CalPERS profile: Commitments, investment preferences, mandates, board members and more
December 03, 2015
All information for CalPERS' profile has been sourced from the PitchBook Platform. You can request a free trial here to get full access to the information below, including commitments by region and fund types, investment preferences, mandates, direct investments and more.
California Public Employees' Retirement System (CalPERS) is public pension fund based in Sacramento, California. The fund was established by state law in 1932 to provide retirement benefits for state employees. The fund manages retirement and health benefits of public employees, retirees and their families, and more than 3,000 employers. The pension fund is managed and administrated by the Board members.
Review CalPERS commitments by fund type and by region below. Click the image to request full access to the underyling data behind CalPERS commitments.
See a sample of the full list of CalPERS' 1,116 commitments pulled from the PitchBook Platform.
CalPERS Investment Preferences and Policy
CalPERS investment portfolio is valued at roughly $300 billion, with investments in short-term investments, domestic equity, international equity, domestic debt, international debt, inflation assets, real assets and private equity.
View CalPERS' investment preferences and policy below, including targets across equities, private equity real estate and more.
CalPERS' five-year plan to reduce the number of general partners within its private equity portfolio includes a program that will allocate up to $2 billion to growing fund managers. The retirement system plans to invest $36.5 billion in private equity until 2020. The retirement system is restructuring and rebalancing its private equity program, including upping its focus on customized investment accounts and co-investments.
CalPERS Direct Investments
View CalPERS' most recent direct investments, and request trial acccess below to see the full list.