Updated
Updated · Pensions & Investments · Jul 6
CalPERS Completes Overhaul of $625.7 Billion Fund, Adopting Total Portfolio Approach
Updated
Updated · Pensions & Investments · Jul 6

CalPERS Completes Overhaul of $625.7 Billion Fund, Adopting Total Portfolio Approach

2 articles · Updated · Pensions & Investments · Jul 6

Summary

  • $625.7 billion CalPERS has finished a multiyear overhaul that shifts management of its pension assets to a total portfolio approach.
  • The change replaces a more siloed asset-class framework with an investment model that evaluates the whole fund together, marking a historic restructuring of how the system allocates risk and capital.
  • The report traces key milestones on CalPERS' road to the new model and highlights the move as one of the most significant changes in the fund's management structure.
  • The overhaul lands as public pension funds weigh return assumptions and portfolio resilience, putting CalPERS at the center of a broader debate over how large retirement systems should invest.

Insights

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