and Target Annual Return
Return to KirkLindstrom.com home page and Charts page
| KirkLindstrom.com - Charts - 2011 - CalPERS Asset Allocation Ratio and Target Annual Return | ==> TA Bible <== | |
|
CalPERS Asset
Allocation Ratio and Target Annual Return |
|
Return to KirkLindstrom.com home page and Charts page |
||
|
|
|
October 11, 2011: Joseph
Dear,
CEO of CalPERS and Assistant Secretary of Labor
at OSHA under Bill Clinton, showed this table today on
CNBC. As of
April 2011, this is the
asset allocation for CALPERS
The California Public Employees' Retirement System (CalPERS) provides retirement and health benefit services to more than 1.6 million members and more than 3,000 employers. Their membership consists of active, inactive and retired members from the State, school districts and local public agencies.  Picture of CNBC graphic by Kirk
Lindstrom
using the cell phone camera in
a "MyTouch 4G" made by HTC.
Note CalPERS changed the categories from their table given in June 23, 2011
CalPERS Target Annual Return
On June 23, 2011, Joe Dear told CNBC the Target annual return for the CalPERS fund is 7.75%. Joe says they probably can not meet this using US equities and fixed income but he thinks they can do it if they invest globally.
|
|
||
| Note 1:
Chart courtesy of
CALPERS |
||
 |
|||
 |
Return to KirkLindstrom.com home page
|
Blog |
|