CalSTRS CIO Ailman's Strategy for Long-Term Investing

The video discusses the performance of a pension plan over the past year and the challenges anticipated in the upcoming fiscal year. It explores strategies for achieving a 7% return, including asset allocation and risk management. The impact of interest rates on investments is examined, along with the role of private equity in the fund's strategy. The video emphasizes the importance of long-term planning and diversification in achieving financial goals.

What are the implications of investing in private equity and emerging markets according to the speaker?

What changes in asset allocation have been observed in pension plans over the years?