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State of the Fund: COAERS Investment Update

February 25, 2022

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The COAERS Fund delivered double-digit returns for 2021, totaling 13% net of fees, in a year characterized by high economic growth alongside high inflation. These gains saw the total assets of the Fund reach a new record level of $3.5 billion.

Growth-oriented assets, which represent the centerpiece of the Fund, posted strong gains during the year with most sub-asset classes posting double-digit returns. Major growth-oriented asset classes include Global Equities, which returned 16%, and Real Assets, which returned 24%. Fixed Income strategies declined in the face of higher inflation with this asset class declining slightly more than 2% for the year.

As in years past, these results were achieved with best-in-class levels of stewardship, and low fees and expenses. All of these strategic actions were accomplished by our highly dedicated Board, the COAERS investment team and our investment consultant. We are proud of the results and look forward to a bright future for the Fund.

You can find more information about our Investment Policies at www.coaers.org/Investments.