The system’s investment consultant, Segal Marco, provides a detailed report on the financial condition of the system on a quarterly basis. In addition, the Retirement System prepares a comprehensive annual report. The complete quarterly reports, as well as the portions of the annual report related to the system’s financial condition, are posted below. The reports from the last year may be downloaded here. Older reports may be requested by contacting the system’s public records officer, but please be aware that there may be a fee for retrieving older reports.
Valuation
Historically, the Cambridge Retirement System conducted an actuarial valuation every two years. Starting in 2024, the system performed a full actuarial valuation and then requested a supplemental report in 2025 which reviewed the impact of investment gains/losses on the funding schedule. The most recent report was run as of January 1, 2026 and approved by the Board at the August 2026 meeting. The most recent full report and supplement report are linked below. Please contact the retirement office if you wish to review older reports.