2008 amendments to the state’s Fiscal Code requires the Pennsylvania Treasury to submit to the Governor and legislative leaders by November 30 each year an Annual Investment Report for the most recently-ended fiscal year. As outlined in the law, these annual reports contain the status and performance of investments and transactions over the last fiscal year, information on targeted and actual asset allocations, standards and benchmarks of investment performance, investment return for each asset class, securities lending and litigation information, proxy voting information, and a list of external investment managers and brokerage fees.
