Comparison of internally managed assets across top pension funds in us,

Page 1

Comparison of Internally managed assets across top Pension funds in US, UK, Canada and Australia

Disclaimer This document is the proprietary and exclusive property of Sutherland Global Services except as otherwise indicated. No part of this document, in whole or in part, may be reproduced, stored, transmitted, or used for design purposes without the prior written permission of Sutherland Global Services. The information contained in this document is subject to change without notice. The information in this document is for information purposes only. Sutherland Global Services® disclaims all warranties, express or limited, including, but not limited, to the implied warranties of merchantability and fitness for a particular purpose, except as provided for in a separate software license agreement. All confidential or proprietary information contained in Sutherland’s response shall at all times be and remain the sole and exclusive property of Sutherland Global Services, Inc.

©©2014 GlobalServices Services Inc., rights reserved. Privileged and confidential information of Sutherland Global 2010Sutherland Sutherland Global Inc., All All rights reserved. Privileged and confidential information of Sutherland Global Services Inc. Services Inc.

www.sutherlandglobal.com


Comparison of Internally managed assets Globally Country

Top Global Pension Funds

AUM in $MM (ending 2012)

Internally Managed (in $Millions)

Internally Managed As a % of total AUM

US

California Public Employees' Retirement System (CaLPERS)

$242,362

$191,026

79%

US

California State Teachers Retirement System (CALSTRS)

$150,600

$50,425

33%

US

New York State Common Retirement Fund (NYSCRF)

$150,659

$70,680

47%

US

New York City Employee Retirement Systems (NYCERS)

$46,389

$11,645

25%

US

State Board of Administration of Florida

$122,746

$53,431

44%

Canada

Public Sector Pension Investment Board (PSP)

$64,525

$47,749

74%

Canada

Ontario Municipal Employees

$61,467

$54,275

88%

Canada

Healthcare of Ontario pension plan

$47,414

$47,414

100%

Canada

New Brunswick

$9,401

$7,991

85%

Canada

Canadian Broadcasting Corp Pension Plan

$4,967

$2,348

47%

Australia

UniSuper

$30,500

$11,590

38%

Australia

GESB

$12,996

$868

7%

UK

Universities Superannuation Scheme

$54,594

$51,451

94%

UK

Royalmail

$49,472

$379

1%

UK

British Steel Pension Scheme

$19,188

$16,012

83%

Š 2014 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.

www.sutherlandglobal.com February 28, 2014

2


In-sourcing data for Top Pension Funds Globally Select U.S Funds – Insourcing in past 2 yrs (In $ bn) 16.000 14.000 12.000 10.000 8.000 6.000 4.000 2.000 0.000

8.000

13.88 9.69

6.000 5.000

5.13

3.81

6.75

7.000

4.000

3.000 California Public California State New York State New York City Employees' Teachers' Common Employee Retirement Retirement Retirement Retirement System System Fund Systems

Select Canadian Funds – Insourcing in past 2 yrs (In $ bn) 18.000 16.000 14.000 12.000 10.000 8.000 6.000 4.000 2.000 0.000

Select Australian Funds – Insourcing in past 2 yrs (In $ bn)

16.74

2.000

0.87

1.000 0.000 UniSuper

GESB

Select UK Funds – Insourcing in past 2 yrs (In $ bn) 12.000

10.92

10.000

11.70

8.000

8.08

6.000

Public Sector Ontario Municipal Healthcare of Pension Employees Ontario pension Investment Board plan (PSP)

0.36

4.000

New Brunswick

2.000

1.73

0.000 Universities Superannuation Scheme

© 2014 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.

British Steel Pension Scheme

www.sutherlandglobal.com February 28, 2014

3


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.