The investment report is prepared quarterly by the PERS Investment Department. The report provides PERS' current asset allocation, lists our top 10 holdings, gives an overview of agency investment returns, and lists the current investment managers.
Actuarial Valuation Reports
The actuarial valuation reports are prepared annually by PERS' consulting actuary. Use the following drop-box menus to select an actuarial valuation report to view as a PDF in a new browser tab.
Experience Investigation Studies
The experience investigation assesses the reasonability of the PERS economic assumptions and demographic actuarial assumptions for each retirement system administered by PERS. Note: This report is conducted every two years. The last report was published in 2017 for the four-year period ending June 30, 2016.
The annual projection study develops a forecast of the System's funding progress over time and reviews funding goals and benchmarks outlined in the funding policies for PERS, SLRP, and MHSPRS.
Mississippi law requires that budget requests presented to the Mississippi Legislative Budget Office
by state agencies, special-fund agencies, and general-
fund agencies be published annually on each agency's website. Below are PERS current budget requests.
Administrative Budget Request
The purpose of the funding policy is to state the overall funding goals and objectives for PERS and to document both the metrics that will be used to measure progress toward achieving those goals and the methods and assumptions employed to develop the metrics.