| | Date | 20 January 2010 |
| | Fund | American College of Obstetricians and Gynecologists, D.C. |
| | Fund Type | Foundation |
| | Fund Assets (mil) | USD 100 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | TCW Group |
| | Account Size | USD 0 |
| | Search Consultant | Convergent Wealth Advisors |
| | Comments | The fund has added incumbent TCW Group to its fixed income roster. The mandate size was not disclosed. |
|
| | 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 fund has tapped the Credit Suisse Customized Fund Investment Group and NB Alternative Advisers to manage USD650 million each in its private equity portfolio. |
|
| | 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 | 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 has added PIMCO and Vanguard Capital to its long-term credit portfolio. The firms will manage a combined USD43 million in assets. |
|
| | 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 | 22 January 2010 |
| | Fund | Teamsters, Drivers Milwaukee, Local #344 , Wisconsin |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 365 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 22 |
| | Firm Hired | Hamilton Lane Advisors |
| | Account Size | USD 11 |
| | Firm Hired | Landmark Partners |
| | Account Size | USD 11 |
| | Search Consultant | Marco Consulting Group |
| | Comments | The fund has hired Landmark Partners and Hamilton Lane Advisors to manage USD11 million each in its private equity portfolio. |
|
| | Date | 22 January 2010 |
| | Fund | San Antonio Fire & Police Pension Fund, Texas |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 1700 |
| | Assignment | Global (ex U.S.)/Active Equity |
| | Mandate Size (mil) | USD 50 |
| | Firm Hired | Research Affiliates |
| | Account Size | USD 50 |
| | Search Consultant | Consulting Services Group |
| | Comments | The fund has tapped Research Affiliates to manage a USD50 million All Country World Index ex U.S. equity mandate. Arnhold & Bleichroeder was the other finalist.
|
|
| | Date | 22 January 2010 |
| | Fund | Public School Teachers’ Pension & Retirement Fund of Chicago , Illinois |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 10000 |
| | Assignment | International/Active Equity/Manager-of-Managers |
| | Mandate Size (mil) | USD 100 |
| | Firm Hired | Leading Edge Investment Advisors |
| | Account Size | USD 100 |
| | Search Consultant | Mercer |
| | Comments | The fund has tapped Leading Edge Advisors to manage a USD100 million international equity manager-of-managers mandate. Attucks Asset Management, Fixed Income Securities, Inc., and Progress Investment Management were the other finalists. |
|
| | 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 | 20 January 2010 |
| | Fund | American College of Obstetricians and Gynecologists, D.C. |
| | Fund Type | Foundation |
| | Fund Assets (mil) | USD 100 |
| | Assignment | U.S./Distressed Debt |
| | Mandate Size (mil) | USD 4 |
| | Firm Hired | Monarch Capital Management |
| | Account Size | USD 4 |
| | Search Consultant | Convergent Wealth Advisors |
| | Comments | The fund has hired Monarch Capital Management to handle USD4 million in its distressed debt and credit opportunities portfolio. |
|
| | Date | 20 January 2010 |
| | Fund | Wyoming State Treasurer’s Office, Wyoming |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 11000 |
| | Assignment | U.S./Hedge Funds/Fund of Hedge Funds |
| | Mandate Size (mil) | USD 150 |
| | Firm Hired | Grosvenor Capital Management |
| | Account Size | USD 150 |
| | Search Consultant | R.V. Kuhns & Associates |
| | Comments | The plan has committed to a fund of funds managed by Grosvenor Capital Management and will fund it from incoming capital. The move was made because it believes there will be opportunities in the credit market and fund of funds are a single point of entry. |
|
| | Date | 20 January 2010 |
| | Fund | Conner Prairie Foundation, Indiana |
| | Fund Type | Foundation |
| | Fund Assets (mil) | USD 95 |
| | Assignment | U.S./Passive Fixed Income/Treasury Inflation Protected Securities |
| | Mandate Size (mil) | USD 7 |
| | Firm Hired | The Vanguard Group |
| | Account Size | USD 7 |
| | Search Consultant | Cambridge Associates |
| | Comments | The foundation has hired Vanguard to manage a USD7 million Treasury Inflation-Protected Securities brief. The move was made due to its concerns regarding inflation over the next one to three years. |
|
| | 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. |
|
| | Date | 22 January 2010 |
| | Fund | United Food & Commercial Workers & Food Employers, Southern California, Joint Trust Funds, California |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 3700 |
| | Assignment | International/Active Equity |
| | Mandate Size (mil) | USD 110 |
| | Firm Hired | Vontobel Asset Management |
| | Account Size | USD 110 |
| | Search Consultant | Meketa Investment Group |
| | Comments | The fund has selected Vontobel Asset Management to run a USD110 million international equity brief. The firm replaced incumbent CIBC Global Asset Management Inc. |
|
| | Date | 22 January 2010 |
| | Fund | United Food & Commercial Workers & Food Employers, Southern California, Joint Trust Funds, California |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 3700 |
| | Assignment | U.S./Hedge Funds |
| | Mandate Size (mil) | USD 50 |
| | Firm Hired | EnTrust Capital |
| | Account Size | USD 50 |
| | Search Consultant | Meketa Investment Group |
| | Comments | The fund has hired EnTrust Capital to manage a USD50 million hedge fund mandate. |
|
| | Date | 22 January 2010 |
| | Fund | School Employees Retirement System of Ohio, Ohio |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 9000 |
| | Assignment | U.S./Private Equity/Buyout |
| | Mandate Size (mil) | USD 80 |
| | Firm Hired | Mason Wells |
| | Account Size | USD 40 |
| | Firm Hired | Francisco Partners |
| | Account Size | USD 40 |
| | Search Consultant | Summit Strategies Group |
| | Comments | The system has made private equity commitments of USD40 million each to Francis Partners’ II Fund and a buyout fund managed by Mason Wells. |
|
| | Date | 22 January 2010 |
| | Fund | Oakland County (Mich.) Employees Retirement System, Michigan |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 1400 |
| | Assignment | U.S./Active Fixed Income/Core-Plus |
| | Mandate Size (mil) | USD 120 |
| | Firm Hired | Loomis, Sayles & Company L.P. |
| | Account Size | USD 120 |
| | Search Consultant | Asset Consulting Group |
| | Comments | The plan has hired Loomis, Sayles & Co. to handle a USD120 million core plus fixed income brief. The firm replaced TCW Group which was terminated due to organizational changes. |