| | Date | 17 February 2010 |
| | Fund | Metropolitan St. Louis Sewer District, Missouri |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 180 |
| | Assignment | U.S./Distressed Debt |
| | Mandate Size (mil) | USD 8 |
| | Firm Hired | Loomis, Sayles & Company L.P. |
| | Account Size | USD 8 |
| | Search Consultant | NEPC |
| | Comments | The fund has hired Loomis, Sayles & Company L.P to manage a $8 million distressed debt mandate. Mesirow Financial and Eaton Vance Management were the other finalists. |
|
| | Date | 17 February 2010 |
| | Fund | Maryland State Retirement & Pension System, Maryland |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 32000 |
| | Assignment | U.S./Hedge Funds/Fund of Hedge Funds |
| | Mandate Size (mil) | USD 300 |
| | Firm Hired | Rock Creek Group |
| | Account Size | USD 300 |
| | Search Consultant | Ennis, Knupp & Associates |
| | Comments | The fund has hired Rock Creek Group to manage a $300 million fund of hedge funds mandate. The firm was selected on the basis of an asset allocation study conducted in 2008 and the move was financed through a reduction in its $1.4 billion cash allocation. |
|
| | Date | 17 February 2010 |
| | Fund | Milwaukee County Employees’ Retirement System, Wisconsin |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 1800 |
| | Assignment | U.S./Hedge Funds/Fund of Hedge Funds |
| | Mandate Size (mil) | USD 160 |
| | Firm Hired | K2 Advisors |
| | Account Size | USD 80 |
| | Firm Hired | ABS Investment Management |
| | Account Size | USD 80 |
| | Search Consultant | Marquette Associates |
| | Comments | The plan has hired K2 Advisors and ABS Investment Management to each handle $80 million in its hedge funds portfolio. |
|
| | Date | 17 February 2010 |
| | Fund | Southeastern Pennsylvania Transportation Authority, Pennsylvania |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 664 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 10 |
| | Firm Hired | Boston Millennia Partners |
| | Account Size | USD 5 |
| | Firm Hired | Yucaipa American Funds |
| | Account Size | USD 5 |
| | Search Consultant | Gray & Company |
| | Comments | The fund upped its private equity allocations and has selected Boston Millennia Partners and Yucaipa American Funds to manage $5 million each in the space. |
|
| | Date | 17 February 2010 |
| | Fund | Alexandria (Va.) Fire & Police Retirement System, Virginia |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 130 |
| | Assignment | U.S./Alternative/Timberland/Vineyards |
| | Mandate Size (mil) | USD 11 |
| | Firm Hired | John Hancock Forestry Fund |
| | Account Size | USD 11 |
| | Search Consultant | Dahab Associates |
| | Comments | The plan will invest $11 million with John Hancock for a timber mandate. The funding will come from the fixed income portfolios of its Fire & Police and General Employees pension plans. |
|
| | Date | 17 February 2010 |
| | Fund | Puerto Rico Employees’ Retirement System, Puerto Rico |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 4700 |
| | Assignment | Global/Consultant |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | None |
| | Comments | The fund has selected Ennis Knupp + Associates as its investment consultant. |
|
| | Date | 17 February 2010 |
| | Fund | Graco, Inc., Minnesota |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 170 |
| | Assignment | U.S./Multi Asset |
| | Mandate Size (mil) | USD 170 |
| | Firm Hired | JPMorgan Asset Management |
| | Account Size | USD 170 |
| | Search Consultant | Jeffrey Slocum & Associates |
| | Comments | The fund has hired JPMorgan Asset Management as the sole asset manager for its $170 million portfolio. |
|
| | Date | 17 February 2010 |
| | Fund | National Integrated Group Pension Plan, New Jersey |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 609 |
| | Assignment | U.S./Actuary |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | Segal Advisors |
| | Comments | The board has tapped Segal Advisors to provide its actuarial services replacing incumbent Prudential Consulting Group. No further information is available. |
|
| | Date | 17 February 2010 |
| | Fund | Hebrew Union College-Jewish Institute of Religion, Ohio |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 105 |
| | Assignment | U.S./Active Fixed Income/Total Return |
| | Mandate Size (mil) | USD 9 |
| | Firm Hired | PIMCO |
| | Account Size | USD 9 |
| | Search Consultant | Prime, Buchholz & Associates |
| | Comments | The fund will allocate $9 million to the PIMCO Total Return Institutional Fund as a replacement for Metropolitan West Asset Management's Total Return Fund. Metropolitan handled approximately $10 million, and was let go due to lagging performance. |
|
| | Date | 17 February 2010 |
| | Fund | Southeastern Pennsylvania Transportation Authority, Pennsylvania |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 664 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 46 |
| | Firm Hired | Sterling Capital Management |
| | Account Size | USD 46 |
| | Search Consultant | Gray & Company |
| | Comments | The fund has tapped Sterling Capital Management to replace Aberdeen Asset Management in its fixed income portfolio, due to performance related issues. Sterling was allocated $46 million. |
|
| | Date | 17 February 2010 |
| | Fund | Metropolitan St. Louis Sewer District, Missouri |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 180 |
| | Assignment | U.S./Alternative/Real Assets |
| | Mandate Size (mil) | USD 9 |
| | Firm Hired | Wellington Management |
| | Account Size | USD 9 |
| | Search Consultant | NEPC |
| | Comments | The fund has recently hired Wellington Management to handle a $9 million real assets brief. The mandate was funded at the expense of its domestic fixed income portfolio. |
|
| | Date | 17 February 2010 |
| | Fund | Zephyr Insurance Company, Hawaii |
| | Fund Type | Insurance |
| | Fund Assets (mil) | USD 0 |
| | Assignment | U.S./Active Fixed Income/Intermediate |
| | Mandate Size (mil) | USD 15 |
| | Firm Hired | Sage Advisory Services |
| | Account Size | USD 15 |
| | Search Consultant | Stifel Nicolaus & Company Inc. |
| | Comments | The plan has hired Sage Advisory Services to manage a $15 million intermediate fixed income brief. |