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10:47 AM, Mar. 12, 2010
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Public Plans

  • San Diego To Overhaul Portfolio
    03/04/2010

    The $7 billion San Diego County Employees Retirement Association is expected to approve a new asset allocation on March 18, putting mandates worth $2.7 billion up for grabs.

  • Santa Barbara Considers Large-Cap, VC Searches
    03/04/2010

    The $1.63 billion Santa Barbara County Employees Retirement System will discuss launching a search for a manager for a $139.9 million large-cap growth mandate at its March 24 meeting.

  • Search & Hire Directory - November 16, 2009
    11/13/2009

    The following directory includes search and hire activity from iisearches for the two weeks ending Wednesday, Nov. 11.

  • LACERA Requests Info From Credit, Currency Firms
    10/16/2009

    The $30.6 billion Los Angeles County Employees Retirement Association voted to issue requests for information to predetermined managers for a currency hedging mandate valued at $3.8 billion and an opportunistic credit mandate for $315 million at its Oct. 14 meeting.

  • Search & Hire Directory - October 19, 2009
    10/16/2009

    The following directory includes search and hire activity from iisearches for the two weeks ending Wednesday, Oct. 14.

  • Alameda To Seek Small-Cap Manager
    10/15/2009

    The $4.3 billion Alameda County Employees Retirement Association has slated a search for a domestic small-cap value manager at its board meeting last week.

  • New Mexico Invests With GoldenTree
    10/15/2009

    The $7 billion New Mexico Educational Retirement Board has hired GoldenTree Asset Management to oversee a $50 million mandate in a collateralized loan obligations fund.

  • San Jose Targets Real Assets
    10/15/2009

    The $2 billion San Jose Police & Fire Retirement Plan has decided to adopt an asset allocation with a new 10% target to Treasury Inflation-Protected Securities, 10% to long bonds and doubling its real asset exposure to 10%.

  • Tenn. Fund Discusses Equity, Bond Searches
    10/15/2009

    The pension board of the $384 million Knoxville City (Tenn.) Employees Pension Fund plans to vote on potential equity and bond searches at its November meeting.

  • CalPERS Seeks New Consultant
    10/13/2009

    The $190.4 billion California Public Employees Retirement System will start shopping for a new investment consultant in November.

  • Minn. Firefighters Adopt New Plan
    10/13/2009

    The $47.9 billion Minnesota State Investment Board is creating a new portfolio for the Voluntary Statewide Volunteer Firefighter Plan, a voluntary retirement plan for firefighters.

  • Minnesota Nixes PPIP Investment Plans
    10/12/2009

    The $47.9 billion Minnesota State Investment Board has voted against participating in the Public-Private Investment Program, after first approving an allocation of up to 1% of the portfolio.

  • LACERS, PCA Debate Real Return
    10/09/2009

    The investment committee of the $8.2 billion Los Angeles City Employees Retirement System is discussing with its advisor Pension Consulting Alliance how to implement a real return allocation.

  • Tenn. Fund Seeks General Consultant
    10/09/2009

    The Metropolitan Government of Nashville and Davidson County has issued an RFP for a general consultant for the $1.8 billion Metropolitan Employee Benefit System.

  • San Bernardino Ditches Capital Guardian
    10/08/2009

    The $4.5 billion San Bernardino County Employees Retirement Association has terminated Capital Guardian's $80 million international equity mandate at its Oct. 13 meeting.

  • Fresno Drops Small-Cap Manager
    10/06/2009

    The $2.2 billion Fresno (Calif.) County Employees Retirement System has terminated Brandywine Global Investment Management from a $100.5 million small-cap value mandate and reinvested the money in State Street Global Advisors' small-cap value index fund at an Oct. 7 meeting.

  • Alaska Hires Funds of Funds
    10/05/2009

    The $13 billion Alaska Retirement Management Board has hired funds of hedge funds GAM and Prisma Capital Partners to share the portfolio with Alaska’s three other fund of funds.

  • Nebraska Discusses Opportunistic PE
    10/05/2009

    The $11 billion Nebraska Investment Council is discussing investment opportunities in private equity.

  • Arlington County Seeks Small-Cap Manager
    09/17/2009

    The $1.1 billion Arlington County (Va.) Employees Supplementary Retirement System will consider replacing small-cap manager OFI Institutional Asset Management or hiring a second manager at its meeting next month.

  • Sacramento Targets Invesco For PPIP
    09/16/2009

    The $4.5 billion Sacramento County Employees Retirement System will meet with Invesco this week to discuss a possible $150 million investment in the Public-Private Investment Partnership program.

  • Washington To Invest In Oaktree Funds
    09/16/2009

    The $64.6 billion Washington State Investment Board, which oversees $47.4 billion in DB pension assets, is slated to approve two investments in Oaktree Capital Management’s private equity funds at an upcoming meeting.

  • Kansas Weighs Timber Allocation
    09/15/2009

    The investment committee of the $10 billion Kansas Public Employees Retirement System plans to add timber to its real return portfolio.

  • Baltimore County Seeks PE Managers
    09/11/2009

    The $2 billion Baltimore County Employees Retirement System is looking for managers to oversee a combined $15 million in private equity mandates.

  • Calif. Fund Terminates Clifton Group
    09/11/2009

    The board of the $2.7 billion Kern County Employees Retirement Association has approved termination of The Clifton Group’s policy implementations overlay service.

  • Connecticut To Tap PPIP Managers
    09/11/2009

    The $20.4 billion Connecticut Retirement Plans and Trust Funds plans to split $200 million between AllianceBernstein, Invesco and W.L. Ross & Co., Marathon Asset Management and Wellington Management Co. in order to participate in the Public-Private Investment Program.

  • Pension Funds Bolster Alts
    09/09/2009

    Pension plans are expected to put more money into alternatives strategies as they are poised to deliver strong returns when the market recovers, according to a Banc of America Securities-Merrill Lynch research report.

  • Tallahassee Considers Green Real Estate Managers
    09/08/2009

    The $850 million Tallahassee Pension Plan will consider putting as much as $90 million into a green real estate fund next month.

  • Search & Hire Directory - September 7, 2009
    09/04/2009

    The following directory includes search and hire activity from iisearches for the two weeks ending Wednesday, Sept. 2.

  • Fresno Courts Investment Consultants
    09/03/2009

    The $1.6 Billion Fresno City Employees Retirement System will vote on whether to issue an RFP for a new investment management consultant at its Sept. 9 meeting.

  • Pension Funds Up Global, Emerging Market Equities
    09/03/2009

    Some pension funds are increasing their asset exposures to global equity and emerging markets. According to InterSec Research, a member of State Street’s Investment Analytics group, non-U.S. equities rose in the second quarter to 13.3% from 10.7% in the State Street DB Master Universe.

  • West Virginia Seeks Consultant
    09/03/2009

    The West Virginia Investment Management Board is in the market for a general consultant, according to an RFP posting on its Web site.

  • Cincinnati Plots Shift To Long/Short
    09/01/2009

    The $1.9 billion Cincinnati Retirement System voted to shift as much as $190 million out of domestic equities and into long/short strategies at a meeting Aug. 6.

  • Mendocino County Hires Callan
    09/01/2009

    The $236 million Mendocino County (Calif.) Employees Retirement Association has tapped Callan Associates as its new consultant.

  • Calif. Fund Outsources Bonds To PIMCO
    08/31/2009

    The $610 million San Luis Obispo County Pension Trust outsourced management of the fund’s $175 million fixed-income portfolio to PIMCO at its Aug. 24 board meeting.

  • Fort Worth Courts Core Plus FI Manager
    08/28/2009

    The $1.3 billion Fort Worth (Texas) Employees Retirement Fund has approved a search for a core plus fixed-income manager to oversee approximately $75 million starting next month.

  • CalPERS Chases Infrastructure Consultants
    08/27/2009

    The investment committee of the $191 billion California Public Employees Retirement System at its next meeting will vote on seeking an infrastructure consultant.

  • Ohio Fund Slates Overlay Presentations
    08/27/2009

    The $9.57 billion Ohio Police & Fire Pension Fund has selected The Clifton Group, Russell Investments and State Street Global Advisors to make presentations for an open derivative overlay manager spot next month.

  • Tennessee Consolidated Starts PE Investing
    08/27/2009

    Trustees of the $28 billion Tennessee Consolidated Retirement System approved its first private equity commitments of $150 million.

  • Texas Employees Ditch External Managers
    08/27/2009

    The $18.4 billion Employees Retirement System of Texas has decided not to renew its contracts with domestic small-cap manager UBS Global Asset Management and high-yield bond manager AIG Global Investment Group when they expire at the end of next month.

  • Funds Invest In Int’l Small-Cap
    08/26/2009

    The $4 billion Alameda County Employees Retirement Association has approved a 10% allocation to international small-cap equity and plans to have its incumbent international equity managers handle the portfolio.

  • Vermont To Invest In Commodities
    08/26/2009

    The $2.4 billion Vermont State Pension Investment Committee has carved out a 2% allocation to commodities.

  • El Paso Eyes PPIP
    08/25/2009

    The $460 million El Paso City Employees Pension Fund is discussing carving out a percentage of its portfolio to participate in the Public-Private Investment Program.

  • Wyoming Taps NEPC
    08/24/2009

    The $5.2 billion Wyoming Retirement System has hired NEPC as its general consultant, pending contract negotiations.

  • Philadelphia Invests In Convertible Arb
    08/21/2009

    The $3.5 billion Philadelphia Public Employees Retirement System will place $10 million into a convertible arbitrage fund with Advent Capital Management next month.

  • Phoenix Plots Bond Search
    08/21/2009

    The board of the $1.4 billion Phoenix City Employees Retirement System has authorized a search for a fixed-income macro manager. The current fixed-income portfolio makes up 24.7% of the fund.

  • Tennessee Fund To Bolster Bonds Allocation
    08/21/2009

    The $5.1 billion Tennessee Valley Authority Retirement System will discuss how to transition to its new asset allocation at a meeting Sept. 10.

  • Oklahoma Weighs Passive Bond Strategy
    08/20/2009

    The $5.4 billion Oklahoma Public Employees Retirement System may allocate roughly $100 million to a passive bond index strategy at its board meeting this week.

  • Omaha Fund To Seek Consultant
    08/20/2009

    The $183 million Omaha Civilian Employees Retirement System plans to issue an RFP for a general investment consultant in September.

  • San Joaquin To Update Manager Review List
    08/20/2009

    The $1.5 billion San Joaquin County Employees' Retirement Association plans to update its manager review list at its board meeting on Aug. 20.

  • San Jose Taps Meketa
    08/20/2009

    The $1.5 billion San Jose Federated City Employees Retirement System has hired the Meketa Investment Group as its general consultant, replacing Strategic Investment Solutions.

  • Sacramento Mulls Fixed-Income Revision
    08/18/2009

    The $4.5 billion Sacramento (Calif.) County Employees Retirement System will meet with representatives from Metropolitan West Asset Management, Bradford & Marzec and Neuberger Berman Asset Management to discuss opportunistic fixed-income strategies.

  • San Diego Eyes TALF Strategies
    08/18/2009

    The $3.5 billion San Diego City Employees Retirement System will meet with Smith Breeden Associates this week to discuss fixed-income opportunities available through the Term Asset-Backed Securities Loan Facility.

  • Knoxville To Add Energy, Commodities
    08/17/2009

    The $394 million Knoxville City Employees Pension Fund carved out a new 5% allocation towards energy and commodities.

  • Montana Updates Watch List
    08/17/2009

    The $5.9 billion Montana Board of Investments has decided to take Hansberger Global off its watch list due to an improvement in performance, according to a board meeting agenda.

  • CalSTRS To Seek Consultant
    08/12/2009

    The $118 billion California State Teachers Retirement System approved the search for a general investment consultant at a meeting last week.

  • CalPERS Courts Real Estate Consultants
    08/11/2009

    The $182.4 billion California Public Employees Retirement System voted to initiate a competitive selection process for real estate consultants at the fund's Aug. 17 investment committee meeting.

  • Tulare County Eyes Direct Hedge Funds
    08/10/2009

    The $800 million Tulare County (Calif.) Employees Retirement Association will discuss investing in single-manager hedge funds as opposed to funds of funds at its board meeting Aug. 17.

  • Search & Hire Directory - July 27, 2009
    07/24/2009

    The following directory includes search and hire activity from iisearches for the two weeks ending Wednesday, July 22.

  • Bedlam Wins Institutional Mandates
    07/21/2009

    Unconstrained global equities manager Bedlam Asset Management has recently won four institutional mandates, almost doubling its assets under management to GBP355 million.

  • San Diego Seeks Emerging Markets Manager
    07/21/2009

    The $3.5 billion San Diego (Calif.) Employees' Retirement System is in the market for an emerging markets manager to oversee approximately $25 million.

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