Board authorizes new programs, adds to current allocations
MAY 24 - At a regular meeting on May 22 and 23 in Anchorage, the Alaska Permanent Fund Corporation Board of Trustees approved changes to the Investment Policy, including authorizing the creation of three new internally managed programs for stocks, co-investment of absolute return funds and co-investment of private equity. These additions follow on the heels of successfully bringing in-house programs to manage non-U.S. bonds and infrastructure co-investments.
Permanent Fund continues positive performance in third quarter
APR 22 - The Alaska Permanent Fund earned 3.9% on its investments in the third quarter of fiscal year 2013, bringing the fiscal year-to-date return to 11.6%. The Fund’s stock portfolios were the greatest contributors to the total returns, with the U.S., non-U.S. and Global stock portfolios a little under 20% for the fiscal year-to-date.
APFC Board amends investment guidelines and programs
MAR 1 - The Alaska Permanent Fund Corporation Board of Trustees amended the infrastructure guidelines in the APFC’s investment policy at its regular meeting on Wednesday and Thursday in Juneau. In addition, the Board moved toward international real estate investments and expanding the range styles within the stock portfolio.
fund market value
| unaudited, as of Jun 18, 2013 | |
| US Bonds | $7,063,300,000 |
| US Stocks | $6,092,200,000 |
| Non US Stocks | $9,559,000,000 |
| Global Stocks | $5,955,700,000 |
| Non US Bonds | $1,160,800,000 |
| Real Estate | $4,721,600,000 |
| Cash | $930,600,000 |
| Alternatives | $7,559,000,000 |
| Real Return/External CIO | $3,135,700,000 |
| TOTAL | $46,177,900,000 |
