The most recent ERS investment returns for each asset class over the past quarter, one-year, three-year, five-year time periods and since inception can be read here.

Detailed quarterly investment performance reports can be accessed here. These reports are prepared by ERS’ investment consultant, Mercer Investment Consulting, and include information on current economic and market conditions, the Fund’s asset allocation, investment asset class returns and manager performance.   

ERS annually participates in a survey of the largest American public pension funds.  These surveys are conducted by R.V. Kuhns, and they can be viewed here.   

Each year, ERS has an actuarial valuation of the fund conducted.  The Actuary Reports can be found here.  

Click here for ERS' Investment Policy.  The Statement of Investment Policy reflects the investment policy, objectives and constraints of the City of Milwaukee Employes’ Retirement System and provides the Annuity and Pension Board with the parameters to invest the assets of the Fund.