Research - JULY 17, 2014

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CalPERS’ real assets portfolio returns 13.4%, exceeding benchmark

by Reg Clodfelter

The California Public Employees’ Retirement System reported a 13.4 percent return on its real assets portfolio for the 12 months that ended June 30, 2014, beating its benchmark by 160 basis points. The retirement system’s entire portfolio, now valued at more than $300 billion, generated a preliminary 18.4 percent return for the same period.

The real assets portfolio generated higher returns than all but two of CalPERS’ asset classes, coming in behind public and private equity, which generated 24.8 percent and 20.0 percent returns, respectively.

The nation’s largest pension plan, CalPERS could invest up to $12 billion in real assets in the coming years to meet its recently raised allocations to real

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