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Mandate Pipeline

*UPDATED* EME, Bond Searches in Store at West Coast Plan

Jun 18, 2013 – 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.

Missouri Pension Agency Considers Co-Investments

Jun 18, 2013 – Pathway Capital Management and investment staff for Jefferson City, Mo. headquartered pension plans have deemed more co-investment exposure beneficial.

Sonoma County Plan Considers Transition Manager Bench

Jun 18, 2013 – The Sonoma County Employees’ Retirement Association (SCERA) has been reviewing different approaches to transition management, fund documents indicate.

Champaign, Ill.-Based Fund Checks Consultant Market

Jun 18, 2013 – As promised, the Champaign, Ill.-based retirement agency with nearly $15 billion under its watch has pushed through its slated financial advisement search.

Illinois SURS Selects Private Emerging Manager

Jun 18, 2013 – 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.

Franklin Buys Remaining Stake in Alt Shop

Jun 18, 2013 – Franklin Resources has acquired the remaining 80% stake of alternative investments specialist Pelagos Capital Management. Franklin Templeton acquired its initial 20% equity stake in the Boston-based alternative investment shop in 2010.

Manulife Asset Management Hires for Bonds

Jun 17, 2013 – Robert Chepelsky has joined Manulife Asset Management as a managing director and product manager with the firm’s Canadian Fixed Income Investment Team.

Michigan Pension Fund Investigates Watch List

Jun 17, 2013 – 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.

TCW Unveils Institutional Sales Chief

Jun 17, 2013 – The TCW Group has added Joseph Carieri as head of U.S. institutional distribution and marketing, responsible for all marketing activities and initiatives related to the institutional investor community. Carieri will report directly to TCW President and CEO David Lippman.

Louisiana-Based Retiree Trust Cuts Index Funds

Jun 17, 2013 – 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.

St. Louis Fund Slate Manager, Allocation Talks

Jun 17, 2013 – 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.

Invesco Wins Water and Power Plan Mandate

Jun 17, 2013 – 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.

Russell Canada Assigns Institutional Leader

Jun 17, 2013 – Twenty-five year veteran Joseph Gelly, formerly a managing director of fiduciary solutions at Russell Investments’ Americas business, has been chosen to lead the global asset manager’s Toronto-based institutional unit.

Connecticut Hoses Fund Exits Underperforming Gold

Jun 14, 2013 – After hearing recommendations from investment consultant Beirne Wealth Consulting, the more than $117.5 million pension plan for a greater New York City area Fire Department decided last month to wash out one of its managers.

Bond Changes May Materialize at Water and Power Plan

Jun 14, 2013 – A roughly $8 utility worker’s retirement plan is considering modifying its fixed-income structure, IMMP has learned.