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Self Directed Brokerage Account (SDBA) research


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Guest seanao
Posted

I am doing some research into public retirement systems that have self-directed brokeraeg account and are therefore able to invest monies in alternative investments, such as private equity and/or hedge funds. As many PERS are holding a specific percentage of assets for alternative investments, the trend is an interesting one to research.

I am looking for suggestions of which systems have such accounts and are therefore able to make alternative investments.

I appreciate any/all help.

  • 5 weeks later...
Posted

"Self Directed" usually applies to DC plans with the ee responsible for making investment decsions. Are you referring to DC Plans that are PERS? Please clarify.

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