APFC Board amends investment policy, approves private asset commitments

MAY 21 - The Alaska Permanent Fund Corporation Board of Trustees amended the APFC’s investment policy and approved private asset commitments for fiscal year 2016 at a regular meeting in Anchorage on May 19 and 20.


Permanent Fund up for third quarter of fiscal year

MAY 12 - The Alaska Permanent Fund returned 2.8 percent for the third quarter of fiscal year 2015, ahead of its benchmark return of 2.2 percent, and bringing the Fund’s fiscal year-to-date return to 4.7 percent. The Fund grew by $1.5 billion over the quarter, ending on March 31 with a value of $53.9 billion.


Permanent Fund Board appoints auditor, reviews performance

FEB 26 - The Alaska Permanent Fund Corporation Board of Trustees approved hiring KPMG as the Corporation’s independent financial auditor at its regular meeting, held Wednesday and Thursday in Juneau. KPMG was the lead firm following a competitive review process, and will provide an annual independent audit of the Permanent Fund’s financial statements, and assist in other projects as necessary.


Permanent Fund up 3.2 percent in second quarter

FEB 17 - The Alaska Permanent Fund regained ground lost last fall, returning 3.2 percent for the second quarter of fiscal year 2015, and bringing the year-to-date return to 1.9 percent. The Fund was valued at $52.8 billion as of December 31, 2014.


Permanent Fund Board approves private equity commitments

DEC 15 - The Alaska Permanent Fund Board of Trustees adopted changes to the Corporation’s investment regulations, reviewed Fund performance and heard presentations on expected global stock performance and new investment strategies at its meeting on December 10 and 11 in Anchorage. In addition, the Board made two commitments to Dyal Capital Partners for investments in established private equity firms.


Permanent Fund slightly down in first quarter

NOV 18 - The Alaska Permanent Fund returned -1.2 percent in the first quarter of fiscal year 2015, ahead of the composite benchmark return of -1.6 percent, ending the quarter with a value of $50.7 billion.


Board reviews FY14 performance, elects officers

SEP 26 - The Alaska Permanent Fund Corporation Board of Trustees re-elected Bill Moran as Chair and Carl Brady as Vice-Chair at its annual meeting in Juneau on September 25 and 26. The Board also reviewed the Fund’s performance and accepted the Corporation’s audited financial statements for fiscal year 2014.


unaudited, as of May 21, 2015
US Bonds$10,631,800,000
US Stocks$6,343,700,000
Non US Stocks$10,264,900,000
Global Stocks$6,254,100,000
Non-US Bonds$1,096,200,000
Real Estate$6,295,500,000
Cash$859,200,000
Alternatives$10,763,700,000
Real Return/External CIO$2,220,600,000
TOTAL$54,729,700,000
Sep 29-30, 2015 Anchorage
Dec 08-09, 2015 Anchorage