Financial Benchmarking of Top 10 Pension Funds in US
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AUM growth for the past 5 years Total AUM (in $Millions) California Public Employees' Retirement System (CaLPERS) YOY Growth
California State Teachers Retirement System (CALSTRS) YOY Growth New York State Common Retirement Fund (NYSCRF) YOY Growth New York City Employee Retirement Systems (NYCERS) YOY Growth Florida State Board of Administration YOY Growth Teacher Retirement System of Texas (TRS) YOY Growth New York State Teachers' Retirement System (NYSTRS) YOY Growth Wisconsin Investment Board (SWIB) YOY Growth North Carolina Department of State Treasure (NCTREAS) YOY Growth
Ohio Public Employees (OPERS) YOY Growth
Y08
Y09
Y10
Y11
Y12
$239,891
$189,433
$209,676
$247,219
$242,362
-5%
-21%
11%
18%
-2%
$161,459
$118,875
$129,961
$155,513
$150,611
-6%
-26%
9%
20%
-3%
$153,878
$108,961
$132,500
$147,237
$150,659
-0.5%
-29%
22%
11%
2%
$45,259
$34,818
$38,875
$46,696
$46,389
-9%
-23%
12%
20%
-1%
$126,937
$99,579
$109,344
$128,533
$122,746
-7%
-22%
10%
18%
-5%
$104,474
$88,284
$95,243
$107,070
$111,066
-7%
-15%
8%
12%
4%
$94,148
$71,010
$75,458
$88,149
$86,020
-
-25%
6%
17%
-2%
$87,005
$69,551
$75,127
$86,154
$82,570
-7%
-20%
8%
15%
-4%
$72,305
$60,200
$65,300
$74,900
$74,467
-5%
-17%
8%
15%
-1%
$58,719
$68,562
$76,316
$73,997
$80,399
-29%
17%
11%
-3%
9%
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Internally Managed Assets for the past 5 years Internally Managed Assets (in $Millions)
Y08
Y09
Y10
Y11
Y12
$201,110
$160,874
$177,151
$215,174
$191,026
California State Teachers Retirement System (CALSTRS)
-
-
-
$46,620
$50,425
New York State Common Retirement Fund (NYSCRF)
-
-
$70,680
$78,541
$80,366
New York City Employee Retirement Systems (NYCERS)
-
$4,620
$6,520
$15,124
$11,645
Florida State Board of Administration
-
-
-
$54,000
$53,431
Teacher Retirement System of Texas (TRS)
-
-
$56,800
$44,000
$43,000
$61,622
$46,743
$49,087
$55,272
$50,688
-
-
$37,817
$43,368
$41,564
$27,100
$23,200
$24,100
$26,100
$26,800
-
-
-
$35,291
$38,344
Y08
Y09
Y10
Y11
Y12
83.8%
84.9%
84.5%
87.0%
78.8%
California State Teachers Retirement System (CALSTRS)
-
-
-
30.0%
33.5%
New York State Common Retirement Fund (NYSCRF)
-
-
53.3%
53.3%
53.3%
New York City Employee Retirement Systems (NYCERS)
-
13.3%
16.8%
32.4%
25.1%
Florida State Board of Administration
-
-
-
43.5%
43.5%
Teacher Retirement System of Texas (TRS)
-
-
59.6%
41.1%
38.7%
65.5%
65.8%
65.1%
62.7%
58.9%
-
-
50.3%
50.3%
50.3%
37.5%
38.5%
36.9%
34.8%
36.0%
-
-
-
47.7%
47.7%
California Public Employees' Retirement System (CaLPERS)
New York State Teachers' Retirement System (NYSTRS) Wisconsin Investment Board (SWIB) North Carolina Department of State Treasure (NCTREAS) Ohio Public Employees (OPERS)
Internally Managed Assets (As % of Total AUM) California Public Employees' Retirement System (CaLPERS)
New York State Teachers' Retirement System (NYSTRS) Wisconsin Investment Board (SWIB) North Carolina Department of State Treasure (NCTREAS) Ohio Public Employees (OPERS)
Š 2014 Sutherland Global Services Inc., All rights reserved. Privileged and confidential information of Sutherland Global Services Inc.
www.sutherlandglobal.com February 28, 2014
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