| | Date | 18 February 2010 |
| | Fund | Lake Forest College, Illinois |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 60 |
| | Assignment | U.S./Cash |
| | Mandate Size (mil) | USD 2.43 |
| | Search Consultant | Lowery Asset Consulting |
| | Comments | The fund has decided to allocate an additional $2 million to its cash portfolio. The move followed the recommendations of its completed asset study. |
|
| | Date | 18 February 2010 |
| | Fund | St. Lawrence University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 215 |
| | Assignment | International/Active Equity |
| | Mandate Size (mil) | USD 15 |
| | Firm Hired | International Value Advisers, LLC |
| | Account Size | USD 6 |
| | Search Consultant | Cambridge Associates |
| | Comments | The fund has hired International Value Advisers, LLC to manage a $6 million international equity mandate. |
|
| | Date | 18 February 2010 |
| | Fund | Northern California Pipe Trades Trust Funds, California |
| | Fund Type | Union/Multiemployer D.B. |
| | Fund Assets (mil) | USD 348 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 35 |
| | Firm Hired | Metropolitan West Asset Management |
| | Account Size | USD 35 |
| | Search Consultant | Wurts & Associates |
| | Comments | The plan has hired Metropolitan West Asset Management to handle a $35 million fixed income brief.
|
|
| | Date | 18 February 2010 |
| | Fund | Carroll College (Endowment), Wisconsin |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 32 |
| | Assignment | Global/Consultant |
| | Mandate Size (mil) | USD 0 |
| | Search Consultant | None |
| | Comments | The endowment after conducting an evaluation has selected Credit Suisse as its investment adviser. It believes the firm will provide the services it requires in the future. U.S. Bank was the previous incumbent. |
|
| | Date | 18 February 2010 |
| | Fund | St. Lawrence University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 215 |
| | Assignment | U.S./Active Equity/Large-Cap |
| | Mandate Size (mil) | USD 10 |
| | Firm Hired | Adage Capital Management |
| | Account Size | USD 10 |
| | Search Consultant | Callan Associates |
| | Comments | The fund has selected Adage Capital Management to handle a $10 million large-cap equity mandate. |
|
| | Date | 18 February 2010 |
| | Fund | St. Lawrence University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 215 |
| | Assignment | U.S./Active Equity/Long/Short |
| | Mandate Size (mil) | USD 5 |
| | Firm Hired | Brookside Capital |
| | Account Size | USD 5 |
| | Search Consultant | Callan Associates |
| | Comments | Brookside Capital has been selected to handle a $5 million long/short equity mandate. |
|
| | Date | 18 February 2010 |
| | Fund | St. Lawrence University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 215 |
| | Assignment | U.S./Commodities |
| | Mandate Size (mil) | USD 1.5 |
| | Firm Hired | State Street Global Advisors |
| | Account Size | USD 1.5 |
| | Search Consultant | Callan Associates |
| | Comments | The fund has committed $1.5 million to State Street Global Advisors for a commodities mandate which will use the Dow Jones AIG Commodity Index as its benchmark. |
|
| | Date | 18 February 2010 |
| | Fund | St. Lawrence University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 215 |
| | Assignment | U.S./Alternative/Real Assets |
| | Mandate Size (mil) | USD 1 |
| | Firm Hired | Van Eck Global |
| | Account Size | USD 1 |
| | Search Consultant | Callan Associates |
| | Comments | The fund has committed $1 million to the Van Eck International Investors Gold fund. |
|
| | Date | 18 February 2010 |
| | Fund | St. Lawrence University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 215 |
| | Assignment | U.S./Alternative/Energy |
| | Mandate Size (mil) | USD 1.5 |
| | Firm Hired | The Vanguard Group |
| | Account Size | USD 1.5 |
| | Search Consultant | Callan Associates |
| | Comments | The fund has allocated $1.5 million to The Vanguard Energy fund. |
|
| | Date | 18 February 2010 |
| | Fund | St. Lawrence University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 215 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 16 |
| | Firm Hired | Income Research & Management |
| | Account Size | USD 16 |
| | Search Consultant | Callan Associates |
| | Comments | The plan has selected Income Research & Management to handle $16 million in its fixed income portfolio. |
|
| | Date | 18 February 2010 |
| | Fund | St. Lawrence University, New York |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 215 |
| | Assignment | U.S./Alternative |
| | Mandate Size (mil) | USD 1.5 |
| | Firm Hired | The Vanguard Group |
| | Account Size | USD 1.5 |
| | Search Consultant | Callan Associates |
| | Comments | The fund has invested $1.5 million in the Vanguard Precious Metals and Mining fund. |
|
| | Date | 18 February 2010 |
| | Fund | Maryland State Retirement & Pension System, Maryland |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 32000 |
| | Assignment | U.S./Active Equity/Large-Cap Value |
| | Mandate Size (mil) | USD 20 |
| | Firm Hired | Holt-Smith Advisors |
| | Account Size | USD 20 |
| | Search Consultant | Ennis, Knupp & Associates |
| | Comments | The system will allocate $20 million to Holt-Smith Advisors for a large-cap value brief. The firm will join a 15-strong pool of investors put together for the system by Attucks Asset Management. It uses six firms similar to Attucks to spread $2 billion of its $32 billion in assets among many small managers with diverse portfolios. |