Retirement System - Defined Contribution Funds / The Regents / OVERVIEW ASSET ALLOCATION / Defined Contribution Plan Funds / Endowed Funds / The Regents FISCAL / LOOKING FORWARD Equity Fund / University-Managed Defined Contribution Funds / The Regents Another / Richards & Tierney Inc. / Charitable Asset Management / OPERATIONS Supporting / State Street Corporation / National Laboratory UC Merced Los Alamos National Laboratory / Insurance Company Contract Fund / Citigroup / Fidelity Investments Tax-Exempt Services Company / Risk Management Group / /
Country
Japan / United States / China / /
Currency
USD / /
Event
Funding / Debt Financing / Person Communication and Meetings / /
Facility
Lawrence Berkeley National Laboratory Lawrence Livermore National Laboratory UC Merced Los Alamos National Laboratory / Jules Stein Eye Institute / University of California Retirement System / Campus Foundations / Investments University of California October / The Treasurer’s Annual Report University of California Treasurer / University of California / THE UNIVERSITY OF CALIFORNIA The University of California / University of California Retirement Plan / /
IndustryTerm
real estate investment trusts / venture capital / real estate investments / individual portfolio management tools / contribution plan recordkeeping services / experienced real estate investment firms / law schools / analytical tools / publicly-traded real estate securities / given real estate / information systems / high healthcare costs / active and passive management / sustainable infrastructure / energy / real estate allocation / real estate / real estate investment program / federal law / investment accounting entries / cash services / banking / investment accounting / Potential new products / investment management / oil prices / overall real estate exposure / /
MarketIndex
Russell 3000 / Citigroup Large Pension Fund / Russell 3000 Tobacco / Lehman Aggregate Bond / /
Organization
Multi-Asset Fund / UCLA / Santa Barbara UC / Savings Fund / University of California / Jules Stein Eye Institute / Bond Fund / University’s office of Human Resources and Benefits / Investments and Investment Advisory Committee / UC Berkeley / San Francisco UC / UCOP Endowment / Balanced Growth Fund / Committee on Investments / Treasurer’s Office / TIPS Fund / Office’s mission / US Federal Reserve / University of California Retirement Plan / Portfolio Management Committee / University’s Department of Human Resources and Benefits / University of California Retirement System / Money Market Fund / U.S. Treasury / /
Person
Jules Stein / Benjamin Graham / Lawrence Berkeley / /
Position
Private Equity consultant / Custodian / Global Advisors / Boston and San Francisco / portfolio manager / Treasurer 6 Investment / David H. Russ Treasurer / Consultant / General / Director / Assistant Director / and Supervisor / Manager selection / Vice President for Investments / Investment Program Consultant / Treasurer / STIP portfolio manager / real estate consultant / /
MISSION STATEMENT The Office of the Treasurer of The Regents manages the University of California’s retirement, endowment and cash assets under the policies, guidelines, and performance benchmarks established by The R