Burlington Employees' Retirement System
AUM $200M1 contacts
Burlington Employees' Retirement System is a public pension fund with a portfolio worth over $196.19 million as of September 30, 2022. Holdings cover private equity, real estate, real assets, natural resources, publicly traded equities, fixed-income securities, cash and other alternative asset classes. Returns for the quarter, 1 year, 3 years, 5 years, 7 years and 10 years were -5.8%, -17.5%, 2.6%, 3.7% and 5.0%, against benchmark returns of -5.5%, -16.9%, 3.4%, 4.4%, and 7.0% respectively. The private equity portfolio stood at over $835.677 as of September 30, 2022, less than 1% of the total portfolio. That is down from $926,255 on June 30, 2022. It sits below the 0.5% target allocation. Private equity exposure spans buyouts, fund of funds, secondaries, diversified private equity, private equity growth expansion, and venture capital strategies. The real asset portfolio was valued at $12.63 million as of September 30, 2022. The retirement board members govern the fund's investments, and Mr. Robert Hooper chairs the board. Fiducient Advisors act as the LP Consultant.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| RJ Family Office | Multi family office | Singapore | Real estate | $3.7T | 1 |
| Norges Bank Investment Management | Sovereign Wealth Fund | Oslo, Norway | Core | $1.8T | 1 |
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| National Pension Service | Public Pension Fund | Jeonju-si, South Korea | Core · Co-investment | $800B | 1 |
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