International Equity: Fresh off of revisions to its asset classes and allocation targets, a North San Francisco Bay Area pension plan is considering searching for emerging markets and fixed-income managers.
Alternative Investments: Pathway Capital Management and investment staff for Jefferson City, Mo. headquartered pension plans have deemed more co-investment exposure beneficial.
Real Estate: The Illinois State Universities Retirement System (SURS) Board of Trustees decided last week to add additional emerging manager alternative investment exposure to its more than $14.9 billion portfolio.
Joseph Gelly
Managing Director, Canada Institutional
Firm: Russell Investments Canada
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The Sonoma County Employees Retirement Association (SCERA) has been reviewing different approaches to transition management, fund documents indicate.
As promised, the Champaign, Ill.-based retirement agency with nearly $15 billion under its watch has pushed through its slated financial advisement search.
U.S. Equity: Following a recent review from investment consultant Becker, Burke Associates, the nearly $263.6 million based in Bay City, Mich. is taking a closer look current asset managers on its watch list.
U.S. Equity: In addition to issuing two emerging markets searches, trustees for a nearly $1.2 billion retirement system elected to exit an index management account last month following a fee review.
International Equity: On Thursday, Boston-based Batterymarch Financial Management is slated to appear to talk to Investment Committee members of a more $909 million retirement system in the City of St. Louis.
Alternative Investments: The Los Angeles Department of Water and Power Employees Retirement Plan (WPERP) has placed a portion of its assets in a strategy offered by Atlanta-based Invesco, fund documents indicate.
U.S. Equity: While the future is unknown for its mid-cap value search, a more than $2.1 billion Ohio-based retirement system secured portfolio weights impacting its equity portfolio.
U.S. Equity: The Oakland Police and Fire Retirement System (OPFRS) will interview three firms next week for potential oversight of a covered calls mandate.
James Barksdale, Equity Investment Corporation
James Barksdale is president of Equity Investment Core, an Atlanta-based, an equity investment management firm. He is the latest participant in IMMPs 5 Questions.
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