Investment Mgrs.  Quarterly Asset Monthly Returns Investment Allocation IPS MWBE PA Policy Due Diligence

Investment Managers & Principals


The Board of Trustees employs strategies to maximize the advantages of asset allocation for optimal capital protection and to implement appropriate risk acceptance strategies for optimal return on investment.

Domestic Equities:
  • Vanguard – Malvern, PA
  • Artisan Partners – Milwaukee, WI
  • Frontier- Boston, MA
  • Cooke & Bieler – Philadelphia, PA
  • Westfield – Boston, MA
  • MFS – Boston, MA
International Equities:
  • Manning & Napier – Rochester, NY
  • Thornburg Investments – Santa Fe, NM
  • Northern Trust – Chicago, IL

REITs

  • Heitman Global REITS – Chicago, IL

Real Return:

  • Energy Opportunities – Austin, TX
  • Research Affiliates – Newport Beach, CA
  • Robeco Sustainable Asset Management – Zurich, Switzerland
  • Vanguard – Malvern, PA
  • Jefferies Asset Mgmt – Stamford, CT
  • Schroders Newfinance Capital – London, England, UK

Domestic Fixed Income:

  • Aladdin Capital – Stamford, CT
  • Artio Global – New York, NY
  • Commonwealth Advisors – Baton Rouge, LA
  • PIMCO – Newport Beach, CA
  • Colombia – Minneapolis, MN
  • SMH Capital – Fort Worth, TX

International Fixed Income:

  • Brandywine – Philadelphia, PA
  • Loomis Sayles – Boston, MA
  • Stone Harbor – New York, NY

Real Estate:

  • AEW Real Estate – Boston, MA
  • Cornerstone- Hartford, CT
  • Crow Holdings – Dallas, TX
  • Heitman Value Partners – Chicago, IL
  • Intercontinental – Boston, MA
  • Land Baron – Las Vegas, NV
  • Liquid Realty Partners – San Francisco, CA
  • Rocksprint – Houston, TX
  • New Boston – Boston, MA
  • Olympus – Dallas, TX
  • Quadrant – Alpharetta, GA
  • Stratford- Dallas, TX
  • Westriver – New York, NY

Managers interested in working with the Fort Worth Employees' Retirement Fund can submit their information to the appropriate consultant (linked in orange).

Private Equity Consultant:
  • Hamilton Lane – Bala Cynwyd, PA

Absolute Return Consultant:

  • Albourne America LLC – San Francisco, CA

Actuary:

  • The Segal Company

Outside Legal Counsel:

  • Klausner & Kaufman – Plantation, FL
General Pension Consultant:
  • RV Kuhns - Portland, OR

Real Estate Consultant:

  • RV Kuhns - Chicago, IL

Independent Auditor:

  • Weaver – Fort Worth, TX

Click below to view the following policies.