Citigroup Global Markets, Inc.

Primary field of interest is health care, predominantly in SC and NC.

CoPERA's trust funds are invested under the direction of a board of trustees. Their investment strategy uses actuarially established asset allocation investment objectives with long-term goals and policies. Assets are diversified into domestic and international stocks, corporate, government, and international bonds, mortgages, real estate and alternative investments. The fund is long-term in nature and the selection of investments is regulated by statutory limitation, investment time horizon, the limits of acceptable risk and the objective of optimizing the total rate of return. The targeted strategic asset allocation is designed to provide an optimal diversification to reduce risk and maximize total rate of return relative to risk. Many of CoPERA's actively managed portfolios are managed by outside sub-advisors.

Working to address the unmet health care needs of Kentuckians, the Foundation's focus areas include promoting responsive health policy and investing in Kentucky's future. Our approach centers on developing and shaping health policy, to promote lasting change in the systems by which health care is provided, and environments in which health choices are made, to:Improve access to health careReduce risks and promote healthy lifestylesPromote health equity and reduce health disparities