Investment Reports

Overview

 

The Board of Retirement has exclusive control of all investments of the Plan, and is responsible for the establishment of investment objectives, strategies and policies. Members of the Board have a fiduciary responsibility to discharge their duties in accordance with the interests of Merced County Employees’ Retirement Association (MercedCERA) and the investment portfolio. MercedCERA assets are managed by external professional investment management firms. The MercedCERA Plan Administrator closely monitors the activity of these managers and assists the Board with Implementing investment policies and long-term investment strategies establishing the following:

  • Asset allocation policies
  • Investment management policies
  • Investment program goals
  • Performance objectives
  • Risk controls

2024

MercedCERA Investment Performance Report Period ending Jan 31 2024

MercedCERA Investment Performance Report Period ending Feb 29 2024

MercedCERA Investment Performance Report Period March 31 2024

MercedCERA Quarterly Investment Report For the Period Ending March 31 2024

MercedCERA Investment Performance Report Period ending April 30 2024

MercedCERA Quarterly Investment Report For the Period Ending June 30 2024

MercedCERA Alternative Investment Performance Report Period March 28 2024

MercedCERA Alternative Investment Performance Report June 27 2024

MercedCERA Alternative Investment Performance Report September 26 2024

 

 

2023

MercedCERA Investment Performance Report Period ending Jan 31 2023

MercedCERA Investment Performance Report Period ending Feb 28 2023

MercedCERA Investment Performance Report Period ending March 31 2023

MercedCERA Investment Performance Report Period ending April 30 2023

MercedCERA Investment Performance Report Period ending May 31 2023

MercedCERA Investment Performance Report Period ending June 30 2023

MercedCERA Investment Performance Report Period ending July 31 2023

MercedCERA Investment Performance Report Period ending August 31 2023

MercedCERA Investment Performance Report Period ending October 31 2023

MercedCERA Investment Performance Report Period ending Nov 30 2023

MercedCERA Investment Performance Report Period ending Dec 31 2023

MercedCERA Alternative Investment Performance Report Period ending March 23 2023

MercedCERA Alternative Investment Performance Report Period ending June 22 2023

MercedCERA Alternative Investment Performance Report Period ending Aug 24 2023

MercedCERA Alternative Investment Performance Report Period ending Dec 14 2023

2022

MercedCERA Investment Performance Reports For the Period Ending June 30, 2022
                                                                                                                                      

2021

MercedCERA Alternative Investment Performance Reports For the Period Ending December 31, 2021
MercedCERA Investment Performance Reports For the Period Ending December 31, 2021
MercedCERA Alternative Investment Performance Reports For the Period Ending September 30, 2021
MercedCERA Investment Performance Reports For the Period Ending September 30, 2021
MercedCERA Alternative Investment Performance Reports For the Period Ending June 30, 2021
MercedCERA Investment Performance Reports For the Period Ending June 30, 2021
MercedCERA Alternative Investment Performance Reports For the Period Ending March 31, 2021
MercedCERA Investment Performance Reports For the Period Ending March 31, 2021

2020

MercedCERA Alternative Investment Performance Reports For the Period Ending December 31, 2020
MercedCERA Investment Performance Reports For the Period Ending December 31, 2020
MercedCERA Alternative Investment Performance Reports For the Period Ending September 30, 2020
MercedCERA Investment Performance Reports For the Period Ending September 30, 2020
MercedCERA Alternative Investment Performance Reports For the Period Ending June 30, 2020
MercedCERA Investment Performance Reports For the Period Ending June 30, 2020
MercedCERA Alternative Investment Performance Reports For the Period Ending March 31, 2020
MercedCERA Investment Performance Reports For the Period Ending March 31, 2020

2019

MercedCERA Alternative Investment Performance Reports For the Period Ending December 31, 2019
MercedCERA Investment Performance Reports For the Period Ending December 31, 2019
MercedCERA Investment Performance Reports For the Period Ending September 30, 2019
MercedCERA Alternative Investment Performance Reports For the Period Ending September 30, 2019
MercedCERA Alternative Investment Performance Reports For the Period Ending June 30, 2019
MercedCERA General Investment Performance Reports For the Period Ending June 30, 2019
MercedCERA General Investment Performance Reports For the Period Ending March 31, 2019
MercedCERA Alternative Investment Performance Reports For the Period Ending March 31, 2019

2018

MercedCERA Alternative Investment Performance Reports For the Period Ending December 31, 2018
MercedCERA Investment Performance Reports For the Period Ending December 31, 2018
MercedCERA Alternative Investment Performance Reports For the Period Ending September 30, 2018
MercedCERA Investment Performance Reports For the Period Ending September 30, 2018
MercedCERA Alternative Investment Performance Reports For the Period Ending June 30, 2018
MercedCERA General Investment Performance Reports For the Period Ending June 30, 2018
MercedCERA Alternative Investment Performance Reports For the Period Ending March 31, 2018
MercedCERA General Investment Performance Reports For the Period Ending March 31, 2018
MercedCERA General Investment Performance Reports For the Period Ending February 28, 2018

2017

MercedCERA Alternative Investment Performance Reports For the Period Ending December 31, 2017
MercedCERA Investment Performance Reports For the Period Ending December 30, 2017
MercedCERA Alternative Investment Performance Reports For the Period Ending September 30, 2017
MercedCERA General Investment Performance Reports For the Period Ending September 30, 2017
MercedCERA Alternative Investment Performance Reports For the Period Ending June 30, 2017
MercedCERA Alternative Investment Performance Reports For the Period Ending June 30, 2017
MercedCERA Alternative Investment Performance Reports For the Period Ending March 31, 2017

2016

MercedCERA Investment Performance Reports For the Period Ending December 31, 2016
MercedCERA Investment Performance Reports For the Period Ending September 30, 2016
MercedCERA Investment Performance Reports For the Period Ending June 30, 2016
MercedCERA Investment Performance Reports For the Period Ending March 31, 2016

2015

MercedCERA Investment Performance Reports For the Period Ending December 31, 2015
MercedCERA Investment Performance Reports For the Period Ending September30, 2015
MercedCERA Investment Performance Reports For the Period Ending June 30, 2015
MercedCERA Investment Performance Reports For the Period Ending March 31, 2015

2014

MercedCERA Investment Performance Reports For the Period Ending December 31, 2014
MercedCERA Investment Performance Reports For the Period Ending September 30, 2014
MercedCERA Investment Performance Reports For the Period Ending June 30, 2014
MercedCERA Investment Performance Reports For the Period Ending March 31, 2014

2013

MercedCERA Investment Performance Reports For the Period Ending December 31, 2013
MercedCERA Investment Performance Reports For the Period Ending September 30, 2013
MercedCERA Investment Performance Reports For the Period Ending June 30, 2013
MercedCERA Investment Performance Reports For the Period Ending March 31, 2013

2012 

MercedCERA Investment Performance Reports For the Period Ending December 31, 2012
MercedCERA Investment Performance Reports For the Period Ending September 30, 2012