Asset Allocation
Maryland State Pension Fund Returns 3.14% in Fiscal 2023
Strong gains from public equity investments raise the portfolio’s asset value to $65.2 billion.
Tag: Public Equity
Asset Allocation
Ontario Teachers’ Pension Reports 1.9% Return for 1H 2023
The C$250 billion pension fund also netted a 4.8% return for the 12-month period that ended June 30.
Asset Allocation
Public Equities Drag Orange County Pension Investments 7.8% Lower in 2022
The portfolio’s market value dropped by more than $2 billion last year to $20.2 billion.
Asset Allocation
New York State Pension Fund Invests More Than $1.4B in June
Nearly half of the commitments were made to three private equity funds.
Asset Allocation
New York State Common Retirement Fund Invests More Than $3B in May
Notable among the pension giant’s outlays was a $1 billion investment in a fund managed by Khosla Ventures.
Risk
IPOs: Off to a Poor Start as 2023 Kicks Off
A mere 15 offerings have been filed thus far, fewer than in previous years.
Asset Allocation
Illinois TRS Commits Nearly $6 Billion
Fund reported 26 commitments and two terminations between February and May.
Asset Allocation
CalPERS’ New Asset Allocation Kicks In July 1
The $442 billion pension fund is shifting money out of public equity and into private equity and other alts.
Asset Allocation
Ohio Teachers’ Pension Increases Alts and Fixed Income Targets, Decreases Public Equities
The pension was also able to implement a cost-of-living adjustment thanks to high returns this past year.
Newsmakers
Private Equity Drove CalPERS’ Strong Q4 2021 Returns
The pension fund reported 1.2% returns over its benchmark for calendar year 2021.
Newsmakers
New York Common Returns 4.74% in Q3
This quarter’s returns were significantly better than the last one’s.
Newsmakers
Notre Dame, USC Endowments Return 53.2%, 43.2% for 2021
Robust returns raise the asset values for Notre Dame and USC’s endowments to $20.3 billion and $8 billion, respectively.
Asset Allocation
Wellcome Trust Saw 34.5% Returns for Fiscal Year 2020-2021. Here Was Its Strategy.
This is the British health care charity’s best-performing year in two decades.
Corporate Moves
Penn SERS CIO Seth Kelly Resigns
He leaves the pension fund after less than a year on the job; Deputy CIO James Nolan will take over as acting CIO.
Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.