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Monthly Investment Report

The PERSI INVESTMENT REPORT is a compilation of unaudited data collected from a variety of sources that is provided online for informational purposes only. PERSI does not warrant the accuracy of such data. All data, and analysis, if any, is intended for internal use only and should not be relied upon for any other purpose. Any opinions or analyses expressed are those of the author and do not necessarily express the views of PERSI or its board members.

Full Investment Report

Investment Manager Performance & Compliance Reports

Investment ManagerType
BLS CapitalGlobal Equity
Brandes Investment PartnersGlobal Equity
Clearwater AdvisorsU.S. Aggregate and Cash
D.B. Fitzpatrick & Co. MBSMBS
D.B. Fitzpatrick & Co. Idaho Commercial MortgagesMortgages
Donald Smith & Co., LLCDomestic Equity
Fiera CapitalGlobal Equity
Genesis Asset ManagersEmerging Markets Equity
Income Research + ManagementFixed Income
Longview PartnersGlobal Equity
Mondrian Investment PartnersInternational Equity
Mountain Pacific Investment AdvisersDomestic Equity
Peregrine Capital ManagementDomestic Equity
Sanford C. Bernstein & Co., LLCGlobal Value
Sanford C. Bernstein & Co., LLCEmerging Markets Value
Walter Scott & Partners LimitedGlobal Equity
Western Asset ManagementGlobal Fixed

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