During Fiscal Years 2016 Through 2018, Major SBA Fund Returns Exceeded Market-Based Investment Benchmarks Over the Long Term
Report 19-04, March 2019
- For this biennial, Florida Retirement System Pension Plan fund investment returns exceeded the board's overall investment objective for all but one period during a 30-year span.
- The Pension Plan fund's multi-year performances were similar to returns for some other states with large pension funds. As of June 30, 2017, Florida's pension plan fund had a 10-year return of 5.5%, while nine comparable state pension funds had 10-year returns ranging from 4.4% to 5.8%.
Over the Long-term, Major SBA Fund Returns Exceeded Market-Based Investment Benchmarks; FRS Pension Fund Multi-Year Performance Similar to Other States.
Report 16-06 November 2016
FRS Pension Plan Investment Returns Are Similar to Other Public Pension Funds; SBA Continues to Increase Alternative Investments
Report 15-05 March 2015
FRS Pension Plan Investment Returns Are Similar to Those of Other States; SBA Is Increasing Alternative Investments
Report 13-05 February 2013
Compared to Other States, the Pension Plan Is Better Funded, Incurs Lower Investment Fees, and Has Fewer Trustees; Investment Returns Are Average
Report 11-10 February 2011
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