Request #18-86

1) June SIC Book for FY2001-2004


2) Investment Policy Statement from 2000 to 2018


3) Data on asset allocation rebalancing range/policy from 2001 to 2017




August 3, 2018 via web


Employees Retirement System of RI





Point of Contact

Kara DiPaola

Request Published Public
September 19, 2018, 7:01pm
Request Closed   Hide Public

Please see the attached documentation responsive to your request.  Further information that may be responsive to your request can be found at the following links: and . 

If you contend you have been denied access to public records, pursuant to R.I.G.L. § 38-2-8, you may appeal this decision to Amy L. Crane, General Counsel, 50 Service Avenue, 2nd Floor, Warwick, RI 02886.  You may also file a complaint with the Department of the Attorney General, 150 South Main Street, Providence, RI  02903 or the Rhode Island Superior Court of the county where the records are maintained.

Additional information regarding the Access to Public Records Act may be found at  Thank you for your interest in keeping government open and accountable to the public.

August 20, 2018, 4:02pm
Document(s) Released   Details Public
2001-6 SIC Book.pdf
2001-7 SIC Book.pdf
2002-6 SIC Book.pdf
2003-6 SIC Book.pdf
529 Final IPS 2015.pdf
Asset Allocation Policy (2).pdf
2003-7 SIC Book.pdf
2004-6 SIC Book.pdf
2004-7 SIC Book.pdf
Brown Brothers Harriman & Co. IPS.pdf
Asset Allocation Policy.pdf
Bank of Ireland IPS.pdf
BBH Guidelines 2_27_2015.pdf
CollegeBoundfund IPS.pdf
Columbia Management Company IPS.pdf
Defined Benefit IPS 2012.pdf
Defined Benefit IPS 2014.pdf
Defined Benefit IPS 2018.pdf
Delaware International Advisers Limited.pdf
ERSRI Alternative Investments Policies and Procedures.pdf
ERSRI Real Estate Investment Policy.pdf
Final Clean Restated 529 IPS May 2016.pdf
Fleet Investment Advisors IPS.pdf
Goldman Sachs Asset Management IPS.pdf
J.P. Morgan Investment Management IPS.pdf
MacKay Shields Investment Policy 10_1_12.pdf
MacKay Shields LLC IPS.pdf
NorthPointe Capital IPS.pdf
Opportunistic Portfolio Investment Policy Statement.pdf
Overall Policy.pdf
Pacific Investment Management Company IPS.pdf
PIMCO Guidelines (Ex C) 05-01-15.pdf
Putnam Institutional Management IPS.pdf
Pyramis Global Advisors Trust IPS.pdf
Pyramis IPS.pdf
Shenkman Capital Management IPS.pdf
Short Term Investment Policies.pdf
SIC Statement of Investment Policy for Economically Targeted Investment Program.pdf
State Street Global Advisors IPS (2).pdf
State Street Global Advisors IPS.pdf
Taplin, Canida & Habacht IPS.pdf
The Boston Company Asset Management IPS.pdf
TIAA DC Plan 2012 IPS (2).pdf
WAMCO Guidelines 4_1_2013.pdf
Wasatch Advisors IPS.pdf
Wellington Management IPS.pdf
August 20, 2018, 4:01pm
Department Assignment Public
Employees Retirement System of RI
August 3, 2018, 2:59pm
Request Opened Public
Request received via web
August 3, 2018, 2:59pm