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Retirement board hears Wilshire report showing strong long‑term returns; funded ratio near 95%

San Francisco Retirement Board · March 12, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Wilshire Advisors told the San Francisco Retirement Board the total fund stood “at just over $36,000,000,000,” with a 10‑year annualized return of about 8.3% and a funded ratio near 95%; commissioners pressed presenters on concentration risks, benchmarking and private‑market selection effects.

Tom Toth of Wilshire Advisors opened the retirement board’s performance briefing by saying, “The portfolio at just over $36,000,000,000,” and highlighted a 10‑year annualized return of 8.3% and a funded ratio of roughly 95%. Wilshire said the fund outperformed policy in the fourth quarter and outpaced an interim transition benchmark in the quarter by roughly 50–74 basis points.

The presentation split total performance into…

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