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BALANCEDIn depth · 4/5

CalPERS reference portfolio: 75% equity, 25% bonds

The thesis presented for CalPERS under the Total Portfolio Approach is a growth-oriented reference portfolio of 75% global equities and 25% bonds, with ~400 bps of active risk.

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CalPERS reference portfolio: 75% equity, 25% bonds · Zortix