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| Plan Sponsor | Fund Size | Mandate | Size | Firm/Comments | Consultant |
|---|---|---|---|---|---|
| New Searches | |||||
| City of Culver, Calif. | 1.5 | Investment Consultant | n/a | Fund is searching for a consultant to assist the city in establishing and running a post-employment health benefits trust. Proposals are due Sept. 2. | n/a |
| City of Oklahoma City, Okla. | 979 | Balanced | n/a | City of Oklahoma is considering outsourcing its portfolio. Proposals are due Sept. 21. | |
| College of New Jersey, Ewing | n/a | Fixed-Income | 10 to 25 | College of New Jersey has issued an RFP for bond management services. Proposals are due Sept. 9. | n/a |
| County Commissioners Association of Pennsylvania, Harrisburg | 80 | Investment Consultant | n/a | Fund has launched a search for investment consultant services. Incumbent is Fulton Financial Advisors. Proposals are due Sept. 15. | n/a |
| Delaware County R.F., Media, Pa. | 310 | Investment Consultant | n/a | Fund has launched a search for an investment consultant. Proposals are due Sept. 3. | n/a |
| Loudoun County Volunteer Fire/Rescue Length of Service R.P., Leesburg Va. | 12 | Balanced | n/a | Fund is seking proposals from firms to provide investment management services. Proposals are due Sept. 3. | n/a |
| Massachusetts Water Resources Authority, Boston | 250 | Real Estate | 4 | Fund has issued an RFI for real estate investment services. Proposals are due Sept. 9. | NEPC |
| Millcreek Township Combined Pension Plan, Erie, Pa. | 38 | Real Estate | 2.5 | Fund has launched a search for a firm to advise on real estate investments. Proposals are due Sept. 9. | Morrison Fiduciary Advisors |
| Oklahoma Public E.R.S., Oklahoma City | 6,000 | U.S. Equity/Small-Cap Value | 90 to 100 | Fund has launched a search for a small-cap value firm. Bids are due Sept. 17. | n/a |
| Tacoma E.R.S., Wash. | 944 | Investment Consultant | n/a | Fund has launched a search for an investment consultant. Incumbent is Wilshire Consulting. Proposals are due Sept. 28. | n/a |
| Teachers' R.S. of Louisiana, Baton Rouge | 12,000 | Investment Consultant | n/a | Fund has issued an RFP for an investment consultant. Proposals are due Sept. 17. | n/a |
| Potential Searches | |||||
| Alameda County E.R.A., Calif. | 4,600 | U.S. Equity/Emerging Manager | 50 | Fund has placed Bivium Capital on watch due to personnel changes at the firm. | Strategic Investment Solutions |
| Arizona Public Safety Personnel R.S., Phoenix | 6,000 | Fixed-Income/Int'l Developed Markets | n/a | Fund may search for international bond managers. | n/a |
| Arizona Public Safety Personnel R.S., Phoenix | 6,000 | Fixed-Income/Sovereign Debt | n/a | Fund may search for sovereign debt managers. | n/a |
| Chicago Policemen's Annuity & Benefit Fund | 3,100 | A/L Study | n/a | Fund will undergo an asset/liability study next month. | NEPC |
| Connecticut Retirement Plans and Trust Funds, Hartford | 21,900 | U.S. Equity/Smid-Cap | n/a | Fund is considering searching for smid-cap core and value managers. | n/a |
| Fort Lauderdale Police & Fire R.S., Fla. | 422 | Fixed-Income | n/a | Fund may adopt a bond mix of 33% passive, 33% active and 33% opportunistic. | Asset Consulting Group |
| Iowa Public E .R.S., Des Moines | 320,000 | A/A Study | n/a | Fund will review its asset allocation next month. | n/a |
| Merced County E.R.A., Calif. | 2,300 | Alternatives/Private Equity | n/a | Fund may increase its private equity commitments. | Milliman USA |
| Nebraska Investment Council, Omaha | 14,000 | Global Equity | n/a | Fund is considering an increase to its global equity allocation. | n/a |
| Ohio Police and Fire P.F., Columbus | 10,300 | Int'l Equity/Small-Cap | 565 | Fund has terminated Acadian Asset Management due to a restructing of its non-U.S. equity allocation. A replacement search will be launched in the future. | n/a |
| Ohio Public E.R.S., Columbus | n/a | Investment Consultant/Hedge Funds | n/a | Fund is conducting a search for a hedge fund advisor. Proposals are due Sept.10. Email hfadvisor@opers.org for additional details. | n/a |
| Orange County E.R.S., Calif. | 8,000 | U.S. Equity/Small-Cap Growth | 50 | Fund is considering potentially removing Washington Capital from a small-cap account. | Callan Associates |
| Southeastern Pennsylvania Transportation Authority, Philadelphia | 350 | A/A Study | n/a | Fund expects to complete an asset allocation study this fall. | PFM Advisors |
| Stanislaus County E.R.A., Calif. | 1,200 | Alternatives/Mezzanine | 30 | Fund approved a new allocation to mezzanine investments. | Strategic Investment Solutions |
| Stanislaus County E.R.A., Calif. | 1,200 | Alternatives/Infrastructure | 30 | Fund approved a new allocation to infrastructure investments. | Strategic Investment Solutions |
| Updated Searches | |||||
| Sonoma County E.R.A., Calif. | n/a | Real Estate/Farmland | n/a | Fund expects to name a firm to oversee its new farmland allocation next month. | Ennis Knupp + Associates |
| Tulare County E.R.A., Calif. | 1,000 | Investment Consultant | n/a | Fund will meet with investment advisors finalists Callan, Mercer, NEPC, Summit Strategies Group, Wilshire and Wurts & Associates next month. | n/a |
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