Overview
Currency Info Helpful Links FAQs Menu Alabama Trust Fund Home Programs Trust Funds Alabama Trust Fund A permanent trust for Alabama’s future.1
Alabama Trust Fund's investment capital supports sovereign or public-sector financial objectives.1
Investment program
- Estimated AUM
- $4.1B as of Mar 31, 20262
- Capital pool
- state-owned permanent trust fund (oil & gas royalty-funded)1
- Investment model
- Not listed yet1
- Investment approach
- As an irrevocable, permanent trust, it supports long-term financial stability for the state through disciplined investment and governance.1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: venture capital, real estate, fixed income.1
- Performance
- Not listed yet
- Governance
- As an irrevocable, permanent trust, it supports long-term financial stability for the state through disciplined investment and governance.1
- Investment team
- Not listed yet1
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (treasury.alabama.gov)Parent organization overview, Pool purpose, Capital pool, Investment model, Investment approach, Asset allocation, Governance, Investment team, Investment office page · checked Jul 25, 2026
- Website (treasury.alabama.gov)Estimated AUM · checked Jul 25, 2026
Profile and job sources
- Website (treasury.alabama.gov)Website · checked Jul 25, 2026
- Website (treasury.alabama.gov)Website · checked Jul 25, 2026
- Website (treasury.alabama.gov)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026