California State Teachers Retirement System

California State Teachers Retirement System

California State Teachers Retirement System

Overview
Date Founded

1913

Headquarters

100 Waterfront Place,West Sacramento, CA 95605-2807

Type of Company

Private

Employees (Worldwide)

535

Industries

Pension Funds & Sovereign Wealth
Holding Companies
Investment Services & Portfolio Management

Company Description

CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm's investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

Contact Data
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Executives & Employees

Chief Executive Officer

Chief Financial Officer

Chief Investment Officer

Chief Operating Officer

Deputy Chief Investment Officer

General Counsel

Chief Technology Officer

Businessrenew Executive Officer

Benefits & Services Executive Officer

Chief of Administrative Services

Board of Directors

Board Member at California State Teachers Retirement System

Board Member at California State Teachers Retirement System

Program Budget Manager, Administration Unit at California Department of Finance

Chief of Staff, Office of the Controller John Chiang at State Government of California

Chief Counsel at California Department of Finance

Program Budget Manager, Resources, Environment, Energy & Capital Outlay Unit at California Department of Finance

Former Principal Consultant at Senate Committee on Appropriations

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Recent Transactions
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California State Teachers Retirement System purchases LCOR, Inc. from Lehman Brothers Holdings, Inc.

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California State Teachers Retirement System purchases Windsor Hills I LP from Shelter Properties I LP

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Permira Advisers LLP, 2016 GCG Ltd. purchase Coral Eurobet Plc

Transaction Advisors
Investment Advisor

Advised onBlackstone Corporate Private Equity, TPG Capital, LP, Bain Capital Private Equity LP, Providence Equity Partners LLC, Goldman Sachs Capital Partners, SunGard Data Systems, Inc. /Private Equity Group, Silver Lake Management Co. LLC, Kohlberg Kravis Roberts & Co. LP purchase SunGard Data Systems, Inc.

Legal Advisor

Advised onCalifornia State Teachers Retirement System purchases LCOR, Inc. from Lehman Brothers Holdings, Inc.

Investment Advisor

Advised onCalifornia State Teachers Retirement System purchases LCOR, Inc. from Lehman Brothers Holdings, Inc.

Advisors & Consultants
Advisor

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries. We offer investment consulting and retirement planning services through Morningstar Associates, LLC and Ibbotson Associates; registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. We also offer Morningstar® Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker/dealer, and a subsidiary of Morningstar, Inc.

Advisor

BFM utilizes fixed-income strategies that are actively managed, model or index based. Actively managed fixed-income mandates generally employ an active investment style that emphasizes rotation among different types of debt on a relative value basis, specific security selection, quantitative analysis of each security and the portfolio as a whole and intensive credit analysis and review. They utilize a risk-controlled, systematic process for portfolio construction and alpha generation. Alpha sources may include security selection, duration and yield curve positioning, industry rotation, asset allocation, and currency positioning. BFM's equity platform includes a broad range of products that vary according to investment style (active, scientific and passive management), market-cap (small-, mid-, small/mid-, large- and all-cap), and geography (global, international and regional). The product range may also include sector funds, long-only and long-short portfolios, as well as products that combine different strategies to create balanced and asset allocation portfolios. For cash management portfolios, the investment process emphasizes safety and liquidity over yield. Their alternative mandates focus on sourcing and managing high-alpha investments with lower correlation to public markets and developing a holistic approach to address client needs in alternatives investing.

Investment Manager

Generation Investment Management is an independent, private, owner-managed partnership with offices in London and New York. The firm was co-founded in 2004 by Al Gore and David Blood. Team The Generation team of 55 people represents 16 countries and speaks over 21 languages. Our investment team was founded by bringing together seasoned investment analysts and leaders from the sustainability research field. Today these skills are integrated into Generation's team of 25 investment professionals who have over 150 years of combined investment experience. Sustainable Investing for the Long Term Generation's investment approach is based on the idea that sustainability factors—economic, environmental, social and governance criteria—will drive a company's returns over the long term. By integrating sustainability issues with traditional analysis, we seek to provide superior investment returns.* We are closely aligned with our clients, and our performance is measured over the long term. A Unique Research Platform to Analyze Global Challenges Generation has built a global research platform to integrate sustainability research into fundamental equity analysis. We focus on key drivers of global change, including climate change and environmental degradation; poverty and development; water and natural resource scarcity; pandemics and healthcare; and demographics, migration and urbanization. These global challenges pose risks and opportunities that can materially affect a company's ability to sustain profitability and deliver returns. Our research plays an important role in forming our views on the quality of the business, the quality of management and valuation. A Diverse Advisory Board Our Advisory Board, convened by our Chairman Al Gore, helps set our long term thematic research agenda into global sustainability issues. The Advisory Board is a diverse set of global thinkers who help us anticipate the changing context for business. Vision Generation's vision is to embed sustainability into the mainstream capital markets, and our core values reflect a commitment to responsible citizenship. Five percent of the profitability of the firm is allocated to the Generation Foundation, which will support global non-profit sustainability initiatives

Legal Advisor

Partner at Proskauer Rose LLP

Legal Advisor

Partner at DLA Piper

Real Estate Agent

Executive Vice President at CBRE Group, Inc.

Clients

Chairperson, Bankruptcy & Financial Restructuring Practice Group at Manatt, Phelps & Phillips LLP

Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$445M
Non-Profit Donations & Grants
Investments
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BrightSource Energy, Inc. designs, develops and sells solar thermal power systems that deliver reliable clean energy to utilities and industrial companies. It combines technology and solar thermal plant design capabilities to generate clean energy reliably and responsibly. The company was founded in 2006 by Arnold J. Goldman and Israel Kroizer and is headquartered in Oakland, CA.

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Founded in 2004 by Daniel Reicher, Daniel Goldman and Jim Marver, New Energy Capital Corp. is a private equity firm located in Hanover, New Hampshire. The firm's investors include a qualified and limited group of institutions and pension funds.

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Smile Brands Group Inc. provides administrative, financial, marketing and information services to dentists. The firm offers business support, non-clinical personnel services, facilities and equipment. The company was founded in 1998 and is headquartered in Irvine, CA.

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