Title
Segal Marco Advisors Quarterly Investment Performance Report for March 2026
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FileID
File ID: 2026-00931
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Location
Location: Citywide
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Recommendation
Recommendation: Pass a Motion accepting the Segal Marco Advisors Quarterly Investment Performance Report dated March 31, 2026.
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Contact
Contacts: Jeffrey Nipp, Senior Vice President, (770) 446-0237, jnipp@segalmarco.com; David Roll, CFA, Senior Consultant, (206) 550-1074, droll@segalmarco.com; Segal Marco Advisors
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Presenter
Presenters: Jeffrey Nipp, Senior Vice President, (770) 446-0237, jnipp@segalmarco.com; David Roll, CFA, Senior Consultant, (206) 550-1074, droll@segalmarco.com; Segal Marco Advisors
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Attachments
Attachments:
1-Description/Analysis
2-Segal Marco Advisors Quarterly Investment Performance Report dated March 31, 2026
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Description/Analysis
IssueDetail
Issue Detail: Routine quarterly investment performance report provided to the board.
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PolicyConsiderations
Policy Considerations: None.
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EconomicImpacts
Economic Impacts: None.
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EnvironmentalConsiderations
Environmental Considerations: Not applicable.
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Sustainability
Sustainability: Not applicable.
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Commission/Committee Action
Commission/Committee Action: Not applicable.
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RationaleforRecommendation
Rationale for Recommendation: Per SCERS investment policy, the Board shall retain the services of a consultant to determine appropriate performance benchmarks and to report on the investment performance of the System’s funds against such benchmarks on a quarterly basis.
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FinancialConsiderations
Financial Considerations: None.
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LocalBusinessEnterprise
Local Business Enterprise (LBE): Not applicable.
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