Reports Blog

November 2025 Public Pension Brief

Written by Dakota | Dec 1, 2025 7:44:53 PM

Highlights from November:

  • CalPERS approved multiple billion-dollar mandates, including $2B each to CC&L Q International Equity, Columbia Threadneedle Global ex-US, and Lazard ACW ex-US Equity, along with over $5B in new commitments to private credit and private equity vehicles managed by Ares, Sixth Street, Blackstone, and Carlyle.

  • Florida SBA made major Q3 private credit allocations, including $400M to Ardian European Private Credit Strategies II and $400M to Bridgepoint Credit FSBA SMA. The system also allocated $500M each to multiple EMD strategies.

  • CalPERS unveiled a major strategic shift to adopt a Total Portfolio Approach, replacing its traditional asset allocation framework with a more holistic performance-driven model by July 2026.

  • SWIB (Wisconsin Investment Board) proposed FY2026 allocation changes, including a reduction in public equity and leverage exposure, and the elimination of long-duration Treasuries from its portfolio.

  • Indiana Public Retirement System placed seven investment managers on watch, including Baillie Gifford, Artisan, William Blair, and Oaktree.

  • Colorado PERA reappointed Aon as its general investment consultant following a competitive review.

  • Maryland SRPS announced the appointment of Dianne Sandoval as Chief Investment Officer, effective January 2026.

  • Texas Teachers (TRS) approved $725M in commitments across private equity and real estate strategies.

  • CPP Investments (Canada) committed over $2B across infrastructure, real estate, and PE in Q2, with allocations to Great Hill Partners, KKR Global Infrastructure, and Blue Owl Real Estate Fund VII.

  • France’s FRR selected Mercer, AXA Investment Managers, and Amundi to manage equity overlay and passive mandates.