on a going-concern basis
9.9% 10-year net return
$10.8 billion in assets
$2.6 billion in reserves
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Our investment team combines internal expertise and oversight with a selection of external managers to deliver long-term performance and value.
The team oversees the fund’s investment strategy as approved by the Board of Trustees, as well as the activities of approximately 50 high-quality investment and fund managers that employ a diversified mix of investment approaches within a wide array of asset classes. The result is a well-diversified portfolio of public and private market investments that reduces risk and is expected to meet the Plan’s long-term required rate of return, to fulfill its benefit obligations to members.
The CAAT Pension Plan takes very seriously its fiduciary responsibility to the over 55,000 (and growing) Plan members who we work for.
Chief Investment Officer
Director, Investments (Private Markets)
Director, Investments (Public Markets)
Associate Portfolio Manager (Public Markets)
Theresa Wilson provides administrative support to the team.