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 $4.6 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.

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Total hedge fund investments:

$4.6 BILLION

Deliver for pensions:

$2.4 BILLION

Deliver for colleges:

$1.4 BILLION

Deliver for nonprofits:

$866 MILLION

Private credit to business

$813 MILLION

Retirement Plans

Deliver for pensions:

$2.4 BILLION

AT LEAST 6

retirement plans invest in hedge funds including:
City of Birmingham Retirement and Relief System

$56 MILLION for

7,607 plan participants

McWane Salaried Pension Plan

$31 MILLION for

4,004 plan participants

Samford University Pension Plan

$30 MILLION for

3,334 plan participants

Colleges & Universities

Deliver for colleges:

$1.4 BILLION

AT LEAST 7

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

$1.2 BILLION for

44,472 Students

Auburn University Foundation

$160 MILLION for

31,526 Students

University of South Alabama

$36 MILLION for

14,288 Students

Foundations & Nonprofits

Deliver for nonprofits:

$866 MILLION

AT LEAST 4

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

$120 MILLION

University of Alabama Health Services Foundation

$73 MILLION

Community Foundation of Greater Birmingham

$19 MILLION

AL, State Sheet, MFA, 2022.08 document preview

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Unless otherwise noted, all hedge fund investment data is sourced and licensed from Preqin’s alternative asset database as of March 2021 or publicly available, federal datasets. Sources for additional information included on this website are noted where the data appears.

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