| | Date | 12 January 2010 |
| | Fund | New York Chiropractic College, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 39 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 5 |
| | Firm Hired | The Vanguard Group |
| | Account Size | USD 5 |
| | Search Consultant | Prime, Buchholz & Associates |
| | Comments | The fund has hired The Vanguard Group to replace Frontegra Asset Management in its fixed income portfolio. The firm which was handling a USD5 million mandate was dropped due a change in investment style. |
|
| | Date | 12 January 2010 |
| | Fund | New York Chiropractic College, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 39 |
| | Assignment | U.S./Active Equity/Mid-Cap Value |
| | Mandate Size (mil) | USD 1 |
| | Firm Hired | Artisan Partners |
| | Account Size | USD 1 |
| | Search Consultant | Prime, Buchholz & Associates |
| | Comments | The fund has hired Artisan Partners to handle a USD1 million mid-cap value mandate. The firm replaces LSV Asset Management which was terminated due to performance related issues. |
|
| | Date | 12 January 2010 |
| | Fund | New York Chiropractic College, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 39 |
| | Assignment | U.S./Active Equity/Large-Cap Value |
| | Mandate Size (mil) | USD 1 |
| | Firm Hired | Fidelity Investments |
| | Account Size | USD 1 |
| | Search Consultant | Prime, Buchholz & Associates |
| | Comments | The fund will commit USD1 million to a total market index fund managed by Fidelity Investments. |
|
| | Date | 12 January 2010 |
| | Fund | FundQuest, Massachusetts |
| | Fund Type | Manager of Managers |
| | Fund Assets (mil) | USD 40000 |
| | Assignment | U.S./Multi Asset/Manager-of-Managers |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Managed Portfolio Advisors |
| | Account Size | USD 0 |
| | Search Consultant | None |
| | Comments | The firm has hired Managed Portfolio Advisors as overlay manager for its Advisor Directed Unified Managed Account Program. |
|
| | Date | 12 January 2010 |
| | Fund | St. Bonaventure University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 38 |
| | Assignment | International/Active Equity |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | EuroPacific |
| | Account Size | USD 0 |
| | Search Consultant | Cambridge Associates |
| | Comments | The fund has hired EuroPacific to manage an international equity portfolio. No further details are available. |
|
| | Date | 12 January 2010 |
| | Fund | St. Bonaventure University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 38 |
| | Assignment | U.S./Active Equity/Mid-Cap Value |
| | Mandate Size (mil) | USD 1.2 |
| | Firm Hired | Artisan Partners |
| | Account Size | USD 1.2 |
| | Search Consultant | Cambridge Associates |
| | Comments | The fund has hired Artisan Partners as a replacement for Harbor Capital Advisors. The firm will handle USD1.2 million in its mid-cap value portfolio. |
|
| | Date | 12 January 2010 |
| | Fund | St. Bonaventure University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 38 |
| | Assignment | U.S./Active Equity/Large-Cap |
| | Mandate Size (mil) | USD 4 |
| | Firm Hired | Stralem & Company |
| | Account Size | USD 4 |
| | Search Consultant | Cambridge Associates |
| | Comments | The fund has selected Stralem & Company to manage a USD4 million large-cap equity brief, replacing Renaissance Investment Management which was handling USD3.7 million in the space. The reason for the move was not disclosed. |