003 · Benchmarks · by asset class

Private Equity.

75 distinct benchmarks from 13 index providers, named across 95 plans. Benchmarks are grouped by who publishes them; each table lists the plans that use the benchmark, the label they give the sleeve, and their document.

MSCI (25) · Cambridge Associates (19) · Russell (13) · S&P (7) · Burgiss (5) · Dow Jones (4) · State Street (4) · Own portfolio return (2) · FTSE (1) · Return target (1) · Wilshire (1) · Not stated (2) · Unclassified (2)

MSCI

25 benchmarks · 25 plans

61% Russell 3000 / 27% MSCI World Ex US ND / 12% MSCI Emerging Markets ND

1 plan

PlanLabelled asIPSSource
District of Columbia Retirement Board Private Equity Our copy Plan's site

75% Russell 3000 / 25% MSCI ACWI ex-US IMI + 3%

1 plan

PlanLabelled asIPSSource
San Francisco City & County ERS Private Equity Our copy Plan's site

75% Russell 3000 / 25% MSCI World ex US plus 300 basis points

1 plan

PlanLabelled asIPSSource
Pennsylvania State ERS Private Equity Our copy Plan's site

85% Russell 3000 / 15% MSCI ACWI ex-US + 2.5% annually

1 plan

PlanLabelled asIPSSource
Oklahoma Teachers Private Equity Our copy Plan's site

ACWI

1 plan

PlanLabelled asIPSSource
Oklahoma Police Private Equity Our copy Plan's site

MSCI ACWI + 2% (3-month lag)

1 plan

PlanLabelled asIPSSource
Austin Fire Private Equity Our copy Plan's site

MSCI ACWI IMI

1 plan

PlanLabelled asIPSSource
San Diego County ERA Private Equity Our copy Plan's site

MSCI ACWI IMI ($net)

1 plan

PlanLabelled asIPSSource
New Mexico PERA Private Equity Our copy Plan's site

MSCI ACWI IMI + 2%

1 plan

PlanLabelled asIPSSource
Miami Fire and Police Private Equity Fund of Funds Our copy Plan's site

MSCI ACWI IMI + 2% (3-Month lagged)

1 plan

PlanLabelled asIPSSource
LA County ERS Private Equity Our copy Plan's site

MSCI ACWI IMI + 2.00%

1 plan

PlanLabelled asIPSSource
Illinois Teachers Private Equity Our copy Plan's site

MSCI ACWI IMI Net + 2%

1 plan

PlanLabelled asIPSSource
Dallas Police and Fire Private Equity Our copy Plan's site

MSCI ACWI IMI plus 200 basis points (rolling 10-year periods)

1 plan

PlanLabelled asIPSSource
Hawaii ERS Private Equity Our copy Plan's site

MSCI ACWI IMI with USA Gross plus 200 basis points

1 plan

PlanLabelled asIPSSource
Colorado PERA Private Equity Our copy Plan's site

MSCI ACWI IMI+2.0%

1 plan

PlanLabelled asIPSSource
Illinois Universities Private Equity Our copy Plan's site

MSCI Global All Private Equity

1 plan

PlanLabelled asIPSSource
Louisiana Firefighters Private Equity Our copy Plan's site

MSCI Global Buyout Closed-End Fund (USD), lagged 1 quarter

1 plan

PlanLabelled asIPSSource
Minnesota State Board of Investment Private Equity Our copy Plan's site

MSCI Global PE

1 plan

PlanLabelled asIPSSource
Orange County ERS Private Equity Our copy Plan's site

MSCI Global Private Equity Closed End Fund Frozen

1 plan

PlanLabelled asIPSSource
Houston Firefighters Private Equity Our copy Plan's site

MSCI Global Private Equity Closed-End Fund (Frozen; USD), one

1 plan

PlanLabelled asIPSSource
Pennsylvania School Employees Private Equity Our copy Plan's site

MSCI PC Global All PE

1 plan

PlanLabelled asIPSSource
Cincinnati ERS Private Equity Fund of Funds · Private Equity Direct Our copy Plan's site

MSCI World

1 plan

PlanLabelled asIPSSource
Louisiana Schools Private Equity Our copy Plan's site

Regional benchmarks of MSCI ACWI IMI ex Selected Countries (net VRS taxes) lagged by three months, weighted 75% North America, 20% Europe, 5% Asia and Emerging Markets (80%) and MSCI Private Equity excluding venture capital and excluding funds under $1B in size lagged by three months (20%)

1 plan

PlanLabelled asIPSSource
Virginia RS Private Equity Our copy Plan's site

Russell 3000 (with custom benchmark for long-term returns including MSCI AC World Free Ex-US )

1 plan

PlanLabelled asIPSSource
Missouri PSRS/PEERS Private Equity Program Our copy Plan's site

ThomsonOne All Regions PE / Public market equivalent of MSCI ACWI IMI + 2.5%

1 plan

PlanLabelled asIPSSource
Fairfax County Schools Private Equity Our copy Plan's site

Cambridge Associates

16 benchmarks · 19 plans

Cambridge Private Equity

3 plans

PlanLabelled asIPSSource
Chicago Police Private Equity Our copy Plan's site
Louisiana Municipal Police Private Equity/Debt Our copy —
Vermont Pension Investment Commission Private Equity Our copy Plan's site

Cambridge Global Private Equity & Venture Capital

2 plans

PlanLabelled asIPSSource
Texas County & District Private Equity Our copy Plan's site
Texas Municipal Private Equity Our copy Plan's site

Cambridge All Private Equity

1 plan

PlanLabelled asIPSSource
Chicago Laborers Private Equity Our copy Plan's site

Cambridge Custom Private Equity Benchmark

1 plan

PlanLabelled asIPSSource
Tennessee Consolidated Retirement System Private Equity Our copy Plan's site

Cambridge Global All Private Equity

1 plan

PlanLabelled asIPSSource
Wyoming Public Employees Private Equity Our copy Plan's site

Cambridge Global All Private Equity Benchmark

1 plan

PlanLabelled asIPSSource
Alameda County ERS Private Equity Our copy Plan's site

Cambridge Global Private Equity

1 plan

PlanLabelled asIPSSource
Mississippi PERS Private Equity Our copy —

Cambridge Global Private Equity and Venture Capital

1 plan

PlanLabelled asIPSSource
Los Angeles ERS Private Equity Our copy Plan's site

Cambridge LLC Global Private Equity

1 plan

PlanLabelled asIPSSource
West Virginia Investment Management Board Private Equity Our copy Plan's site

Cambridge PE/VC

1 plan

PlanLabelled asIPSSource
Sacramento County ERS Private Equity Our copy Plan's site

Cambridge Private Equity & Venture Capital

1 plan

PlanLabelled asIPSSource
Ohio Teachers Private Equity Our copy Plan's site

Cambridge Private Equity and Venture Capital Aggregated

1 plan

PlanLabelled asIPSSource
Employees' Retirement System of Rhode Island Private Equity Our copy Plan's site

Cambridge US All PE

1 plan

PlanLabelled asIPSSource
Boston RS Private Equity Our copy —

Cambridge US Private Equity (legacy)

1 plan

PlanLabelled asIPSSource
Chicago Fire Private Equity Our copy Plan's site

Custom Private Equity Benchmark/Cambridge Private Equity

1 plan

PlanLabelled asIPSSource
Cook County ERS Private Equity Our copy Plan's site

Primary: Cambridge Private Equity and Venture Capital ; Secondary: MSCI ACWI IMI + 3%

1 plan

PlanLabelled asIPSSource
San Diego City ERS Private Equity Our copy Plan's site

Russell

7 benchmarks · 13 plans

Russell 3000 + 3%

8 plans

PlanLabelled asIPSSource
Chicago Teachers Private Equity Our copy Plan's site
Kentucky Public Pensions Authority Private Equity Our copy Plan's site
Louisiana Teachers Corporate Finance/Buyouts Our copy Plan's site
MainePERS Private Equity Our copy Plan's site
New York City ERS Private Equity Our copy —
Oregon PERS Private Equity Our copy Plan's site
University of California Private Equity Our copy Plan's site
West Virginia Investment Management Board Private Equity (Secondary) Our copy Plan's site

Russell 2000

1 plan

PlanLabelled asIPSSource
Nashville-Davidson ERS Private Equity Our copy Plan's site

Russell 2000 Growth + 2%

1 plan

PlanLabelled asIPSSource
Louisiana Teachers Venture Capital Our copy Plan's site

Russell 3000 + 2%

1 plan

PlanLabelled asIPSSource
Phoenix ERS Private Equity Our copy Plan's site

Russell 3000 + 2.0%

1 plan

PlanLabelled asIPSSource
New Hampshire RS Private Equity Our copy Plan's site

Russell 3000 + 2.5%

1 plan

PlanLabelled asIPSSource
Connecticut Retirement Plans and Trust Funds Private Equity Our copy Plan's site

Russell 3000 plus 300 basis points

1 plan

PlanLabelled asIPSSource
Los Angeles Water and Power Private Equity Our copy Plan's site

S&P

7 benchmarks · 7 plans

S&P 500

1 plan

PlanLabelled asIPSSource
Milwaukee County ERS Private Equity - Diversified · Total Private Equity Our copy Plan's site

S&P 500 (Plus 5%)

1 plan

PlanLabelled asIPSSource
New York State Teachers Private Equity Our copy Plan's site

S&P 500 + 3%

1 plan

PlanLabelled asIPSSource
Houston Municipal Private Equity Our copy Plan's site

S&P 500 + 3% (with Venture Capital lagged by three months)

1 plan

PlanLabelled asIPSSource
Michigan Office of Retirement Services Private Equity Our copy Plan's site

S&P 500 +3% per year

1 plan

PlanLabelled asIPSSource
Nevada PERS Private Equity Our copy Plan's site

S&P 500 by 3% to 5%

1 plan

PlanLabelled asIPSSource
Houston Police Private Equity, Real Estate, and Real Assets Our copy Plan's site

S&P 500 plus 2.5%

1 plan

PlanLabelled asIPSSource
Los Angeles Fire and Police Private Equity Our copy Plan's site

Burgiss

5 benchmarks · 5 plans

Burgiss Global PE Funds

1 plan

PlanLabelled asIPSSource
Austin ERS Private Equity Our copy Plan's site

Burgiss Global Private Capital

1 plan

PlanLabelled asIPSSource
Chicago Municipal Private Equity Our copy Plan's site

Burgiss Private Equity

1 plan

PlanLabelled asIPSSource
South Carolina Retirement System Investment Commission Private Equity Our copy Plan's site

Custom Private Equity (Burgiss Private Equity Eligible Universe pooled time-weighted return; vintage years 2014 to present)

1 plan

PlanLabelled asIPSSource
Seattle ERS Private Equity Our copy Plan's site

MSCI-Burgiss Global Private Equity Funds

1 plan

PlanLabelled asIPSSource
Ohio School Employees Global Private Equity Our copy Plan's site

Dow Jones

2 benchmarks · 4 plans

DJ US Total Stock Market + 3% net

3 plans

PlanLabelled asIPSSource
Nebraska Schools Private Equity Our copy Plan's site
Nebraska State Private Equity Our copy Plan's site
Omaha School Private Equity Our copy Plan's site

DJ US Total Stock Market plus 2 percentage points liquidity premium

1 plan

PlanLabelled asIPSSource
Arkansas Teachers Private Equity Our copy Plan's site

State Street

4 benchmarks · 4 plans

Customized State Street Private Equity – lagged one quarter

1 plan

PlanLabelled asIPSSource
Texas Teachers Private Equity Our copy Plan's site

MSCI ACWI + 2%; State Street Private Equity Composite

1 plan

PlanLabelled asIPSSource
Maryland State Retirement and Pension System Private Equity Our copy Plan's site

State Street Private Equity (All PE)

1 plan

PlanLabelled asIPSSource
New Mexico Educational Private Equity Our copy Plan's site

State Street Private Equity (SSPEI)

1 plan

PlanLabelled asIPSSource
Ohio PERS Private Equity Our copy Plan's site

Own portfolio return

2 benchmarks · 2 plans

Portfolio (actual returns)

1 plan

PlanLabelled asIPSSource
Iowa PERS Private Equity Our copy Plan's site

actual time-weighted Private Equity returns

1 plan

PlanLabelled asIPSSource
Kern County ERS Private Equity Our copy Plan's site

FTSE

1 benchmark · 1 plan

Custom FTSE All World, All Cap Equity + 1.5%

1 plan

PlanLabelled asIPSSource
California PERF Private Equity Our copy Plan's site

Return target

1 benchmark · 1 plan

Global Equity Target , plus 250 basis points per annum

1 plan

PlanLabelled asIPSSource
Florida RS Private Equity Our copy Plan's site

Wilshire

1 benchmark · 1 plan

Median of Wilshire Associates TUCS Total Private Equity Return of Master Trusts for Public Plans > $5 Billion

1 plan

PlanLabelled asIPSSource
Texas ERS Private Equity Our copy Plan's site

Not stated

2 benchmarks · 2 plans

Not explicitly named in IPS

1 plan

PlanLabelled asIPSSource
North Dakota Teachers Private Equity Our copy Plan's site

each investment will have its own benchmark

1 plan

PlanLabelled asIPSSource
Arkansas PERS Private Equity + Diversified Strategy Our copy Plan's site

Unclassified

2 benchmarks · 2 plans

Prequin Private Equity

1 plan

PlanLabelled asIPSSource
Baltimore City Employees Alternative Investments (Private Equity) Our copy Plan's site

S&P500 + 3%

1 plan

PlanLabelled asIPSSource
Missouri DOT and Highway Patrol Private Equity Our copy Plan's site

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