New York Appropriates $1.2 Billion in Direct and Indirect Investments

Institution continues strong focus on real estate and private equity, terminates global equity account.

The New York State Common Retirement Fund (NYSCRF) is continuing to fulfill its target allocations to real estate and private equity, committing an aggregate $1.2 billion in capital towards the asset classes, according to a recently issued report from the country’s third-largest public pension plan.

The largest commitment was $500 million granted to Vista Equity Partners Perennial, a private equity vehicle that targets mid- to large-capitalization enterprise software businesses in North America. The transaction is representative of an ongoing relationship between the two investors, with the NYSCRF having committed over $2 billion across seven funds, according to the pension’s comprehensive annual financial report.

The second-largest transaction was $400 million committed to Brookfield Strategic Real Estate Partners III, a diversified global opportunistic fund that seeks to acquire positions or control in real estate companies and distressed securities, and direct real estate acquisitions. The NYSCRF committed more than $250 million to the second edition of the fund’s series a few years ago.

The pension scheme continued its exposure towards the real estate asset class with $150 million committed to Niam Nordic VII, a fund that focuses on acquiring commercial real estate in specific Nordic countries, after having secured a commitment to Niam Nordic VI in previous years.

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It then acquired two New York-based housing property mortgages for an aggregate value of $2 million, building out its mortgage portfolio which includes more than 250 holdings based in New York, according to the pension’s 2018 annual report.

A $296 million relationship with the First Pacific Advisors Mid Cap account, a strategy focused on global public equities, was also terminated, according to the report. A spokesperson for the pension did not respond to questions regarding the transaction by press time.

Additionally, the pension committed $114 million to a co-investment strategy with CVC Capital Partners, which will target large-cap companies with potential for cash yield in Europe and North America.

The transactions from the report follow a similar trend by the pension’s previous report, whereby it committed $1.9 billion across its private equity and real estate strategies. In both reports, there was no activity across the $207.4 billion investor’s emerging manager, real assets, absolute return, and fixed income portfolio.  

The New York State Employees’ Retirement System, whom the NYSCRF conducts investments for, was 98.24% funded as of March 31, 2018.

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