| | Date | 21 January 2010 |
| | Fund | Houston Baptist University, Texas |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 76 |
| | Assignment | U.S./Alternative |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Cambridge Associates |
| | Comments | The fund has invested USD2.5 million in to its alternatives portfolio and has not hired any new manager for the same. |
|
| | Date | 21 January 2010 |
| | Fund | Orange County Employees Retirement System, California |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 7500 |
| | Assignment | Global/Active Equity |
| | Mandate Size (mil) | USD 300 |
| | Firm Hired | JPMorgan Asset Management |
| | Account Size | USD 100 |
| | Firm Hired | Franklin Templeton Investments |
| | Account Size | USD 100 |
| | Firm Hired | GMO |
| | Account Size | USD 100 |
| | Search Consultant | Callan Associates |
| | Comments | The system plans to invest USD100 million each with global equity managers GMO, JPMorgan Asset Management and Franklin Templeton Investments. It has designated GE Asset Management as an alternative in case contract negotiations with one the firms fail. |
|
| | Date | 21 January 2010 |
| | Fund | Kennametal, Pennsylvania |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 600 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 120 |
| | Firm Hired | PIMCO |
| | Account Size | USD 60 |
| | Firm Hired | NISA Investment Advisors |
| | Account Size | USD 60 |
| | Search Consultant | Yanni Partners |
| | Comments | The fund has hired PIMCO and NISA Investment Advisors to each handle USD60 million in its fixed income portfolio. |
|
| | Date | 21 January 2010 |
| | Fund | Teamsters, Philadelphia & Vicinity, New Jersey |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 1200 |
| | Assignment | U.S./Active Equity/Large-Cap Value |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Lord Abbett & Co |
| | Account Size | USD 0 |
| | Firm Hired | Tocqueville Asset Management |
| | Account Size | USD 0 |
| | Search Consultant | Courtney Investment Consulting |
| | Comments | The fund recently hired Lord Abbett & Co and Tocqueville Asset Management to handle large-cap value briefs. The individual mandate sizes were not disclosed. |
|
| | Date | 21 January 2010 |
| | Fund | Teamsters, Philadelphia & Vicinity, New Jersey |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 1200 |
| | Assignment | U.S./Active Equity/Large-Cap Growth |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Westfield Capital Management |
| | Account Size | USD 0 |
| | Search Consultant | Courtney Investment Consulting |
| | Comments | The fund has selected Westfield Capital Management to replace Gardner Lewis Asset Management on its large-cap growth equity roster. No further details were disclosed. |
|
| | Date | 21 January 2010 |
| | Fund | Wyoming State Treasurer’s Office, Wyoming |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 11000 |
| | Assignment | U.S./Real Estate/Value |
| | Mandate Size (mil) | USD 75 |
| | Firm Hired | WestRiver Capital |
| | Account Size | USD 75 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The plan has committed USD75 million to the WestRiver Real Estate Finance Fund, a joint venture between Westmont Group and River Stone. |
|
| | Date | 21 January 2010 |
| | Fund | Dallas-Fort Worth Airport Employees’ Pension Plan, Texas |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 300 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 3 |
| | Firm Hired | Lone Star Funds |
| | Account Size | USD 3 |
| | Search Consultant | None |
| | Comments | The fund has committed USD3 million to Lone Star Funds’ Community Reinvestment Act for the city of Dallas. |