This is a first for JJ and in some ways, Mississippi. I have been attending the bi-monthly meetings of the Investment Committee of the Mississippi Public Employees Retirement System. If you want to learn what's really going on with all of the funds and portfolios used by PERS, this is the place to be. I taped most of the meeting that day (I came in about 10 minutes late and missed the first part of the presentation, but all they are doing is reading off of the reports to a large degree) and have posted below reports provided to the Investment Committee at its last meeting on August 22. It's heady stuff and I'm still trying to figure it out. I have not had time to read through all of the reports but wanted to go ahead and post them as well as the videos for your um, entertainment. Enjoy. ;-)
Note: I apologize for the poor quality of the video. I have to lower the definition of the video so the files are small enough to upload to Youtube. I'll need to get a better mike as PERS instituted a policy after I taped the board meeting for the first time mandating all video cameras had to be placed at the very back of the room.
Presentation by Callan Associates:
Presentation by PIMCO
Table of contents (use page numbers on document itself, not pdf reader) for the next two documents:
1. Asset Management Overview
7. Asset Allocation and Performance
15. Manager Analysis Principal Protected
17. Money Market
19. Domestic Equity
54. Interntational Equity
76. Global Equity
84. Domestic Fixed-Income
98. Target Maturity
137. Definitions.
This document used in the PIMCO presentation:
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