Strategy Allocations View full breakdown
Private Equity At Target
Target
$53.2B
Actual
$52.1B
Real Estate Underweight
Target
$50.2B
Actual
$42.6B
Infrastructure Underweight
Target
$30.1B
Actual
$24.4B
Private Credit Overweight
Target
$15.1B
Actual
$18.3B
Investment Criteria
Typical Commitment
$250M - $800M
Varies by strategy • Max $1.5B per fund
Co-Investment Target
15-20%
Direct program launched Jun 2025
New GP Appetite
12-18 per year
Emerging manager program active
Geographic Focus
65% North America
25% Europe • 10% Asia-Pacific
ESG Requirements
Mandatory Integration
UN PRI signatory since 2006
Primary Consultant
Meketa Group
Also uses Wilshire, StepStone
Commitment Pacing View all commitments
$5.8B
2020
$7.4B
2021
$9.1B
2022
$6.5B
2023
$7.1B
2024
$8.2B
2025
$8.5B
2026E
Key Events View all news
Jan 2026
Committed $600M to Brookfield Infra VI COMMITMENT

Expanding infrastructure allocation. Focus on energy transition assets.

Dec 2025
Committed $450M to Blackstone RE Partners XI COMMITMENT

Opportunistic real estate. Continued US logistics and multifamily exposure.

Nov 2025
Board Approved 35% Alternatives Ceiling POLICY

Increased from 33%. Reflects strong alternatives returns and diversification strategy.

Sep 2025
Stephen Gilmore Appointed CIO PERSONNEL

Former NZ Super Fund CIO. Focus on total portfolio approach and cost efficiency.