June 27, 2013 - Public Employees Retirement Association of New ...

More documents

Recommendations

Info

Portfolio Results & Characteristics 15
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF NEW MEXICO Total Returns for the Period Ending May 31, 2013 33.3 32.5 Percent Return 16.9 16.7 17.2 29.6 22.2 21.3 18.0 11.7 10.7 12.8 11.9 8.8 11.5 10.5 7.6 7.6 YTD 1 YR 3 YR 5 YR 7 YR Since Ince ption (04/01/05) New Mexico (Gross) New Mexico (Net) Russell 2500 Growth Index Market Value as of May 31, 2013: $209,854,015 Returns are Annualized greater than 1 YR 16
Page 1 and 2: 1. Pledge of Allegiance 2. Roll Cal
Page 3 and 4: PUBLIC EMPLOYEES RETIREMENT ASSOCIA
Page 5 and 6: PERA Executive Investment Summary M
Page 13 and 14: Overview of Investment Process TSCM
Page 15 and 16: Exhibits 5 and 6 are “skill chart
Page 17 and 18: Exhibit 7 Performancee Universe for
Page 19 and 20: Jeffrey D. Braemer, CFA 25 Years Ex
Page 21 and 22: TABLE OF CONTENTS I. TimesSquare Ca
Page 23 and 24: TIMESSQUARE CAPITAL MANAGEMENT, LLC
Page 25 and 26: GROWTH EQUITY STRATEGIES As of Marc
Page 27 and 28: TimesSquare Small/Mid Cap Growth St
Page 29 and 30: SMALL/MID CAP GROWTH INVESTMENT PHI
Page 31 and 32: SMALL/MID CAP GROWTH INVESTMENT PRO
Page 33: SMALL/MID CAP GROWTH INVESTMENT PRO
Page 37 and 38: RUSSELL 2500 GROWTH INDEX BREAKDOW
Page 43 and 44: Appendix 24
Page 45 and 46: Biographies 26
Page 47 and 48: U.S. EQUITY INVESTMENT PROFESSIONAL
Page 49 and 50: KEY BUSINESS PROFESSIONALS Mark J.
Page 51 and 52: Disclosures 32
Page 53 and 54: SMALL/MID CAP GROWTH DISCLOSURES Fi
Page 55 and 56: SMALL/MID CAP GROWTH DISCLOSURES Ca
Page 57 and 58: Overview of Investment Process RBC-
Page 59 and 60: Exhibits 5 and 6 are “skill chart
Page 61 and 62: Exhibit 7 Performance Universe for
Page 63 and 64: Kenneth A. Tyszko, CPA, CFA Managin
Page 65 and 66: Firm Overview
Page 67 and 68: Breadth of Investment Capabilities
Page 69 and 70: Investment Team Investment experien
Page 71 and 72: Top Ten Holdings Small Cap Growth E
Page 73 and 74: Sector Weightings Public Employees
Page 75 and 76: Portfolio Holdings Small Cap Growth
Page 77 and 78: Returns Since Inception Small Cap G
Page 79 and 80: Risk-Adjusted Performance Ranking S
Page 81 and 82: Risk Characteristics vs. Small Cap
Page 83 and 84: Russell 2000 Growth Index Sector Pe
Page 85 and 86:
Attribution Analysis: 1 Year throug
Page 87 and 88:
Attribution Analysis: Year Ended 12
Page 89 and 90:
Portfolio Professionals Kenneth A.
Page 91 and 92:
Appendix
Page 93 and 94:
Performance Presentation & Disclosu
Page 95 and 96:
Disclosures This document (the “P
Page 97 and 98:
RIO System Changes Required as a Re
Page 99 and 100:
Internal Planning • Change Reques
Page 101 and 102:
Weekly Progress Reports
Page 103 and 104:
Testing Progress • COLA - Testing
Page 105:
Implementation Milestones • COLA
show all

June 27, 2013 - Public Employees Retirement Association of New ...

Create successful ePaper yourself

Delete template?

Save as template?