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Kentucky Teachers' Retirement System
KTRS is the Teachers' Retirement System of the State of Kentucky. Established in 1938, it is an actuarial reserve joint-contributory system that invests...
Kentucky Teachers' Retirement System
KTRS is the Teachers' Retirement System of the State of Kentucky. Established in 1938, it is an actuarial reserve joint-contributory system that invests contributions and earnings. It operates a health insurance trust fund established in 2010 that invests in a similar manner as the retirement annuity trust.
General information
Firm type
Pension Fund
Year founded
1938
Location
Region
North America
Country
United States
City
Frankfort
Corporate office
479 Versailles Road, Frankfort, KY 40601-3800, United States
Principals
Gary L. Harbin
Executive Secretary
Tom Siderewicz
Chief Investment Officer
Brenda McGown
Chair of the Board of Trustees
Sector focus
Frequently asked questions
Who runs investment decisions at Kentucky Teachers' Retirement System?
Tom Siderewicz serves as Chief Investment Officer. Gary L. Harbin acts as Executive Secretary with oversight of overall operations. The Investment Committee of the Board of Trustees reviews strategy and manager selections.
Does Kentucky Teachers' Retirement System participate in fund commitments or only direct deals?
The system commits to closed-end funds and commingled vehicles in real estate and private equity. Holdings include limited partner interests in Rockwood, Carlyle, Angelo Gordon and Hellman & Friedman funds.
What asset classes does Kentucky Teachers' Retirement System target?
Public equities form the largest allocation. Real estate, private equity, infrastructure and timberland receive dedicated commitments. Core and value-add real estate funds appear repeatedly in the portfolio.
Where does Kentucky Teachers' Retirement System maintain geographic exposure?
The majority of real estate and private equity commitments target the United States. Infrastructure and select private equity funds extend to global and European markets.
How is Kentucky Teachers' Retirement System related to the Commonwealth of Kentucky?
The system operates as a component unit of state government. The Board of Trustees includes the State Treasurer and reports through state channels. Actuarial and audit functions involve Commonwealth offices.
Does Kentucky Teachers' Retirement System maintain philanthropic structures?
The Losey Scholarship Fund awards $2,000 grants annually to education students at eight Kentucky public universities. The fund operates separately from the retirement and health insurance trusts.
Which external managers does Kentucky Teachers' Retirement System use?
Fort Washington Investment Advisors, Wellington Management, BlackRock and Baillie Gifford appear among listed managers. BNY Mellon serves as custodian and Segal Marco Advisors provides investment consulting.
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