Investment Managers  Quarterly Asset Value Monthly Returns Investment Allocation IPS MWBE PA Policy

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:
  • Aladdin Capital – Stamford, CT
  • Artisan Partners – Milwaukee, WI
  • Barclays Global – San Francisco, CA
  • Columbia Partners – Washington, DC
  • Cooke & Bieler – Philadelphia, PA
  • INTECH – Palm Beach Gardens, FL
  • Lord Abbett – Jersey City, NJ
  • NFJ Investments – Dallas, TX
  • WCM – Lake Forest, CA
International Equities:
  • Manning & Napier – Rochester, NY
  • Thornburg Investments – Santa Fe, NM
  • Vanguard – Malvern, PA

REITs

  • Heitman Global REITS – Chicago, IL

Real Return:

  • Research Affiliates – Newport Beach, CA
  • Strategic Asset Management (Robeco) – Zurich, Switzerland
  • Orleans Energy – New Orleans, LA

Domestic Fixed Income:

  • Artio Global – New York, NY
  • Barrow Hanley – Dallas, TX
  • Commonwealth Advisors – Baton Rouge, LA
  • PIMCO – Newport Beach, CA
  • RiverSource – Minneapolis, MN
  • SMH Capital – Fort Worth, TX

International Fixed Income:

  • Ashmore Investment Management Ltd. – London, England(UK)
  • Brandywine – Philadelphia, PA
  • Loomis Sayles – Boston, MA

Real Estate Consultant:

  • AEW Real Estate – Boston, MA
  • Crow Holdings – Dallas, TX
  • Fidelity Investments – Boston, MA
  • Heitman Value Partners – Chicago, IL
  • Intercontinental – Boston, MA
  • Land Baron – Las Vegas, NV
  • Liquid Realty Partners – San Francisco, CA
  • Lone Star Opportunity Fund – Dallas, TX
  • McAlister- Houston, TX
  • New Boston – Boston, MA
  • Olympus Fund – Dallas, TX
  • Stratford – Dallas, TX

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

Absolute Return Consultant:

  • Albourne America LLC – San Francisco, CA

Actuary:

  • Gabriel, Roeder, Smith & Co. – Irving, TX

Outside Legal Counsel:

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

Real Estate Consultant:

  • RV Kuhns - Chicago, IL

Independent Auditor:

  • Weaver & Tidwell – Fort Worth, TX

Investment Policy Statement

MWBE Policy

Placement Agent Policy and Procedure


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

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