A public PRB/SB 322 snapshot for Summer Forum preparation. The visible data below comes from PRB public sources only. Paid dashboard fields are intentionally blurred and locked.
This page is an event companion profile built from public regulatory data for Summer Forum planning and source review.
No financial advice. Nothing here is investment, actuarial, legal, fiduciary, procurement, provider-selection, or financial advice. Verify current source documents before formal decisions.
Returns are net-of-fees as reported to the Texas Pension Review Board in the SB 322 Investment Data Report.
| Asset class | Allocation | Class expense |
|---|---|---|
| Real Assets | 6.99% | 0.12% |
| Fixed Income | 18.21% | 0.07% |
| Equities | 69.12% | 0.18% |
| Alternative Investments | 5.25% | 0.05% |
Displayed percentages are the reported SB 322 allocation rows. The bar normalizes visible categories when rounding or blank rows make totals differ from 100%.
| Service category | % of assets |
|---|---|
| Investment consultant | 0.07% |
| Custodial | 0.03% |
| Legal | 0.02% |
| Research | 0.00% |
| Other | 0.00% |
| Total services | 0.11% |
The PRB services line is an expense category, not a firm-name field. Provider names stay locked unless a source-backed public record exists in the off-site Simpli-FI Signal Desk workspace.