Who-is-osg

OUR POSITION

Recent Trends in terms of diversity and inclusion have reached fever peak in the US. historical numbers – this creates an opportunity. The diagram below shows the benefits to US clients of diversity.

Best Funding Ratio

Rank State of Public Retirment System(s) Funding Ratio % Diversity Indicator
1 Wisconsin 100% Y
1 South Dakota 100% Y
3 Oregon 96% N
3 North Carolina 96% N
5 Tennessee 94% Y
6 New York 89% Y
7 Delaware 88% Y
7 Washington 88% N
9 Idaho 85% N
10 Iowa 81% Y
10 Florida 81% Y

Worst Funding Ratio

Rank State of Public Retirement System(s) Funding Ratio % Diversity Indicator
40 Colorado 61% N
40 Massachusetts 61% N
42 Hawaii 61% N
42 Kansas 60% N
42 Michigan 60% N
45 Louisiana 58% N
45 Mississippi 58% N
47 Alaska 52% N
48 Connecticut 48% Y
49 Kentucky 44% N
50 Illinois 39% Y

KEY

Y= Fund has a specific verifiable / readily traceable Minority, Diversity or Emerging Manager policy / guidelines as per either CAFR, Trustee Minutes or Website.

N= Fund does not have a specific verifiable / readily traceable Minority, Diversity or Emerging Manager policy / guidelines as per either CAFR, Trustee Minutes or Website.

Source: Pew Charitable Trusts, July 2015 Brief; The State Pensions Funding Gap: Challenges Persist
*OSG Analysis