State Universities Retirement System - Illinois

State Universities Retirement System - Illinois

State Universities Retirement System - Illinois

Overview
Date Founded

1941

Headquarters

1901 Fox Drive,Champaign, IL 61820-7333

Type of Company

Private

Industries

Pension Funds & Sovereign Wealth
Investment Services & Portfolio Management

Company Description

SURS is invested across asset classes including US and non-US equities, fixed-income, real estate and alternative assets. Their largest holdings include General Electric Co, Microsoft, Pfizer, Inc. and Exxon Mobile Corp.

Contact Data
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In The News
Executives & Employees

Executive Director

Chief Investment Officer

Chief Operating Officer

Director of Operations

Director-Member Services

Principal

Treasurer

Consultant, Ennis Knupp & Associates

Consultant

Board of Directors

Board Member at State Universities Retirement System - Illinois

Member, Board of Trustees at State Universities Retirement System - Illinois

Former President at Nationwide Insurance Company

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State Universities Retirement System - Illinois
Advisors & Consultants
Investment Advisor

BFM utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. BFM's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing.

Investment Advisor

AQR specializes in quantitative investment analysis and utilizes a systematic research-driven approach to managing alternative and traditional strategies. The firm’s models may consider a wide breadth of factors – from traditional valuation measures, momentum indicators, and price signals, to textual analysis of financial reporting and terms of trade information. They perform their research internally. AQR begins the process of building a model to test the strategy’s viability once an investment approach is identified. The model building process generally consists of two steps: (1) designing an investing strategy to implement the given approach; and (2) producing testable implications. The firm performs ongoing research to monitor and maintain the effectiveness of its models over time. In developing quantitative forecasting computer models, they use external data.

Investment Advisor

P&R’s strategies include domestic fixed income; global fixed income; and domestic equity. Their investment process is based on team approach and the investment policy committee relies upon two groups in formulating investment policy. The first group is the investment strategy group which is comprised of several strategy teams that are responsible for developing portfolio structures that reflect both the macro directives of the investment policy committee and the securities that are available in the market. The second group portfolio management group which focuses on client-related issues in helping the investment policy committee and the particular investment strategy group or groups develop portfolio structure. The final step of the investment process is review and control, wherein portfolios are routinely checked for adherence to guidelines, consistency of structure and return attribution.

Former Senior Consultant at Gabriel, Roeder, Smith & Co.

Former Senior Vice President at Northern Trust Investments, Inc.(Investment Management)

Former Senior Vice President & Actuary at The Segal Co.

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