Get Full Government Meeting Transcripts, Videos, & Alerts Forever!

Investment officer reports modest July gains; portfolio near $495 million

August 22, 2025 | Retirement System, Agencies, Organizations , Executive, Virgin Islands


This article was created by AI summarizing key points discussed. AI makes mistakes, so for full details and context, please refer to the video of the full meeting. Please report any errors so we can fix them. Report an error »

Investment officer reports modest July gains; portfolio near $495 million
The Government Employees Retirement System’s investment officer reported monthly performance results and portfolio metrics as of July 31, 2025.
According to the presentation, the total plan was up about 0.5% for the month. Total domestic equity rose roughly 2.2% (with the Russell 1000 contributing about 2.2% and the Russell 2000 about 1.7%), while total international equity was down approximately 0.6%. Developed-market equity returned about -1.4% for the month, while emerging-market equity returned about 1.7%.
On the fixed-income side, investment-grade bonds were down roughly 0.3%, Treasury Inflation-Protected Securities (TIPS) were up about 0.1% and high-yield bonds returned about 0.5%. Cash yield was reported near 0.3%. Total alternatives were down about 0.9% for the month.
The portfolio’s market value at month-end was reported at approximately $495,000,000. The investment officer said the plan began the month near $492,000,000, had net cash flows of about $606,500 and recorded unrealized appreciation of roughly $2,900,000 for the month.
Investment-related fees reported for the month were about $92,000 (approximately $63,000 to the investment consultant and $29,000 to investment managers). Fiscal year-to-date fees were reported at about $425,000, including consultant and manager fees and custodian bank fees. The officer said the overall expense ratio paid to managers remained low at roughly 0.03% (3 basis points).
After the presentation, the board moved to accept the investment officer’s report by motion; the roll-call vote recorded present trustees voting to accept the report.

Don't Miss a Word: See the Full Meeting!

Go beyond summaries. Unlock every video, transcript, and key insight with a Founder Membership.

Get instant access to full meeting videos
Search and clip any phrase from complete transcripts
Receive AI-powered summaries & custom alerts
Enjoy lifetime, unrestricted access to government data
Access Full Meeting

30-day money-back guarantee