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Changes made to Balanced Fund’s U.S. equity exposure

In an effort to improve long-term risk-adjusted returns for members, the CSS Pension Plan completed changes to the Balanced Fund’s equity components in the third quarter of 2019.

The Balanced Fund’s U.S. equity exposure is now invested in two new mandates: A large-cap multifactor index licensed through Scientific Beta and managed by State Street Global Advisors (SSgA), along with an active small-cap mandate managed by Hillsdale Investment Management Inc.

The Plan transitioned its passive U.S. large and mid-cap equity holdings, managed by SSgA, to the new mandates over Q2 and Q3 of 2019.

The Balanced Fund is the CSS Pension Plan’s default investment fund and aims to provide moderate long-term growth through exposure to equity, fixed income and real estate investments. Over 40,000 CSS members are invested in the Balanced Fund.

For more information, please review our Fund Fact Sheets and Investment Options Matrix: