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September 09, 2021

The Largest Public Pension Allocations to Equities by Consultant in 2021

Understanding where public pension funds are making their investments can be a huge piece of an investment salesperson’s day. However, we know how time consuming this undertaking can be, especially given the number of pension funds across the country. 

At Dakota, we’ve been fundraising since 2006, and have raised over $40B for our partners in that time. We’ve made it part of our DNA to stay on top of public pension fund investments, and we want to help make these updates as accessible to our peers as possible. 

In this article, we’re going to break down the largest public pension allocations to Equities by General Consultants in 2021. By the end of this list, you’ll have a great starting point to better understand which consultants are making the largest allocations.

1. Cambridge Associates: $1,260,000,000

Investment strategies: 

  • Jennison Global: $500,000,000
  • WCM Global: $500,000,000
  • Hyperion Asset Management: $200,000,000
  • Jackson Square Small Cap Opportunities Fund: $60,000,000

2. Meketa Investment Group: $1,038,369,669

Investment strategies: 

  • PGIM Fixed Income: $1,000,000,000
  • Prudential Emerging Markets Debt Blend: $38,369,669

3. NEPC: $268,900,662

Investment strategies: 

  • Bernzott Small Cap Value: $140,000,000
  • Granahan Investment Management Small Cap Growth: $80,000,000
  • Blackrock Emerging Markets Debt: $30,000,000
  • Axiom International EM Growth: $18,900,662

4. RVK: $250,000,000

Investment strategies: 

  • New Century Advisors: $250,000,000

5. Asset Consulting Group: $51,695,000

Investment strategies: 

  • Income Research & Management: $30,737,000
  • Income Research & Management: $20,958,000

6. Marquette Associates: $50,000,000

Investment strategies: 

  • Neuberger Berman U.S. Equity PutWrite Strategy: $50,000,000

7. PFM: $49,007,967

Investment strategies: 

  • iShares Core S&P Small-Cap ETF: $16,578,500
  • iShares Core S&P Small-Cap ETF: $7,942,917
  • Artisan International Small-Mid: $4,403,840
  • Artisan International Small-Mid: $3,797,717
  • iShares Core S&P Small-Cap ETF: $2,682,783
  • Principal RE Securities Inst Fund: $2,482,095
  • Artisan International Small-Mid: $2,000,000
  • Virtus KAR International Small-Cap: $1,801,530
  • iShares Core S&P Small-Cap ETF: $1,772,186
  • Cohen & Steers US REIT: $1,573,143
  • Artisan International Small-Mid: $1,195,823
  • Virtus KAR International Small-Cap: $1,088,733
  • Mackay Shields High Yield: $954,262
  • Artisan International Small-Mid: $734,438

8. AndCo Consulting: $31,063,615

Investment strategies: 

  • Fidelity 500 Index: $17,110,415
  • Fidelity Extended Mkt Index: $13,953,200

9. Princeton Investment Consulting: $7,653,877

Investment strategies: 

  • Vanguard Growth Index Fund: $7,653,877

10. Callan Associates: $4,752,263

Investment strategies: 

  • iShares Core S&P Small-Cap ETF: $1,537,870
  • Cohen & Steers US REIT: $1,255,587
  • Principal RE Securities Inst Fund: $1,251,124
  • Artisan International Small-Mid: $707,682

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Written By: Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.

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