| | Date | 11 December 2009 |
| | Fund | Gonzaga University, Washington |
| | Fund Type | Endowment |
| | Fund Size (mil) | USD 110 |
| | Fund Contact | Charles Murphy /Vice President-Finance/509 323-6139 |
| | Assignment | U.S./Active Equity |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Wurts & Associates |
| | Comments | The fund is in the midst of a reallocation of its asset classes which could lead to a possible increase in domestic equity. Neither the size of the potential increase nor a decision on whether it may result in manager searches has been determined. A decision is expected during the first quarter of 2010 and its investment consultant Wurts & Associates will assist should the move lead to manager hires.
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| | Date | 11 December 2009 |
| | Fund | Marin County Employees Retirement Association, California |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 1200 |
| | Fund Contact | Charnel Benner/Retirement Administrator/+1 415 499 6147 |
| | Assignment | U.S./Active Equity/Large-Cap Core |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Callan Associates |
| | Comments | The plan is monitoring an undisclosed large-cap core manager due to poor performance. A decision regarding possible retention or replacement is expected by the end of the first quarter of 2010.
Should it decide to replace the firm, a request for proposals will be issued through its investment advisor Callan Associates.
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| | Date | 11 December 2009 |
| | Fund | Marin County Employees Retirement Association, California |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 1200 |
| | Fund Contact | Charnel Benner/Retirement Administrator/+1 415 499 6147 |
| | Assignment | U.S./Real Estate |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Callan Associates |
| | Comments | The plan is monitoring an undisclosed real estate manager due to poor performance. A decision regarding possible retention or replacement is expected by the end of the first quarter of 2010.
Should it decide to replace the firm, a request for proposals will be issued through its investment advisor Callan Associates.
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| | Date | 11 December 2009 |
| | Fund | Plumbers & Pipefitters, Local #112, New York |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Size (mil) | USD 71.5 |
| | Fund Contact | George Fish/Fund Administrator/+1 607 722 1883 |
| | Assignment | U.S./Real Estate |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Segal Advisors |
| | Comments | The plan may consider ramping up its real estate exposure for diversification. It will adopt a cautious approach as the push will be part of its long term plans. A decision is not expected before the third quarter of 2010. |
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| | Date | 11 December 2009 |
| | Fund | Kern County (Calif.) Employees Retirement Association, California |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 2300 |
| | Fund Contact | Anne Holdren/Executive Director/+1 661 868 3790 |
| | Assignment | U.S./Active Equity/Small-Cap |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Wilshire Associates |
| | Comments | The fund has placed State Street Global Advisors which is handling a small-cap indexed plus brief on its watch list due to poor performance. It plans to review the firm at the end of the second quarter before making a decision on whether to retain or terminate its services. Its investment consultant, Wilshire Associates is assisting.
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| | Date | 11 December 2009 |
| | Fund | New Mexico Public Employees Retirement Association, New Mexico |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 10400 |
| | Fund Contact | Robert (Bob) Gish/Investment Director/+1 505 476 9332 |
| | Assignment | International/Active Equity/Small-Cap |
| | Mandate Size (mil) | USD 123 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The fund has placed international equity manager Principal Global Investors on its watch list due to underperformance. A timeframe for monitoring the USD123 million mandate was not disclosed. |
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| | Date | 11 December 2009 |
| | Fund | New Mexico Public Employees Retirement Association, New Mexico |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 10400 |
| | Fund Contact | Robert (Bob) Gish/Investment Director/+1 505 476 9332 |
| | Assignment | U.S./Hedge Funds/Long/Short |
| | Mandate Size (mil) | USD 20 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The fund plans to discuss a USD20 million commitment to Claren Road Asset Management's long/short credit hedge fund. A timeframe for its decision was not disclosed. |
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| | Date | 11 December 2009 |
| | Fund | New Mexico Public Employees Retirement Association, New Mexico |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 10400 |
| | Fund Contact | Robert (Bob) Gish/Investment Director/+1 505 476 9332 |
| | Assignment | U.S./Hedge Funds/Portable Alpha |
| | Mandate Size (mil) | USD 20 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The system plans to discuss a possible USD20 million investment in Paulson & Co.’s event driven hedge fund for its portable alpha program. The timeframe for its decision was not disclosed. |
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| | Date | 11 December 2009 |
| | Fund | New Mexico Public Employees Retirement Association, New Mexico |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 10400 |
| | Fund Contact | Robert (Bob) Gish/Investment Director/+1 505 476 9332 |
| | Assignment | U.S./Hedge Funds/Absolute Return |
| | Mandate Size (mil) | USD 25 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The system will consider a USD25 million investment in an absolute return hedge fund managed by Paulson & Co. The timeframe for its decision was not disclosed. |
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| | Date | 11 December 2009 |
| | Fund | San Luis Obispo County Employees Retirement System, California |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 660 |
| | Fund Contact | Carl Nelson/Deputy Executive Secretary/+1 805 781 5465 |
| | Assignment | U.S./Active Equity/Large-Cap |
| | Mandate Size (mil) | USD 35 |
| | Search Consultant | Wurts & Associates |
| | Comments | The fund plans to discuss terminating INTECH at its February board meeting. The move is being considered due to poor performance and organizational changes. |
| | Date | 11 December 2009 |
| | Fund | Los Angeles Department of Water & Power Retirement Plan, California |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 6000 |
| | Fund Contact | Sangeeta Bhatia/Retirement Plan Manager/+1 213 367 1689 |
| | Assignment | U.S./Active Equity/Small-Cap Growth |
| | Mandate Size (mil) | USD 0 |
| | RFP | Click here to view RFP >> |
| | Search Consultant | Pension Consulting Alliance |
| | Comments | The fund plans to discuss hiring Frontier Capital Management for a small-cap growth mandate. A decision is expected shortly. |
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| | Date | 11 December 2009 |
| | Fund | Fresno County Employees Retirement Association, California |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 1800 |
| | Fund Contact | Roberto Pena/Retirement Administrator/+1 559 457 0350 |
| | Assignment | U.S./Active Equity/Large-Cap |
| | Mandate Size (mil) | USD 140 |
| | Search Consultant | Wurts & Associates |
| | Comments | The fund has placed INTECH on watch due to performance and organizational concerns. Wurts & Associates will assist the fund should it decide to seek a replacement. The timeframe for a decision could not be determined. |
| | Date | 11 December 2009 |
| | Fund | Los Angeles Department of Water & Power Retirement Plan, California |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 6000 |
| | Assignment | U.S./Active Fixed Income/Core |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | JPMorgan Asset Management |
| | Account Size | USD 0 |
| | Search Consultant | Pension Consulting Alliance |
| | Comments | The fund has hired JPMorgan Asset Management to handle an active core fixed income mandate. ING Investment Management, PIMCO and TCW Asset Management were the other finalists. |
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| | Date | 11 December 2009 |
| | Fund | Los Angeles Department of Water & Power Retirement Plan, California |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 6000 |
| | Assignment | Global/Passive Fixed Income |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Western Asset Management |
| | Account Size | USD 0 |
| | Search Consultant | Pension Consulting Alliance |
| | Comments | The fund has hired Western Asset Management Company for a government inflation linked securities mandate. BlackRock and PIMCO were the other finalists. |
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| | Date | 11 December 2009 |
| | Fund | Teachers Retirement System of the State of Illinois, Illinois |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 28500 |
| | Assignment | Global/Hedge Funds/Global Macro |
| | Mandate Size (mil) | USD 400 |
| | Firm Hired | PIMCO |
| | Account Size | USD 400 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The board has hired PIMCO to manage a USD400 million global macro mandate. The investment is part of the its real return allocation. |
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| | Date | 11 December 2009 |
| | Fund | Teachers Retirement System of the State of Illinois, Illinois |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 28500 |
| | Assignment | Global/Consultant |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | None |
| | Comments | The fund has rehired Callan Associates as its real estate consultant. The contract will be for five years. |
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| | Date | 11 December 2009 |
| | Fund | Brookline Retirement Board, Massachusetts |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 179 |
| | Assignment | U.S./Private Equity |
| | Mandate Attribute | Unconstrained |
| | Mandate Size (mil) | USD 2.5 |
| | Firm Hired | Lexington Partners |
| | Account Size | USD 2.5 |
| | Search Consultant | NEPC |
| | Comments | The fund has recently hired Lexington Partners to handle a USD2.5 million private equity mandate. |
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| | Date | 11 December 2009 |
| | Fund | Teachers Retirement System of the State of Illinois, Illinois |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 28500 |
| | Assignment | Global/Active Fixed Income/Core-Plus |
| | Mandate Size (mil) | USD 25 |
| | Firm Hired | LM Capital Group |
| | Account Size | USD 25 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The system has hired LM Capital Group to manage a USD25 million global fixed income core-plus mandate. |
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| | Date | 11 December 2009 |
| | Fund | United States Holocaust Memorial Museum, D.C. |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 140 |
| | Assignment | U.S./Alternative |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Loomis, Sayles & Company L.P. |
| | Account Size | USD 0 |
| | Search Consultant | Madison Portfolio Consultants |
| | Comments | The fund has hired Loomis, Sayles & Company L.P. for an alternatives brief. The mandate size was not disclosed. |