Chicago Transit Authority Retiree Health Care Trust
AUM $1.1BFounded 20081 contacts
Chicago Transit Authority Retiree Health Care Trust is a public pension fund with an investment portfolio above $1.05 billion as of March 31, 2024, invested in domestic and international equity, fixed income, private equity, real estate, infrastructure, hedge fund and cash. Returns for the 1-year, 2 year, 3 years, 4 years and 5 years were 12.4%, 3.2%, 4%, 10.2% and 7.1%, against benchmark returns of 12.4%, 3.1%, 4%, 9.7% and 7.3%, respectively. On March 31, 2024, the private equity portfolio was valued at $28.72 million, or 2.7% of the total portfolio, underweight against the 5% target allocation. Private equity investments include buyouts, direct lending, diversified private equity, private equity growth expansion and venture capital fund strategies. On March 31, 2024, the infrastructure portfolio was valued at $58.62 million. The board of trustees governs the fund's investments, with Mr. Christopher Kasmer as Trustee. Marquette Associates acts as 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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