Reports Blog

January 2025 Public Pension Brief

Written by John Washington, Data Research Analyst | Feb 3, 2025 12:30:00 PM

Highlights from January:

  • Michigan State Investment Board committed over $800M across private credit, private equity, infrastructure, and hedge funds, including $225M to Blackstone Capital Opportunities Fund V and $150M to TPG Rise Climate II

  • Los Angeles County Employees’ Retirement Association made large allocations, including $500M to Siguler Guff & Company (Distressed Credit) and $775M to Centerbridge Partners

  • New York State Common Retirement Fund approved $2B for a new co-investment fund alongside additional commitments to private equity and credit strategies

  • Teacher Retirement System of Texas allocated $1.5B to real estate, buyouts, and energy-focused funds, with commitments to Blue Owl Real Estate ($400M) and Northampton Capital Partners ($150M)

  • Venture capital activity remains strong with multiple funds, including Top Tier Venture Velocity Fund 5, Jungle Ventures V, and several early-stage commitments in New Mexico, Iowa, and Texas

  • Private credit commitments grew across multiple systems, such as Arbour Lane ($175M), Pathlight Capital Evergreen ($100M), and Oaktree customized credit mandates ($390M)

  • Strategic asset allocation shifts were approved by Austin City Employees’ Retirement and Ohio PERS, increasing private equity, private credit, and real assets, while trimming public equities

  • Leadership updates and consultant searches were active, with new CIO appointments at PSP Investments and Andra AP-fonden (AP2), and multiple RFPs issued for equity, fixed income, and private markets mandates