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Weekly Leads | Finitos | Search Overview


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Plan SponsorFund SizeMandateSizeFirm/CommentsConsultant
New Searches     
City of Culver, Calif.1.5Investment Consultantn/aFund 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.979Balancedn/aCity of Oklahoma is considering outsourcing its portfolio. Proposals are due Sept. 21. 
College of New Jersey, Ewingn/aFixed-Income10 to 25College of New Jersey has issued an RFP for bond management services. Proposals are due Sept. 9.n/a
County Commissioners Association of Pennsylvania, Harrisburg80Investment Consultantn/aFund 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.310Investment Consultantn/aFund 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.12Balancedn/aFund is seking proposals from firms to provide investment management services. Proposals are due Sept. 3.n/a
Massachusetts Water Resources Authority, Boston250Real Estate4Fund has issued an RFI for real estate investment services. Proposals are due Sept. 9.NEPC
Millcreek Township Combined Pension Plan, Erie, Pa.38Real Estate2.5Fund 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 City6,000U.S. Equity/Small-Cap Value90 to 100Fund has launched a search for a small-cap value firm. Bids are due Sept. 17.n/a
Tacoma E.R.S., Wash.944Investment Consultantn/aFund 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 Rouge12,000Investment Consultantn/aFund has issued an RFP for an investment consultant. Proposals are due Sept. 17.n/a
Potential Searches     
Alameda County E.R.A., Calif.4,600U.S. Equity/Emerging Manager50Fund has placed Bivium Capital on watch due to personnel changes at the firm.Strategic Investment Solutions
Arizona Public Safety Personnel R.S., Phoenix6,000Fixed-Income/Int'l Developed Marketsn/aFund may search for international bond managers.n/a
Arizona Public Safety Personnel R.S., Phoenix6,000Fixed-Income/Sovereign Debtn/aFund may search for sovereign debt managers.n/a
Chicago Policemen's Annuity & Benefit Fund3,100A/L Studyn/aFund will undergo an asset/liability study next month.NEPC
Connecticut Retirement Plans and Trust Funds, Hartford21,900U.S. Equity/Smid-Capn/aFund is considering searching for smid-cap core and value managers.n/a
Fort Lauderdale Police & Fire R.S., Fla.422Fixed-Incomen/aFund may adopt a bond mix of 33% passive, 33% active and 33% opportunistic.Asset Consulting Group
Iowa Public E .R.S., Des Moines320,000A/A Studyn/aFund will review its asset allocation next month.n/a
Merced County E.R.A., Calif.2,300Alternatives/Private Equityn/aFund may increase its private equity commitments.Milliman USA
Nebraska Investment Council, Omaha14,000Global Equityn/aFund is considering an increase to its global equity allocation.n/a
Ohio Police and Fire P.F., Columbus10,300Int'l Equity/Small-Cap565Fund 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., Columbusn/aInvestment Consultant/Hedge Fundsn/aFund 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.8,000U.S. Equity/Small-Cap Growth50Fund is considering potentially removing Washington Capital from a small-cap account. Callan Associates
Southeastern Pennsylvania Transportation Authority, Philadelphia350A/A Studyn/aFund expects to complete an asset allocation study this fall.PFM Advisors
Stanislaus County E.R.A., Calif.1,200Alternatives/Mezzanine30Fund approved a new allocation to mezzanine investments.Strategic Investment Solutions
Stanislaus County E.R.A., Calif.1,200Alternatives/Infrastructure30Fund approved a new allocation to infrastructure investments.Strategic Investment Solutions
Updated Searches     
Sonoma County E.R.A., Calif.n/aReal Estate/Farmlandn/aFund expects to name a firm to oversee its new farmland allocation next month.Ennis Knupp + Associates
Tulare County E.R.A., Calif.1,000Investment Consultantn/aFund will meet with investment advisors finalists Callan, Mercer, NEPC, Summit Strategies Group, Wilshire and Wurts & Associates next month.n/a