Geraldine Jimenez serves as the Director of Investment Strategy and Risk and is responsible for implementing and monitoring CalSTRS overall investment portfolio’s strategy and risk profile. Her focus is on the strategic portfolio positioning to meet the long-term liabilities and serves on the CalSTRS Asset / Liability team reviewing and setting the strategic asset allocation. For shorter-term tactical portfolio positioning, Geraldine chairs the Risk Allocation Committee andis part of the CalSTRS leadership team reporting to Deputy Chief Investment Officer Scott Chan.
Prior to this position, Ms. 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 or environmental, social and governance issues.
Before joining CalSTRS in 2015, Ms. 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.