| | Date | 19 February 2010 |
| | Fund | The Lifetime Healthcare Companies, New York |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 300 |
| | Assignment | Global/Active Fixed Income/High-Yield |
| | Mandate Size (mil) | USD 6 |
| | Firm Hired | Neuberger Berman |
| | Account Size | USD 6 |
| | Search Consultant | Cardinal Investment Advisors |
| | Comments | The fund allocated 2% of its fixed income portfolio to high yield bonds and has selected Neuberger Berman to fill the space. The firm will handle a $6 million brief. |
|
| | Date | 19 February 2010 |
| | Fund | The Lifetime Healthcare Companies, New York |
| | Fund Type | Corporate D.B. |
| | Fund Assets (mil) | USD 300 |
| | Assignment | U.S./Private Equity |
| | Mandate Size (mil) | USD 1 |
| | Firm Hired | DeltaPoint Capital Management |
| | Account Size | USD 1 |
| | Search Consultant | Cardinal Investment Advisors |
| | Comments | The fund has tapped DeltaPoint Capital Management to manage a $1 million private equity mandate. |
|
| | Date | 19 February 2010 |
| | Fund | Loyola University, Louisiana |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 254 |
| | Assignment | EAFE/Active Equity |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | iShares |
| | Account Size | USD 0 |
| | Search Consultant | Consulting Services Group |
| | Comments | The fund has added an iShares EAFE fund to its portfolio. The mandate size has not been determined. |
|
| | Date | 19 February 2010 |
| | Fund | Loyola University, Louisiana |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 254 |
| | Assignment | U.S./Hedge Funds/Fund of Hedge Funds |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | UBP Asset Management |
| | Account Size | USD 0 |
| | Search Consultant | Consulting Services Group |
| | Comments | The fund will invest in the UBP SelectinVest ARB Limited fund. The amount of its commitment to the fund of hedge funds will be determined shortly. |
|
| | Date | 19 February 2010 |
| | Fund | Loyola University, Louisiana |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 254 |
| | Assignment | Emerging Markets/Active Fixed Income |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | MFS Investment Management |
| | Account Size | USD 0 |
| | Search Consultant | Consulting Services Group |
| | Comments | The fund will invest in the MFS Emerging Markets Debt Fund. The size of the mandate will be determined shortly. |
|
| | Date | 19 February 2010 |
| | Fund | Loyola University, Louisiana |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 254 |
| | Assignment | U.K./Active Equity |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | The Vanguard Group |
| | Account Size | USD 0 |
| | Search Consultant | Consulting Services Group |
| | Comments | The fund will make a commitment to a Vanguard FTSE fund. The size of the investment will be determined shortly. |
|
| | Date | 19 February 2010 |
| | Fund | Loyola University, Louisiana |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 254 |
| | Assignment | U.S./Commodities |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Deutsche Bank |
| | Account Size | USD 0 |
| | Search Consultant | Consulting Services Group |
| | Comments | The fund will make a commitment to the PowerShares DB Commodity fund. The mandate size has not yet been determined. |
|
| | Date | 19 February 2010 |
| | Fund | Loyola University, Louisiana |
| | Fund Type | Endowment |
| | Fund Assets (mil) | USD 254 |
| | Assignment | U.S./Active Fixed Income/High-Yield |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | State Street Global Advisors |
| | Account Size | USD 0 |
| | Search Consultant | Consulting Services Group |
| | Comments | The fund will add the SPDR Barclays Capital High Yield Bond fund to its fixed income portfolio. The size of its commitment is yet to be determined. |
|
| | Date | 19 February 2010 |
| | Fund | Jewish Communal Fund, New York |
| | Fund Type | Foundation |
| | Fund Assets (mil) | USD 1000 |
| | Assignment | U.S./Active Fixed Income |
| | Mandate Size (mil) | USD 0 |
| | Firm Hired | Loomis, Sayles & Company L.P. |
| | Account Size | USD 0 |
| | Search Consultant | CSG consulting |
| | Comments | The fund has hired Loomis, Sayles & Company L.P. for a fixed income brief. The mandate size was not disclosed. |
|
| | Date | 19 February 2010 |
| | Fund | Virginia Retirement System, Virginia |
| | Fund Type | Public D.B. |
| | Fund Assets (mil) | USD 49000 |
| | Assignment | U.S./Active Fixed Income/Credit |
| | Mandate Size (mil) | USD 250 |
| | Firm Hired | BPC Investment Services |
| | Account Size | USD 250 |
| | Search Consultant | Unknown |
| | Comments | The fund will commit $250 million to the BPC Opportunities Fund. The funding will come from cash. |