San Diego County Employees' Retirement Association related stories
All articles and analysis
Side Letter: 2020 fundraising, Neuberger's Walker talks D&IA wave of mega-funds bolstered 2020's fundraising total. Plus: Neuberger chairman George Walker says labour rights, D&I will top US investors' ESG concerns this year and ILPA has launched a model NDA. Here's today's brief, for our valued subscribers only.
SDCERA extends contract with Aon HewittThe US public pension extends its consultant contract through June 2023.
Side Letter: What is on the agenda for 2021?Happy New Year and welcome to 2021! It's good to be back. What do we think we will be writing about this year? Below are some clues. Plus: a rainmaker steps back from the industry, data on cashflows and deals. Here's today's brief, for our valued subscribers only.
Side Letter: Waterland's growth plans, Carlyle spin-out bulks up, 'healthcare sovereignty' in FranceHave you been nominated? The voting is now open for PEI's hotly contested annual awards. Plus: Mid-market maestro Waterland is planning pan-European domination, Eurazeo is joining an effort to strengthen France's "health sovereignty", a Carlyle spin-out beefs up and more. Here's today's brief, for our valued subscribers only.
Side Letter: Sub-line ESG levers, LP liquidity rethink, SPAC bashingIt looks like lenders are going to put wind in managers' ESG sails through credit facilities. Plus: LPs rethink liquidity (says Coller), SPACs are still a fad (says LP), beware covid-inflated valuations (says GP), and more. Here's today's brief, for our valued subscribers only.
Side Letter: Brookfield mega impact plan, Manulife mission, carry tax debate to reigniteApologies for stating the obvious, but covid-19's impact on the industry will be multi-faceted and cannot be overstated. One effect is the catalysis of thinking around impact investing (see Brookfield's predictions and our special report below). Another is the hit to public finances and the need to raise tax from somewhere: strap in for another round of the carried-interest-as-capital-gain debate. Here's today's brief, for our valued subscribers only.
Side Letter: Brookfield, Silver Lake and the 'flight to quality'Two big signs, courtesy of Silver Lake and Brookfield, of investors' flight to quality in times of crisis. Plus: more worrying signs about defaults courtesy of Moody's. Here's today's brief, for our valued subscribers only.
Side Letter: Megafunds boost H1 fundraising, dislocation Deep Dive, summer readsOur first-half fundraising figures are out and they don't disappoint. Plus Blackstone's life science close and recommended reading for your summer vay-cay. Here's today's brief, for our valued subscribers only.
SDCERA to reduce its private equity target allocationThe US public pension is targeting a 6% allocation to the asset class by 2021.