Resources & Research

Public Retirement System Governance Resources

 
 
 
  Uniform Management of Public Employee Retirement Systems Act
  Uniform Prudent Investor Act
  Model Practices for trust independence and board governance identified in UMPERSA and UPIA
  Recommended Practices for Retirement and Benefits Administration, Government Finance Officers Association
  Public Pension Systems – Statements of Key Investment Risks and Common Practices to Address Those Risks
  Public Pension SystemsOperational Risks of Defined Benefit and Related Plans and Controls to Mitigate Those Risks
  The Carver Governance Model
  The Three Grades of Pension Fund Governance Quality: Bad, Better, and Best, by Keith Ambachtsheer
  The Seven Habits of Highly Effective Pension Funds, from The Councilor, the member newsletter of the Council of Institutional Investors
  Fiduciary Obligations of Board Members, by MOSERS
  Foundation for Fiduciary Studies, featuring the publication, "Prudent Investment Practices"
  Best Practices in Pension Governance: A Cortex Perspective
  Principles and Best Practices for Hedge Fund Investors and Hedge Fund Managers, President's Working Group
  A Top Ten Checklist for Alternative Asset Investors, Ennis Knupp & Associates
  Decision Flow Chart for Long-Term Fiduciary and Financial Contingency Planning, Michael Nehf, STRS of Ohio
  Liability Coverage Held by Public Retirement Systems
  Pension Risk Management: The Importance of Oversight, by Dr. Susan M. Mangiero, CFA
  Selecting and Monitoring Pension Consultants: Tips for Fiduciaries, prepared by the U.S. Securities & Exchange Commission
  Investment Committees: Vanguard's View of Best Practices,
  The Role of Actuarial Audits in Performing Due Diligence, by Gabriel, Roeder, Smith & Co.
  Proposed Investment Protection Principles
  California Proposition 162
  Arizona State Retirement System Fiduciary Update, by Mercer Human Resources Consulting, April 2005
  Composition of Public Retirement Boards of Trustees
  Public Retirement System Gifts and Ethics Policies
  Public Retirement System Board Meeting Schedules
  Survey on Board Education and Travel Policies
  NCTR/NASRA Survey on Board Meeting Frequency
  Board Travel Policies and Compensation, December 2003
  Audit Committee and Board Education Survey, December 2003
 
Board Governance Policies
  Public Retirement System Gifts and Ethics Policies
  CalSTRS Approves Sweeping Changes to Board Governance Policy
  Colorado PERA Governance Manual
  Illinois Municipal Retirement Fund Board Ethics Policy
  Illinois Municipal Retirement Fund Board Travel Policy
  Maryland State Retirement and Pension Agency Board Governance Policies
  Maryland State Retirement and Pension Agency Board Charter
  Missouri SERS Board Governance Policy
  Missouri SERS Conflict of Interest Law
  Ohio PERS Board Governance Policy Manual
  Ohio STRS Board Policy
  Virginia Retirement System Board of Trustees Governance Policy
  Virginia Retirement System Board of Trustees Code of Ethics and Conduct
  State of Wisconsin Investment Board Investment Committee Charter