| | Date | 29 January 2010 |
| | Fund | El Paso (Texas) Firemen & Policemen’s Pension Fund, Texas |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 935 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 18.5 |
| | Firm Hired | Riverside Europe |
| | Account Size | USD 3 |
| | Firm Hired | Newstone Capital Partners |
| | Account Size | USD 3 |
| | Firm Hired | Lexington Partners |
| | Account Size | USD 12.5 |
| | Search Consultant | Meketa Investment Group |
| | Comments | The scheme has awarded USD3 million to Riverside Europe, USD3 million to Newstone Capital Partners and USD12.5 million to Lexington Partners to manage in its private equity portfolio. The board plans to fund mandates at the expense of its fixed income portfolio. Its private equity consultant, Meketa Investment Group assisted. |
|
| | Date | 29 January 2010 |
| | Fund | Oklahoma Teachers Retirement System, Oklahoma |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 8400 |
| | Assignment | U.S./Consultant |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | None |
| | Comments | The plan has rehired gregory.w.group as its investment consultant. Callan Associates, Wilshire Associates, Hammond Associates, R.V. Kuhns & Associates and Mercer were the other finalists. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Active Fixed Income/Corporate Bonds |
| | Mandate Size (mil) | USD 1 |
| | Firm Hired | The Vanguard Group |
| | Account Size | USD 1 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The fund has hired The Vanguard Group to replace State Street Global Advisors in its short term corporate bonds portfolio. The firm will handle a USD1 million mandate. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Active Fixed Income/Core |
| | Mandate Size (mil) | USD 22.3 |
| | Firm Hired | Aberdeen Asset Management |
| | Account Size | USD 13.5 |
| | Firm Hired | BlackRock |
| | Account Size | USD 8.8 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The system has hired Aberdeen Asset Management and BlackRock to handle fixed income core mandates of USD13.5 million and USD8.8 million mandates respectively. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Active Fixed Income/High-Yield |
| | Mandate Size (mil) | USD 5.8 |
| | Firm Hired | Seix Investment Advisors |
| | Account Size | USD 5.8 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | Seix Investment Advisors was hired to handle a USD5.8 million mandate in the endowment's fixed income high yield portfolio.
|
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Active Equity/Large-Cap Growth |
| | Mandate Size (mil) | USD 13.7 |
| | Firm Hired | Jennison Associates, LLC |
| | Account Size | USD 0 |
| | Firm Hired | State Street Global Advisors |
| | Account Size | USD 0 |
| | Firm Hired | Sustainable Growth Advisers |
| | Account Size | USD 0 |
| | Firm Hired | PIMCO |
| | Account Size | USD 0 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The system has hired Jennison Associates, LLC, State Street Global Advisors, Sustainable Growth Advisers and PIMCO to manage a combined USD13.7 million in its domestic large-cap growth portfolio. The firms will replace previous incumbent TCW Group. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Active Equity/Large-Cap Value |
| | Mandate Size (mil) | USD 10.6 |
| | Firm Hired | Institutional Capital Corporation |
| | Account Size | USD 0 |
| | Firm Hired | State Street Global Advisors |
| | Account Size | USD 0 |
| | Firm Hired | AllianceBernstein |
| | Account Size | USD 0 |
| | Firm Hired | PIMCO |
| | Account Size | USD 0 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The fund has selected Institutional Capital Corporation, State Street Global Advisors, AllianceBernstein and PIMCO to handle a cumulative USD10.6 million in its domestic equity large-cap value portfolio. The firms replaced incumbent Dodge & Cox. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Active Equity/Small-Cap |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Frontier Capital Management |
| | Account Size | USD 0 |
| | Firm Hired | IronBridge Capital Management |
| | Account Size | USD 0 |
| | Firm Hired | Mellon Capital Management |
| | Account Size | USD 0 |
| | Firm Hired | Sterling Johnston Capital Management |
| | Account Size | USD 0 |
| | Firm Hired | State Street Global Advisors |
| | Account Size | USD 0 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The endowment has added Frontier Capital Management, IronBridge Capital Management, Mellon Capital Management, Sterling Johnston Capital Management and State Street Global Advisors to its small-cap equity roster, as replacements for incumbents Emerald Advisers, Inc. and Schneider Capital Management. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | Global (ex U.S.)/Active Equity |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Capital Guardian Trust Company |
| | Account Size | USD 0 |
| | Firm Hired | Artisan Partners |
| | Account Size | USD 0 |
| | Firm Hired | Causeway Capital Management |
| | Account Size | USD 0 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The fund will commit a total of USD17.2 million in global (ex. U.S.) equity to be run by Capital Guardian Trust Company, Artisan Partners and Causeway Capital Management. The individual mandate sizes were not immediately known. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | Emerging Markets/Active Equity |
| | Mandate Size (mil) | USD 4.3 |
| | Firm Hired | State Street Global Advisors |
| | Account Size | USD 4.3 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The scheme has hired State Street Global Advisors to handle USD4.3 million in emerging markets equity. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Alternative |
| | Mandate Size (mil) | USD 4.9 |
| | Firm Hired | Hirtle, Callaghan & Co. |
| | Account Size | USD 1.4 |
| | Firm Hired | UBP Asset Management |
| | Account Size | USD 3.5 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The scheme committed USD1.4 million to the Hirtle, Callaghan Total Return Offshore Fund and USD3.5 million to a similar brief handled by UBP Asset Management. |
|
| | Date | 29 January 2010 |
| | Fund | Ursinus College, Pennsylvania |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Real Estate/REIT |
| | Mandate Size (mil) | USD 2 |
| | Firm Hired | Wellington Management |
| | Account Size | USD 2 |
| | Search Consultant | Hirtle, Callaghan & Company |
| | Comments | The fund has hired Wellington Management to handle a USD2 million real estate securities mandate.
|
|
| | Date | 29 January 2010 |
| | Fund | New York State Teachers’ Retirement System, New York |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 75300 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 90 |
| | Firm Hired | Wynnchurch Capital Ltd. |
| | Account Size | USD 25 |
| | Firm Hired | The Sterling Group |
| | Account Size | USD 65 |
| | Search Consultant | StepStone Group |
| | Comments | The system plans to award up to USD65 million to the Sterling Group Partners III fund and USD25 million to the Wynnchurch Capital Partners III fund, for its private equity portfolio. |