Investment Consultant & Asset Managers

Overview

Investment Consultant & Asset Managers

Investment Consultant

Independent investment consultants are persons or entities selected by the CTPF Board of Trustees as fiduciaries and advisers to provide expert advice, counsel, and support as it relates to CTPF’s investment program.

The following firm was retained by the Board of Trustees to provide consultant services:

Callan (Contract Expiration: January 31, 2021)

Asset Managers

The CTPF Board of Trustees also utilizes investment managers who possess superior capabilities in the management of assets of public retirement funds.

Investment managers, as fiduciaries selected by the Board and monitored by CTPF staff and CTPF’s Investment Consultant, have the power to manage, acquire, or dispose of any assets of CTPF within their mandate. Investment managers acknowledge in writing that they are a fiduciary with respect to CTPF.

Summaries of the Asset Managers’ contracts are available below.

Master Custodian

Master Custodian contract

  • The Bank of New York Mellon

Fixed Income Asset Managers

Fixed Income Asset Managers contracts

  • LM Capital
  • Taplin, Canida & Habacht
  • Western Asset Management
  • Garcia Hamilton & Associates, L.P.
  • Pugh Capital Management, Inc.

Infrastructure

Infrastructure contracts

  • Brookfield Infrastructure
  • JP Morgan Infrastructure
  • Macquarie Infrastructure
  • Macquarie European Infrastructure

International Equities

International Equities contracts

  • EARNEST Partners (Emerging)
  • Earnest Partners (International Value)
  • Ariel Investments
  • Dimensional Fund Advisors
  • Lazard Asset Management
  • Morgan Stanley Investment Management
  • William Blair & Co. (International All Cap Growth)
  • William Blair & Co. (Small Cap)
  • Strategic Global Advisors

Large Cap Domestic Equity

Large Cap Domestic Equity contracts

  • BMO Global Asset Management
  • Ivy Investments

Manager of Managers

Manager of Managers contracts

  • Attucks Asset Management (Best-in-Class)
  • Leading Edge Investment Advisors (International Equity)

All Cap Domestic Equity

All Cap Domestic Equity contracts

  • Zevenbergen Capital Management
  • Channing Capital Management

Small Cap Domestic Equity

Small Cap Domestic Equity contracts

  • Phocas Financial Corporation
  • Northern Trust Company

Index Managers (All Asset Classes)

Index Managers (All Asset Classes) contracts

  • Northern Trust Company
  • Rhumbline Advisors

Private Equity

Private Equity contracts

  • Adams Street Partners
  • HarbourVest Partners
  • Hispania Capital Partners
  • ICV Capital Partners
  • Kohlberg Kravis Roberts & Co (KKR)
  • Mesirow Financial Partners
  • Muller & Monroe Asset Management
  • Palladium Equity Partners
  • Pantheon Venture
  • Pharos Capital Group
  • RLJ Equity Partners
  • Syncom Venture Partners

Real Estate

Real Estate contracts

  • Blackstone Real Estate Debt
  • Capri Capital
  • Cityview (Southwest MF Partners)
  • Clarion Lion Industrial Trust
  • DV Urban
  • EMREFF (Franklin Templeton)
  • Europa
  • Fortress Japan
  • Fortress Japan II
  • Fremont Realty
  • Green Oak
  • Hudson Realty
  • IC Berkeley
  • Intercontinental
  • JP Morgan Strategic
  • LaSalle Property
  • ML Asian
  • Newport Capital
  • Oak Street Real Estate
  • Prudential Real Estate Investors
  • UBS Trumbull Property Fund
  • Urban America
  • Walton Street

MWDBE Brokerage (Approved)