Investor Intentions: SDCERS to focus on asset-based lending, diversified speciality finance

The Punchline

The article discusses the strategic focus of the San Diego City Employees' Retirement System (SDCERS) on asset-based lending and diversified specialty finance, based on recommendations from Callan and Aon Investment Consulting.

Why You Should Read This

It provides crucial insights into SDCERS' investment strategies, which may influence other institutional investors' decisions in the private debt market.

Who This Is For

This article is relevant for institutional investors, pension fund managers, and financial advisors looking to understand the evolving landscape of private credit investments.

Investor Implications

Investors may find opportunities in asset-based lending as SDCERS adjusts its investment strategy to diversify within specialty finance, which could signal a trend that impacts market dynamics and competition for capital.