Geraldine Jimenez

Geraldine Jimenez, senior investment director, public markets, California Teachers’ Retirement System (CalSTRS). Geraldine Jimenez oversees the management of internal and external portfolios within the CalSTRS’ public markets including public equity, fixed income and the risk mitigating strategies. In this role, she is part of the senior leadership team making significant decisions on the management of the total fund asset allocation, both tactical and strategic, and advises the deputy chief investment officer and chief investment officer on investment strategy and decisions. In her prior role as the director of investment strategy and risk, she was responsible for implementing and monitoring CalSTRS’ overall investment portfolio strategy and risk. Jimenez led the CalSTRS asset / liability team modelling and recommending to the CalSTRS board the strategic asset allocation, chaired the risk allocation committee, setting shorter term portfolio positioning, and was part of the CalSTRS leadership team reporting to deputy chief investment Officer. She was also responsible for incubating new strategies in the innovative strategies portfolio. Prior to this position, Jimenez was the portfolio manager leading CalSTRS investment engagement unit. In this capacity, she responded to stakeholder priorities and worked with the Teachers’ Retirement Board, senior investment team and executive staff to research investment information on external issues such as legislation, stakeholder concerns or environmental, social and governance issues. Before joining CalSTRS in 2015, Jimenez spent over 25 years at the California Public Employees’ Retirement System with substantial time working in the global equity markets and managing the affiliate funds. She holds a Bachelor of Science in Business Administration, with a minor in economics from California State University, Sacramento. She is actively involved with the CFA Institute as a Chartered Financial Analyst, as a member of the Standard of Practice Council, and as the past President of the CFA Society of Sacramento. She is a board member for a California non-profit organization providing services to at-risk kids and families.