Public Pensions

topic on 1 show · 3 statements across 3 episodes

Capital Allocators

3 statements about Public Pensions, every show

CAPITAL ALLOCATORS Assertion Not checkable as stated
Dawn: Over-allocated public pensions are driving relative value secondary sales
“More relative value transactions are being executed these days, particularly with, I would say, public pensions who are over allocated to private equity compared to their benchmarks.”
Nigel Dawn Apr 8, 2024 ▶ 16:08 Nigel Dawn - Secondaries in Private Markets (EP.378)
Public pensions have zero chance of hitting return targets without private markets
“They have a six or seven percent actuarial assumption that they've got to meet, and there's zero chance that their public equity or fixed income buckets are going to meet that need, so they're having to do more privates.”
Christopher Zook Dec 13, 2021 ▶ 24:04 Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
Acito: Public pension disclosures reveal how allocators shift asset allocations
“One thing I did, I have found very helpful recently is spending a bit more time looking at what some of the public pensions put on their websites because of, let alone Freedom of Information Act, but more, a lot of them are just, here's what we post. I think i…”
Chris Acito Dec 11, 2017 ▶ 1:00:30 Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)

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