Alabama

Hedge Funds Deliver for Alabama Retirees, Students, and Nonprofits

Across the Yellowhammer State, hedge funds deliver for retirement security, college education, and the important work done by nonprofits and charities through $4.5 Billion in investments. Institutional investors – like pensions, university endowments, and nonprofits – use hedge funds to meet financial obligations, diversify their investment portfolios, and manage risk.

DOWNLOAD
Total hedge fund investments:

$4.5 BILLION

Deliver for pensions:

$1.1 BILLION

Deliver for colleges:

$1.8 BILLION

Deliver for nonprofits:

$1.6 BILLION

Private credit to business

$97 MILLION

Retirement Plans

Deliver for pensions:

$1.1 BILLION

AT LEAST 9

retirement plans invest in hedge funds including:
Samford University Pension Plan

$22 MILLION for

1,452 plan participants

Retail, Wholesale & Department Store International Union And Industry Health And Benefit Fund

$16 MILLION for

3,604 plan participants

Infirmary Health System Pension Plan

$12 MILLION for

3,566 plan participants

Colleges & Universities

Deliver for colleges:

$1.8 BILLION

AT LEAST 6

colleges and universities invest in hedge funds including:
University of Alabama System Endowment

$1.8 BILLION for

69,525 Students

Samford University Endowment

$31 MILLION for

5,791 Students

Tuskegee University

$11 MILLION for

2,800 Students

Foundations & Nonprofits

Deliver for nonprofits:

$1.6 BILLION

AT LEAST 5

foundations and nonprofits invest in hedge funds including:
Southern Poverty Law Center

$102 MILLION

University of Alabama Health Services Foundation

$39 MILLION

Community Foundation of Greater Birmingham

$8 MILLION

AL-State-Sheet-MFA-2024.03.27 document preview

Download the state data for Alabama

Download the Report

Unless otherwise noted, all hedge fund investment data is sourced and licensed from Preqin's alternative asset database as of March 2023 or publicly available, federal datasets. Sources for additional information included on this website are noted where the data appears.

Read Full Methodology