Side Letter: Tariff special

Side Letter asks the industry: how are you navigating Trump's tariff turmoil? Plus: could distress be set to soar? Here's today's brief, for our valued subscribers only.

ByPEI Staff

7 April 2025•8 mins read

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Manager strategy Side Letter

Side Letter: Tariff special

Arkansas Teacher Retirement System

Cambridge Retirement System

Cinven

City of Fresno Retirement Systems

City of Phoenix Employees' Retirement System

Contra Costa County Employees' Retirement Association

Dallas Police and Fire Pension System

Employees' Retirement Fund of the City of Dallas

Fairfax County Police Officers Retirement System

Illinois Police Officers' Pension Investment Fund

Kansas City Police Employees Retirement System

Kern County Employees Retirement Association

Los Angeles City Employees' Retirement System

Los Angeles County Employees' Retirement Association

Los Angeles Water & Power Employees Retirement Plan

Louisiana School Employees' Retirement System

Maine Public Employees Retirement System

Marin County Employees' Retirement Association (MCERA)

MBK Partners

Montana Public Employees' Retirement Administration

North Dakota Retirement and Investment Office

Public School and Education Employee Retirement Systems of Missouri

San Bernardino County Employees' Retirement Association (SBCERA)

San Diego County Employees' Retirement Association

San Joaquin County Employees' Retirement Association

Shelby County Retirement System

South Dakota Investment Council

South Dakota Retirement System

Tacoma Employees' Retirement System

Teacher Retirement System of Texas

Teachers' Retirement System of Louisiana

TSG Consumer

Tulare County Employees Retirement Association

VIG Partners

VinaCapital

West Sussex Pension Fund

Zurich Insurance Group

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