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Consultant briefs OHA trustees on public-equity weight in Native Hawaiian Trust Fund
Summary
Consequent Capital Management consultant Vijoy Chatterjee presented an education session on the trust fund's public-equity allocation, noting the public-equity exposure was around 52% at year-end compared with a 42% target and describing portfolio rebalancing toward private markets.
Vijoy Chatterjee, independent consultant with Consequent Capital Management, told the Office of Hawaiian Affairs committee on March 5 that the Native Hawaiian Trust Fund's public-equity exposure was "almost 52% of your portfolio" at year-end, compared with a policy target of 42 percent, and that staff are implementing a portfolio restructure to move toward the board's target allocation.
Chatterjee described the fund in the framework of risk strategy and asset class: capital appreciation (public equities, private…
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