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FUNDRAISING NEWS | August 09, 2022
Tags: Pension Funds
The $20 billion Teachers’ Retirement System of Oklahoma discussed a restructuring of their domestic small cap equity portfolio, according to meeting materials from the July 27 Board meeting.
The System’s consultant, Aon recommended retaining Geneva Small Cap Growth and Frontier Small Cap Value at a 5% weight for each.
Aon is also recommending terminating Neumeier Poma Small Cap Value, Shapiro Enhanced Value, and Wasatch Small Cap Growth.
In addition, the SciBeta portfolio will be rebalanced to 25% of the total U.S. Equity portfolio and the remaining allocation to be invested in the NT Russell 3000 Index Fund.
As of March 31, 2022, the portfolio has a 63% / 37% Active/Passive mix. The recommended restructuring would reduce the number of strategies in the portfolio from 10 to 4 strategies and have a 25% / 65% Active/Passive mix.
For more public pension insights and a comprehensive library of public plan minutes, we would love to offer you a free trial of Dakota Marketplace!
Written By: Koncheng Moua, Director of Data Management and Strategy
Koncheng Moua is the Director of Data Management and Strategy at Dakota.
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