Alaska Permanent Fund Corp. board all but rejects plan for riskier investment target

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Board members had been considering a four-year plan that included an aggressive strategy to reach $100 billion by 2028.

The Alaska Permanent Fund Corp. almost certainly will not seek riskier investments as it tries to increase the value of the fund to $100 billion, its board of trustees decided Monday as the board prepared to finalize a new four-year strategic plan.

“I think it’s likely it will stay at the CPI-plus-5, based on the robust discussion today,” said board chair Ethan Schutt. Mathematically, hitting $100 billion in five years would require an average annual return of 9.3% — roughly 7% atop expected inflation.“Would I set that goal personally? I don’t know,” he said. “I’m not sure I’d be there with that 9.3 number.”

Britt Harris, the interim CEO of the Texas Permanent School Fund and a member of the Permanent Fund Corp.’s Both Harris and fellow investment advisory group member George Zinn, treasurer of Microsoft, advised the board to target 4% returns instead — a figure that’s below, not above, the fund’s current 5% target.

“Anything above 5% is starting to look like an outlier when you’re considering public money,” said Greg Allen of Callan, the Permanent Fund Corp.’s third-party advisory firm.

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