CalPERS shifts strategy away from stocks in $34-billion bet

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CalPERS shifts strategy away from stocks in $34-billion bet
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California Public Employees’ Retirement System is increasing its exposure to private equity and private credit, betting the riskier assets will fuel higher returns.

The largest U.S. pension fund is ramping up its exposure to private equity and private credit in a $34-billion bet that the riskier assets will fuel higher returns. The board of the California Public Employees’ Retirement System voted to boost the target allocation for private equity to 17% of its portfolio, up from 13%. It also approved increasing private credit to 8% from 5%.

Mullissa Willette, a CalPERS board member, had wanted the pension fund to delay the change in allocation targets until the next asset review cycle, when a new investment chief is expected to be in place. “I’m more comfortable waiting for a new CIO to come on board” who will likely reassess the asset allocations, she said during a committee meeting. “And then we’ll be doing this all again in 18 months.” Even as CalPERS is seeking to raise its exposure to private equity, it had a $6.

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