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  CalPERS Asset Allocation Ratio
and Target Annual Return
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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.
CalPERS Asset Allocation
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

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.
  • Q: What is a proper fee to pay a hedge fund? 
  • A :  "Well, it is not two and twenty.


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Note 1: Chart courtesy of CALPERS
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