The Source for Money Manager
Searches and Industry Trends

07:47 PM, Sep. 02, 2010
DOWNLOAD CURRENT ISSUE (PDF)
CORPORATE ACCESS
CONTACT US
SUBSCRIBE NOW
FREE TRIAL
Skip Navigation Links
NEWS
Home
Searches
Actionable Sales Leads
Marketing Strategies
People
Consultants
FEATURES
Profiles
Awards For Excellence
Ask The Advisor
Conference Coverage
RESOURCES
Archives
Links
Buyer's GuidesExpand Buyer's Guides
Rising StarsExpand Rising Stars
Special IssuesExpand Special Issues
Events
Securities Technology Product & Services Online Guide
Hedge Fund Service Provider Guide
Pension Fund Service Provider Guide
Structured Finance Service Provider Guide
Scroll up
Scroll down
20 Rising Stars of Mutual Funds - 2008
The 20 Rising Stars of Compliance - 2007
The 20 Rising Stars of Retirement Plan Advisors - 2007
The 20 Rising Stars of Wealth Management
The 20 Rising Stars of Hedge Funds
The 20 Rising Stars of Real Estate
The 20 Rising Stars of Fixed Income
Scroll up
Scroll down
2008 Global Exchanges & ETFs Report
Electronic Trading Report
2007 Fund Management Legal & Regulatory Report
The 2006 Indexing Almanac & Directory
Scroll up
Scroll down
PRODUCTS & SERVICES
RSS Feeds
Corporate Access
Reprints
Career Center

Skip Navigation Links
CUSTOMER SERVICE
Agents
About MML
Contact Us
Help/FAQ's
ADVERTISING
Advertising Opportunities
SUBSCRIBE
Subscribe
Free Trial

Consultants   

  • NEPC Preps Windy City Expansion
    09/02/2010

    Cambridge, Mass.-based consultant NEPC plans to move into the space previously occupied by Ennis, Knupp & Associates, which is slated to become Hewitt Ennis Knupp, by the end of the year.

  • LACERS Nears Consultant Decision
    08/30/2010

    The $9.9 billion Los Angeles City Employees Retirement System is slated to hear finalist presentations from four consultants at its Aug. 31 meeting.

  • TRSL Seeks General Consultant
    08/20/2010

    The $11.5 billion Teachers' Retirement System of Louisiana is searching for a general investment consultant. The deadline for proposals is Sept. 17.

  • Rob Kurak, Retirement Lead Taft-Hartley, Mercer
    08/06/2010

    Rob Kurak, the retirement lead for Taft-Hartley pension plans for Mercer, sees a range of challenges for multi-employer plans as the economy suffers and, unfortunately, he doesn't see any easy fix.

  • Ryder Makes Minimum Contribution To Canadian Plan
    07/27/2010

    Ryder System, with $946 million in defined benefit assets, has contributed $2.5 million to its Canadian pension plan so far this year, and plans to add $2.5 million more by year’s end.

  • Deloitte's Krentzman Sounds Off On Reform
    07/22/2010

    After many months of winding its way through the halls of Capitol Hill, The Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act) was last Wednesday finally signed into law by President Obama. The bill touches almost every corner of finance, and many believe it is the harbinger of a sea-change for the financial services industry, depending on how pursuant regulations are written.

  • Northampton Pa. Interviews Consultant Candidates
    07/21/2010

    The $212 million Northampton (Pa.) County Employees Retirement Fund interviewed two potential investment consultant candidates on July 16 and will choose one in September.

  • Tennessee Taps Cambridge For PE
    07/19/2010

    The $29 billion Tennessee Consolidated Retirement System has tapped Cambridge Associates as its private equity consultant.

  • Consultant Opens East Coast Office
    07/16/2010

    San Francisco-based Strategic Investment Solutions has opened a satellite office in Manhattan.

  • Northampton (Pa.) To Interview Consultant Candidates
    07/12/2010

    The $212 million Northampton (Pa.) County Employees Retirement Fund will interview two potential investment consultant candidates on July 16, after issuing a request for proposals last year and receiving proposals in late 2009.

  • Consultants Offer Advice To Beleaguered Firms
    07/09/2010

    AXA Rosenberg has lost in excess of $20 billion in client assets since the year began, more than $600 million of which walked out the door after the firm admitted a coding error in its investment algorithm in April (MML Daily, 4/26).

  • eVestment Alliance Points To U.S. Equity Inflows By Year-End
    07/09/2010

    A just-published report from eVestment Alliance and Casey, Quirk & Associates suggests there was a pickup in equity search activity in the second quarter that is likely to translate into a positive flow of funds into the asset class by year end.

  • Kevin Lenaghan, senior associate, Cliffwater Associates
    07/09/2010

    Although many public pension plans have already made the jump into alternatives, Kevin Lenaghan, senior associate at alternatives consulting firm Cliffwater Associates, based in Marina del Rey, Calif., is still pushing institutional investors toward the area.

  • D.C. Retirement Board Hires Meketa
    07/02/2010

    The $4.2 billion District of Columbia Retirement Board has tapped Meketa Investment Group to replace Towers Watson, formerly Watson Wyatt, as its general consultant.

  • Chicago Police Consolidates Consultant Mandates
    06/28/2010

    On June 24 the $3.1 billion Policemen’s Annuity and Benefit Fund of Chicago sacked Cleveland’s Courtland Partners and appointed NEPC as the consultant for its $150 million real estate portfolio. At the same meeting the fund also tapped the Boston-based firm to replace Chicago’s Ennis, Knupp & Associates as its general consultant.

  • Multiemployer Plans See Alts As Key To Improve Funded Status
    06/25/2010

    Many multiemployer pension plan trustees are looking to improve their plans' funded status via increased allocations to alternative investments, according to a recent report by SEI's Pension Management Research Panel.

  • Santa Barbara Seeks Covered Calls, FOF Managers
    06/25/2010

    The $1.6 billion Santa Barbara County (Calif.) Employees Retirement System is searching for managers to run $32 million in covered calls as well as a $30 million fund-of-hedge-funds mandate.

  • Mercer Eyes Mezzanine Debt
    06/17/2010

    Consultants at Mercer see an investment opportunity in middle market mezzanine debt and are evaluating managers that handle the class.

  • Larry Gray, president and ceo, Gray & Company
    06/10/2010

    Larry Gray believes investors should now be winding down entry into high-yield investing and is looking at transitioning some of those clients into opportunistic real estate.

  • The Chinese Are Coming!­ But They Need Help
    06/10/2010

    Small and medium Chinese companies have a hard time getting listed on Chinese stock exchanges and increasingly want to be listed in the U.S.

  • Wurts Recommends Core Real Estate
    06/08/2010

    Investment consulting firm Wurts & Associates is recommending that clients review their real estate portfolios, specifically core open-ended funds investments, and is suggesting that those who are underweight should now consider climbing back to target levels.

  • Former Head of Segal Advisors Dies
    06/02/2010

    Martin Levenson, who was head of Segal Advisors in 1969 when the investment consulting business was founded, passed away on May 26.

  • N.Y. State Pension Taps R.V. Kuhns
    05/18/2010

    The $129 billion New York State Common Retirement Fund has hired R.V. Kuhns & Associates, replacing incumbent consultant Strategic Investment Solutions.

  • West Virginia Taps New Consultant
    05/17/2010

    The $7.6 billion West Virginia Investment Management Board has hired Strategic Investment Solutions as its investment consultant, replacing Summit Strategies Group.

  • Santa Barbara Slates Consultant Search
    05/14/2010

    The $1.7 billion Santa Barbara County Employees Retirement System will issue a request for proposals for a new investment consultant later this year.

  • TCW Removed From MSSB Watch List
    05/14/2010

    Morgan Stanley Smith Barney has removed all TCW fixed-income strategies from its watch list, a spokeswoman for MSSB confirmed.

  • Texas Muni Hires ORG For Real Estate Consulting
    05/11/2010

    The board of the $16 billion Texas Municipal Retirement System has tapped ORG Portfolio Management as its real estate consultant, pending contract negotiations.

  • CalPERS Mulls Consultant-Pool Expansions
    05/11/2010

    The $207.4 billion California Public Employees Retirement System’s Investment Committee will recommend 32 real estate consultants for the fund’s “spring fed” pool at its May 17 meeting.

  • Consultant Pitches Insurance-Linked Strategies
    05/05/2010

    For institutional investors embarking on a more urgent hunt for low or uncorrelated assets in the wake of the financial crisis, Insurance-Linked Strategies (ILS) may be the ticket.

  • PSERS Taps Aksia For HF Consulting
    05/05/2010

    The $46.7 billion Pennsylvania Public Schools Employees Retirement System will hire Aksia LLC as its hedge fund consultant for a contract of up to 5 years.

  • N.J. Environmental Trust Seeks Consultant
    05/04/2010

    The New Jersey Environmental Infrastructure Trust is seeking an investment consultant for its $50 million portfolio.

  • New Mexico To Seek Private Equity Advisor
    05/04/2010

    The $13.4 billion New Mexico State Investment Council will release a request for proposals for a private equity advisor within the next few weeks.

  • Genesee County Embarks On Consultant Search
    05/03/2010

    The $39.8 million Genesee County (Mich.) Purchasing Department is looking for an investment consultant.

  • Consultant Searches Outpacing Previous Years
    04/30/2010

    Institutional investors are reviewing their consultants at a faster clip so far this year than during the same period in at least the last four years.

  • NYC Teachers Seeks Private Equity Consultant
    04/30/2010

    The $34 billion Teachers Retirement System of New York City has issued a request for proposals for a private equity consultant.

  • Allegheny Hires Alts Advisor, Begins Allocation Study
    04/28/2010

    The $640 million Retirement System of Allegheny County in Pennsylvania has hired Asset Strategy Consultants as its alternatives consultant

  • LACERS May Cancel Consultant RFP
    04/26/2010

    The $9.4 billion Los Angeles City Employees Retirement System plans to discuss cancelling its current RFP for a general pension fund consultant and issuing a revised RFP at a meeting this week.

  • Washington Council Seeks Actuarial, Risk Consultant
    04/22/2010

    The Washington State Pension Funding Council and the retirement board of the Law Enforcement Officers and Firefighters Plan 2 (LEOFF) have issued requests for proposals for an actuarial consultant and a risk management consultant.

  • Phoenix Consultant Contract Up For Tender
    04/21/2010

    The finance department of the City of Phoenix, Ariz. is seeking an investment consultant to help advise the city on its internally managed portfolio, with assets worth $2.7 billion.

  • San Diego Hires New Consultant: Ennis Knupp
    04/19/2010

    The $4.3 billion San Diego City Employees Retirement System has tapped Ennis, Knupp & Associates as its new general consultant pending final contract negotiations.

  • Tulare County Mulls Consultant Search
    04/19/2010

    The $890 million Tulare County (Calif.) Employees Retirement Association is slated to issue a request for proposal for investment consulting services at its April 19 meeting.

  • Mark Brubaker, managing director, Wilshire Associates
    04/14/2010

    Mark Brubaker, managing director at Wilshire Associates, has seen investment strategies come and go in his career but, as he tells it, the only successful way to create a truly efficient portfolio is through diversification.

  • CalSTRS Seeks Hedge Fund Consultant
    04/12/2010

    The $132.6 billion California State Teachers Retirement System has issued an RFP for a global macro hedge fund consultant.

  • Alabama Port Workers Seek Consultant
    04/09/2010

    The Alabama State Port Authority and the International Longshoremens Association Local 1984 are looking for a consultant for their $9.4 million Hourly-Paid Alabama State Docks Department Workers Retirement Plan.

  • Amity School Pensions Seek Consultant
    04/05/2010

    The finance committee of the Amity Board of Education in Connecticut has issued a request for proposals for an investment consultant to oversee assets of the Amity Regional School District's Non-Certified Pension Plan, Sick & Severance Plan and OPEB Trust.

  • Glendale Issues Consultant RFP
    04/01/2010

    The $200 million City of Glendale (Ariz.) has issued an RFP for investment advisory services to help make appropriate investments, improve investment returns, and develop reporting requirements.

  • Airport Group Taps Bogdahn s Consultant
    04/01/2010

    The $300 million Dallas-Fort Worth Airport Employees Pension Plan has hired the Bogdahn Group as its general consultant.

  • New Mexico Investment Council Seeks Consultant
    03/31/2010

    The $13.4 billion New Mexico State Investment Council plans to issue an RFP for an investment consultant in the next month because the contract of its incumbent, NEPC, will expire in June.

  • New Mexico Finance Authority Seeks Advisor
    03/31/2010

    The $1.5 billion New Mexico Finance Authority has issued an RFP for investment advising services.

  • The Buyer Of Alternative Investments Should Beware
    03/30/2010

    Every issue, MML poses reader questions to consultants. Is there something you’re dying to ask? Let us know by contacting Mark Fortune, managing editor, at (212) 224-3129 or mfortune@iinews.com.

  • Cherry Hills City Issues Consultant RFP
    03/29/2010

    The $10 million City of Cherry Hills Village (Colo.) has issued an RFP for an investment advisory firm to help develop and manage a cash management and investment program.

  • Glendale Issues Consultant RFP
    03/23/2010

    The $200 million City of Glendale (Ariz.) has issued an RFP for investment advisory services to help make appropriate investments, improve investment returns, and develop reporting requirements.

  • Mercer Pushes Global REITs
    03/23/2010

    Michelle Reuter, a researcher on global real estate securities investment managers with Mercer's Research Real Estate Boutique in Chicago, is making the argument that institutional investors should invest in global real estate securities, and advising them to watch for attractive investment opportunities she believes are en route.

  • Jay Kloepfer, executive v.p., Callan Associates
    03/17/2010

    Kloepfer is recommending his clients invest in global equities and hold off from investing in real estate and private equity.

  • Washington Seeks Real Estate Consultant
    03/15/2010

    The $72 billion Washington State Investment Board has postponed issuing an RFQQ, or request for qualifications and quotes, for a real estate investment consultant.

  • Wichita Keeps Callan and Launches Asset Study
    03/11/2010

    The $872 million City of Wichita (Kan.) Pension Management Office, the governing body responsible for the investments of the Wichita Employees Retirement Board and the Police & Fire Retirement Board, has voted to remove Callan Associates from its watch list. The fund has now charged Callan with conducting an asset/liability study, which is expected to be completed in several months.

  • VPIC Seeks FOF Managers, Consultant
    02/24/2010

    The $2.95 billion Vermont Pension Investment Committee (VPIC) has authorized its investment consultant, NEPC, to begin a search for fund of hedge funds managers for a currently-unspecified allocation.

  • Michael Sebastian, principal, Ennis, Knupp & Associates
    02/19/2010

    Funds are starting to look overseas for new investment opportunities, and Michael Sebastian, principal with Ennis, Knupp & Associates, is leading the charge.

  • Long-Only Equity Strategies Report Higher Turnover
    02/18/2010

    Institutional long-only equity strategies have shorter investment horizons than what investors are actually told, according to a joint study done by Mercer and Investor Responsibility Research Center Institute.

  • SEI Makes Case For Outsourcing
    02/17/2010

    Funds may find that the best way to control funded status volatility is to look outside of the board, according to the results of a quick poll conducted by SEI.

Money Management Letter | DOWNLOAD CURRENT ISSUE (PDF) | Corporate Access | Contact Us | Subscribe | Free Trial | Sitemap
© 2010 Institutional Investor | Terms & Conditions | Privacy Policy