Benefits and Pensions Monitor

Benefits and Pensions Monitor
February 12, 2026

Heavy in private markets, largest university endowments top fiscal-year returns — NACUBO-Commonfund study

College and university endowments with over $5 billion in assets, a group where private institutions traditionally have larger alternatives allocations, posted the highest returns in the year ended June 30.

Deal Spotlight Institutional Allocations Institutional Investors
Benefits and Pensions Monitor
February 11, 2026

San Joaquin County Employees’ Retirement slates $50 million for private credit fund

San Joaquin County Employees’ Retirement Association approved a commitment of $50 million to Oaktree Special Situations Fund IV.

Direct Lending Institutional Investors Private Credit Funds
Benefits and Pensions Monitor
February 11, 2026

Fresno City Retirement Systems to commit $130 million annually to private credit through 2029

The board of Fresno City (Calif.) Retirement Systems approved a pacing plan for private credit through fiscal year 2029

Direct Lending Institutional Investors
Benefits and Pensions Monitor
December 12, 2025

Pension fund says buyer beware as retail rush reshapes private markets

Chief executive urges disciplined due diligence as private credit speeds up and retail capital surges

Institutional Investors Retail Access/Democratization

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