Why this Wall Street firm walked away from a $130M Pennsylvania pension investment

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Daily News | Why this Wall Street firm walked away from a $130M Pennsylvania pension investment

The board had already agreed to sell its hedge funds portfolios and direct real estate holdings over the next few years and to reduce its private-equity investments.

This wasn’t Insight’s first approach to Pennsylvania’s pension funds, which are largely financed by taxpayers, plus investment profits and payroll deductions from public workers. The state workers’ pension system, known as SERS, also uses Insight funds.by a team of PSERS staffers last March, Insight had repaid a modest $44 million of the $522 million PSERS has pumped into seven Insight funds since 2018.

According to PSERS’ March report, Insight estimated that the pension system eventually will nearly double the money it invested with the firm in 2018-19, based on recent estimates of what the private companies it bought with PSERS cash were worth. Indeed, Insight was among the firms that reaped the most from PSERS fees in recent years, including $74 million inBut estimated returns are only modestly positive for PSERS funds Insight invested in 2020-21. And Insight acknowledged that the investments it bought with PSERS funds starting in 2021 were by 2023 worth less than the state paid for them.

 

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