Vermont State Employees' Retirement System
AUM $2.5BFounded 19441 contacts
Vermont State Employees' Retirement System had a portfolio worth $2.5 billion as of December 31, 2021, invested in equities, hedge funds, fixed income, private equity, real estate, real assets, natural resources, infrastructure, cash and other alternative asset classes. Portfolio returns for the quarter, 1 year, 3 years, 5 years and 10 years were 4.21%, 14.03%, 14.72%, 10.71% and 8.46%, against policy index returns of 3.47%, 13.37%, 14.26%, 10.28% and 8.15%, respectively. The private equity portfolio was valued at $297.78 million on December 31, 2021, or 11.9% of the total, up from $263.5 million on September 30, 2021. It sits below the 20% target allocation. Private equity exposure covers buyouts, private debt, co-investment, fund of funds, diversified private equity, private equity growth expansion and venture capital strategies, across the United States, Europe, the Americas, Asia and the Middle East. The board of trustees governs the plan, with Mr. Roger Dumas as Chairman of the Board of Trustees. RVK is 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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