Asset Owner Directory

North Carolina Retirement System.

The Department of the State Treasurer (DST) serves the people of North Carolina through a variety of functions including, managing the 26th largest pool of public money in the world, administrating health care for over 700,000 active and retired state employees, and maintaining the N.C. Total Retirement Plans for over 900,000 current and former state employees and their beneficiaries. The majority of the assets managed by the Investment Management Division belong to the various pension funds administered by the State Treasurer. Collectively, these systems and funds are referred to as the North Carolina Retirement System.

Country

United States

AUM ($B)

$115

Performance

4.4

Chief Investment Officer

Christopher Morris and Jeff Smith

Chair

Dale R. Folwell

Asset allocation
North Carolina runs a diversified portfolio across multiple assets in a sole fiduciary model.

29% Fixed Income

42% Global Equity

8% Real Estate

8% Alternatives

7% Opportunistic Fixed Income

6% Inflation Sensitive

Top1000funds.com related articles
Investor Profile

North Carolina to consider DC option

The trustees of the $65 billion North Carolina Retirement Systems will vote on whether to introduce a defined contribution plan when the board meets on Jannuary 20, one of the significant recommendations by the Future of Retirement Study Commission. commission, defined benefit, defined contribution, lifecycle funds, North Carolina Retirement System, target date fundsAsset Owner:North Carolina […]
Uncategorised posts

North Carolina in need of ALM study, staff

The North Carolina Retirement System is in need of a formal asset liability study and is fundamentally understaffed, according to an independent review by Ennis Knupp commissioned by the State Treasurer. Asset Allocation, Ennis Knupp, North Carolina Retirement SystemAsset Owner:North Carolina Retirement System.
Asset Owner Directory