Vantagepoint Investment Advisers LLC
VantagePoint Investment Advisers LLC is a Washington, DC-based investment adviser and asset manager, originally formed as part of ICMA-RC and now identified with MissionSquare Retirement. The firm specializes in managing pooled investment vehicles, serving primarily public sector retirement plans, including numerous state pension systems, and has approximately 85 employees (mostly investment professionals and brokers). VantagePoint has evolved since its founding to become a central investment manager for MissionSquare Funds, providing diversified portfolio management and retirement solutions to public employees.
Investment Strategy
VantagePoint Investment Advisers LLC primarily manages pooled investment vehicles for US public sector retirement plans, focusing on multi-asset portfolio construction. Their approach includes broad diversification across equities, fixed income, and alternative assets, aiming for long-term risk-adjusted returns suited for institutional pension clients. The firm emphasizes asset allocation, passive and active fund strategies, and prudent risk management to meet the retirement income needs of public employees, relying on fund fundamentals and portfolio rebalancing.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES | 32.64% | $325.4M | 524,120 | $567.77 | $620.90 | +$231.6M |
A AGG | ISHARES | 29.63% | $295.4M | 2,977,718 | $101.58 | $99.20 | -$70.6M |
T TLT | ISHARES | 18.54% | $184.8M | 2,094,441 | $105.29 | $88.25 | -$6.5M |
S SPHY | SPDR SERIES TRUST | 17.83% | $177.8M | 7,469,670 | $23.43 | $23.80 | +$6.6M |
V VTV | VANGUARD | 0.67% | $6.7M | 37,720 | $157.60 | $176.74 | -$2.8M |