| | Date | 10 December 2009 |
| | Fund | Bethany Lutheran College & Seminary, Minnesota |
| | Fund Type | Foundation |
| | Fund Assets (mil) | USD 32.7 |
| | Assignment | International/Active Equity |
| | Mandate Size (mil) | USD 3 |
| | Firm Hired | iShares |
| | Account Size | USD 3 |
| | Search Consultant | Jeffrey Slocum & Associates |
| | Comments | The fund has invested USD3 million in an iShares MSCI EAFe fund. |
|
| | Date | 10 December 2009 |
| | Fund | Contra Costa County Employees Retirement Association, California |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 4000 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 60 |
| | Firm Hired | Goldman Sachs Asset Management |
| | Account Size | USD 60 |
| | Search Consultant | Milliman USA |
| | Comments | The plan invested USD60 million in Goldman Sachs broad opportunistic credit strategy, pending successful contract negotiations. |
|
| | Date | 10 December 2009 |
| | Fund | New York City Teachers Retirement System, New York |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 78000 |
| | Assignment | Global/Consultant |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | None |
| | Comments | The system has rehired StepStone Group as its private equity advisor. |
|
| | Date | 10 December 2009 |
| | Fund | New York City Teachers Retirement System, New York |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 78000 |
| | Assignment | U.S./Consultant |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | None |
| | Comments | The system has hired Ennis Knupp + Associates as its general investment consultant. Its incumbent Callan Associates will provide advisory services for its real estate portfolio. |
|
| | Date | 10 December 2009 |
| | Fund | California Institute of Technology, California |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 1891 |
| | Assignment | U.S./Recordkeeper/Administrator |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | None |
| | Comments | The fund has selected TIAA-CREF to provide recordkeeping services for its defined contribution plan. |
|
| | Date | 10 December 2009 |
| | Fund | Bethany Lutheran College & Seminary, Minnesota |
| | Fund Type | Foundation |
| | Fund Assets (mil) | USD 32.7 |
| | Assignment | U.S./Tactical Asset Allocation |
| | Mandate Size (mil) | USD 0.75 |
| | Firm Hired | Permanent Portfolio Family of Funds |
| | Account Size | USD 0.75 |
| | Search Consultant | Jeffrey Slocum & Associates |
| | Comments | The fund has invested USD0.750 million in the Permanent Portfolio managed by The Permanent Portfolio Family of Funds. |
|
| | Date | 10 December 2009 |
| | Fund | Bethany Lutheran College & Seminary, Minnesota |
| | Fund Type | Foundation |
| | Fund Assets (mil) | USD 32.7 |
| | Assignment | U.S./Hedge Funds |
| | Mandate Size (mil) | USD 1 |
| | Firm Hired | JPMorgan Investment Management |
| | Account Size | USD 1 |
| | Search Consultant | Jeffrey Slocum & Associates |
| | Comments | The fund has invested USD1 million in the JPMorgan Market Neutral Fund. The funding came from reducing the assets allocated to its Hussman Strategic Growth Fund. |
|
| | Date | 10 December 2009 |
| | Fund | American Honda Motor Company, California |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 2900 |
| | Assignment | U.S./Passive Equity/All-Cap |
| | Mandate Size (mil) | USD 150 |
| | Firm Hired | Northern Trust Global Investments |
| | Account Size | USD 150 |
| | Search Consultant | Ennis Knupp + Associates |
| | Comments | The fund has dropped a USD150 million large-cap core mandate handled by AllianceBernstein, after it decided to reduce equity and move towards passive bonds . The assets have been placed in an all-cap index fund managed by Northern Trust Global Investments. |
|
| | Date | 10 December 2009 |
| | Fund | Washington Suburban Sanitary Commission, Maryland |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 600 |
| | Assignment | U.S./Active Equity |
| | Mandate Size (mil) | USD 50 |
| | Firm Hired | State Street Global Advisors |
| | Account Size | USD 50 |
| | Search Consultant | Evaluation Associates |
| | Comments | The fund has hired State Street Global Advisors to handle a USD50 million domestic equity mandate. |