Credit tops allocators’ shopping lists as real estate makes inroads

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Institutional investors’ appetite for credit strategies continues to grow as allocations in the asset class outpaced private equity in May, according to the latest AW Research Investor Scorecard.

Overall, allocators placed roughly $13 billion across private markets, with roughly $6 billion going to alternative credit strategies. Private equity saw $3 billion in capital, while real estate saw $2 billion in activity.

The largest allocation in May was $700 million and within private credit, led by the Texas Permanent School Fund, which made $1.5 billion in commitments to bank loan portfolios and was expecting to do more in the near future.

Within private equity, the top mandate was CPP Investments’ announcement of a previous $542 million allocation to CVC Capital Partners IX.

Lastly in real estate, the New York State Common Retirement Fund and the New York State Teachers’ Retirement System each had $300 million mandates to the asset class to Blackstone and Prima Capital Partners, respectively.

A full rundown of the month’s reported activity can be found below.

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