03-28-2020 |
Chart and available modeling tool to estimate impact
Impact of Investment Losses on Future CalPERS Contributions
Many California public agencies are wondering what impact recent stock market losses will have on future CalPERS contributions. This table illustrates:
Please contact your Bartel Associates actuary or info@bartel-associates.com for a modeling tool you can use to estimate the cost impact for your agency.
Important notes:
Asset Class Target Allocation Public Equity 50.0% Private Equity 8.0% Income 28.0% Real Assets 13.0% Liquidity 1.0% Total 100.0%
Disclaimer: Bartel Associates provides this information solely for California public agencies to approximate the future contribution impact of CalPERS returns. Projections assume no changes to CalPERS future actuarial assumptions or methods. These results are estimates and any use should be carefully considered.
BA Website 2020-03-27 Impact of Investment Losses on Future CalPERS Contributions
©
2021 Bartel Associates, LLC