out their responsibilities with respect to selection, contracting, monitoring, and retention of Managers. Key elements of the IIP include:

  • Strategy and Philosophy
  • Fiduciary Conduct
  • Manager Responsibilities
  • Manager Selection and Contracting
  • Portfolio Guidelines
  • Permissible Investments
  • Reporting, Evaluation and Review
  • Retention
  • Transition Management
  • Proxy Voting
View the COAERS Investment Implementation Policy