Investment Performance Reports


The NSHE Retirement Plan Advisory Committee (RPAC) has adopted a formal Investment Policy Statment [link] to guide and document the decisions that must be made to maintain the NSHE Retirement Program and to ensure that the fiduciaries overseeing the Retirement Plan operate in the best interests of participants.

As part of the ongoing monitoring process, the RPAC conducts detailed, periodic reviews of the investment funds available in the Retirement Program. To help in the review process, NSHE has retained Hewitt EnnisKnupp as an independent adviser on matters related to investments and management of the retirement Program. Hewitt EnnisKnupp, which acts as a co-fiduciary, works in concert with our administrative service providers to publish quarterly reports on the performance and fees of the investment funds offered in the Retirement Program. It is a good idea to periodically review your investment strategy and ensure your account is invested in a way that will help you meet your retirement goals.

Hewitt EnnisKnupp also provides notices regarding investment funds that fail to meet key monitoring criteria. The RPAC regularly posts these reports (below) to share this information with our participants. You may also wish to review these reports to gain a better understanding of whether one or more of the other investment options available in the Retirement Program may be right for you.

Please keep in mind that this notification should not be taken as investment advice. Neither NSHE nor Hewitt EnnisKnupp is able to provide individual investment advice. Representatives from each of the three administrative service providers [link] are available to provide you with general guidance and education about the Retirement Program and the available investment options. You may also wish to speak with an independent financial advisor.

           Consultant Reviews and Reports [links]

                       3rd Quarter 2012 Performance Report

                        2nd Quarter 2012 Performance Report

                                    InBrief CREF Stock Account

                                    InBrief Growth Account

InBrief CREF Bond Market

                                    InBrief CREF Global Equities Account

                                    InBrief Fidelity Value Strategies Fund

                                    InBrief Fidelity Value Fund

                                    InBrief Fidelity Blue Chip Value Fund

InBrief Fidelity Stock Selector All Cap Fund

InBrief Fidelity Stock Selector Small Cap Fund

InBrief Fidelity Overseas Fund

InBrief Fidelity Magellan Fund


                        1st Quarter 2012 Performance Report

                        4th Quarter 2011 Performance Report