Quarterly Statements
Regular updates on fund performance and financial position
Investment Reporting
ASGERF publishes quarterly investment statements to keep members informed about fund performance, asset allocation changes, and important investment updates. These reports provide transparency into how your retirement assets are being managed.
Recent Quarterly Statements
Q4 2023
December 31, 2023
Fourth quarter performance review, annual summary, and year-end portfolio positioning.
Q3 2023
September 30, 2023
Third quarter results, market commentary, and portfolio rebalancing activities.
Q2 2023
June 30, 2023
Second quarter performance, mid-year outlook, and strategic allocation updates.
Q1 2023
March 31, 2023
First quarter results, market recovery analysis, and portfolio positioning.
Q4 2022
December 31, 2022
Year-end review, market challenges response, and 2023 outlook.
Q3 2022
September 30, 2022
Third quarter performance, volatility management, and defensive positioning.
What's Included in Our Statements
Investment Performance
- Quarterly and year-to-date returns
- Benchmark comparisons
- Asset class performance breakdown
- Long-term historical performance
Portfolio Information
- Current asset allocation
- Top holdings and manager allocations
- Geographic and sector diversification
- Risk metrics and analysis
Market Commentary
- Economic and market environment review
- Investment committee insights
- Strategic positioning rationale
- Forward-looking outlook
Fund Administration
- Total fund assets and cash flows
- Benefit payments and contributions
- Membership statistics
- Important notices and updates
Stay Updated
Contact us to be notified when new quarterly statements are published.
To receive notifications about new quarterly statements and important investment updates, please contact our member services team.