| | Date | 19 January 2010 |
| | Fund | Jacksonville (Fla.) Police & Fire Pension Fund, Florida |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 982 |
| | Fund Contact | John Keane/Executive Director/+1 904 354 7373 |
| | Assignment | U.S./Alternative |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Summit Strategies Group |
| | Comments | The plan will re-file a legislative bill to build out an alternatives allocation next Tuesday. It will consider alternatives such as distressed real estate for diversification and may fund the move through a reduction of its domestic equity or fixed income portfolios. |
|
| | Date | 19 January 2010 |
| | Fund | Iowa Public Employees Retirement System, Iowa |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 19400 |
| | Fund Contact | Karl Koch/CIO/+1 515 281 0030 |
| | Assignment | U.S./Passive Fixed Income/Treasury Inflation Protected Securities |
| | Mandate Size (mil) | USD 600 |
| | RFP | Click here to view RFP >> |
| | Search Consultant | Wilshire Associates |
| | Comments | The fund has issued a request for proposals seeking Treasury Inflation-Protected Securities investment management services. The request can be downloaded from the RFP link. All proposals are due by February 22, 2010. |
|
| | Date | 19 January 2010 |
| | Fund | Oklahoma Firefighters Pension & Retirement System, Oklahoma |
| | Fund Type | Public D.B. |
| | Fund Size (mil) | USD 1500 |
| | Fund Contact | Herb Bradshaw/Deputy Director/+1 405 522 4600 |
| | Assignment | U.S./Active Equity/Large-Cap Growth |
| | Mandate Size (mil) | USD 86 |
| | RFP | Click here to view RFP >> |
| | Search Consultant | Asset Consulting Group |
| | Comments | The scheme has issued a request for proposals for a large-cap growth equity manager to manage USD86 million in that mandate. RFP can be downloaded from the RFP link. All proposals are due by January 29, 2010. |
|
| | Date | 19 January 2010 |
| | Fund | Wesleyan College, Georgia |
| | Fund Type | Endowment |
| | Fund Size (mil) | USD 48 |
| | Fund Contact | Richard P. Maier /Vice President-Finance & Treasurer /+1 478 757 2083 |
| | Assignment | U.S./Hedge Funds |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Montford Associates |
| | Comments | The fund recently terminated Summit Global Management, Inc., due to lagging performance. The assets were redistributed among its incumbent managers. |
|
| | Date | 19 January 2010 |
| | Fund | Potlatch Corporation, Washington |
| | Fund Type | Corporate D.B. |
| | Fund Size (mil) | USD 333 |
| | Fund Contact | Jose Montalvo/Director-Compensation & Benefits/+1 509 835 1529 |
| | Assignment | U.S./Active Fixed Income/Convertibles |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Mercer |
| | Comments | The fund has dropped a convertible securities brief previously handled by Victory Capital Management due to a change in investment strategy. |
|
| | Date | 19 January 2010 |
| | Fund | Potlatch Corporation, Washington |
| | Fund Type | Corporate D.B. |
| | Fund Size (mil) | USD 333 |
| | Fund Contact | Jose Montalvo/Director-Compensation & Benefits/+1 509 835 1529 |
| | Assignment | U.S./Active Fixed Income/Intermediate |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Mercer |
| | Comments | The fund has dropped an intermediate bonds mandate managed by Patterson Capital Corporation due to a change in investment strategy. |
| | Date | 19 January 2010 |
| | Fund | Texas Permanent School Fund, Texas |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 17000 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 1300 |
| | Firm Hired | Credit Suisse |
| | Account Size | USD 650 |
| | Firm Hired | NB Alternatives Advisers LLC |
| | Account Size | USD 650 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The scheme has hired Credit Suisse Customized Fund Investment Group and NB Alternative Advisers to manage USD650 million each in private equity mandate. |
|
| | Date | 19 January 2010 |
| | Fund | Potlatch Corporation, Washington |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 333 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 43 |
| | Firm Hired | PIMCO |
| | Account Size | USD 0 |
| | Firm Hired | Vanguard Capital |
| | Account Size | USD 0 |
| | Search Consultant | Mercer |
| | Comments | The fund hired PIMCO and Vanguard Capital for the long-term credit portfolio for a mandate worth USD43 million combined. The hiring was done during the last two quarters of 2009. |
|
| | Date | 19 January 2010 |
| | Fund | Presbyterian College, South Carolina |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 66.9 |
| | Assignment | International/Active Equity |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | MFS Institutional Advisors |
| | Account Size | USD 8.25 |
| | Firm Hired | Dodge & Cox |
| | Account Size | USD 8.25 |
| | Search Consultant | Towers Watson Investment (formerly Towers Perrin) |
| | Comments | The fund plans to select MFS Institutional Advisors and Dodge & Cox to handle USD8.25 million each in its international equity portfolio. The firms will replace AllianceBernstein due to a combination of lagging performance and organizational issues. |
|
| | Date | 19 January 2010 |
| | Fund | New York State Common Retirement Fund, New York |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 126000 |
| | Assignment | Emerging Markets/Hedge Funds |
| | Mandate Size (mil) | USD 250 |
| | Search Consultant | Strategic Investment Solutions |
| | Comments | The plan has invested USD250 million in the Finisterre Emerging Markets Fund. |
|
| | Date | 19 January 2010 |
| | Fund | Carroll College, Montana |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 27.2 |
| | Assignment | U.S./Multi Asset |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | American Funds |
| | Account Size | USD 0 |
| | Search Consultant | Wurts & Associates |
| | Comments | The fund has hired American Funds to handle a multi asset mandate. No further details could be ascertained. |
|
| | Date | 19 January 2010 |
| | Fund | Entergy Corporation, Louisiana |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 2700 |
| | Assignment | U.S./Active Equity/Small-Cap Value |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Cramer Rosenthal McGlynn |
| | Account Size | USD 112 |
| | Search Consultant | Callan Associates |
| | Comments | The fund has added Cramer Rosenthal McGlynn to replace INVESCO in its small-cap value portfolio. The firm will handle approximately USD112 million. |
|
| | Date | 19 January 2010 |
| | Fund | Los Angeles City Employees Retirement System (LACERS), California |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 8200 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 20 |
| | Firm Hired | American Securities Capital Partners |
| | Account Size | USD 20 |
| | Search Consultant | Pension Consulting Alliance |
| | Comments | The system plans to commit up to USD20 million to the American Securities Opportunities Fund II. |
| | Date | 19 January 2010 |
| | Fund | JM Family Enterprises, Inc., Florida |
| | Fund Type | Corporate D.C. |
| | Fund Size (mil) | USD 331 |
| | Fund Contact | Ron Virtue/Lead Investment Analyst/+1 954 429 2000 |
| | Assignment | U.S./Active Equity/Large-Cap |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | NEPC |
| | Comments | The fund plans to move a large portion of its large-cap equity portfolio into index funds as part of a strategy developed last year. Consequently, it may redeploy assets managed by INTECH in a similar portfolio to new allocations it has decided the plan should have. The move may lead to manager hires. |
|
| | Date | 19 January 2010 |
| | Fund | JM Family Enterprises, Inc., Florida |
| | Fund Type | Corporate D.C. |
| | Fund Size (mil) | USD 331 |
| | Fund Contact | Ron Virtue/Lead Investment Analyst/+1 954 429 2000 |
| | Assignment | U.S./Multi Asset |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | NEPC |
| | Comments | The fund may consider adding options in hedge funds, emerging markets equity and commodities during the year. The move which is being considered following recommendations from a recently completed asset study may be made during the second quarter. |