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
- The Bank of New York Mellon
- Fixed Income Asset Managers
Fixed Income Asset Manager Contracts
- LM Capital Taplin
- Canida & Habacht
- Western Asset Management
- Garcia Hamilton & Associates, L.P.
- Pugh Capital Management, Inc.
- Infrastructure
- 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
- Ivy Investments
- Manager of Managers
- BMO Global Asset Management
- Ivy Investments
- 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
- 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
- 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)