State pension fund asset managers by trifecta status
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Public pensions are government-administered retirement systems that provide financial benefits to public-sector employees—including state workers, teachers, police officers, firefighters, and other municipal employees—as well as to eligible employees of participating local governments and quasi-public organizations. These benefits typically include retirement income, disability coverage, and survivor benefits, and are often funded through a combination of employee contributions, employer contributions, and investment earnings.
The management of public pension funds can indicate support or opposition to environmental, social, and corporate governance (ESG) investment practices. ESG investing considers the extent to which corporations and asset managers align with and promote certain non-financial standards, such as net carbon emission or corporate board diversity goals.
Asset management companies (AMCs) are hired to manage investment assets for state pension funds across all 50 states.
The Net Zero Asset Managers Initiative (NZAM) suspended operations in January 2025 and relaunched in February 2026 with more than 250 signatories under a revised commitment statement that removed its prior net-zero deadline requirement.[1]
As of October 2024, 391 AMCs were investor participants in the Climate Action 100+ initiative, which aims to align investor engagement with companies toward the goal of net zero greenhouse gas emissions by 2050.[2]
Click a state in the map below to learn more about their AMC contractors and climate alliance affiliations.
Public pension AMCs in Republican trifectas
Click a link to a state below to learn more about its AMCs:
Alabama
Research on asset managers for the Alabama state pension funds is pending.
Arkansas
List of AMCs contracting with the Arkansas Local Police and Fire Retirement System
The Arkansas Local Police and Fire Retirement System (LOPFI) contracted with 27 asset management companies (AMCs) or specific funds as of December 31, 2023. Of those companies, four were investor participants in Climate Action 100+, and five were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with LOPFI:[3]:[3]
| Arkansas Local Police and Fire Retirement System (LOPFI) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[4] | Climate Action 100+ signatory as of October 2024 |
| Alternative Investment Management (AIM) | Fixed income; | 41,370,412 | 1.294% | No | No |
| Barrow, Hanley, Mewhinney & Strauss | Domestic equity; | 188,169,493 | 5.884% | No | No |
| Blue Owl | ; | 76,741,879 | 2.400% | No | No |
| Candlewood Credit Value Fund | ; | No | No | ||
| Citigroup Private Equity | Private Equity; | 140,993 | 0.004% | No | No |
| Congress Asset Management | Domestic equity; | 85,616,759 | 2.677% | No | No |
| Dodge & Cox | Domestic equity; | 204,480,573 | 6.394% | No | No |
| DoubleLine Funds | Fixed income; | 116,579,892 | 3.645% | No | No |
| EnCap Investments L.P. | ; | 11,487,056 | 0.359% | No | No |
| Garcia, Hamilton & Associates | Fixed income; | 157,645,893 | 4.929% | No | No |
| Goldentree Select Offshore Fund, LTD | Fixed income; | 73,949,469 | 2.312% | No | No |
| Goldman Sachs Asset Management | ; | 10,132,985 | 0.317% | No | Yes |
| HPS Specialty Loan Fund V, L.P. | ; | 25,082,282 | 0.784% | No | No |
| JP Morgan Investment Management Inc (Real Estate & Infrastructure) | Fixed income; | 29,202,064 | 0.913% | Yes | No |
| KKR and Company Inc. | Fixed income; | 25,349,204 | 0.793% | No | No |
| Lazard Asset Management | Domestic equity; | 215,047,672 | 6.724% | Yes | Yes |
| Loomis Sayles Trust Company, LLC | Fixed income; | 78,162,374 | 2.444% | No | No |
| Neuberger Berman | ; | 432,098 | 0.014% | Yes | Yes |
| Pacific Investment Management Company | Fixed income; | 169,973,193 | 5.315% | No | No |
| Riverstone Credit Partners II, L.P. | ; | 12,781,450 | 0.400% | No | No |
| Silver Lake Partners VII, L.P. | ; | No | No | ||
| Snyder Capital Management, L.P. | Domestic equity; | 79,195,004 | 2.476% | No | No |
| State Street Global Advisors | Domestic equity; | 682,470,147 | 21.340% | Yes | No |
| Wellington Management Company | Domestic equity, international equity; | 501,928,544 | 15.695% | Yes | Yes |
| Western Asset Management Company (WAMCO) | Fixed income; | 100,926,562 | 3.156% | No | No |
| WP Global Partners LLC | ; | 28,774,953 | 0.900% | No | No |
| Owl Rock Corporate | Domestic equity; | 19,404,411 | 0.607% | No | No |
List of AMCs contracting with the Arkansas Judicial Retirement System
The Arkansas Judicial Retirement System (AJRS) contracted with 6 asset management companies (AMCs) as of December 1, 2023. Of those companies, three were investor participants in Climate Action 100+, and two were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with AJRS:[3]
| Arkansas Judicial Retirement System (AJRS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[5] | Climate Action 100+ signatory as of October 2024 |
| Aristotle Capital Boston | Small Cap Equity; | 18,205,223,000 | 5.900% | No | Yes |
| Baillie Gifford | International Equity; | 36,704,688,000 | 11.900% | Yes | Yes |
| Boston Partners | Value Equity; | 56,290,726,000 | 18.250% | No | No |
| Invesco Real Estate | Core Real Estate; | 29,908,317,000 | 9.700% | Yes | No |
| MacKay Shields | Core Plus Fixed Income; | 123,197,905,000 | 39.950% | No | No |
| Mellon Capital | Growth Equity; | 43,780,390,000 | 14.200% | No | Yes |
List of AMCs contracting with the Arkansas Public Employees Retirement System (APERS)
APERS contracted with 28 asset management companies (AMCs) as of December 1, 2023. Of those companies, four were investor participants in Climate Action 100+, and five were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with APERS:[3]
| Arkansas Public Employees Retirement System (APERS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[6] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | International Equity; | 187,373,390 | 1.713% | Yes | Yes |
| Artisan Partners | International Equity; | 691,962,595 | 6.326% | No | No |
| Baillie Gifford Overseas Ltd. | International Equity; | 538,088,001 | 4.919% | No | No |
| Blackstone Alternative Asset Management, LP | Diversifi ed Strategies; | 219,312,431 | 2.005% | No | No |
| Carlyle Property Investors LP | Real Assets; | No | No | ||
| CastleArk Management, LLC | Domestic Equity, Real Assets; | 518,010,314 | 4.736% | No | No |
| Clarion Partners LLC | Real Assets; | 81,860,518 | 0.748% | No | No |
| DoubleLine Capital | Domestic Fixed Income; | 600,332,285 | 5.488% | No | No |
| Franklin Templeton Institutional | International Equity; | 154,442,291 | 1.412% | No | No |
| Harrison Street Real Estate Partners | Real Assets; | 44,609,947 | 0.408% | No | No |
| Heitman America Real Estate | Real Assets; | 362,783,136 | 3.317% | No | No |
| Horrell Capital Management | Domestic Equity; | 206,818,033 | 1.891% | No | No |
| International Farmland Corporation | Real Assets; | 52,722,782 | 0.482% | No | No |
| Invesco Real Estate | Real Assets; | 579,019,606 | 5.293% | Yes | No |
| LaSalle Investment Management | Real Assets; | $33,878,312 | 0.310% | Yes | No |
| Lazard Asset Management | Domestic Equity, International Equity; | $1,085,233,866 | 9.921% | Yes | Yes |
| LSV Asset Management | Domestic Equity; | 358,342,617 | 3.276% | No | No |
| MacKay Shields | Domestic Fixed Income; | 639,242,354 | 5.844% | No | No |
| Mellon Capital | ; | No | Yes | ||
| PGIM U.S. Agriculture | Real Assets; | 37,814,521 | 0.346% | No | No |
| PGIM, Inc. | ; | No | No | ||
| Pinnacle Forest Investments, LLC | Real Assets; | 94,610,040 | 0.865% | No | No |
| Principal Real Estate Investors LLC | Real Assets; | No | No | ||
| SSI Investment Management | Domestic Equity; | 422,312,007 | 3.861% | No | No |
| Starwood Management LLC | Real Assets; | 16,552,752 | 0.151% | No | No |
| Stephens Investment Management Group | Domestic Equity; | 470,103,300 | 4.298% | No | No |
| TA Associates Realty | Real Assets; | $125,353,668 | 1.146% | No | No |
| Wellington Management Company | Domestic Equity; | 472,588,558 | 4.320% | Yes | Yes |
List of AMCs contracting with the Arkansas State Highway Employees' Retirement System Fund
The Arkansas State Highway Employees' Retirement System Fund contracted with three asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, none were investor participants in Climate Action 100+, and none were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ASHERS as of 2020, 2021, and 2022, respective to the AMCs:[7]
| Arkansas State Highway Employees' Retirement System Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[8] | Climate Action 100+ signatory as of October 2024 |
| CastleArk | ; | No | No | ||
| Garcia Hamilton | ; | No | No | ||
| Meridian FY2024 | ; | No | No | ||
List of AMCs contracting with the Arkansas Public Employees Retirement System
The Arkansas State Police Retirement Fund (ASPRS) is a sub-fund within the Arkansas Public Employees Retirement System (APERS), and APERS administers ASPRS' assets. ASPRS does not contract with its own AMCs; the AMCs for APERS account for all the ASPRS fund as well.[3]
APERS contracted with 31 asset management companies (AMCs) as of 2023. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with APERS:[9]
- Acadian (NZAM, Climate Action 100+)
- Acadian Asset Management (NZAM, Climate Action 100+)
- AQR Capital Management
- AQR Global
- Artisan Partners
- Artisan Partners
- Baillie Gifford Overseas Ltd. (NZAM, Climate Action 100+)
- Blackstone Hedge
- Callan Associates, Inc
- CastleArk Management
- DoubleLine Capital
- Franklin Templeton Institutional (NZAM, Climate Action 100+)
- Gabriel, Roeder, Smith & Co
- Golden Capitl Mgmt.
- Heitman
- Heitman America Real Estate
- Horrell Capital Mgmt.
- INTECH
- Invesco (NZAM)
- Invesco Real Estate (NZAM)
- Lazard Asset Mgmt. (NZAM, Climate Action 100+)
- LSV Asset Mgmt
- MacKay Shields
- MCM ACWI ex-US Index
- Newton Capital Management (Climate Action 100+)
- Newton Global Real Return (Climate Action 100+)
- Pinnacle Forest Investments, LLC
- SSI Investment Mgmt
- Stephens Inv. Mgmt. Group
- The Bank of New York Mellon
- Wellington Mgmt. Co. (NZAM, Climate Action 100+)
List of AMCs contracting with the Arkansas Teacher Retirement System
The Arkansas Teacher Retirement System (ATRS) contracted with 261 asset management companies (AMCs) as of March 1, 2024. Of those companies, sixteen were investor participants in Climate Action 100+, and thirty-one were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ATRS as of 2023:[3]
| Arkansas Teacher Retirement System (ATRS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[10] | Climate Action 100+ signatory as of October 2024 |
| Blackrock Institutional Trust Company NA | ; | 1,561,415,588 | Yes | No | |
| Franklin Park Associates, LLC | ; | 1,138,777,178 | No | No | |
| Jacobs Levy Equity Management, Inc. | ; | 1,234,178,399 | No | No | |
| State Street Global Advisors Trust Company | ; | 2,036,362,821 | Yes | No | |
| Pershing Square Holdings | Public Equity; | No | No | ||
| Trian Partners | Public Equity; | No | No | ||
| Trian Co-Investments | Public Equity; | No | No | ||
| Jacobs Levy 130/30 | Public Equity; | No | No | ||
| Kennedy Capital Management | Public Equity; | No | No | ||
| Stephens | Public Equity; | No | No | ||
| Voya Convertibles | Public Equity; | No | No | ||
| Voya Absolute Return | Public Equity; | No | No | ||
| Arrowstreet | Public Equity; | No | No | ||
| SSgA Global Index | Public Equity; | No | No | ||
| T Rowe Price Global Equity | Public Equity; | Yes | No | ||
| Lazard | Public Equity; | Yes | Yes | ||
| Harris Global Equity | Public Equity; | No | No | ||
| Wellington Global Perspectives | Public Equity; | Yes | Yes | ||
| Reams Core Plus Bond Fund | Fixed income; | No | No | ||
| SSgA Aggregate Bond Index | Fixed income; | No | No | ||
| Loomis Sayles | Fixed income; | No | No | ||
| Wellington Global Total Return | Fixed income; | Yes | Yes | ||
| BlackRock | Fixed income; | Yes | No | ||
| BlackRock MSCI ACWI IMI Fund | Public Equity; | Yes | No | ||
| Anchorage | Opportunistic/alternatives; | No | No | ||
| York | Opportunistic/alternatives; | No | No | ||
| Capula | Opportunistic/alternatives; | No | No | ||
| Graham | Opportunistic/alternatives; | No | No | ||
| Circumference Group Core Value | Opportunistic/alternatives; | No | No | ||
| Aelous Keystone Fund | Opportunistic/alternatives; | No | No | ||
| Nephila Rubik Holdings | Opportunistic/alternatives; | No | No | ||
| Pillar Opportunity | Opportunistic/alternatives; | No | No | ||
| Parametric Global Defensive Equity | Opportunistic/alternatives; | No | Yes | ||
| Man Alternative Risk Premia | Opportunistic/alternatives; | No | Yes | ||
| CFM Systematic Global Macro Fund | Opportunistic/alternatives; | No | Yes | ||
| Chatham PDSC III | Opportunistic/alternatives; | No | No | ||
| Chatham PDSC IV | Opportunistic/alternatives; | No | No | ||
| Silver Point Capital Fund | Opportunistic/alternatives; | No | No | ||
| Prophet Mtg. Service Opportunities | Opportunistic/alternatives; | No | No | ||
| Arkansas Investments | Real Estate Manager; | No | No | ||
| JP Morgan Strategic Property Fund | Real Estate Manager; | Yes | No | ||
| MetLife Commercial Mortgage Income Fund, LP | Real Estate Manager; | No | No | ||
| Prime Property Fund | Real Estate Manager; | No | No | ||
| Prudential PRISA | Real Estate Manager; | No | No | ||
| RREEF Core Plus Industrial Fund | Real Estate Manager; | No | No | ||
| UBS Trumbull Property Fund | Real Estate Manager; | Yes | Yes | ||
| UBS Trumbull Property Income Fund | Real Estate Manager; | Yes | Yes | ||
| Almanac Realty Securities V, LP | Real Estate Manager; | No | No | ||
| Almanac Realty Securities VI | Real Estate Manager; | No | No | ||
| Almanac Realty Securities VII | Real Estate Manager; | No | No | ||
| Almanac Realty Securities VIII | Real Estate Manager; | No | No | ||
| Almanac Realty Securities IX | Real Estate Manager; | No | No | ||
| Blackstone Real Estate Partners Europe VI (EURO Vehicle) | Real Estate Manager; | No | No | ||
| Blackstone Real Estate Partners VII | Real Estate Manager; | No | No | ||
| Blackstone Real Estate Partners X | Real Estate Manager; | No | No | ||
| Calmwater Real Estate Credit Fund III | Real Estate Manager; | No | No | ||
| Carlyle Realty Partners IX | Real Estate Manager; | No | No | ||
| Carlyle Realty Partners VII | Real Estate Manager; | No | No | ||
| Carlyle Realty Partners VIII | Real Estate Manager; | No | No | ||
| CBRE Strategic Partners US Opportunity 5 | Real Estate Manager; | Yes | No | ||
| CBRE Strategic Partners US Value 8 | Real Estate Manager; | Yes | No | ||
| CBRE Strategic Partners US Value 9 | Real Estate Manager; | Yes | No | ||
| Cerberus Institutional Real Estate Partners III | Real Estate Manager; | No | No | ||
| FPA Core Plus Fund IV | Real Estate Manager; | No | No | ||
| GLP Capital Partners IV | Real Estate Manager; | No | No | ||
| Harbert European Real Estate Fund IV | Real Estate Manager; | No | No | ||
| Heitman European Property Partners IV | Real Estate Manager; | No | No | ||
| Kayne Anderson Real Estate Partners V | Real Estate Manager; | No | No | ||
| Kayne Anderson Real Estate Partners VI | Real Estate Manager; | No | No | ||
| Landmark Real Estate Fund VI | Real Estate Manager; | No | No | ||
| Landmark Real Estate Fund VIII | Real Estate Manager; | No | No | ||
| Landmark Real Estate Fund IX | Real Estate Manager; | No | No | ||
| LaSalle Asia Opportunity Fund IV | Real Estate Manager; | Yes | No | ||
| LaSalle Asia Opportunity V | Real Estate Manager; | Yes | No | ||
| LaSalle Asia Opportunity VI | Real Estate Manager; | Yes | No | ||
| LaSalle Income & Growth Fund VI | Real Estate Manager; | Yes | No | ||
| LaSalle Income & Growth Fund VII | Real Estate Manager; | Yes | No | ||
| LaSalle Income & Growth Fund VIII | Real Estate Manager; | Yes | No | ||
| LBA Logistics Value Fund IX | Real Estate Manager; | No | No | ||
| Lone Star Real Estate Fund IV | Real Estate Manager; | No | No | ||
| Lone Star Real Estate Fund VII | Real Estate Manager; | No | No | ||
| Long Wharf Real Estate Partners V | Real Estate Manager; | No | No | ||
| Long Wharf Real Estate Partners VI, L.P. | Real Estate Manager; | No | No | ||
| Mesa West Real Estate Income Fund V | Real Estate Manager; | No | No | ||
| Metropolitan Real Estate Partners Co- | Real Estate Manager; | No | No | ||
| Investments Fund, L.P. | Real Estate Manager; | No | No | ||
| O'Connor North American Property Partners II,L.P. | Real Estate Manager; | No | No | ||
| PGIM Real Estate Capital VII (USD Feeder) | Real Estate Manager; | No | No | ||
| Rockwood Capital Real Estate Partners Fund IX | Real Estate Manager; | No | No | ||
| Rockwood Capital Real Estate Partners Fund XI | Real Estate Manager; | No | No | ||
| Torchlight Debt Opportunity Fund IV | Real Estate Manager; | No | No | ||
| Torchlight Debt Opportunity Fund V | Real Estate Manager; | No | No | ||
| Torchlight Debt Opportunity Fund VI | Real Estate Manager; | No | No | ||
| Torchlight Debt Opportunity Fund VII | Real Estate Manager; | No | No | ||
| Walton Street Real Estate Debt Fund II, L.P. | Real Estate Manager; | No | No | ||
| Westbrook Real Estate Fund IX | Real Estate Manager; | No | No | ||
| Westbrook Real Estate Fund X | Real Estate Manager; | No | No | ||
| BTG Timber Separate Account | Timber & Agriculture; | No | No | ||
| BTG Pactual Open Ended Core U.S. Timberland Fund | Timber & Agriculture; | No | No | ||
| HFMS Farmland Separate Account | Timber & Agriculture; | No | No | ||
| UBS Agrivest Core Farmland Fund | Timber & Agriculture; | Yes | Yes | ||
| Antin Infrastructure Partners II, L.P. | Infrastructure; | No | No | ||
| Axlnfra NA II LP | Infrastructure; | No | No | ||
| DIF Infrastructure Fund V LP | Infrastructure; | Yes | No | ||
| DIF Infrastructure Fund V LP | Infrastructure; | Yes | No | ||
| Global Energy & Power Infrastructure Fund II | Infrastructure; | No | No | ||
| Global Infrastructure Partners III, L.P. | Infrastructure; | No | No | ||
| IFM Global Infrastructure Fund (US) LP | Infrastructure; | Yes | Yes | ||
| ISQ Global Infrastructure Fund III | Infrastructure; | No | No | ||
| KKR Global Infrastructure Investors II, L.P. | Infrastructure; | No | No | ||
| KKR Diversified Core Infrastructure Fund | Infrastructure; | No | No | ||
| Macquarie Infrastructure Partners III LP | Infrastructure; | Yes | Yes | ||
| Macquarie Infrastructure Partners V LP | Infrastructure; | Yes | Yes | ||
| Audax Mezzanine III | Private Equity; | No | No | ||
| Big River - Mezzanine | Private Equity; | No | No | ||
| Blackstone Mezzanine I | Private Equity; | No | No | ||
| DLJ Investment II | Private Equity; | No | No | ||
| Greyrock IV | Private Equity; | No | No | ||
| Greyrock V | Private Equity; | No | No | ||
| Greyrock VI | Private Equity; | No | No | ||
| Insight Mezzanine I | Private Equity; | No | Yes | ||
| 21st Century Group I | Private Equity; | No | No | ||
| Advent GPE VI-A | Private Equity; | No | No | ||
| Alpine Investors IX | Private Equity; | No | No | ||
| Alpine Investors VIII | Private Equity; | No | No | ||
| Altaris Constellation | Private Equity; | No | No | ||
| Altaris IV | Private Equity; | No | No | ||
| Altus Capital II | Private Equity; | No | No | ||
| American Industrial VI | Private Equity; | No | No | ||
| American Industrial VII | Private Equity; | No | No | ||
| Arlington IV | Private Equity; | No | No | ||
| Arlington V | Private Equity; | No | No | ||
| Arlington VI | Private Equity; | No | No | ||
| Atlas Capital II | Private Equity; | Yes | No | ||
| ATRS-FP PE | Private Equity; | No | No | ||
| Big River - Equity | Private Equity; | No | No | ||
| Big River - Funding | Private Equity; | No | No | ||
| Big River - Holdings Note | Private Equity; | No | No | ||
| Big River - Holdings Note 2023 | Private Equity; | No | No | ||
| Big River - Holdings Note 2023-2 | Private Equity; | No | No | ||
| Big River - Preferred Equity | Private Equity; | No | No | ||
| Big River - Sr Secured Debt | Private Equity; | No | No | ||
| Bison V | Private Equity; | No | No | ||
| Bison VI | Private Equity; | No | No | ||
| Blue Oak Arkansas | Private Equity; | No | No | ||
| Boston Ventures VII | Private Equity; | No | No | ||
| Boston Ventures IX | Private Equity; | No | No | ||
| Boston Ventures VIII | Private Equity; | No | No | ||
| Boston Ventures X | Private Equity; | No | No | ||
| Boston Ventures XI | Private Equity; | No | No | ||
| Castlelake II | Private Equity; | No | No | ||
| Castlelake III | Private Equity; | No | No | ||
| Clearlake V | Private Equity; | No | No | ||
| Clearlake VI | Private Equity; | No | No | ||
| Clearlake VII | Private Equity; | No | No | ||
| Court Square III | Private Equity; | No | No | ||
| CSFB-ATRS 2005-1 Series | Private Equity; | No | No | ||
| CSFB-ATRS 2006-1 Series | Private Equity; | No | No | ||
| Cypress MBP II | Private Equity; | No | No | ||
| DH Tech I | Private Equity; | No | No | ||
| Diamond State | Private Equity; | No | No | ||
| Diamond State II | Private Equity; | No | No | ||
| DLJ MBP III | Private Equity; | No | No | ||
| Doughty Hanson III | Private Equity; | No | No | ||
| DW Healthcare III | Private Equity; | No | No | ||
| DW Healthcare IV | Private Equity; | No | No | ||
| DW Healthcare V | Private Equity; | No | No | ||
| EnCap IX | Private Equity; | No | No | ||
| EnCap VIII | Private Equity; | No | No | ||
| EnCap X | Private Equity; | No | No | ||
| EnCap XI | Private Equity; | No | No | ||
| FP CF Access | Private Equity; | No | No | ||
| FP CF Access II | Private Equity; | No | No | ||
| FP Co-Invest VI | Private Equity; | No | No | ||
| FP Intnl 2011 | Private Equity; | No | No | ||
| FP Intnl 2012 | Private Equity; | No | No | ||
| FP Intnl 2013 | Private Equity; | No | No | ||
| FP Intnl 2014 | Private Equity; | No | No | ||
| FP Intnl 2015 | Private Equity; | No | No | ||
| FP Intnl 2016 | Private Equity; | No | No | ||
| FP Intnl 2017 | Private Equity; | No | No | ||
| FP Intnl 2018 | Private Equity; | No | No | ||
| FP Intnl 2019 | Private Equity; | No | No | ||
| FP Intnl X | Private Equity; | No | No | ||
| FP Intnl XI | Private Equity; | No | No | ||
| FP Venture Opp | Private Equity; | No | No | ||
| FP Venture XIII | Private Equity; | No | No | ||
| FP Venture XIV | Private Equity; | No | No | ||
| FP Venture 2008 | Private Equity; | No | No | ||
| FP Venture 2009 | Private Equity; | No | No | ||
| FP Venture 2010 | Private Equity; | No | No | ||
| FP Venture 2011 | Private Equity; | No | No | ||
| FP Venture 2012 | Private Equity; | No | No | ||
| FP Venture 2013 | Private Equity; | No | No | ||
| FP Venture 2014 | Private Equity; | No | No | ||
| FP Venture 2015 | Private Equity; | No | No | ||
| FP Venture 2016 | Private Equity; | No | No | ||
| FP Venture 2017 | Private Equity; | No | No | ||
| FP Venture 2018 | Private Equity; | No | No | ||
| FP Venture 2019 | Private Equity; | No | No | ||
| Greenbriar V | Private Equity; | No | No | ||
| Greenbriar VI | Private Equity; | No | No | ||
| GTLA Holdings | Private Equity; | No | No | ||
| Highland Contingent Note | Private Equity; | No | No | ||
| Highland Equity | Private Equity; | No | No | ||
| HMTF III | Private Equity; | No | No | ||
| HMTF IV | Private Equity; | No | No | ||
| HMTF V | Private Equity; | No | No | ||
| Insight Equity II | Private Equity; | No | Yes | ||
| JF Lehman III | Private Equity; | No | No | ||
| JF Lehman IV | Private Equity; | No | No | ||
| JF Lehman V | Private Equity; | No | No | ||
| JF Lehman VI | Private Equity; | No | No | ||
| KPS III Supplemental | Private Equity; | No | No | ||
| KPS IV | Private Equity; | No | No | ||
| KPS Mid Cap II | Private Equity; | No | No | ||
| KPS Mid-Market I | Private Equity; | No | No | ||
| KPS V | Private Equity; | No | No | ||
| Levine Leichtman V | Private Equity; | No | No | ||
| Lime Rock Resources III | Private Equity; | No | No | ||
| LLR III | Private Equity; | No | No | ||
| LLR VI | Private Equity; | No | No | ||
| Mason Wells III | Private Equity; | No | No | ||
| NGP IX | Private Equity; | No | No | ||
| NGP X | Private Equity; | No | No | ||
| NGP XI | Private Equity; | No | No | ||
| NGP XII | Private Equity; | No | No | ||
| Oak Hill I | Private Equity; | No | No | ||
| One Rock II | Private Equity; | No | No | ||
| PineBridge Structured III | Private Equity; | Yes | No | ||
| Revelstoke III | Private Equity; | No | No | ||
| Riverside IV | Private Equity; | No | No | ||
| Riverside V | Private Equity; | No | No | ||
| Riverside VI | Private Equity; | No | No | ||
| Riverside Value Fund I | Private Equity; | No | No | ||
| Second Cinven | Private Equity; | No | No | ||
| Siris III | Private Equity; | No | No | ||
| Siris IV | Private Equity; | No | No | ||
| SK Capital V | Private Equity; | No | No | ||
| SK Capital VI | Private Equity; | No | No | ||
| Sycamore Partners II | Private Equity; | No | No | ||
| Sycamore Partners III | Private Equity; | No | No | ||
| TA XI | Private Equity; | No | No | ||
| Tennenbaum VI | Private Equity; | No | No | ||
| Thoma Bravo Discover | Private Equity; | No | No | ||
| Thoma Bravo Discover II | Private Equity; | No | No | ||
| Thoma Bravo Discover III | Private Equity; | No | No | ||
| Thoma Bravo Discover IV | Private Equity; | No | No | ||
| Thoma Bravo Explore I | Private Equity; | No | No | ||
| Thoma Bravo Explore II | Private Equity; | No | No | ||
| Thoma Bravo XI | Private Equity; | No | No | ||
| Thoma Bravo XII | Private Equity; | No | No | ||
| Thoma Bravo XIII | Private Equity; | No | No | ||
| Thoma Bravo XIV | Private Equity; | No | No | ||
| Thoma Bravo XV | Private Equity; | No | No | ||
| Vista Equity III | Private Equity; | Yes | No | ||
| Vista Foundation II | Private Equity; | Yes | No | ||
| Vista Foundation III | Private Equity; | Yes | No | ||
| Wellspring V | Private Equity; | No | No | ||
| Wicks IV | Private Equity; | No | No | ||
| WNG II | Private Equity; | No | No | ||
Florida
List of AMCs contracting with the Florida Retirement System Pension Plan
The Florida Retirement System Pension Plan (FRS) contracted with 117 asset management companies (AMCs) or specific funds as of 2023. Of those companies, twenty-six were investor participants in Climate Action 100+, and twenty-two were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with FRS:[11]
| Florida Retirement System Pension Plan (FRS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[12] | Climate Action 100+ signatory as of October 2024 |
| AJO, LP3 | Domestic Equity; | $0 | 0.000% | No | No |
| Acuitas | Domestic Equity; | 365,082,061 | 0.197% | No | No |
| Avatar R1000 Index Fund | Domestic Equity; | 18,652,001,114 | 10.044% | No | No |
| Columbia LC Core | Domestic Equity; | 1,500,605,898 | 0.808% | No | No |
| Columbia SC Value | Domestic Equity; | 183,332,444 | 0.099% | No | No |
| Copeland Capital1 | Domestic Equity; | 185,750,912 | 0.100% | No | No |
| Delta | Domestic Equity; | 181,208,028 | 0.098% | No | No |
| Fisher Investments | Domestic Equity; | 160,839,680 | 0.087% | No | Yes |
| Los Angeles Capital | Domestic Equity; | 192,326,486 | 0.104% | No | Yes |
| Nova Portfolio | Domestic Equity; | 10,572,770,483 | 5.693% | No | No |
| PanAgora Asset Management | Domestic Equity; | 187,108,311 | 0.101% | No | No |
| Penn Capital | Domestic Equity; | 154,223,290 | 0.083% | No | No |
| Phoenix Portfolio | Domestic Equity; | 12,561,091,080 | 6.764% | No | No |
| Seneca | Domestic Equity; | 180,426,384 | 0.097% | No | No |
| Silvercrest Asset Management | Domestic Equity; | 200,654,799 | 0.108% | No | No |
| Smith Large Cap Core | Domestic Equity; | 1,130,352,734 | 0.609% | No | No |
| Stephens Investment Management Group | Domestic Equity; | 218,887,299 | 0.118% | No | No |
| Vaughan Nelson Investment Management | Domestic Equity; | 209,435,203 | 0.113% | No | No |
| Wellington PPC | Domestic Equity; | 812,234,693 | 0.437% | Yes | Yes |
| Aberdeen Frontier Markets3 | Foreign Equity; | 120,424 | 0.000% | No | No |
| Acadian Asset Management | Foreign Equity; | 1,831,781,786 | 0.986% | Yes | Yes |
| Acadian Asset Management Inc | Foreign Equity; | 822,755,646 | 0.443% | Yes | Yes |
| Alliance Bernstein | Foreign Equity; | 1,809,358,236 | 0.974% | No | No |
| Allspring Emerging Capital1 | Foreign Equity; | 187,415,168 | 0.101% | No | Yes |
| Allspring Emerging Large Cap | Foreign Equity; | 830,252,986 | 0.447% | No | Yes |
| Allspring International Small Cap | Foreign Equity; | 365,157,296 | 0.197% | No | Yes |
| AQR Capital Management Small Cap3 | Foreign Equity; | 934,007 | 0.001% | No | No |
| AQR Capital Mgt. Emerging Markets Small Cap | Foreign Equity; | 262,138,511 | 0.141% | No | No |
| Artisan Partners | Foreign Equity; | 1,923,249,850 | 1.036% | No | No |
| Baillie Gifford Overseas Limited | Foreign Equity; | 1,251,504,239 | 0.674% | Yes | No |
| BlackRock China A Shares | Foreign Equity; | 156,825,622 | 0.084% | Yes | No |
| BlackRock Emerging Markets Index Plus3 | Foreign Equity; | 3,999 | 0.000% | Yes | No |
| BlackRock Global Inv Index Plus | Foreign Equity; | 31,485,856 | 0.017% | Yes | No |
| BlackRock Global Inv Small Cap Strategy | Foreign Equity; | 622,031,256 | 0.335% | Yes | No |
| BlackRock Global Inv World ExUS | Foreign Equity; | 15,244,415 | 0.008% | Yes | No |
| BlackRock Global Inv World ExUS Alpha Tilts | Foreign Equity; | 2,068,108,649 | 1.114% | Yes | No |
| Clarivest International Small Cap | Foreign Equity; | 394,968,153 | 0.213% | No | No |
| Dimensional Fund Advisors3 | Foreign Equity; | 863,344 | 0.000% | No | No |
| Dimensional Fund Advisors Emerging Markets3 | Foreign Equity; | 35,014 | 0.000% | No | No |
| Eastspring Investments | Foreign Equity; | 725,346,344 | 0.391% | No | Yes |
| Epoch Investment Partners3 | Foreign Equity; | 46,145 | 0.000% | No | Yes |
| Fidelity Institutional3 | Foreign Equity; | 163,996 | 0.000% | No | No |
| First Sentier Frontier Markets3 | Foreign Equity; | 768,278 | 0.000% | No | No |
| Foreign Equity Internal Active Tax Reclaim4 | Foreign Equity; | 0 | 0.000% | No | No |
| Franklin Templeton Small Cap3 | Foreign Equity; | 0 | 0.000% | No | No |
| Genesis Emerging Markets | Foreign Equity; | 818,894,037 | 0.441% | No | No |
| Global Alpha | Foreign Equity; | 387,396,826 | 0.209% | No | No |
| GMO | Foreign Equity; | 1,669,599,765 | 0.899% | Yes | No |
| Investec | Foreign Equity; | 779,935,852 | 0.420% | No | Yes |
| KAR Emerging Market Small Cap1 | Foreign Equity; | 192,750,162 | 0.104% | No | No |
| Mondrian Investment Partners Ltd. | Foreign Equity; | 821,896,604 | 0.443% | No | No |
| Mondrian Investment Partners Small Cap | Foreign Equity; | 366,062,315 | 0.197% | No | No |
| Morgan Stanley Investment Management | Foreign Equity; | 2,191,737,752 | 1.180% | No | No |
| Numeric Investors | Foreign Equity; | 395,946,965 | 0.213% | No | No |
| Principal Global Investors FE | Foreign Equity; | 373,390,725 | 0.201% | No | No |
| Robeco Institutional Asset Management | Foreign Equity; | 856,591,671 | 0.461% | Yes | Yes |
| Somerset Capital | Foreign Equity; | 646,739,527 | 0.348% | No | No |
| Sophus Capital | Foreign Equity; | 792,777,396 | 0.427% | No | No |
| Sprucegrove Investment Management | Foreign Equity; | 1,922,646,298 | 1.035% | Yes | No |
| State Street Global Advisors EM Sm Cap2 | Foreign Equity; | 0 | 0.000% | Yes | No |
| Templeton Investment Counsel LLC3 | Foreign Equity; | 5,209,132 | 0.003% | No | No |
| TimesSquare Emerging Small Cap1 | Foreign Equity; | 197,444,354 | 0.106% | No | No |
| TS&W Florida Retirement System | Foreign Equity; | 375,868,586 | 0.202% | No | No |
| TSW International | Foreign Equity; | 1,784,159,954 | 0.961% | No | No |
| Walter, Scott & Partners, Ltd. | Foreign Equity; | 2,086,911,235 | 1.124% | No | No |
| Wellington Emerging Markets Small Cap | Foreign Equity; | 270,595,483 | 0.146% | Yes | Yes |
| William Blair | Foreign Equity; | 341,127,273 | 0.184% | No | Yes |
| William Blair & Company LLC | Foreign Equity; | 736,475,639 | 0.397% | No | Yes |
| William Blair China A Shares | Foreign Equity; | 117,555,720 | 0.063% | No | Yes |
| William Blair Emerging Markets Small Cap | Foreign Equity; | 251,820,685 | 0.136% | No | Yes |
| Alliance Bernstein Global | Dedicated Global Equity; | 908,306,769 | 0.489% | No | No |
| Atlas Portfolio | Dedicated Global Equity; | 3,206,489,407 | 1.727% | Yes | No |
| Causeway Capital | Dedicated Global Equity; | 868,525,272 | 0.468% | No | No |
| Epoch Investment Partners Global | Dedicated Global Equity; | 1,571,951,191 | 0.847% | No | Yes |
| Hexavest Inc3 | Dedicated Global Equity; | 779,053 | 0.000% | No | Yes |
| Hyperion Asset Management | Dedicated Global Equity; | 164,997,904 | 0.089% | No | No |
| Intech Investment Management3 | Dedicated Global Equity; | 2,224,071 | 0.001% | No | No |
| Jennison Global | Dedicated Global Equity; | 416,129,805 | 0.224% | No | Yes |
| MFG Asset Management2 | Dedicated Global Equity; | 1,641,935 | 0.001% | No | No |
| Schiehallion Fund | Dedicated Global Equity; | 113,585,515 | 0.061% | No | No |
| Schroders Investment Management | Dedicated Global Equity; | 1,991,969,701 | 1.073% | No | Yes |
| Sinensis | Dedicated Global Equity; | 1,661,450,546 | 0.895% | No | No |
| Trilogy Global Advisors3 | Dedicated Global Equity; | 429,947 | 0.000% | No | No |
| WCM Global | Dedicated Global Equity; | 1,002,200,148 | 0.540% | No | No |
| Wellington Global | Dedicated Global Equity; | 817,028,453 | 0.440% | Yes | Yes |
| BlackRock Transition3 | Other; | 0 | 0.000% | Yes | No |
| Cash Equitization Portfolio | Other; | 0 | 0.000% | No | No |
| Citigroup Global Transition | Other; | 115,770 | 0.000% | No | No |
| Domestic Equity Asset Class Transition | Other; | 184,472 | 0.000% | No | No |
| Global Equity Cash | Other; | 2,651,940 | 0.001% | No | No |
| Global Equity Cash Expense | Other; | 6 | 0.000% | No | No |
| Global Equity Liquidity Portfolio | Other; | 1,883,661,586 | 1.014% | No | No |
| Global Equity Policy Transition Portfolio1 | Other; | 0 | 0.000% | No | No |
| Global Equity Policy Transition Portfolio 2 | Other; | 0 | 0.000% | No | No |
| Global Equity Policy Transition Portfolio 3 4 | Other; | 0 | 0.000% | No | No |
| Global Equity Suspended Asset Account | Other; | 55,677 | 0.000% | No | No |
| Global Equity Transition Account 1 | Other; | 388,947 | 0.000% | No | No |
| Pavilion Transition | Other; | 0 | 0.000% | No | No |
| Active Core | Fixed Income-Aggregate; | $5,920,124,965 | 3.188% | No | No |
| Amundi Pioneer Investments | Fixed Income-Aggregate; | 2,103,878,896 | 1.133% | Yes | Yes |
| BlackRock Core Bond Enhanced Index | Fixed Income-Aggregate; | 2,147,288,356 | 1.156% | Yes | No |
| Core Plus Overlay3 | Fixed Income-Aggregate; | 105,243,886 | 0.057% | No | Yes |
| Investment Grade AA Account | Fixed Income-Aggregate; | 34,691,607 | 0.019% | No | No |
| Lord Abbett | Fixed Income-Aggregate; | 1,452,275,595 | 0.782% | No | No |
| Neuberger Berman Core | Fixed Income-Aggregate; | 2,430,077,828 | 1.309% | Yes | Yes |
| PGIM Core Plus | Fixed Income-Aggregate; | 1,109,607,319 | 0.598% | No | No |
| Prudential Conservative Core1 | Fixed Income-Aggregate; | 0 | 0.000% | No | No |
| Taplin, Canida & Habacht | Fixed Income-Aggregate; | 1,215,378,191 | 0.654% | No | No |
| Wellington Core Plus3 | Fixed Income-Aggregate; | 149,791,098 | 0.081% | Yes | Yes |
| Government/Corporate: | Fixed Income-Aggregate; | No | No | ||
| Fixed Income Gov't./Corp. Passive | Fixed Income-Aggregate; | 7,488,792,101 | 4.033% | No | No |
| Fixed Income MBS Passive | Fixed Income--Mortgage; | 3,696,721,889 | 1.991% | No | No |
| Fixed Income Cash Expense | Fixed Income-Other; | 0 | 0.000% | No | No |
| Fixed Income Liquidity Portfolio | Fixed Income-Other; | 2,133,040,113 | 1.149% | No | No |
| Fixed Income Transition2 | Fixed Income-Other; | 0 | 0.000% | No | No |
| Fixed Income Transition II2 | Fixed Income-Other; | 0 | 0.000% | No | No |
| STIPFRS Reserve Liquidation Fund | Fixed Income-Other; | 0 | 0.000% | No | No |
Georgia
List of AMCs contracting with the Employees Retirement System of Georgia
The Employees Retirement System of Georgia contracted with eight asset management companies (AMCs) as of June 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and one was a member of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Employees Retirement System of Georgia:[3]
- Albritton Capital Management
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- Barrow, Hanley, Mewhinney & Strauss
- Cooke & Bieler
- Fisher Investments (Climate Action 100+)
- Mondrian Investment Partners Limited
- Sands Capital Management
- WCM Investment Management
List of AMCs contracting with the Georgia Firefighters’ Pension Fund
The Georgia Firefighters’ Pension Fund contracted with 19 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Georgia Firefighters’ Pension Fund:[3]
| Georgia Firefighters’ Pension Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[13] | Climate Action 100+ signatory as of October 2024 |
| Cooke & Bieler | Domestic Equity; | 74,167,602 | 5.900% | No | No |
| Northern Trust Russell 1000 Value Index Fund | Domestic Equity; | 35,372,417 | 2.814% | No | No |
| Loomis Large Cap Growth | Domestic Equity; | 53,126,183 | 4.226% | No | No |
| T Rowe Price Large Cap | Domestic Equity; | 62,441,534 | 4.968% | Yes | No |
| Burgundy Asset Management | Domestic Equity; | 85,971,478 | 6.840% | No | No |
| Cornerstone Investment Partners DSCC | Domestic Equity; | 42,317,764 | 3.367% | No | No |
| T Rowe Price Global Natural Resources | Domestic Equity; | 51,351,217 | 4.085% | Yes | No |
| Cohen & Steers Real Estate Trust | Domestic Equity; | 54,086,569 | 4.303% | No | No |
| Artisan International Growth | International Equity; | 90,339,087 | 7.187% | No | No |
| Northern Trust EAFE Fund | International Equity; | 76,014,151 | 6.047% | No | No |
| Fidelity Select Emerging Markets | International Equity; | 49,265,553 | 3.919% | No | No |
| William Blair Emerging Markets | International Equity; | 48,461,957 | 3.855% | No | Yes |
| DoubleLine Capital | Fixed Income; | 102,305,458 | 8.139% | No | No |
| Voya | Fixed Income; | 42,253,874 | 3.362% | No | No |
| Loomis Sayles | Fixed Income; | 69,936,941 | 5.564% | No | No |
| Sage | Fixed Income; | 62,290,155 | 4.956% | Yes | Yes |
| Victory Capital | Fixed Income; | 63,126,293 | 5.022% | Yes | No |
| Northern Trust 1-10 Yer TIPS Index | Fixed Income; | 21,822,591 | 1.736% | No | No |
| Northern Trust Money Market | Cash; | 69,477,808 | 5.527% | No | No |
List of AMCs contracting with the Judges of the Probate Courts Retirement Fund
The request for information was denied about the list of AMCs contracting with the Judges of the Probate Courts Retirement Fund. Our investment information is being withheld per O.C.G.A. § 47-1-14. "Our investment policy is established by our Board of Commissioners. Recorded minutes from our board meetings, and our annual financial statements are made publicly available on our website. Any further inquiries should be directed to this email."[3]
List of AMCs contracting with the Georgia Judicial Retirement System
The Georgia Judicial Retirement System contracted with eight asset management companies (AMCs) as of June 30 2024. Of those companies or funds, one was an investor participant in Climate Action 100+, and none were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Georgia Judicial Retirement System:[3]
| Georgia Judicial Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[14] | Climate Action 100+ signatory as of October 2024 |
| Albritton Capital Management | ; | No | No | ||
| MFS Institutional Advisors, Inc. | ; | No | No | ||
| Barrow, Hanley, Mewhinney & Strauss | ; | No | No | ||
| Cooke & Bieler | ; | No | No | ||
| Fisher Investments | ; | No | Yes | ||
| Mondrian Investment Partners Limited | ; | No | No | ||
| Sands Capital Management | ; | No | No | ||
| WCM Investment Management | ; | No | No | ||
List of AMCs contracting with the Georgia Legislative Retirement System
The Georgia Legislative Retirement System contracted with eight asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and none were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Georgia Legislative Retirement System:[3]
| Georgia Legislative Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[15] | Climate Action 100+ signatory as of October 2024 |
| Albritton Capital Management | ; | No | No | ||
| MFS Institutional Advisors Inc | ; | No | Yes | ||
| Barrow, Hanley, Mewhinney & Strauss | ; | No | No | ||
| Cooke & Bieler | ; | No | No | ||
| Fisher Investments | ; | No | Yes | ||
| Mondrian Investment Partners Limited | ; | No | No | ||
| Sands Capital Management | ; | No | No | ||
| WCM Investment Management | ; | No | No | ||
List of AMCs contracting with the Georgia Military Pension Fund
The Georgia Military Pension Fund contracted with eight asset management companies (AMCs) as of June 30 2024. Of those companies or funds, one was an investor participant in Climate Action 100+, and none were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Georgia Military Pension Fund:[3]
| Georgia Military Pension Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[16] | Climate Action 100+ signatory as of October 2024 |
| Albritton Capital Management | ; | No | No | ||
| MFS Institutional Advisors, Inc. | ; | No | No | ||
| Barrow, Hanley, Mewhinney & Strauss | ; | No | No | ||
| Cooke & Bieler | ; | No | No | ||
| Fisher Investments | ; | No | Yes | ||
| Mondrian Investment Partners Limited | ; | No | No | ||
| Sands Capital Management | ; | No | No | ||
| WCM Investment Management | ; | No | No | ||
List of AMCs contracting with the Georgia Peace Officers' Annuity and Benefit Fund
The Georgia Peace Officers' Annuity and Benefit Fund contracted with an unknwon number of asset management companies (AMCs) as of June 2021. Ballotpedia's request for information was denied: "Our investment information is being withheld per O.C.G.A. § 47-1-14. Our investment policy is established by our Board of Commissioners. Recorded minutes from our board meetings, and our annual financial statements are made publicly available on our website. Any further inquiries should be directed to this email."[3]
List of AMCs contracting with the Georgia Sheriffs' Retirement Fund
The Georgia Sheriffs' Retirement Fund contracted with an unknown number of asset management companies (AMCs) as of June 2021. Of those companies or funds, it is unknown how many were investor participants in Climate Action 100+ or NZAM as of 2024.[3]
List of AMCs contracting with the Georgia State Employees’ Pension and Savings Plan
The Georgia State Employees’ Pension and Savings Plan contracted with eight asset management companies (AMCs) as of June 30 2024. Of those companies or funds, one was an investor participant in Climate Action 100+, and none were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Georgia State Employees’ Pension and Savings Plan:[3]
| Georgia State Employees’ Pension and Savings Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[17] | Climate Action 100+ signatory as of October 2024 |
| Albritton Capital Management | ; | No | No | ||
| MFS Institutional Advisors, Inc. | ; | No | No | ||
| Barrow, Hanley, Mewhinney & Strauss | ; | No | No | ||
| Cooke & Bieler | ; | No | No | ||
| Fisher Investments | ; | No | Yes | ||
| Mondrian Investment Partners Limited | ; | No | No | ||
| Sands Capital Management | ; | No | No | ||
| WCM Investment Management | ; | No | No | ||
List of AMCs contracting with the Superior Court Clerks' Retirement Fund
The request for information was denied about the list of AMCs contracting with the Judges of the Probate Courts Retirement Fund. "Our investment information is being withheld per O.C.G.A. § 47-1-14. Our investment policy is established by our Board of Commissioners. Recorded minutes from our board meetings, and our annual financial statements are made publicly available on our website. Any further inquiries should be directed to this email."[3]
List of AMCs contracting with the Georgia Teachers’ Retirement System
The Georgia Teachers’ Retirement System contracted with eight asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and none were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Georgia Teachers’ Retirement System:[3]
| Georgia Teachers’ Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[18] | Climate Action 100+ signatory as of October 2024 |
| Albritton Capital Management | ; | No | No | ||
| Barrow, Hanley, Mewhinney & Strauss | ; | No | No | ||
| Cooke & Bieler | ; | No | No | ||
| Fisher Investments | ; | No | No | ||
| MFS Institutional Advisors Inc | ; | No | Yes | ||
| Mondrian Investment Partners Limited | ; | No | Yes | ||
| Sands Caital Management | ; | No | No | ||
| WCM Asset Management | ; | No | No | ||
Idaho
List of AMCs contracting with the Idaho Firefighters' Retirement Fund
The Idaho Firefighters' Retirement Fund (FRF) is a sub-fund within the Public Employee Retirement System of Idaho (PERSI). PERSI administers FRF, among other retirement and benefit plans for the public employees of Idaho. FRF does not contract with its own AMCs; the AMCs contracting with PERSI account for all the pension plans it administers.
The Public Employee Retirement System of Idaho (PERSI) contracted with 60 asset management companies (AMCs) or specific funds as of June 30, 2020. Of those companies, eight were investor participants in Climate Action 100+, and three were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERSI:[19]
- Adelante Capital Management
- Advent International, LP
- Apollo Management, LP
- Ascribe Capital LLC
- Baring Asset Management-Global Equity
- Bernstein-Emerging Markets
- Bernstein-Global Equity
- Blackstone Capital Partners, LP
- BLS Capital
- Brandes Investment Partners
- Bridgepoint Cap LTD
- Capital Guardian
- Cerberus Investment Partners
- Chisholm Management, LP
- Clearwater Advisors, LLC-TBAs
- CVC European Equity
- D.B. Fitzpatrick & Co.-Fixed Income
- D.B. Fitzpatrick & Co.-Idaho Mortgages
- Donald Smith & Co.
- Endeavour Capital
- Epic Venture Fund
- Fiera Capital (NZAM)
- First Reserve Fund XI
- Galen Associates, LP
- Genesis Asset Managers
- Gores Capital Partners, LLP
- Green Equity Investors IV, LP
- Hamilton Lane Co - Investment Fund, LP
- Hamilton Lane Secondary Fund, LP
- Highway 12 Ventures, LP
- Ida-West
- IR + M
- KKR 2006 Fund, LP
- Kohlberg & Co.
- Koll Partners, LLP
- Lindsay Goldberg & Bessemer
- Longview Partners
- Mellon Investments Corp. -Emerging Market Index
- Mellon Investments Corp. -Mid Cap Completion
- Mellon Investments Corp. -R2000 Small Cap
- Mellon Investments Corp.-International Stock Index
- Mellon Investments Corp.-REIT Index
- Mellon Investments Corp.-S&P 500 Large Cap (Climate Action 100+)
- Mellon Transition Management Services (Climate Action 100+)
- Mondrian Investment Partners
- Mountain Pacific Investment Advisors
- Newbridge Asia, LP
- Olympic IDA Fund II, LLC
- Peregrine Capital Management
- PERSI Cash in Short-Term Investment Poo
- Providence Equity Partners, LLP
- Prudential Investments
- Silverlake Partners
- State Street Global Advisors-Fixed Income (NZAM)
- State Street Global Advisors-TIPS (NZAM)
- T3 Partners, LP
- Veritas Capital Partners, LP
- Walter Scott LTD
- Western Asset Management
- Zesiger Capital Group
List of AMCs contracting with the Idaho Judges' Retirement Fund
The Idaho Judges' Retirement Fund (JRF) is a sub-fund within the Public Employee Retirement System of Idaho (PERSI). PERSI administers JRF, among other retirement and benefit plans for the public employees of Idaho. JRF does not contract with its own AMCs; the AMCs contracting with PERSI account for all the pension plans it administers.
The Public Employee Retirement System of Idaho (PERSI) contracted with 60 asset management companies (AMCs) or specific funds as of June 30, 2020. Of those companies, eight were investor participants in Climate Action 100+, and three were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERSI:[20]
- Adelante Capital Management
- Advent International, LP
- Apollo Management, LP
- Ascribe Capital LLC
- Baring Asset Management-Global Equity
- Bernstein-Emerging Markets
- Bernstein-Global Equity
- Blackstone Capital Partners, LP
- BLS Capital
- Brandes Investment Partners
- Bridgepoint Cap LTD
- Capital Guardian
- Cerberus Investment Partners
- Chisholm Management, LP
- Clearwater Advisors, LLC-TBAs
- CVC European Equity
- D.B. Fitzpatrick & Co.-Fixed Income
- D.B. Fitzpatrick & Co.-Idaho Mortgages
- Donald Smith & Co.
- Endeavour Capital
- Epic Venture Fund
- Fiera Capital (NZAM)
- First Reserve Fund XI
- Galen Associates, LP
- Genesis Asset Managers
- Gores Capital Partners, LLP
- Green Equity Investors IV, LP
- Hamilton Lane Co - Investment Fund, LP
- Hamilton Lane Secondary Fund, LP
- Highway 12 Ventures, LP
- Ida-West
- IR + M
- KKR 2006 Fund, LP
- Kohlberg & Co.
- Koll Partners, LLP
- Lindsay Goldberg & Bessemer
- Longview Partners
- Mellon Investments Corp. -Emerging Market Index
- Mellon Investments Corp. -Mid Cap Completion
- Mellon Investments Corp. -R2000 Small Cap
- Mellon Investments Corp.-International Stock Index
- Mellon Investments Corp.-REIT Index
- Mellon Investments Corp.-S&P 500 Large Cap (Climate Action 100+)
- Mellon Transition Management Services (Climate Action 100+)
- Mondrian Investment Partners
- Mountain Pacific Investment Advisors
- Newbridge Asia, LP
- Olympic IDA Fund II, LLC
- Peregrine Capital Management
- PERSI Cash in Short-Term Investment Poo
- Providence Equity Partners, LLP
- Prudential Investments
- Silverlake Partners
- State Street Global Advisors-Fixed Income (NZAM)
- State Street Global Advisors-TIPS (NZAM)
- T3 Partners, LP
- Veritas Capital Partners, LP
- Walter Scott LTD
- Western Asset Management
- Zesiger Capital Group
List of AMCs contracting with the Public Employee Retirement System of Idaho
The Public Employee Retirement System of Idaho (PERSI) contracted with 36 asset management companies (AMCs) or specific funds as of June 28, 2024. Of those companies, one was an investor participant in Climate Action 100+, and three were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERSI:[21]
| Public Employee Retirement System of Idaho (PERSI) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[22] | Climate Action 100+ signatory as of October 2024 |
| MCM R1000 | U.S. EQUITY; | $2,635,644,309 | 11.043% | No | No |
| Peregrine | U.S. EQUITY; | $688,796,559 | 2.886% | No | No |
| US Transition | U.S. EQUITY; | $2,988 | 0.000% | No | No |
| MCM R2000 | U.S. EQUITY; | $134,470,821 | 0.563% | No | No |
| Atlanta | U.S. EQUITY; | $681,082,439 | 2.854% | No | No |
| Mtn Pac | U.S. EQUITY; | $714,714,986 | 2.995% | No | No |
| Donald Smith | U.S. EQUITY; | $770,301,616 | 3.227% | No | No |
| Adelante | U.S. EQUITY; | $454,064,127 | 1.902% | No | No |
| MCM REIT | U.S. EQUITY; | $281,396,203 | 1.179% | No | No |
| Private RE | U.S. EQUITY; | $1,083,739,880 | 4.541% | No | No |
| Private Eq | U.S. EQUITY; | $1,829,797,853 | 7.666% | No | No |
| AB | GLOBAL EQUITY; | $616,159,956 | 2.582% | No | No |
| BLS | GLOBAL EQUITY; | $575,788,768 | 2.412% | No | No |
| Brandes | GLOBAL EQUITY; | $613,060,860 | 2.569% | No | No |
| PineStone | GLOBAL EQUITY; | $604,414,628 | 2.532% | No | No |
| Fiera | GLOBAL EQUITY; | $2,657,771 | 0.011% | Yes | Yes |
| Longview | GLOBAL EQUITY; | $606,356,710 | 2.541% | No | No |
| Pzena | GLOBAL EQUITY; | $585,656,221 | 2.454% | Yes | No |
| Walter Scott | GLOBAL EQUITY; | $596,282,826 | 2.498% | No | No |
| Global Transition | GLOBAL EQUITY; | $791,628 | 0.003% | No | No |
| MCM EAFE | INT EQUITY; | $309,513,729 | 1.297% | No | No |
| C Worldwide | INT EQUITY; | $410,868,452 | 1.721% | No | No |
| Mondrian | INT EQUITY; | $420,067,233 | 1.760% | No | No |
| Sprucegrove | INT EQUITY; | $404,501,749 | 1.695% | Yes | No |
| EAFE Transition | INT EQUITY; | $36,533 | 0.000% | No | No |
| MCM EM | INT EQUITY; | $766,402,795 | 3.211% | No | No |
| WCM | INT EQUITY; | $502,000,000 | 2.103% | No | No |
| Wasatch | INT EQUITY; | $500,760,433 | 2.098% | No | No |
| SSgM IEMG ETF | INT EQUITY; | $5,736 | 0.000% | No | No |
| SSgA G/C | FIXED INCOME; | $3,078,236,275 | 12.897% | No | No |
| IR+M | FIXED INCOME; | $225,752,787 | 0.946% | No | No |
| Western | FIXED INCOME; | $294,046,461 | 1.232% | No | No |
| DBF MBS | FIXED INCOME; | $168,320,821 | 0.705% | No | No |
| Clearwater | FIXED INCOME; | $219,115,916 | 0.918% | No | No |
| ID Mortgages | FIXED INCOME; | $825,632,265 | 3.459% | No | No |
| SSgA TIPS | FIXED INCOME; | $2,212,704,489 | 9.271% | No | No |
Indiana
List of AMCs contracting with the Indiana Excise, Gaming and Conservation Officers' Retirement Fund
The Indiana Excise, Gaming and Conservation Officers' Retirement Fund (EG&C) is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers EG&C, among other retirement and benefit plans for the governmental workers of Indiana. EG&C does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[3]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with INPRS:[23]
| Indiana Excise, Gaming and Conservation Officers' Retirement Fund (EG&C) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[24] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
List of AMCs contracting with the Indiana Judges' Retirement System
The Indiana Judges' Retirement System (JRS) is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers JRS, among other retirement and benefit plans for the governmental workers of Indiana. JRS does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[3]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with INPRS:[25]
| Indiana Judges' Retirement System (JRS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[26] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
List of AMCs contracting with the Indiana Legislators' Retirement System
The Indiana Legislators' Retirement System (LRS) is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers LRS, among other retirement and benefit plans for the governmental workers of Indiana. LRS does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[27]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with INPRS:[28]
| Indiana Legislators' Retirement System (LRS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[29] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
List of AMCs contracting with the Indiana Police and Firefighters' Pension Fund
The Indiana Police and Firefighters' Pension Fund ('77 Fund) is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers the ‘77 Fund, among other retirement and benefit plans for the governmental workers of Indiana. The ‘77 Fund does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[3]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with INPRS:[30]
| Indiana Police and Firefighters' Pension Fund ('77 Fund) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[31] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
List of AMCs contracting with the Indiana Prosecuting Attorneys' Retirement Fund
The Indiana Prosecuting Attorneys' Retirement Fund (PARF) is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers PARF, among other retirement and benefit plans for the governmental workers of Indiana. PARF does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[32]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with INPRS:[33]
| Indiana Prosecuting Attorneys' Retirement Fund (PARF) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[34] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
List of AMCs contracting with the Indiana Public Employees' Retirement Fund
The Indiana Public Employees' Retirement Fund (PERF) is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers PERF, among other retirement and benefit plans for the governmental workers of Indiana. PERF does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[3]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with INPRS:[35]
| Indiana Public Employees' Retirement Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[36] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
List of AMCs contracting with the Indiana State Police Benefit Fund
The Indiana State Police Benefit Fund is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers The Indiana State Police Benefit Fund, among other retirement and benefit plans for the governmental workers of Indiana. Indiana State Police Benefit Fund does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[7]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with INPRS:[37]
| Indiana Public Employees' Retirement Fund (PERF) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[38] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
List of AMCs contracting with the Indiana Teachers' Retirement Fund
The Indiana Teachers' Retirement Fund (TRF) is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers TRF, among other retirement and benefit plans for the governmental workers of Indiana. TRF does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[3]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with INPRS:[39]
| Indiana Teachers' Retirement Fund (TRF) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[40] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
List of AMCs contracting with the Indiana Teachers’ Retirement Fund Pre- '96
The Indiana Teachers’ Retirement Fund Pre- '96 (TRF Pre- '96) is a sub-fund within the Indiana Public Retirement System (INPRS). INPRS administers TRF Pre- '96, among other retirement and benefit plans for the governmental workers of Indiana. TRF Pre- '96 does not contract with its own AMCs; the AMCs for INPRS account for all the pension plans it administers.[3]
INPRS contracted with 231 asset management companies (AMCs) or specific funds as of December 5, 2024. Of those companies, twenty-one were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with TRF Pre- '96:[41]
| Indiana Teachers’ Retirement Fund Pre- '96 (TRF Pre- '96) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[42] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | Public Equity Managers; | Yes | Yes | ||
| Parametric | Public Equity Managers; | No | Yes | ||
| RhumbLine Advisers | Public Equity Managers; | No | No | ||
| Leading Edge Investment Advisors | Public Equity Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Public Equity Managers; | No | No | ||
| Altrinsic Global Advisors, LLC | Public Equity Managers; | No | No | ||
| Baillie Gifford & Company | Public Equity Managers; | Yes | Yes | ||
| BlackRock Inc | Public Equity Managers; | Yes | No | ||
| Arrowstreet Capital, LP | Public Equity Managers; | No | No | ||
| 352 Capital | Private Markets Managers; | No | No | ||
| 400 Capital Management | Private Markets Managers; | No | No | ||
| A.M. Pappas & Associates | Private Markets Managers; | No | No | ||
| ABRY Partners | Private Markets Managers; | No | No | ||
| Accel-KKR | Private Markets Managers; | No | No | ||
| Actis Capital | Private Markets Managers; | Yes | No | ||
| Advanced Technology Ventures | Private Markets Managers; | No | No | ||
| Advent International | Private Markets Managers; | No | No | ||
| Aisling Capital | Private Markets Managers; | No | No | ||
| AlpInvest Partners | Private Markets Managers; | No | No | ||
| Apax Partners | Private Markets Managers; | No | No | ||
| Apollo Global Management | Private Markets Managers; | No | No | ||
| ARCH Venture Partners | Private Markets Managers; | No | No | ||
| Ares Management | Private Markets Managers; | No | No | ||
| Ascribe Capital | Private Markets Managers; | No | No | ||
| Atalaya Capital Management | Private Markets Managers; | No | No | ||
| Austin Ventures | Private Markets Managers; | No | No | ||
| Bain Capital Partners | Private Markets Managers; | No | No | ||
| Barings | Private Markets Managers; | No | Yes | ||
| Baring Private Equity Asia (BPEA) | Private Markets Managers; | No | No | ||
| Bertram Capital | Private Markets Managers; | No | No | ||
| Black Diamond Capital Management | Private Markets Managers; | No | No | ||
| BlackFin Capital Partners | Private Markets Managers; | No | No | ||
| Blackstone Group | Private Markets Managers; | No | No | ||
| Bregal Sagemount | Private Markets Managers; | Yes | No | ||
| Brentwood Associates | Private Markets Managers; | No | No | ||
| Butterfly Equity Partners | Private Markets Managers; | No | No | ||
| Caltius Capital Management | Private Markets Managers; | No | No | ||
| Cardinal Partners | Private Markets Managers; | No | No | ||
| Carlyle Group | Private Markets Managers; | No | No | ||
| Centerfield Capital Partners | Private Markets Managers; | No | No | ||
| Cerberus Capital Management | Private Markets Managers; | No | No | ||
| Charterhouse Capital Partners | Private Markets Managers; | No | No | ||
| CID Capital | Private Markets Managers; | No | No | ||
| Cinven | Private Markets Managers; | No | No | ||
| Coller Capital | Private Markets Managers; | No | No | ||
| Columbia Capital | Private Markets Managers; | No | No | ||
| Crescent Capital Group | Private Markets Managers; | No | Yes | ||
| Crestview Partners | Private Markets Managers; | No | No | ||
| CVC Capital Partners | Private Markets Managers; | No | No | ||
| Doll Capital Management (DCM) | Private Markets Managers; | No | No | ||
| Escalate Capital Partners | Private Markets Managers; | No | No | ||
| Falcon Investment Advisors | Private Markets Managers; | No | No | ||
| Forbion Capital Partners | Private Markets Managers; | No | No | ||
| Fortress Investment Group | Private Markets Managers; | No | No | ||
| Francisco Partners | Private Markets Managers; | No | No | ||
| Gamut Capital Management | Private Markets Managers; | No | No | ||
| Gilde Buyout Partners | Private Markets Managers; | No | No | ||
| Globespan Capital Partners | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management | Private Markets Managers; | No | Yes | ||
| GSO Capital Partners | Private Markets Managers; | No | No | ||
| H2 Equity Partners | Private Markets Managers; | No | No | ||
| Hamilton Lane | Private Markets Managers; | No | No | ||
| HarbourVest | Private Markets Managers; | No | No | ||
| Hellman & Friedman | Private Markets Managers; | No | No | ||
| Herkules Capital | Private Markets Managers; | No | No | ||
| High Road Capital Partners | Private Markets Managers; | No | No | ||
| Horsley Bridge | Private Markets Managers; | No | No | ||
| HPS Investment Partners | Private Markets Managers; | No | No | ||
| Insight Partners | Private Markets Managers; | No | Yes | ||
| Intermediate Capital Group (ICG) | Private Markets Managers; | No | No | ||
| JFM Management | Private Markets Managers; | No | No | ||
| Kailai Investments | Private Markets Managers; | No | No | ||
| Kennedy Lewis Investment Management | Private Markets Managers; | No | No | ||
| Khosla Ventures | Private Markets Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Private Markets Managers; | No | No | ||
| Leonard Green & Partners | Private Markets Managers; | No | No | ||
| Lexington Partners | Private Markets Managers; | No | No | ||
| Lion Capital | Private Markets Managers; | No | No | ||
| MBK Partners | Private Markets Managers; | No | No | ||
| Merit Capital Partners | Private Markets Managers; | No | No | ||
| Mill Road Capital | Private Markets Managers; | No | No | ||
| Neuberger Berman | Private Markets Managers; | Yes | Yes | ||
| New Enterprise Associates | Private Markets Managers; | No | No | ||
| New Mountain Capital | Private Markets Managers; | No | No | ||
| Oak Hill Capital Management | Private Markets Managers; | No | No | ||
| Oak Investment Partners | Private Markets Managers; | No | No | ||
| Oaktree Capital Management | Private Markets Managers; | No | No | ||
| Opus Capital Venture Partners | Private Markets Managers; | No | No | ||
| Parthenon Capital Partners | Private Markets Managers; | No | No | ||
| Pathlight Capital | Private Markets Managers; | No | No | ||
| Peninsula Capital Partners | Private Markets Managers; | No | No | ||
| Platinum Equity | Private Markets Managers; | No | No | ||
| Portfolio Advisors | Private Markets Managers; | No | No | ||
| Rho Capital Partners | Private Markets Managers; | No | No | ||
| RJD Partners | Private Markets Managers; | No | No | ||
| SAIF Management | Private Markets Managers; | No | No | ||
| Scale Venture Partners | Private Markets Managers; | No | No | ||
| Silver Cup | Private Markets Managers; | No | No | ||
| Silver Lake Partners | Private Markets Managers; | No | No | ||
| Sixth Street Partners | Private Markets Managers; | No | No | ||
| SLR Capital Partners | Private Markets Managers; | No | No | ||
| Stellex Capital | Private Markets Managers; | No | No | ||
| StepStone Group | Private Markets Managers; | No | No | ||
| Stride Consumer Partners | Private Markets Managers; | No | No | ||
| SVB Capital | Private Markets Managers; | No | No | ||
| Sumeru Equity Partners | Private Markets Managers; | No | No | ||
| Sun Capital Partners | Private Markets Managers; | No | No | ||
| TA Associates | Private Markets Managers; | No | No | ||
| TCG | Private Markets Managers; | No | No | ||
| TCW Capital Partners | Private Markets Managers; | No | No | ||
| Technology Crossover Ventures | Private Markets Managers; | No | No | ||
| Technology Partners | Private Markets Managers; | No | No | ||
| Terra Firma Capital Partners | Private Markets Managers; | No | No | ||
| TowerBrook Financial | Private Markets Managers; | No | No | ||
| TPG Capital | Private Markets Managers; | No | No | ||
| Trilantic Capital Partners | Private Markets Managers; | No | No | ||
| Trinity Ventures | Private Markets Managers; | No | No | ||
| Triton Partners | Private Markets Managers; | No | No | ||
| True Ventures | Private Markets Managers; | No | No | ||
| TSG Consumer Partners | Private Markets Managers; | No | No | ||
| Veritas Capital Management | Private Markets Managers; | No | No | ||
| Veronis Suhler Stevenson (VSS) | Private Markets Managers; | No | No | ||
| Vestar Capital Partners | Private Markets Managers; | No | No | ||
| Vintage Venture Partners | Private Markets Managers; | No | No | ||
| Vision Capital | Private Markets Managers; | No | No | ||
| Vista Equity Partners | Private Markets Managers; | Yes | No | ||
| Walden Group of Venture Capital Funds | Private Markets Managers; | No | No | ||
| Warburg Pincus | Private Markets Managers; | No | No | ||
| Waterfall Asset Management | Private Markets Managers; | No | No | ||
| Weston Presidio Capital | Private Markets Managers; | No | No | ||
| WL Ross & Co. | Private Markets Managers; | No | No | ||
| Xenon Private Equity | Private Markets Managers; | No | No | ||
| York Capital Management | Private Markets Managers; | No | No | ||
| Goldman Sachs Asset Management LP | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| Oak Hill Advisors, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Oak Tree Capital Management, LP | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income - Ex Inflation-Linked Managers; | No | No | ||
| Parametric | Fixed Income - Ex Inflation-Linked Managers; | No | Yes | ||
| State Street Global Advisors | Fixed Income - Ex Inflation-Linked Managers; | Yes | No | ||
| BlackRock Inc | Fixed Income - Inflation-Linked Managers; | Yes | No | ||
| Bridgewater Associates, Inc. | Fixed Income - Inflation-Linked Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income - Inflation-Linked Managers; | No | No | ||
| CoreCommodity Management | Commodities Managers; | No | Yes | ||
| Gresham Investment Management, LLC | Commodities Managers; | No | No | ||
| Wellington Management Company LLP | Commodities Managers; | Yes | Yes | ||
| Abacus Capital Group, LLC | Real Asset Managers; | No | No | ||
| Ambrose Property Group | Real Asset Managers; | No | No | ||
| Angelo Gordon LP | Real Asset Managers; | No | No | ||
| Ardian | Real Asset Managers; | No | No | ||
| Asana Partners, LP | Real Asset Managers; | No | No | ||
| Bain Capital Partners | Real Asset Managers; | No | No | ||
| Barings | Real Asset Managers; | No | Yes | ||
| Basalt Infrastructure Partners LLP | Real Asset Managers; | No | No | ||
| Blackstone Group | Real Asset Managers; | No | No | ||
| Carlyle Group | Real Asset Managers; | No | No | ||
| CenterSquare Investment Management | Real Asset Managers; | No | Yes | ||
| DigitalBridge | Real Asset Managers; | No | No | ||
| EnCap Investments | Real Asset Managers; | No | No | ||
| Energy Capital Partners | Real Asset Managers; | No | No | ||
| Exeter Property Group, LLC | Real Asset Managers; | No | No | ||
| First Reserve Corporation | Real Asset Managers; | No | No | ||
| GSO Capital Partners | Real Asset Managers; | No | No | ||
| H/2 Capital Partners | Real Asset Managers; | No | No | ||
| H.I.G. Capital | Real Asset Managers; | No | No | ||
| Hackman | Real Asset Managers; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Asset Managers; | No | No | ||
| ICG | Real Asset Managers; | Yes | No | ||
| iCON Infrastructure | Real Asset Managers; | No | No | ||
| InfraVia | Real Asset Managers; | No | No | ||
| JDM Partners | Real Asset Managers; | No | No | ||
| Kayne Anderson | Real Asset Managers; | No | No | ||
| Kohlberg Kravis Roberts & Co (KKR) | Real Asset Managers; | No | No | ||
| LimeTree Capital Advisors | Real Asset Managers; | No | No | ||
| Longpoint Realty Partners | Real Asset Managers; | No | No | ||
| Macquarie Asset Management | Real Asset Managers; | Yes | Yes | ||
| Mack Real Estate Group | Real Asset Managers; | No | No | ||
| Mesa West Capital | Real Asset Managers; | No | No | ||
| NGP Energy Capital Management | Real Asset Managers; | No | No | ||
| Noble Investment Group | Real Asset Managers; | No | No | ||
| Panda Power Funds | Real Asset Managers; | No | No | ||
| Prologis | Real Asset Managers; | No | No | ||
| Related Fund Management LLC | Real Asset Managers; | No | No | ||
| Rockpoint Group LLC | Real Asset Managers; | No | No | ||
| Stockbridge Capital Group | Real Asset Managers; | No | No | ||
| TA Realty Associates | Real Asset Managers; | No | No | ||
| Walton Street Capital, LLC | Real Asset Managers; | No | No | ||
| Warwick Energy Investment Group | Real Asset Managers; | No | No | ||
| White Deer Management | Real Asset Managers; | No | No | ||
| AHL Partners (Man Group) | Absolute Return Managers; | No | No | ||
| Aeolus Capital Management | Absolute Return Managers; | No | No | ||
| Blackstone Group | Absolute Return Managers; | No | No | ||
| Bridgewater Associates, Inc. | Absolute Return Managers; | No | No | ||
| D.E. Shaw & Co | Absolute Return Managers; | No | No | ||
| Garda Capital Partners | Absolute Return Managers; | No | No | ||
| Hudson Structured Capital Management | Absolute Return Managers; | No | No | ||
| King Street Capital Management | Absolute Return Managers; | No | No | ||
| Kirkoswald Capital Partners LLP | Absolute Return Managers; | No | No | ||
| Mariner Investments Group LLC | Absolute Return Managers; | No | No | ||
| Perella Weinberg Partners | Absolute Return Managers; | No | No | ||
| Rokos Global Macro | Absolute Return Managers; | No | No | ||
| Two Sigma Advisers | Absolute Return Managers; | No | No | ||
| Voloridge Management | Absolute Return Managers; | No | No | ||
| Whitebox Advisors | Absolute Return Managers; | No | No | ||
| AQR Capital Management | Risk Parity Managers; | No | No | ||
| Bridgewater Associates, Inc | Risk Parity Managers; | No | No | ||
| PanAgora | Risk Parity Managers; | No | No | ||
| Parametric | Risk Parity Managers; | No | Yes | ||
| RhumbLine Advisers | Small/Mid Cap Equity Fund Managers; | No | No | ||
| TimesSquare Capital Management, LLC | Small/Mid Cap Equity Fund Managers; | No | No | ||
| Acadian Asset Management | International Equity Fund Managers; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity Fund Managers; | No | No | ||
| Arrowstreet Capital, LP | International Equity Fund Managers; | No | No | ||
| Baillie Gifford & Company | International Equity Fund Managers; | Yes | Yes | ||
| BlackRock Inc | International Equity Fund Managers; | Yes | No | ||
| Galliard Capital Management (Fund Advisor) | Stable Value Fund Managers; | No | No | ||
| Income Research + Management (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| Jennison Associates (Fund SubAdvisor) | Stable Value Fund Managers; | No | Yes | ||
| Dodge & Cox Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| TCW (Fund Sub-Advisor) | Stable Value Fund Managers; | No | No | ||
| BlackRock Inc | Large Cap Equity Index Fund Managers; | Yes | No | ||
| Loomis Sayles & Company, LP | Fixed Income Fund Managers; | No | No | ||
| Northern Trust Global Investments | Fixed Income Fund Managers; | No | No | ||
| Pacific Investment Management Company (PIMCO) | Fixed Income Fund Managers; | No | No | ||
| Wellington Management Company LLP | Fixed Income Fund Managers; | Yes | Yes | ||
| Parametric | Cash Overlay Managers; | No | Yes | ||
| Bank of New York Mellon | Money Market Fund Manager; | No | No | ||
| Northern Trust Global Investments | Inflation-Linked Fixed Income Fund Managers; | No | No | ||
| Bank of New York Mellon | Local Public Safety Pension Relief Fund; | No | No | ||
| Northern Trust Global Investments | Special Death Benefit Fund; | No | No | ||
| State Street Global Advisors | Retirement Medical Benefit Account; | Yes | No | ||
| Capital Cities, LLC (General: Defined Contribution) | Consultant; | No | No | ||
Iowa
List of AMCs contracting with the Iowa Judicial Retirement System
The Iowa Judicial Retirement System contracted with seven asset management companies (AMCs) as of November 1, 2023. Of those companies or funds, three were investor participants in Climate Action 100+, and one was a member of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Iowa Judicial Retirement System:[3]
| Iowa Judicial Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[43] | Climate Action 100+ signatory as of October 2024 |
| William Blair | Small Cap Equity - Growth ; | No | Yes | ||
| Lazard | Core Plus Fixed Income ; | Yes | Yes | ||
| Reams | Core Plus Fixed Income ; | No | No | ||
| Dow Jones SPDR REIT ETF | Real Estate; | No | No | ||
| Vanguard | Large Cap Equity ; | No | No | ||
| Wasatch Advisors | Small Cap Equity - Value ; | No | No | ||
| William Blair | Small Cap Equity - Growth ; | No | Yes | ||
List of AMCs contracting with the Iowa Municipal Fire and Police Retirement System
The Iowa Municipal Fire and Police Retirement System contracted with 14 asset management companies (AMCs) as of September 30, 2024. Of those companies or funds, four were investor participants in Climate Action 100+, and six were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Iowa Municipal Fire and Police Retirement System:[3]
| Iowa Municipal Fire and Police Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[44] | Climate Action 100+ signatory as of October 2024 |
| JP Morgan 13030 | Large-Cap Core; | 277,472,764 | 8.1% | Yes | No |
| INTECH Investment Management | Large-Cap Core; | 87,859,329 | 2.6% | No | No |
| DFA US Small Cap Trust | Small-Cap Core; | 66,362,221 | 1.9% | No | No |
| Mondrian Investment Partners Fund | Non-U.S. Large-Cap Value; | 174,256,005 | 5.1% | No | No |
| Baillie Gifford International Choice Fund | Non-U.S. Large-Cap Growth; | 134,036,174 | 3.9% | Yes | Yes |
| SSgA MSCI ACWI | Global Core Equity; | 20,318,525 | 0.6% | No | No |
| Dodge & Cox | Core Fixed Income; | 253,120,959 | 7.4% | No | No |
| JP Morgan Strategic Property Fund | Core Real Estate; | 129,983,238 | 3.8% | Yes | No |
| Principal Enhanced Property Fund | Core Real Estate; | 32,023,212 | 0.9% | No | No |
| IFM Global Infrastructure Fund | Global Infrastructure; | 107,791,248 | 3.1% | Yes | Yes |
| Grantham Mayo Van Otterloo & Co | Strategic Allocation; | 245,772,919 | 7.2% | No | Yes |
| JP Morgan Global Portfolio | Strategic Allocation; | 279,912,869 | 8.1% | Yes | No |
| BlackRock Global | Strategic Allocation; | 234,974,163 | 6.8% | Yes | No |
| Schroders Div Growth Port | Strategic Allocation; | 233,713,713 | 6.8% | No | Yes |
List of AMCs contracting with the Iowa Peace Officer Retirement Plan
The Iowa Peace Officer Retirement Plan contracted with eight asset management companies (AMCs) as of December 6, 2024. Of those companies or funds, three were investor participants in Climate Action 100+, and one was a member of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Iowa Peace Officer Retirement Plan:[3]
| Iowa Peace Officer Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[45] | Climate Action 100+ signatory as of October 2024 |
| Baillie Gifford | Private debt; | No | No | ||
| Fisher Investments | Small Cap Value Equity; | No | Yes | ||
| Jennison | Large Cap Equity-Active; | No | Yes | ||
| Lazard Asset Management | Core Plus Fixed Income ; | Yes | Yes | ||
| Principal Global Investors | Real Estate; | No | No | ||
| To be determined | Private equity; | No | No | ||
| To be determined | Private debt; | No | No | ||
| Vanguard | Large Cap Equity-Passive; | No | No | ||
List of AMCs contracting with the Iowa Public Employees Retirement System
The Iowa Public Employees Retirement System contracted with 71 asset management companies (AMCs) as of September 12, 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty one were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Iowa Public Employees Retirement System:[3]
| Iowa Public Employees Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[46] | Climate Action 100+ signatory as of October 2024 |
| Blackrock R2000 SAE | DOMESTIC EQUITY - ACTIVE; | 229,207,812 | 0.511% | Yes | No |
| Blackrock Russell 1000 Alpha Tilts | DOMESTIC EQUITY - ACTIVE; | 2,063,140,593 | 4.603% | Yes | No |
| Mellon - Russell 1000 Index | DOMESTIC EQUITY - PASSIVE; | 6,952,686,272 | 15.513% | No | No |
| Mellon - Russell 2000 Index | DOMESTIC EQUITY - PASSIVE; | 243,232,533 | 0.543% | No | No |
| Rhumbline Advisers | DOMESTIC EQUITY - PASSIVE; | 0 | 0.000% | No | No |
| Parametric - Domestic Equity | DOMESTIC EQUITY - PASSIVE; | 79,160,180 | 0.177% | No | No |
| NT Transition Manager | DOMESTIC EQUITY - PASSIVE; | 0 | 0.000% | No | No |
| Blackrock Canada | INTERNATIONAL EQUITY - PASSIVE; | 464,718,358 | 1.037% | Yes | No |
| Passive - Blackrock EAFE | INTERNATIONAL EQUITY - PASSIVE; | 2,116,345,661 | 4.722% | No | No |
| Parametric - Int'l Equity | INTERNATIONAL EQUITY - PASSIVE; | 51,268,726 | 0.114% | No | No |
| Mellon Passive Emerging | INTERNATIONAL EQUITY - PASSIVE; | 989,133,669 | 2.207% | No | Yes |
| Blackrock EAFE SAE | INTERNATIONAL EQUITY - PASSIVE; | 1,217,811,677 | 2.717% | Yes | No |
| Blackrock EM SAE | INTERNATIONAL EQUITY - ACTIVE; | 396,725,067 | 0.885% | Yes | No |
| Blackrock Europe Alpha Tilt | INTERNATIONAL EQUITY - ACTIVE; | 11,467,523 | 0.026% | Yes | No |
| BMO EAFE | INTERNATIONAL EQUITY - ACTIVE; | 2,600,013 | 0.006% | Yes | Yes |
| International Equity Transition | INTERNATIONAL EQUITY - ACTIVE; | 326,170 | 0.001% | No | No |
| Oechsle | INTERNATIONAL EQUITY - ACTIVE; | 753,448 | 0.002% | No | No |
| PanAgora Dynamic EAFE | INTERNATIONAL EQUITY - ACTIVE; | 387,387,669 | 0.864% | No | No |
| Columbia EAFE Equity | INTERNATIONAL EQUITY - ACTIVE; | 5,152,064 | 0.011% | No | No |
| Wellington EM | INTERNATIONAL EQUITY - ACTIVE; | 253,262,909 | 0.565% | Yes | Yes |
| Western | CORE PLUS - ACTIVE; | 339,171 | 0.001% | No | No |
| IPERS MESIROW EM CURRENCY | CORE PLUS - ACTIVE; | 244,993,554 | 0.547% | No | No |
| IPERS MAN EM GLOBAL MACRO | CORE PLUS - ACTIVE; | 152,004,573 | 0.339% | No | No |
| Blackrock | CORE PLUS - ACTIVE; | 3,702 | 0.000% | Yes | No |
| Principal Global Investors | CORE PLUS - ACTIVE; | 2,197 | 0.000% | No | No |
| TCW | CORE PLUS - ACTIVE; | 102,907 | 0.000% | No | No |
| Prudential | CORE PLUS - ACTIVE; | 1,533 | 0.000% | No | No |
| BlackRock Universal Alpha | CORE PLUS - ACTIVE; | 311,263,391 | 0.695% | Yes | No |
| BlackRock Universal Beta | CORE PLUS - ACTIVE; | 371,486,701 | 0.829% | Yes | No |
| Mackay Shields | CORE PLUS - ACTIVE; | 57 | 0.000% | No | No |
| PGIM GLRV Alpha | CORE PLUS - ACTIVE; | 268,120,810 | 0.598% | No | No |
| PGIM GLRV Beta | CORE PLUS - ACTIVE; | 278,251,349 | 0.621% | No | No |
| Parametric - Fixed Income | CORE PLUS - PASSIVE; | 30,748,787 | 0.069% | No | No |
| Mellon SLH Agg | CORE PLUS - PASSIVE; | 9,869,287,795 | 22.021% | No | Yes |
| Oaktree Capital Management | TOTAL PUBLIC CREDIT; | 1,419,097 | 0.003% | No | No |
| Aegon USA | TOTAL PUBLIC CREDIT; | 445,542,915 | 0.994% | Yes | No |
| Prudential EMD | TOTAL PUBLIC CREDIT; | 468,663,270 | 1.046% | No | No |
| PGIM High Yield | TOTAL PUBLIC CREDIT; | 458,334,292 | 1.023% | No | No |
| UBS US | TOTAL GLOBAL SMART BETA EQUITIES; | 1,370,024,277 | 3.057% | Yes | Yes |
| UBS Developed ex US | TOTAL GLOBAL SMART BETA EQUITIES; | 686,554,929 | 1.532% | Yes | Yes |
| UBS EM | TOTAL GLOBAL SMART BETA EQUITIES; | 227,285,796 | 0.507% | Yes | Yes |
| Legacy Portfolio | PRIVATE EQUITY; | 812,479,386 | 1.813% | No | No |
| Pathway PE Fund XXV | PRIVATE EQUITY; | 7,066,570,491 | 15.768% | No | No |
| BlackRock | DIRECT LENDING; | 334,922,597 | 0.747% | Yes | No |
| Pathway XXV-B | DIRECT LENDING; | 209,639,165 | 0.468% | No | No |
| Monroe Capital | DIRECT LENDING; | 408,390,763 | 0.911% | No | No |
| ArrowMark | OPPORTUNISTIC; | 94,756,625 | 0.211% | No | No |
| Crestline Opps Credit IA | OPPORTUNISTIC; | 191,084,229 | 0.426% | No | No |
| Crestline Opps Credit IA SRS | OPPORTUNISTIC; | 55,127,861 | 0.123% | No | No |
| Audax Mezzanine Fund V | OPPORTUNISTIC; | 32,359,592 | 0.072% | No | No |
| Marathon SPS IA Fund, L.P. | OPPORTUNISTIC; | 241,132,050 | 0.538% | No | No |
| KKR Goldfinch | OPPORTUNISTIC; | 283,148,178 | 0.632% | No | No |
| Ares Private Credit Solutions II | OPPORTUNISTIC; | 63,303,223 | 0.141% | No | No |
| Audax Mezzanine Coinvest IA | OPPORTUNISTIC; | 12,104,670 | 0.027% | No | No |
| Oaktree RECIF | REAL ASSETS CREDIT; | 48,210,131 | 0.108% | No | No |
| IPERS Principal OEDF | REAL ASSETS CREDIT; | 6,638,070 | 0.015% | No | No |
| ITE | REAL ASSETS CREDIT; | 85,281,061 | 0.190% | No | No |
| IFM USIDF | REAL ASSETS CREDIT; | 95,006,149 | 0.212% | Yes | Yes |
| PGIM RE Global Debt | REAL ASSETS CREDIT; | 119,300,972 | 0.266% | No | No |
| IPERS PGIM PREDS | REAL ASSETS CREDIT; | 70,569,315 | 0.157% | No | No |
| Principal RE Debt II | REAL ASSETS CREDIT; | 3,599,468 | 0.008% | No | No |
| KARED IV | REAL ASSETS CREDIT; | 96,660,301 | 0.216% | No | No |
| IPERS GTIF | REAL ASSETS CREDIT; | 99,393,777 | 0.222% | No | No |
| Heitman Credit | REAL ASSETS CREDIT; | 100,973,041 | 0.225% | No | No |
| RREEF | REAL ESTATE; | 940,663,673 | 2.099% | No | No |
| Clarion Partners | REAL ESTATE; | 200,453,139 | 0.447% | No | No |
| Invesco | REAL ESTATE; | 769,807,873 | 1.718% | Yes | No |
| UBS Realty | REAL ESTATE; | 483,698,344 | 1.079% | Yes | Yes |
| Brookfield Super Core Infrastructure | OTHER REAL ASSETS; | 329,952,785 | 0.736% | Yes | No |
| Forest Invest | OTHER REAL ASSETS; | 230,703,710 | 0.515% | No | No |
| UBS Farmland Investors | OTHER REAL ASSETS; | 110,845,157 | 0.247% | Yes | Yes |
Louisiana
List of AMCs contracting with the Teachers' Retirement System of Louisiana
The Teachers' Retirement System of Louisiana (TRSL) contracted with 38 asset management companies (AMCs) or specific funds as of November 17, 2023. Of those companies, nine were investor participants in Climate Action 100+, and nine were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with TRSL:[47]
| Teachers' Retirement System of Louisiana (TRSL) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[48] | Climate Action 100+ signatory as of October 2024 |
| Loomis Sayles & Company, L.P. | Core Plus Fixed Income; | No | No | ||
| Income Research & Management | Domestic Investment Grade Fixed Income; | No | No | ||
| JP Morgan Asset Management | Domestic Investment Grade Fixed Income; | Yes | No | ||
| Pacific Investment Management Company LLC | Global Bonds; | No | No | ||
| Brandywine Global Investment Management | Global Bonds; | Yes | Yes | ||
| Nomura Corporate Research and Asset Management Inc | U.S. High Yield; | Yes | Yes | ||
| Baillie Gifford Overseas Limited | Large-Cap Growth; | Yes | Yes | ||
| Counterpoint Global (formerly Morgan Stanley). | Large-Cap Growth; | No | No | ||
| T Rowe Price Associates Inc | Large-Cap Growth; | Yes | No | ||
| LSV Asset Management | Large-Cap Value; | No | No | ||
| Putnam Advisory Company, LLC | Large-Cap Value; | No | No | ||
| PGIM Quantitative Solutions, LLC (formerly QMA LLC) | SMID Core; | No | No | ||
| William Blair Investment Management LLC | SMID Core; | No | Yes | ||
| Driehaus Capital Management LLC | Small-Cap Growth; | No | No | ||
| T Rowe Price Associates Inc | Small-Cap Growth; | Yes | No | ||
| Mesirow Institutional Investment Management, Inc. | Small-Cap Value; | No | No | ||
| Macquarie Investment Management Advisers | Mid-Cap Growth; | Yes | Yes | ||
| Boston Partners Global Investors, Inc. | Mid-Cap Value; | No | No | ||
| Hamilton Lane Advisors, LLC | Private Markets; | No | No | ||
| HarbourVest Partners, LLC | Co-Investment; | No | No | ||
| Artisan Partners, LP | International Large-Cap Growth; | No | No | ||
| Baillie Gifford Overseas Limited | International Large-Cap Growth; | Yes | Yes | ||
| LSV Asset Management | International Large-Cap Value; | No | No | ||
| MFS Institutional Advisors Inc | International Large-Cap Value; | No | Yes | ||
| Mondrian Investment Partners Limited | International Small Cap; | No | No | ||
| Oberweis Asset Management, Inc. | International Small Cap; | No | No | ||
| RhumbLine Advisers | Domestic Equity Index; | No | No | ||
| Franklin Templeton Asset Management Ltd. | Emerging Market Equity; | No | No | ||
| William Blair Investment Management LLC | Emerging Market Equity; | No | Yes | ||
| Ares Capital Management III LLC | Multi-Asset Credit; | No | No | ||
| HPS Investment Partners, LLC | Multi-Asset Credit; | No | No | ||
| Brandywine Global Investment Management LLC | Multi-Asset Credit; | Yes | Yes | ||
| Cohen & Steers Capital Management, Inc. | Global REIT; | No | No | ||
| Dimensional Fund Advisors | Consultants; | No | No | ||
| BNY Mellon | Global Custodian; | No | No | ||
| Aon Investments USA Inc. | Consultants; | No | No | ||
| Mercer Investments, LLC | Consultants; | No | No | ||
| BNY Mellon Asset Servicing | Securities Lending Vendor; | No | No | ||
List of AMCs contracting with the Firefighters' Retirement System of Louisiana
The Firefighters' Retirement System of Louisiana (FRS) contracted with 37 asset management companies (AMCs) or specific funds as of September 30, 2024. Of those companies, seven were investor participants in Climate Action 100+, and nine were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with FRS:[49]
| Firefighters' Retirement System of Louisiana (FRS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[50] | Climate Action 100+ signatory as of October 2024 |
| Acadian Emerging Markets Equity | Emerging Markets Equity; | 71,669,671.00 | 2.788% | Yes | Yes |
| AEW Core Property ($12,000,000) | Real Estate Composite; | 28,052,110.00 | 1.091% | No | No |
| AEW Partners VI LP ($20,000,000) | Real Estate Composite; | 185,909.00 | 0.007% | No | No |
| ASB Real Estate Fund | Real Estate Composite; | 21,089,581.00 | 0.820% | No | No |
| Blackrock Global Allocation | GAA Composite; | 40,037,975.00 | 1.558% | Yes | No |
| Blackrock Russell 2500 Index Fund | SMID Cap Composite; | 140,574,191.00 | 5.469% | Yes | No |
| Blackrock US Debt | Core Fixed Income; | 444,606,000.00 | 17.297% | Yes | No |
| Blackrock US TIPS Index | US TIPS Composite; | 50,620,532.00 | 1.969% | Yes | No |
| Boston Partners Global Equity | Global Equity Composite; | 146,785,092.00 | 5.711% | No | No |
| Brandywine MultiSector Fixed Income | Multi-Sector Fixed Income; | 49,918,393.00 | 1.942% | Yes | Yes |
| CCMP Capital Investors III ($15,000,000) | Private Equity; | 114,933.00 | 0.004% | No | No |
| DCM Private Equity II ($7,500,000) | Private Equity; | 150,135.00 | 0.006% | No | No |
| Fisher All Foreign Equity | International Equity Composite; | 139,016,201.00 | 5.408% | No | Yes |
| FRS-GA (Georgia) | Real Estate Composite; | 6,794,949.00 | 0.264% | No | No |
| FRS-LB I (NLTP AZ) | Real Estate Composite; | 12,013,688.00 | 0.467% | No | No |
| GA Crossover Fund ($25,000,000) | Private Equity; | 2,108,975.00 | 0.082% | No | No |
| HarbourVest FRS R3 LLC (Tranche 1) | Private Equity; | 59,869,254.00 | 2.329% | No | No |
| HarbourVest FRS R3 LLC (Tranche 2) | Real Assets Composite; | 5,304,111.00 | 0.206% | No | No |
| Harbourvest IV ($20,000,000) | Private Equity; | 15,688,948.00 | 0.610% | No | No |
| HarbourVest Partners XI Buyout ($35,000,000) | Private Equity; | 34,852,250.00 | 1.356% | No | No |
| Heitman America Real Estate Trust | Real Estate Composite; | 25,485,584.00 | 0.992% | No | No |
| Invesco Oppenheimer Developing Markets | Emerging Markets Equity; | 18,285,943.00 | 0.711% | Yes | No |
| Landmark Equity Partners XV ($25,000,000) | Private Equity; | 4,468,286.00 | 0.174% | No | No |
| Loomis Multi-Sector Fixed Income | Multi-Sector Fixed Income; | 51,423,249.00 | 2.001% | No | No |
| Louisiana Fund I ($1,000,000) | Private Equity; | 1,041,728.00 | 0.041% | No | No |
| LSV International Equity Value | International Equity Composite; | 148,556,385.00 | 5.780% | No | No |
| Mellon Emerging Markets | Emerging Markets Equity; | 35,021,932.00 | 1.363% | No | Yes |
| Mellon Large Cap Value Stock Index Fund | Domestic Equity Composite; | 154,767,894.00 | 6.021% | No | Yes |
| Mellon Stock Index Fund | Domestic Equity Composite; | 413,796,840.00 | 16.099% | No | Yes |
| Mesirow ($35,000,000) | Private Equity; | 43,102,748.00 | 1.677% | No | No |
| Murphree Venture ($2,000,000) | Private Equity; | 91,393.00 | 0.004% | No | No |
| Orleans Core Fixed Income | Core Fixed Income; | 107,105,910.00 | 4.167% | No | No |
| PGIM QS SMID Core | SMID Cap Composite; | 52,709,085.00 | 2.051% | No | No |
| Sentinel Real Estate Fund ($30,000,000) | Real Estate Composite; | 45,121,504.00 | 1.755% | No | No |
| State Street ACWI Index Fund | Global Equity Composite; | 125,502,499.00 | 4.883% | Yes | No |
| Timbervest Crossover Fund ($16,000,000) | Real Estate Composite; | 1,935,984.00 | 0.075% | No | No |
| Wellington Blended Opportunistic EMD | Emerging Markets Debt; | 52,523,523.00 | 2.043% | Yes | Yes |
List of AMCs contracting with the Louisiana Assessors' Retirement Fund
The Louisiana Assessors' Retirement Fund (ARF) contracted with 14 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, one was an investor participant in Climate Action 100+, and three were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ARF:[51]
- American Core Realty
- Blackrock Multi Asset Income-K (NZAM, Climate Action 100+)
- DE Shaw
- Driehaus Int'l SCG
- Europacific Growth Fund R6
- GAMCO All Cap Value
- JP Morgan Income Builder R6 (NZAM)
- LAMP
- Loomis Sayles Multisector Bond Fund
- Orleans Capital Core Fixed Income
- Principal Enhanced Property Fund, L.P.
- SSGA ACWI ex USA Index Fund (NZAM)
- TS&W International Large Cap
- Westfield All Cap Growth
List of AMCs contracting with the Louisiana Clerks' of Court Retirement and Relief Fund
The Louisiana Clerks' of Court Retirement and Relief Fund (the fund) contracted with 16 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, one was an investor participant in Climate Action 100+, and one was a member of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the fund:[52]
| Louisiana Clerks' of Court Retirement and Relief Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[53] | Climate Action 100+ signatory as of October 2024 |
| Fidelity S&P 500 Index | US Equity; | $8,869,419.94 | 1.082% | No | No |
| Great Lakes | US Equity; | $4,533,888.40 | 0.553% | No | No |
| Westfield | US Equity; | $251,011.22 | 0.031% | No | No |
| Earnest | US Equity; | $94,070,050 | 11.480% | No | No |
| Hood River | US Equity; | $63,671,503 | 7.770% | No | No |
| WCM | Int. Equity; | $76,035,192 | 9.279% | No | No |
| TS&W | Int. Equity; | $39,432,008 | 4.812% | No | No |
| LSV | Int. Equity; | $43,438,237 | 5.301% | No | No |
| Driehaus | Int. Equity; | $27,499,966 | 3.356% | No | No |
| SB&H | Int. Equity; | $27,089,269 | 3.306% | No | No |
| FIAM Core Plus | Fixed Income; | $28,280,934 | 3.451% | No | No |
| FIAM Tactical Bond Fund | Fixed Income; | $39,366,170 | 4.804% | No | No |
| Orleans Capital | Fixed Income; | $43,798,150 | 5.345% | No | No |
| IFM Global | Infrastructure; | $83,217,910 | 10.156% | Yes | Yes |
| Clarion | Real Estate; | $42,323,474 | 5.165% | No | No |
| Principal | Real Estate; | $42,222,001 | 5.153% | No | No |
List of AMCs contracting with the Louisiana District Attorneys' Retirement System
The Louisiana District Attorneys' Retirement System (DARS) contracted with 23 asset management companies (AMCs) or specific funds as listed in their Q3 2023 Report. Of those companies, six were investor participants in Climate Action 100+, and six were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with DARS:[54]
| Louisiana District Attorneys' Retirement System (DARS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[55] | Climate Action 100+ signatory as of October 2024 |
| MSCI EAFE (PR) | International; | $26,988,266.83 | 5.258% | No | No |
| S&P 500 Index (PR) | Large Core; | $37,604,562.84 | 7.326% | No | No |
| Russell 1000 Growth (PR) | Large Growth; | $37,277,548.33 | 7.262% | Yes | Yes |
| Russell 1000 Value | Large Value; | $42,336,413.48 | 8.247% | Yes | Yes |
| Russell MidCap Growth | Mid Growth; | $35,543,195.14 | 6.924% | Yes | Yes |
| Russell MidCap Value | Mid Value; | $38,514,407.30 | 7.503% | Yes | Yes |
| Russell 2000 Growth | Small Growth; | $16,679,689.65 | 3.249% | Yes | Yes |
| Russell 2000 Value | Small Value; | $16,490,654.24 | 3.212% | Yes | Yes |
| S&P 500 Index (PR) | Opportunities 1; | $10,462,555.52 | 2.038% | No | No |
| Bloomberg US Agg Bond | Fixed Income - Dorsey; | $87,844,854.49 | 17.113% | No | No |
| Bloomberg US Agg Bond | Fixed Income - Orleans; | $9,862,240.20 | 1.921% | No | No |
| Bloomberg US Agg Bond | Fixed Income - Parametric; | $12,279,183.83 | 2.392% | No | No |
| Structured Notes | Structured Notes; | $57,520,861.41 | 11.205% | No | No |
| Rastegar | Alternative Assets; | $38,001,540.62 | 7.403% | No | No |
| Light Stone Reit | Alternative Assets; | $3,152,208.09 | 0.614% | No | No |
| Cotton Creek Private Equity | Alternative Assets; | $4,314,962.51 | 0.841% | No | No |
| Encore Gp I Reit | Alternative Assets; | $3,953,576.96 | 0.770% | No | No |
| Louisiana Vc Funds | Alternative Assets; | $3,523,288.05 | 0.686% | No | No |
| Themelios Ventures Vc | Alternative Assets; | $4,528,855.00 | 0.882% | No | No |
| Louisiana Ventures Lqt | Alternative Assets; | 2,229,197.00 | 0.434% | No | No |
| TCW Direct Lending | Alternative Assets; | 9,640,810.96 | 1.878% | No | No |
| TCW Rescue Financing Fund | Alternative Assets; | 8,869,419.94 | 1.728% | No | No |
| TCW Direct Lending VIII, LLC | Alternative Assets; | $4,533,888.40 | 0.883% | No | No |
List of AMCs contracting with the Louisiana Registrar of Voters Employees' Retirement System
The Louisiana Registrar of Voters Employees' Retirement System (ROVERS) contracted with 34 asset management companies (AMCs) or specific funds as of June 30, 2023. Of those companies, none were participants in Climate Action 100+, and three were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ROVERS:[56]
| Louisiana Registrar of Voters Employees' Retirement System (ROVERS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[57] | Climate Action 100+ signatory as of October 2024 |
| Federal Home Loan Mortgage Corporation | Fixed Income - Domestic; Bonds | $3,566,213 | 2.666% | No | No |
| Federal National Mortgage Association | Fixed Income - Domestic; Bonds | 1,796,568 | 1.343% | No | No |
| Government National Mortgage Association | Fixed Income - Domestic; Bonds | 69,228 | 0.052% | No | No |
| Corporate bonds | Fixed Income - Domestic; Bonds | 9,507,810 | 7.109% | No | No |
| Blackrock MultiAsset Income Fund | Fixed Income - Domestic; Mutual Funds | 5,057,047 | 3.781% | Yes | No |
| PIMCO Diversified Income Fund | Fixed Income - Domestic; Mutual Funds | 11,290,996 | 8.442% | No | No |
| JP Morgan Income Builder Fund | Fixed Income - Domestic; Mutual Funds | 4,930,375 | 3.686% | Yes | No |
| Schlumberger Investments NTS | Fixed Income Corporate International; Bonds - corporate international | $393,140 | 0.294% | No | No |
| Common stock | Corporate International Equities - Domestic; Marketable Securities | $27,123,422 | 20.279% | No | No |
| Fidelity Total Market Index Fund | Corporate International Equities - Domestic; Mutual Funds | 17,002,793 | 12.712% | No | No |
| Westfield-Foreign Stock | Equities - International; Marketable Securities | $970,891 | 0.726% | No | No |
| Eagle-Foreign Stock | Equities - International; Marketable Securities | 1,813,754 | 1.356% | No | No |
| DFA International Value PRTF -Dimensional | Equities - International; Mutual Funds | 6,318,044 | 4.724% | No | No |
| Driehaus International Small Cap Growth Fund | Equities - International; Mutual Funds | 5,075,083 | 3.794% | No | No |
| Fidelity Total International Index Fund | Equities - International; Mutual Funds | 5,513,543 | 4.122% | No | No |
| Vontobel International Equity Fund | Equities - International; Mutual Funds | 5,501,885 | 4.114% | No | No |
| American Core Realty Fund, LP | Real Estate; | $6,892,578 | 5.153% | No | No |
| JP Morgan Special Situation Property Fund | Real Estate; | 5,608,418 | 4.193% | No | No |
| Equitas Evergreen Fund, L.P. | Alternative Investments; | Yes | No | ||
| StepStone Crossover Ventures I, L.P. | Alternative Investments; | 224,572 | 0.168% | No | No |
| Federated Hermes Intermediate Corporate Bonds | Fixed Income - Domestic; Mutual Funds | $19,315 | 0.014% | No | No |
| Fidelity Short Term Treasury Bonds | Fixed Income - Domestic; Mutual Funds | 33,361 | 0.025% | No | No |
| Fidelity Interm Treasury Bonds | Fixed Income - Domestic; Mutual Funds | 31,201 | 0.023% | No | No |
| Vanguard Short-Term Corporate Bonds | Fixed Income - Domestic; Mutual Funds | 18,683 | 0.014% | No | No |
| Vanguard Mortgage-Backed Security Index | Fixed Income - Domestic; Mutual Funds | 62,188 | 0.046% | No | No |
| iShares Core US Aggregate Bond ETF | Fixed Income - Domestic; Exchange Traded Funds | $9,153 | 0.007% | No | No |
| iShares Russell 2000 ETF | Equities - Domestic; Exchange Traded Funds | No | No | ||
| iShares S&P Small-Cap ETF | Equities - Domestic; Exchange Traded Funds | 6,378 | 0.005% | No | No |
| iShares Core S&P Mid-Cap ETF | Equities - Domestic; Exchange Traded Funds | 19,872 | 0.015% | No | No |
| iShares Core S&P 500 ETF | Equities - Domestic; Exchange Traded Funds | $74,879 | 0.056% | No | No |
| iShares Core MSCI EAFE ETF | Equities - International; Exchange Traded Funds | $11,610 | 0.009% | No | No |
| iShares S&P Global Infrastucture ETF | Equities - International; Exchange Traded Funds | 3,099 | 0.002% | No | No |
| iShares Core MSCI Emerging Markets | Equities - International; Exchange Traded Funds | 3,155 | 0.002% | No | No |
| Schwab Intl Small Cap Equity ETF | Equities - International; Exchange Traded Funds | 1,621 | 0.001% | No | No |
List of AMCs contracting with the Louisiana School Employees' Retirement System
The Louisiana School Employees' Retirement System (LSERS) contracted with 54 asset management companies (AMCs) or specific funds as of March 31, 2024. Of those companies, five were investor participants in Climate Action 100+, and three were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with LSERS:[58]
| Louisiana School Employees' Retirement System (LSERS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[59] | Climate Action 100+ signatory as of October 2024 |
| Mellon Capital Large Cap Fund | US Equity Composite; | 138,369,837 | 6.311% | No | Yes |
| Mellon Capital Mid Cap Fund | US Equity Composite; | 51,305,665 | 2.340% | No | Yes |
| Fisher Investments Small Cap Value | US Equity Composite; | 33,465,271 | 1.526% | No | Yes |
| Conestoga Small Cap Growth | US Equity Composite; | 32,123,481 | 1.465% | No | No |
| Todd Int'l Intrinsic Value | International Equity Composite; | 68,337,685 | 3.117% | No | No |
| Walter Scott International | International Equity Composite; | 87,417,530 | 3.987% | No | No |
| LSV Int'l Small Cap | International Equity Composite; | 60,313,038 | 2.751% | No | No |
| Acadian Emerging Markets | Emerging Markets Equity Composite; | 67,784,597 | 3.092% | Yes | Yes |
| Brandes Emerging Markets | Emerging Markets Equity Composite; | 61,381,259 | 2.799% | No | No |
| Orleans Capital Management | US Core/Core Plus Fixed Income Composite; | 101,768,115 | 4.641% | No | No |
| ArrowMark (combined) | Opportunistic Fixed Income Composite; | 85,090,717 | 3.881% | No | No |
| Beach Point Opportunities Fund IV | Opportunistic Fixed Income Composite; | 61,934,655 | 2.825% | No | No |
| Chatham PDSC III | Opportunistic Fixed Income Composite; | 137,160,549 | 6.256% | No | No |
| HighVista Credit | Opportunistic Fixed Income Composite; | 78,512,280 | 3.581% | No | No |
| HighVista Credit II | Opportunistic Fixed Income Composite; | 62,218,987 | 2.838% | No | No |
| Maverick Lien Fund VI | Opportunistic Fixed Income Composite; | 46,602,658 | 2.125% | No | No |
| Pretium Residential Credit Fund II | Opportunistic Fixed Income Composite; | 21,298,435 | 0.971% | No | No |
| Rosemawr Capital IV | Opportunistic Fixed Income Composite; | 8,061,402 | 0.368% | No | No |
| Rosemawr Capital V | Opportunistic Fixed Income Composite; | 14,090,581 | 0.643% | No | No |
| Rosemawr Capital VI | Opportunistic Fixed Income Composite; | 4,891,678 | 0.223% | No | No |
| Tolis Investment Strategies | Opportunistic Fixed Income Composite; | 65,070,517 | 2.968% | No | No |
| Morgan Stanley Prime Property Fund | Core Real Estate Composite; | 50,439,910 | 2.300% | No | No |
| Dune Real Estate Fund IV | Value Add/Opportunistic Real Estate Composite; | 18,315,087 | 0.835% | No | No |
| Henderson Park Real Estate Fund I | Value Add/Opportunistic Real Estate Composite; | 39,926,964 | 1.821% | No | No |
| Henderson Park Real Estate Fund II | Value Add/Opportunistic Real Estate Composite; | 12,629,433 | 0.576% | No | No |
| HighBrook Property Fund III | Value Add/Opportunistic Real Estate Composite; | 13,188,607 | 0.602% | No | No |
| HighBrook Property Fund IV | Value Add/Opportunistic Real Estate Composite; | 23,881,717 | 1.089% | No | No |
| Highbrook DCLF | Value Add/Opportunistic Real Estate Composite; | 19,455,036 | 0.887% | No | No |
| Pennybacker EIV | Value Add/Opportunistic Real Estate Composite; | 6,707,343 | 0.306% | No | No |
| Pennybacker IV | Value Add/Opportunistic Real Estate Composite; | 3,607,389 | 0.165% | No | No |
| Pennybacker V | Value Add/Opportunistic Real Estate Composite; | 20,404,214 | 0.931% | No | No |
| Pennybacker VI | Value Add/Opportunistic Real Estate Composite; | 1,366,994 | 0.062% | No | No |
| Phoenix Real Estate Fund X | Value Add/Opportunistic Real Estate Composite; | 16,098,176 | 0.734% | No | No |
| Siguler Guff DREOF IIB | Value Add/Opportunistic Real Estate Composite; | 30,906,514 | 1.410% | No | No |
| Bernhard Capital Partners Fund II | Private Equity Composite; | 30,575,559 | 1.394% | No | No |
| Landseer (combined) | Private Equity Composite; | 190,933,538 | 8.708% | No | No |
| Lightspeed (combined) | Private Equity Composite; | 14,519,723 | 0.662% | No | No |
| MBM Opportunity Fund I | Private Equity Composite; | 1,547,055 | 0.071% | No | No |
| MBM Co-Invest | Private Equity Composite; | 44,995 | 0.002% | No | No |
| Mesirow Fund VIII-B | Private Equity Composite; | 23,536,336 | 1.073% | No | No |
| Morgan Stanley BRPE Opportunistic | Private Equity Composite; | 101,751,199 | 4.641% | No | No |
| Timber Bay (combined) | Private Equity Composite; | 25,705,823 | 1.172% | No | No |
| Aberdeen Energy & Resources II | Real Assets Composite; | 221,755 | 0.010% | No | No |
| Aether Real Assets V, L.P. | Real Assets Composite; | 43,663,225 | 1.991% | No | No |
| Aether Seed Partners | Real Assets Composite; | 19,642,611 | 0.896% | No | No |
| Black Bay Energy II | Real Assets Composite; | 15,238,758 | 0.695% | No | No |
| Black Bay Coinvest1 | Real Assets Composite; | 2,276,667 | 0.104% | No | No |
| Kinterra Battery Metals Mining Fund, LP | Real Assets Composite; | 2,963,917 | 0.135% | No | No |
| NGP ETP IV | Real Assets Composite; | 7,637,175 | 0.348% | No | No |
| Scout Energy Partners Fund IV-B | Real Assets Composite; | 41,185,300 | 1.878% | No | No |
| Scout Energy Partners Fund V-B | Real Assets Composite; | 98,203,400 | 4.479% | No | No |
| Talara Capital Energy Fund II | Real Assets Composite; | 22,935,173 | 1.046% | No | No |
| GMO BFAF | MACS Composite; | 11,133,780 | 0.508% | Yes | No |
| Wellington Opportunistic Investment | MACS Composite; | 11,133,430 | 0.508% | Yes | Yes |
List of AMCs contracting with the Louisiana Sheriffs Pension and Relief Fund
Research regarding the AMCs contracting with the Louisiana Sheriffs Pension and Relief Fund is pending.
List of AMCs contracting with the Louisiana State Employees' Retirement System
The Louisiana State Employees' Retirement System (LASERS) contracted with 65 asset management companies (AMCs) or specific funds as of June 30, 2023. Of those companies, three were investor participants in Climate Action 100+, and three were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with LASERS:[60]
| Louisiana State Employees' Retirement System (LASERS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[61] | Climate Action 100+ signatory as of October 2024 |
| Goldman Sachs | Private Equity; | 1,010,000.00 | 0.006% | No | Yes |
| GTCR | Private Equity; | 157,000,000.00 | 0.930% | No | No |
| Harbourvest | Private Equity; | 500,000.00 | 0.003% | No | No |
| Huff Alternative Fund | Private Equity; | 100,000.00 | 0.001% | No | No |
| Insight Venture Partners | Private Equity; | 276,600,000.00 | 1.639% | No | Yes |
| KKR | Private Equity; | 140,500,000.00 | 0.833% | No | No |
| KPS Special Situations | Private Equity; | 55,200,000.00 | 0.327% | No | No |
| Mesirow | Private Equity; | 43,700,000.00 | 0.259% | No | No |
| Newstone Capital | Private Equity; | 4,200,000.00 | 0.025% | No | No |
| OHA Strategic | Private Equity; | 26,800,000.00 | 0.159% | No | No |
| Oaktree | Private Equity; | 14,000,000.00 | 0.083% | No | No |
| Pantheon Ventures | Private Equity; | 15,500,000.00 | 0.092% | No | No |
| Private Advisors | Private Equity; | 59,300,000.00 | 0.351% | No | No |
| Quellos-BlackRock | Private Equity; | 6,200,000.00 | 0.037% | No | No |
| Siguler Guff | Private Equity; | 196,400,000.00 | 1.164% | No | No |
| Stepstone | Private Equity; | 10,000,000.00 | 0.059% | No | No |
| Sterling Partners | Private Equity; | 7,600,000.00 | 0.045% | No | No |
| Vista Equity | Private Equity; | 415,900,000.00 | 2.465% | Yes | No |
| Warburg Pincus | Private Equity; | 146,200,000.00 | 0.866% | No | No |
| Williams Capital | Private Equity; | 200,000.00 | 0.001% | No | No |
| Adams Street | Private Equity; | 35,600,000.00 | 0.211% | No | No |
| AEA Investors | Private Equity; | 144,200,000.00 | 0.855% | No | No |
| Altas Partners | Private Equity; | 101,800,000.00 | 0.603% | No | No |
| Apax Digital | Private Equity; | 400,000.00 | 0.002% | No | No |
| Apollo | Private Equity; | 111,600,000.00 | 0.661% | No | No |
| ArcLight Energy | Private Equity; | 30,300,000.00 | 0.180% | No | No |
| Audax | Private Equity; | 200,000.00 | 0.001% | No | No |
| Baring Private Equity | Private Equity; | 115,600,000.00 | 0.685% | No | No |
| Bernhard Capital | Private Equity; | 79,100,000.00 | 0.469% | No | No |
| Brinson | Private Equity; | 1,100,000.00 | 0.007% | No | No |
| Brookfield Capital | Private Equity; | 297,400,000.00 | 1.762% | Yes | No |
| CCMP Capital | Private Equity; | 3,400,000.00 | 0.020% | No | No |
| Cerberus | Private Equity; | 123,700,000.00 | 0.733% | No | No |
| Coller International Partners | Private Equity; | 128,600,000.00 | 0.762% | No | No |
| DoubleLine | Private Equity; | 54,600,000.00 | 0.324% | No | No |
| EIG Energy | Private Equity; | 45,500,000.00 | 0.270% | No | No |
| Energy Spectrum | Private Equity; | 900,000.00 | 0.005% | No | No |
| Gamut | Private Equity; | 59,500,000.00 | 0.353% | No | No |
| Glendower | Private Equity; | 40,600,000.00 | 0.241% | No | No |
| GoldenTree | Private Equity; | 54,100,000.00 | 0.321% | No | No |
| LSV Asset Management | Small Cap Value; | 154,500,000.00 | 0.916% | No | No |
| LASERS S&P 400 Index | Index Funds; | 684,000,000.00 | 4.054% | No | No |
| LASERS S&P 500 Index | Index Funds; | 2,333,000,000.00 | 13.826% | No | No |
| LASERS S&P 600 Index | Index Funds; | 553,800,000.00 | 3.282% | No | No |
| LASERS Nasdaq 100 Index | Index Funds; | 955,600,000.00 | 5.663% | No | No |
| Mondrian Inv Partners | Large Cap Value; | 284,500,000.00 | 1.686% | No | No |
| MSCI Index Fund | Large Cap Core; | 704,100,000.00 | 4.173% | No | No |
| Terror-Free Fund | Large Cap Value; | 32,600,000.00 | 0.193% | No | No |
| Mondrian Inv Partners | Small Cap; | 227,000,000.00 | 1.345% | No | No |
| Goldman Sachs | Small Cap; | 315,700,000.00 | 1.871% | No | Yes |
| City of London | Emerging Markets Equity; | 266,800,000.00 | 1.581% | No | No |
| Westwood Global | Emerging Markets Equity; | 285,600,000.00 | 1.693% | No | No |
| LSV Asset Management | Emerging Markets Equity; | 264,000,000.00 | 1.565% | No | No |
| Loomis Sayles | Investment Grade; | 177,200,000.00 | 1.050% | No | No |
| Orleans Capital | Investment Grade; | 123,700,000.00 | 0.733% | No | No |
| Gramercy | Emerging Market Debt; | 395,300,000.00 | 2.343% | Yes | No |
| DoubleLine | Global Multi-Sector; | 326,300,000.00 | 1.934% | No | No |
| GoldenTree | Global Multi-Sector; | 360,900,000.00 | 2.139% | No | No |
| PIMCO | Global Multi-Sector; | 463,000,000.00 | 2.744% | No | No |
| Blackstone | Global Multi-Sector; | 268,400,000.00 | 1.591% | No | No |
| Zais Group | Global Multi-Sector; | 119,400,000.00 | 0.708% | No | No |
| ArrowMark | Global Multi-Sector; | 139,800,000.00 | 0.828% | No | No |
| Entrust Capital | Absolute; | 331,100,000.00 | 1.962% | No | No |
| Prisma Capital | Absolute; | 296,500,000.00 | 1.757% | No | No |
| Stark Investments | Absolute; | 100,000.00 | 0.001% | No | No |
List of AMCs contracting with the Louisiana State Police Retirement System
The Louisiana State Police Retirement System (LSPRS) contracted with 30 asset management companies (AMCs) or specific funds as of July 31, 2022. Of those companies, three were investor participants in Climate Action 100+, and seven were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with LSPRS:[62]
- Blackstone BTAS V
- Blackstone Private Credit
- Blackstone Strat Ptnrs IX
- Brandes Equity Trust
- Brandywine Global (NZAM, Climate Action 100+)
- Brookfield SREP III (NZAM)
- Carlyle
- Entrust Cap Div Fund
- Fisher Investments SCV (Climate Action 100+)
- Hancock Timber
- Ivy Investments SCG
- JPMCB Strat Prop Fund
- KKR NAXIII
- Loomis Sayles Com Trust
- MSCI ACWI xUS
- Orleans Capital
- PAPEF IX
- PAPEF VI
- PAPEF VIII
- PRISA Real Estate
- PRISMA Hedge Fund
- SS S&P 500 Index Fund
- SSGA Agg Bond Index Fund (NZAM)
- SSGA R1000 Value (NZAM)
- SSGA S&P400 (NZAM)
- T Rowe Lg Cap Growth (NZAM)
- Templeton Int'l
- The Campbell Group
- Vontobel
- Wellington Int'l (NZAM, Climate Action 100+)
List of AMCs contracting with the Municipal Employees' Retirement System of Louisiana
The Municipal Employees' Retirement System of Louisiana (MERSLA) contracted with 17 asset management companies (AMCs) or specific funds as of December 14, 2023. Of those companies, one was an investor participant in Climate Action 100+, and one was a member of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MERSLA:[63]
| Municipal Employees' Retirement System of Louisiana (MERSLA) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[64] | Climate Action 100+ signatory as of October 2024 |
| Northern Trust S&P 500 Index | Domestic Equity; | 235,590,457 | 21.466% | No | No |
| Northern Trust S&P 400 MidCap Index | Domestic Equity; | 74,055,379 | 6.748% | No | No |
| Barrow Hanley Small Cap Value Equity | Domestic Equity; | 44,308,746 | 4.037% | No | No |
| Loomis Sayles Small Cap Growth | Domestic Equity; | 30,606,618 | 2.789% | No | No |
| First Eagle International Value | Developed Equity; | 42,160,642 | 3.842% | No | No |
| WCM Focused International Growth Fund | Developed Equity; | 50,346,806 | 4.587% | No | No |
| Northern Trust MSCI EAFE Index | Developed Equity; | 46,437,387 | 4.231% | No | No |
| Dimensional Emerging Markets Value | Emerging Market Equity; | 50,748,010 | 4.624% | No | No |
| GQG Partners Emerging Markets | Emerging Market Equity; | 66,891,892 | 6.095% | No | No |
| Northern Trust Barclays Aggregate Index | U.S. Core Bond Assets; | 197,827,099 | 18.025% | No | No |
| Northern Trust TIPS | Treasury Inflation Protected Securities; | 29,168,990 | 2.658% | No | No |
| Brandywine Global Opportunistic Fixed Income | Foreign Bond Assets; | 41,995,393 | 3.826% | Yes | Yes |
| Loomis Sayles Multisector Full Discretion | High Yield Bonds; | 53,563,764 | 4.881% | No | No |
| TA Realty Core Property Fund, L.P. | Core Real Estate; | 84,486,187 | 7.698% | No | No |
| BlueBay Direct Lending Fund II, L.P. | Private Debt; | 3,508,015 | 0.320% | No | No |
| ArrowMark Global Opportunity Fund IV | Private Debt; | 35,582,715 | 3.242% | No | No |
| Gainesville Vision | Non-Core Real Estate; | 3,569,961 | 0.325% | No | No |
List of AMCs contracting with the Parochial Employees' Retirement System of Louisiana
The Parochial Employees' Retirement System of Louisiana contracted with eight asset management companies (AMCs) as of June 14, 2024. Of those companies or funds, one was an investor participant in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Parochial Employees' Retirement System of Louisiana:
| Parochial Employees' Retirement System of Louisiana asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[65] | Climate Action 100+ signatory as of October 2024 |
| Loomis Sayles Core Plus Full Discretion Fund | ; | ||||
| Brandywine Global Opportunistic Fixed Income Fund | Fixed Income Fund; | 229,279,105 | 4.390% | Yes | Yes |
| Prudential Private Place Bond Separate Account (PRIVEST) | Fixed Income Fund; | 162,582,577 | 3.113% | No | No |
| Golden Tree Multi-Sector Cayman, Ltd | Fixed Income Fund; | 250,107,561 | 4.789% | No | No |
| ArrowMark Credit Fund, LP | Fixed Income Fund; | 209,642,224 | 4.014% | No | No |
| T Rowe Price Trust | Fixed Income Fund; | 219,767,504 | 4.208% | Yes | No |
Research regarding AMCs other than Fixed Income Funds contracting with the Parochial Employees' Retirement System of Louisiana (PERSLA) is pending.
Mississippi
List of AMCs contracting with the Mississippi Highway Safety Patrol Retirement System
The Mississippi Highway Safety Patrol Retirement System is a sub-fund of the Public Employees' Retirement System of Mississippi (PERS). PERS administers MHSPRS, among other retirement and benefit plans for the governmental workers of Mississippi. MHSPRS does not contract with its own AMCs; the AMCs for PERS account for all the pension plans it administers.[3]
PERS contracted with 58 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, thirteen were investor participants in Climate Action 100+, and thirteen were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERS:[3]
| Mississippi Highway Safety Patrol Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[66] | Climate Action 100+ signatory as of October 2024 |
| Northern Trust Asset Management | Equity Securities: Passive Large Cap (S&P 500 Index); | $74,281 | 0.000% | No | No |
| Northern Trust Asset Management | Equity Securities: MSCI World Ex-US; | $36,392,946 | 0.115% | No | No |
| Acadian Asset Management LLC | Equity Securities: Global; | $28,386,376 | 0.090% | Yes | Yes |
| Epoch Investment Partners Inc | Equity Securities: Global; | 17.64% | No | Yes | |
| Harding Loevner, LP | Equity Securities: Global; | 6.96% | No | No | |
| Eagle Capital Management | Equity Securities: Large Cap; | 3.27% | No | No | |
| LSV Asset Management | Equity Securities: Global; | 3.16% | No | No | |
| Marathon Asset Management, LLP | Equity Securities: ACWI Ex-US; | 2.89% | No | No | |
| Arrowstreet Capital, LP | Equity Securities: ACWI Ex-US; | 2.79% | No | No | |
| Baillie Gifford & Company | Equity Securities: ACWI Ex-US; | 2.62% | Yes | Yes | |
| Lazard Asset Management LLC | Equity Securities: Emerging Markets; | 2.59% | Yes | Yes | |
| Fisher Investments | Equity Securities: Emerging Markets; | 2.50% | No | Yes | |
| Victory Capital Management, Inc. | Equity Securities: Domestic Mid Cap Value; | 2.28% | No | No | |
| Artisan Partners, LP | Equity Securities: Domestic Mid Cap Growth; | 2.24% | No | No | |
| Principal Global Investors, LLC | Equity Securities: International Small Cap; | 1.98% | No | No | |
| Wellington Management Company LLP | Equity Securities: Domestic Small Cap Core; | 1.72% | Yes | Yes | |
| Dimensional Fund Advisors, Inc. | Equity Securities: Small Cap Value; | 1.33% | No | No | |
| Mondrian Investment Partners Limited | Equity Securities: International Small Cap; | 1.12% | No | No | |
| Riverbridge Partners, LLC | Equity Securities: Small Cap Growth; | 1.04% | No | No | |
| Loomis Sayles & Company, LP | Debt Securities: Core Plus; | 0.99% | No | No | |
| Prudential Financial, Inc. | Debt Securities: Core Plus; | 0.99% | No | No | |
| AllianceBernstein LP | Debt Securities: Global; | 0.96% | Yes | Yes | |
| Pacific Investment Management Company | Debt Securities: Global; | 3.47% | No | No | |
| Pacific Investment Management Company | Debt Securities: Domestic Core; | 3.47% | No | No | |
| Manulife Investment Management | Debt Securities: Domestic Core; | 2.30% | No | Yes | |
| Wellington Management Company LLP | Debt Securities: Emerging Market; | 2.29% | Yes | Yes | |
| Northern Trust Asset Investment | Debt Securities: Passive Domestic Core (BB Agg Index); | 2.03% | No | No | |
| Principal Global Investors, LLC | Real Estate: Core; | 2.02% | No | No | |
| JP Morgan Investment Management Inc | Real Estate: Core; | 2.00% | Yes | No | |
| UBS Realty Investors LLC | Real Estate: TPF Core; | 1.09% | Yes | Yes | |
| UBS Realty Investors LLC | Real Estate: TPG Core Plus; | 3.00% | Yes | Yes | |
| Invesco LP | Real Estate: Core; | 1.54% | Yes | No | |
| CenterSquare Investment Management | Real Estate: Domestic REITs; | 1.33% | No | Yes | |
| T.A. Associates Realty | Real Estate: Fund XII - value added; | 0.90% | No | No | |
| Cohen & Steers Capital Management, Inc. | Real Estate: Global REITs; | 0.59% | No | No | |
| Invesco LP | Real Estate: Fund V - value added; | 0.39% | Yes | No | |
| AEW Capital Management, LP | Real Estate: Fund IX - value added; | 0.36% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund X - value added; | 0.31% | No | No | |
| Manulife Investment Management | Real Estate: Timber; | 0.24% | No | Yes | |
| Heitman, LLC | Real Estate: Fund IV - value added; | 0.19% | No | No | |
| T.A. Associates Realty | Real Estate: Fund XI - value added; | 0.18% | No | No | |
| Heitman, LLC | Real Estate: Fund V - value added; | 0.15% | No | No | |
| Invesco LP | Real Estate: Fund VI - value added; | 0.14% | Yes | No | |
| Westbrook Partners | Real Estate: Fund XI - value added; | 0.11% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund IV - value added; | 0.11% | No | No | |
| Westbrook Partners | Real Estate: Fund X - value added; | 0.11% | No | No | |
| T.A. Associates Realty | Real Estate: Fund X - value added; | 0.10% | No | No | |
| AEW Capital Management, LP | Real Estate: Fund VIII - value added; | 0.07% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund XI - value added; | 0.07% | No | No | |
| AEW Capital Management, LP | Real Estate: Fund VII - value added; | 0.05% | No | No | |
| Invesco LP | Real Estate: Fund IV - value added; | 0.05% | Yes | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2016 Diversified; | 0.02% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2013 Diversified; | 0.01% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2014 Diversified; | 0.01% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2018 Diversified; | 3.99% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2008 Diversified; | 2.53% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2021 Diversified; | 2.30% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2009 Diversified; | 1.24% | No | No | |
List of AMCs contracting with the Mississippi Municipal Retirement Systems
The Mississippi Municipal Retirement Systems is a sub-fund of the Public Employees' Retirement System of Mississippi (PERS). PERS administers MRS, among other retirement and benefit plans for the governmental workers of Mississippi. MRS does not contract with its own AMCs; the AMCs for PERS account for all the pension plans it administers.[3]
PERS contracted with 58 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, thirteen were investor participants in Climate Action 100+, and thirteen were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERS:[3]
| Mississippi Municipal Retirement Systems asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[67] | Climate Action 100+ signatory as of October 2024 |
| Northern Trust Asset Management | Equity Securities: Passive Large Cap (S&P 500 Index); | $74,281 | 0.000% | No | No |
| Northern Trust Asset Management | Equity Securities: MSCI World Ex-US; | $36,392,946 | 0.115% | No | No |
| Acadian Asset Management LLC | Equity Securities: Global; | $28,386,376 | 0.090% | Yes | Yes |
| Epoch Investment Partners Inc | Equity Securities: Global; | 17.64% | No | Yes | |
| Harding Loevner, LP | Equity Securities: Global; | 6.96% | No | No | |
| Eagle Capital Management | Equity Securities: Large Cap; | 3.27% | No | No | |
| LSV Asset Management | Equity Securities: Global; | 3.16% | No | No | |
| Marathon Asset Management, LLP | Equity Securities: ACWI Ex-US; | 2.89% | No | No | |
| Arrowstreet Capital, LP | Equity Securities: ACWI Ex-US; | 2.79% | No | No | |
| Baillie Gifford & Company | Equity Securities: ACWI Ex-US; | 2.62% | Yes | Yes | |
| Lazard Asset Management LLC | Equity Securities: Emerging Markets; | 2.59% | Yes | Yes | |
| Fisher Investments | Equity Securities: Emerging Markets; | 2.50% | No | Yes | |
| Victory Capital Management, Inc. | Equity Securities: Domestic Mid Cap Value; | 2.28% | No | No | |
| Artisan Partners, LP | Equity Securities: Domestic Mid Cap Growth; | 2.24% | No | No | |
| Principal Global Investors, LLC | Equity Securities: International Small Cap; | 1.98% | No | No | |
| Wellington Management Company LLP | Equity Securities: Domestic Small Cap Core; | 1.72% | Yes | Yes | |
| Dimensional Fund Advisors, Inc. | Equity Securities: Small Cap Value; | 1.33% | No | No | |
| Mondrian Investment Partners Limited | Equity Securities: International Small Cap; | 1.12% | No | No | |
| Riverbridge Partners, LLC | Equity Securities: Small Cap Growth; | 1.04% | No | No | |
| Loomis Sayles & Company, LP | Debt Securities: Core Plus; | 0.99% | No | No | |
| Prudential Financial, Inc. | Debt Securities: Core Plus; | 0.99% | No | No | |
| AllianceBernstein LP | Debt Securities: Global; | 0.96% | Yes | Yes | |
| Pacific Investment Management Company | Debt Securities: Global; | 3.47% | No | No | |
| Pacific Investment Management Company | Debt Securities: Domestic Core; | 3.47% | No | No | |
| Manulife Investment Management | Debt Securities: Domestic Core; | 2.30% | No | Yes | |
| Wellington Management Company LLP | Debt Securities: Emerging Market; | 2.29% | Yes | Yes | |
| Northern Trust Asset Investment | Debt Securities: Passive Domestic Core (BB Agg Index); | 2.03% | No | No | |
| Principal Global Investors, LLC | Real Estate: Core; | 2.02% | No | No | |
| JP Morgan Investment Management Inc | Real Estate: Core; | 2.00% | Yes | No | |
| UBS Realty Investors LLC | Real Estate: TPF Core; | 1.09% | Yes | Yes | |
| UBS Realty Investors LLC | Real Estate: TPG Core Plus; | 3.00% | Yes | Yes | |
| Invesco LP | Real Estate: Core; | 1.54% | Yes | No | |
| CenterSquare Investment Management | Real Estate: Domestic REITs; | 1.33% | No | Yes | |
| T.A. Associates Realty | Real Estate: Fund XII - value added; | 0.90% | No | No | |
| Cohen & Steers Capital Management, Inc. | Real Estate: Global REITs; | 0.59% | No | No | |
| Invesco LP | Real Estate: Fund V - value added; | 0.39% | Yes | No | |
| AEW Capital Management, LP | Real Estate: Fund IX - value added; | 0.36% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund X - value added; | 0.31% | No | No | |
| Manulife Investment Management | Real Estate: Timber; | 0.24% | No | Yes | |
| Heitman, LLC | Real Estate: Fund IV - value added; | 0.19% | No | No | |
| T.A. Associates Realty | Real Estate: Fund XI - value added; | 0.18% | No | No | |
| Heitman, LLC | Real Estate: Fund V - value added; | 0.15% | No | No | |
| Invesco LP | Real Estate: Fund VI - value added; | 0.14% | Yes | No | |
| Westbrook Partners | Real Estate: Fund XI - value added; | 0.11% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund IV - value added; | 0.11% | No | No | |
| Westbrook Partners | Real Estate: Fund X - value added; | 0.11% | No | No | |
| T.A. Associates Realty | Real Estate: Fund X - value added; | 0.10% | No | No | |
| AEW Capital Management, LP | Real Estate: Fund VIII - value added; | 0.07% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund XI - value added; | 0.07% | No | No | |
| AEW Capital Management, LP | Real Estate: Fund VII - value added; | 0.05% | No | No | |
| Invesco LP | Real Estate: Fund IV - value added; | 0.05% | Yes | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2016 Diversified; | 0.02% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2013 Diversified; | 0.01% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2014 Diversified; | 0.01% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2018 Diversified; | 3.99% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2008 Diversified; | 2.53% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2021 Diversified; | 2.30% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2009 Diversified; | 1.24% | No | No | |
List of AMCs contracting with the Mississippi Supplemental Legislative Retirement Plan
The Mississippi Supplemental Legislative Retirement Plan (SLRP) is a sub-fund of the Public Employees' Retirement System of Mississippi (PERS). PERS administers SLRP, among other retirement and benefit plans for the governmental workers of Mississippi. SLRP does not contract with its own AMCs; the AMCs for PERS account for all the pension plans it administers.[3]
PERS contracted with 58 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, thirteen were investor participants in Climate Action 100+, and thirteen were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERS:[3]
| Mississippi Supplemental Legislative Retirement Plan (SLRP) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[68] | Climate Action 100+ signatory as of October 2024 |
| Northern Trust Asset Management | Equity Securities: Passive Large Cap (S&P 500 Index); | $74,281 | 0.000% | No | No |
| Northern Trust Asset Management | Equity Securities: MSCI World Ex-US; | $36,392,946 | 0.115% | No | No |
| Acadian Asset Management LLC | Equity Securities: Global; | $28,386,376 | 0.090% | Yes | Yes |
| Epoch Investment Partners Inc | Equity Securities: Global; | 17.64% | No | Yes | |
| Harding Loevner, LP | Equity Securities: Global; | 6.96% | No | No | |
| Eagle Capital Management | Equity Securities: Large Cap; | 3.27% | No | No | |
| LSV Asset Management | Equity Securities: Global; | 3.16% | No | No | |
| Marathon Asset Management, LLP | Equity Securities: ACWI Ex-US; | 2.89% | No | No | |
| Arrowstreet Capital, LP | Equity Securities: ACWI Ex-US; | 2.79% | No | No | |
| Baillie Gifford & Company | Equity Securities: ACWI Ex-US; | 2.62% | Yes | Yes | |
| Lazard Asset Management LLC | Equity Securities: Emerging Markets; | 2.59% | Yes | Yes | |
| Fisher Investments | Equity Securities: Emerging Markets; | 2.50% | No | Yes | |
| Victory Capital Management, Inc. | Equity Securities: Domestic Mid Cap Value; | 2.28% | No | No | |
| Artisan Partners, LP | Equity Securities: Domestic Mid Cap Growth; | 2.24% | No | No | |
| Principal Global Investors, LLC | Equity Securities: International Small Cap; | 1.98% | No | No | |
| Wellington Management Company LLP | Equity Securities: Domestic Small Cap Core; | 1.72% | Yes | Yes | |
| Dimensional Fund Advisors, Inc. | Equity Securities: Small Cap Value; | 1.33% | No | No | |
| Mondrian Investment Partners Limited | Equity Securities: International Small Cap; | 1.12% | No | No | |
| Riverbridge Partners, LLC | Equity Securities: Small Cap Growth; | 1.04% | No | No | |
| Loomis Sayles & Company, LP | Debt Securities: Core Plus; | 0.99% | No | No | |
| Prudential Financial, Inc. | Debt Securities: Core Plus; | 0.99% | No | No | |
| AllianceBernstein LP | Debt Securities: Global; | 0.96% | Yes | Yes | |
| Pacific Investment Management Company | Debt Securities: Global; | 3.47% | No | No | |
| Pacific Investment Management Company | Debt Securities: Domestic Core; | 3.47% | No | No | |
| Manulife Investment Management | Debt Securities: Domestic Core; | 2.30% | No | Yes | |
| Wellington Management Company LLP | Debt Securities: Emerging Market; | 2.29% | Yes | Yes | |
| Northern Trust Asset Investment | Debt Securities: Passive Domestic Core (BB Agg Index); | 2.03% | No | No | |
| Principal Global Investors, LLC | Real Estate: Core; | 2.02% | No | No | |
| JP Morgan Investment Management Inc | Real Estate: Core; | 2.00% | Yes | No | |
| UBS Realty Investors LLC | Real Estate: TPF Core; | 1.09% | Yes | Yes | |
| UBS Realty Investors LLC | Real Estate: TPG Core Plus; | 3.00% | Yes | Yes | |
| Invesco LP | Real Estate: Core; | 1.54% | Yes | No | |
| CenterSquare Investment Management | Real Estate: Domestic REITs; | 1.33% | No | Yes | |
| T.A. Associates Realty | Real Estate: Fund XII - value added; | 0.90% | No | No | |
| Cohen & Steers Capital Management, Inc. | Real Estate: Global REITs; | 0.59% | No | No | |
| Invesco LP | Real Estate: Fund V - value added; | 0.39% | Yes | No | |
| AEW Capital Management, LP | Real Estate: Fund IX - value added; | 0.36% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund X - value added; | 0.31% | No | No | |
| Manulife Investment Management | Real Estate: Timber; | 0.24% | No | Yes | |
| Heitman, LLC | Real Estate: Fund IV - value added; | 0.19% | No | No | |
| T.A. Associates Realty | Real Estate: Fund XI - value added; | 0.18% | No | No | |
| Heitman, LLC | Real Estate: Fund V - value added; | 0.15% | No | No | |
| Invesco LP | Real Estate: Fund VI - value added; | 0.14% | Yes | No | |
| Westbrook Partners | Real Estate: Fund XI - value added; | 0.11% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund IV - value added; | 0.11% | No | No | |
| Westbrook Partners | Real Estate: Fund X - value added; | 0.11% | No | No | |
| T.A. Associates Realty | Real Estate: Fund X - value added; | 0.10% | No | No | |
| AEW Capital Management, LP | Real Estate: Fund VIII - value added; | 0.07% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund XI - value added; | 0.07% | No | No | |
| AEW Capital Management, LP | Real Estate: Fund VII - value added; | 0.05% | No | No | |
| Invesco LP | Real Estate: Fund IV - value added; | 0.05% | Yes | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2016 Diversified; | 0.02% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2013 Diversified; | 0.01% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2014 Diversified; | 0.01% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2018 Diversified; | 3.99% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2008 Diversified; | 2.53% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2021 Diversified; | 2.30% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2009 Diversified; | 1.24% | No | No | |
List of AMCs contracting with the Public Employees' Retirement System of Mississippi
The Public Employees' Retirement System of Mississippi contracted with 58 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, thirteen were investor participants in Climate Action 100+, and thirteen were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Public Employees' Retirement System of Mississippi:[3]
| Public Employees' Retirement System of Mississippi asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[69] | Climate Action 100+ signatory as of October 2024 |
| Northern Trust Asset Management | Equity Securities: Passive Large Cap (S&P 500 Index); | $74,281 | 0.000% | No | No |
| Northern Trust Asset Management | Equity Securities: MSCI World Ex-US; | $36,392,946 | 0.115% | No | No |
| Acadian Asset Management LLC | Equity Securities: Global; | $28,386,376 | 0.090% | Yes | Yes |
| Epoch Investment Partners Inc | Equity Securities: Global; | 17.64% | No | Yes | |
| Harding Loevner, LP | Equity Securities: Global; | 6.96% | No | No | |
| Eagle Capital Management | Equity Securities: Large Cap; | 3.27% | No | No | |
| LSV Asset Management | Equity Securities: Global; | 3.16% | No | No | |
| Marathon Asset Management, LLP | Equity Securities: ACWI Ex-US; | 2.89% | No | No | |
| Arrowstreet Capital, LP | Equity Securities: ACWI Ex-US; | 2.79% | No | No | |
| Baillie Gifford & Company | Equity Securities: ACWI Ex-US; | 2.62% | Yes | Yes | |
| Lazard Asset Management LLC | Equity Securities: Emerging Markets; | 2.59% | Yes | Yes | |
| Fisher Investments | Equity Securities: Emerging Markets; | 2.50% | No | Yes | |
| Victory Capital Management, Inc. | Equity Securities: Domestic Mid Cap Value; | 2.28% | No | No | |
| Artisan Partners, LP | Equity Securities: Domestic Mid Cap Growth; | 2.24% | No | No | |
| Principal Global Investors, LLC | Equity Securities: International Small Cap; | 1.98% | No | No | |
| Wellington Management Company LLP | Equity Securities: Domestic Small Cap Core; | 1.72% | Yes | Yes | |
| Dimensional Fund Advisors, Inc. | Equity Securities: Small Cap Value; | 1.33% | No | No | |
| Mondrian Investment Partners Limited | Equity Securities: International Small Cap; | 1.12% | No | No | |
| Riverbridge Partners, LLC | Equity Securities: Small Cap Growth; | 1.04% | No | No | |
| Loomis Sayles & Company, LP | Debt Securities: Core Plus; | 0.99% | No | No | |
| Prudential Financial, Inc. | Debt Securities: Core Plus; | 0.99% | No | No | |
| AllianceBernstein LP | Debt Securities: Global; | 0.96% | Yes | Yes | |
| Pacific Investment Management Company | Debt Securities: Global; | 3.47% | No | No | |
| Pacific Investment Management Company | Debt Securities: Domestic Core; | 3.47% | No | No | |
| Manulife Investment Management | Debt Securities: Domestic Core; | 2.30% | No | Yes | |
| Wellington Management Company LLP | Debt Securities: Emerging Market; | 2.29% | Yes | Yes | |
| Northern Trust Asset Investment | Debt Securities: Passive Domestic Core (BB Agg Index); | 2.03% | No | No | |
| Principal Global Investors, LLC | Real Estate: Core; | 2.02% | No | No | |
| JP Morgan Investment Management Inc | Real Estate: Core; | 2.00% | Yes | No | |
| UBS Realty Investors LLC | Real Estate: TPF Core; | 1.09% | Yes | Yes | |
| UBS Realty Investors LLC | Real Estate: TPG Core Plus; | 3.00% | Yes | Yes | |
| Invesco LP | Real Estate: Core; | 1.54% | Yes | No | |
| CenterSquare Investment Management | Real Estate: Domestic REITs; | 1.33% | No | Yes | |
| T.A. Associates Realty | Real Estate: Fund XII - value added; | 0.90% | No | No | |
| Cohen & Steers Capital Management, Inc. | Real Estate: Global REITs; | 0.59% | No | No | |
| Invesco LP | Real Estate: Fund V - value added; | 0.39% | Yes | No | |
| AEW Capital Management, LP | Real Estate: Fund IX - value added; | 0.36% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund X - value added; | 0.31% | No | No | |
| Manulife Investment Management | Real Estate: Timber; | 0.24% | No | Yes | |
| Heitman, LLC | Real Estate: Fund IV - value added; | 0.19% | No | No | |
| T.A. Associates Realty | Real Estate: Fund XI - value added; | 0.18% | No | No | |
| Heitman, LLC | Real Estate: Fund V - value added; | 0.15% | No | No | |
| Invesco LP | Real Estate: Fund VI - value added; | 0.14% | Yes | No | |
| Westbrook Partners | Real Estate: Fund XI - value added; | 0.11% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund IV - value added; | 0.11% | No | No | |
| Westbrook Partners | Real Estate: Fund X - value added; | 0.11% | No | No | |
| T.A. Associates Realty | Real Estate: Fund X - value added; | 0.10% | No | No | |
| AEW Capital Management, LP | Real Estate: Fund VIII - value added; | 0.07% | No | No | |
| Angelo Gordon & Company | Real Estate: Fund XI - value added; | 0.07% | No | No | |
| AEW Capital Management, LP | Real Estate: Fund VII - value added; | 0.05% | No | No | |
| Invesco LP | Real Estate: Fund IV - value added; | 0.05% | Yes | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2016 Diversified; | 0.02% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2013 Diversified; | 0.01% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2014 Diversified; | 0.01% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2018 Diversified; | 3.99% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2008 Diversified; | 2.53% | No | No | |
| Pathway Capital Management, LLC | Private Equity: Series 2021 Diversified; | 2.30% | No | No | |
| GCM Grosvenor Diversified Partners, LP | Private Equity: Series 2009 Diversified; | 1.24% | No | No | |
Missouri
List of AMCs contracting with the Missouri County Employees' Retirement Fund
The Missouri County Employees' Retirement Fund contracted with 15 asset management companies (AMCs) or specific funds as of September 30, 2024. Of those companies, two were investor participants in Climate Action 100+, and three were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Missouri County Employees' Retirement Fund:[3]
| Missouri County Employees' Retirement Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[70] | Climate Action 100+ signatory as of October 2024 |
| Northern Trust S&P 500 Index | Equity; | 3,529,124 | 0.007% | No | No |
| William Blair SMID Cap Growth | Equity; | 160,373,056 | 0.320% | No | Yes |
| Burgundy Asset Management | Equity; | 96,385,277 | 0.192% | No | No |
| Brandes | Equity; | 186,241,000 | 22.494% | No | No |
| Barings Focused EAFE Plus Equity | Equity; | 58,616,000 | 7.080% | No | Yes |
| Vanguard FTSE Developed Markets ETF | Equity; | 62,396,000 | 7.536% | No | No |
| Private Equity | Equity; | 76,765,000 | 9.272% | No | No |
| Loomis Sayles | Fixed Income; | 65,162,000 | 7.870% | No | No |
| Baird Core Plus | Fixed Income; | 26,453,000 | 3.195% | No | No |
| BlackRock Strategic Opportunities Fund | Fixed Income; | 50,925,000 | 6.151% | Yes | No |
| Deferred Comp | Fixed Income; | 76,528,000 | 9.243% | No | No |
| Cash and Equivalents | Fixed Income; | 75,372,000 | 9.103% | No | No |
| JP Morgan Strategic Property Fund | Real Assets; | 98,734,000 | 11.925% | Yes | No |
| JP Morgan Special Situations Property Fund | Real Assets; | 19,000 | 0.002% | Yes | No |
| Building Valuation | Real Assets; | 4,620,000 | 0.558% | No | No |
List of AMCs contracting with the Missouri Local Government Employees Retirement System
The Missouri Local Government Employees Retirement System contracted with 56 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and five were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Missouri Local Government Employees Retirement System:[3]
| Missouri Local Government Employees Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[71] | Climate Action 100+ signatory as of October 2024 |
| AJO Vista, LLC | Equity, Fixed Income, Real Assets, Strategic; | 27,387,000 | 3.308% | No | No |
| Dimensional Fund Advisors | Equity; | 15,136,000 | 1.828% | No | No |
| Russell | Equity, Fixed Income; | 3,600,000 | 0.435% | Yes | Yes |
| Alchemy Partners | Equity, Fixed Income; | No | No | ||
| Federated MDT Advisors | Equity; | No | No | ||
| Seizert Capital Partners | Equity; | No | No | ||
| Allspring Global | Equity; | No | Yes | ||
| FSN Capital Partners | Equity; | Yes | No | ||
| Silvercrest Asset Management Group | Equity; | No | No | ||
| Borromin Capital | Equity; | No | No | ||
| Jennison Associates | Equity; | No | Yes | ||
| Tailwind Capital | Equity, Fixed Income; | No | No | ||
| Brentwood Associates | Equity, Fixed Income; | No | No | ||
| Pamlico Capital | Equity; | No | No | ||
| Timberland Investment Resources | Equity, Real Assets; | No | No | ||
| Catterton Partners | Equity; | No | No | ||
| Portfolio Advisors | Equity, Fixed Income, Real Assets; | No | No | ||
| Walter Scott & Partners Limited | Equity; | No | No | ||
| Copeland Capital Management | Equity; | No | No | ||
| RFE Investment Partners | Equity, Fixed Income; | No | No | ||
| AQR Capital Management | Alpha; | No | No | ||
| BlackRock | Alpha; | Yes | No | ||
| Bridgewater Associates | Alpha; | No | No | ||
| Aberdeen Standard Investments | Fixed Income; | No | No | ||
| Garrison Investment Group | Fixed Income, Real Assets; | No | No | ||
| Resource Capital Funds | Fixed Income, Real Assets, Strategic; | No | No | ||
| Global Infrastructure Partners | Fixed Income, Real Assets; | No | No | ||
| HBG Advisors | Fixed Income; | No | No | ||
| Hoisington Investment Management | Fixed Income; | No | No | ||
| Sound Mark Partners | Fixed Income, Real Assets, Strategic; | No | No | ||
| Eagle Private Capital | Fixed Income; | No | No | ||
| Pacific Investment Management Co. | Fixed Income, Real Assets; | No | No | ||
| Star Mountain Capital | Fixed Income; | No | No | ||
| EIG Global Energy Partners | Fixed Income, Real Assets; | No | No | ||
| Stonepeak | Fixed Income, Real Assets; | Yes | No | ||
| Fidelity Institutional Asset Management | Fixed Income; | No | No | ||
| Related Fund Management | Fixed Income, Real Assets; | No | No | ||
| Fireside Financial | Fixed Income, Real Assets; | No | No | ||
| Prudential Real Estate Investors | Real assets; | No | No | ||
| Avenue Capital Group | Real assets, Strategic; | No | No | ||
| Glenmont Partners | Real assets; | No | No | ||
| Redcar Fund Management | Real assets; | No | No | ||
| BentalGreenOak | Real assets; | No | No | ||
| Blue Vista Capital Management | Real assets; | No | No | ||
| I Squared Capital Advisors | Real assets; | No | No | ||
| CBRE Investors | Real assets; | Yes | No | ||
| Lease Corporation International | Real assets; | No | No | ||
| Sole Shipping | Real assets; | No | No | ||
| Crow Holdings | Real assets; | No | No | ||
| Machine Investment Group | Real assets, Strategic; | No | No | ||
| Noble Investment Group | Real assets; | No | No | ||
| Europa Capital Partners | Real assets; | No | No | ||
| Dock Square Capital | Strategic; | No | No | ||
| Allegro | Strategic; | No | No | ||
| Healthcare Royalty Partners | Strategic; | No | No | ||
| Soryn IP GP I | Strategic; | No | No | ||
List of AMCs contracting with the Missouri Local Government Employees Retirement System
The Missouri Local Government Employees Retirement System, of which the Missouri Local Government Employees Retirement System Staff Retirement Plan is a sub-fund, contracted with 54 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, six were investor participants in Climate Action 100+, and seven were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Missouri Local Government Employees Retirement System:[3]
- Aberdeen Standard Investments, Philadelphia, PA
- AJOVista LLC, Belmont, MA
- Alchemy Partners, London, England
- Allegro, Wilmington, DE
- Allspring Global, Menomonee Falls, WI
- AQR Capital Management, Greenwich, CT
- Avenue Capital Group, New York, NY
- BentalGreenOak, New York, NY
- BlackRock, San Francisco, CA (NZAM, Climate Action 100+)
- Blue Vista Capital Management, Chicago, IL
- Borromin Capital, Frankfurt, Hesse
- Brentwood Associates, Los Angeles, CA
- Bridgewater Associates, Westport, CT
- Catterton Partners, Greenwich, CT
- CBRE Investors, Los Angeles, CA (NZAM)
- Clearbridge Investments, Wilmington, DE (NZAM, Climate Action 100+)
- Crow Holdings, Dallas, TX
- Dimensional Fund Advisors, Austin, TX
- Dock Square Capital, Coral Gables, FL
- Eagle Private Capital, St. Louis, MO
- EIG Global Energy Partners, Washington D.C.
- Europa Capital Partners, London, England
- Federated MDT Advisors, Boston, MA (Climate Action 100+)
- Fidelity Institutional Asset Management, Smithfield, RI
- Fireside Financial, Edwardsville, IL
- FSN Capital Partners, Oslo, Norway (NZAM)
- Garrison Investment Group, New York, NY
- Glennmont Partners, London, England
- Global Infrastructure Partners, New York, NY
- HBG Advisors, Manlius, NY
- Healthcare Royalty Partners, Stamford, CT
- Hoisington Investment Management, Austin, TX
- I Squared Capital Advisors LLC, New York, NY
- Jennison Associates, New York, NY (Climate Action 100+)
- Machine Investment Group, New York, NY
- Noble Investment Group, Atlanta, GA
- Pacific Investment Management Co., Newport Beach, CA
- Pamlico Capital, Charlotte, NC
- Portfolio Advisors, Darien, CT
- Prudential Real Estate Investors, Madison, NJ
- Related Fund Management, New York, NY
- Resource Capital Funds, Denver, CO
- RFE Investment Partners, New Canaan, CT
- Russell, Seattle, WA (NZAM, Climate Action 100+)
- Seizert Capital Partners, Birmingham, MI
- Silvercrest Asset Management Group, New York, NY
- Sole Shipping, St Helier, Jersey
- Sound Mark Partners, Greenwich, CT
- Star Mountain Capital, New York, NY
- Stonepeak, Wilmington, DE (NZAM)
- Tailwind Capital, New York, NY
- Timberland Investment Resources, Charlotte, NC
- Walter Scott & Partners Limited, Edinburgh, Scotland
- Wellington Management Company, Boston, MA (NZAM, Climate Action 100+)
List of AMCs contracting with the Missouri Public Education Employee Retirement System
The Missouri Public Education Employee Retirement System contracted with 54asset management companies (AMCs) or specific funds as of September 28, 2021. Of those companies, seven were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Missouri Public Education Employee Retirement System:[3]
- ABS Investment Management
- Acadian Asset Management (NZAM, Climate Action 100+)
- Alliance Bernstein LP (NZAM)
- Analytic Investors
- AQR Absolute Return Fund
- AQR Adaptive Multi-Strategy
- AQR Capital Management
- AQR Diversified Beta Fund
- AQR Real Asset Fund I
- Arrowstreet Capital
- Blackrock (NZAM, Climate Action 100+)
- Bridgewater All Weather
- Bridgewater Inflation Pool
- Bridgewater Pure Alpha II
- Chartwell Investment Partners
- Coatue Long Only Partners
- Coho Partners
- Coronation Asset Management Limited (Climate Action 100+)
- Davidson Kempner Distressed Opportunities Fund
- Davidson Kempner Institutional Partners
- Davis Selected Advisers
- Eagle Capital Management
- GoldenTree Partners Distressed
- Grantham, Mayo, Van Otterloo & Co.
- Greenhouse Funds
- HBK Capital Management
- Hillhouse China Value Fund
- Indus Asia Pacific Fund Equity
- Invesco Advisors (NZAM)
- JP Morgan (NZAM)
- Lazard Asset Management (NZAM, Climate Action 100+)
- Martingale Asset Management
- Maverick Fund USA Equity
- MFS Investment Management (Climate Action 100+)
- Neon Capital Management
- NISA Investment Advisors
- Pacific Inestment Management Co
- Renaissance Institutional Equities Fund
- RK Capital Management
- Rock Creek Group
- Rock Springs Capital Fund
- Russell Investments (NZAM, Climate Action 100+)
- Sculptor Domestic Partners
- Sculptor Europe Domestic Partners
- Select Equity Group
- Southpoint Capital Advisors Equity
- Stark Investments Limited Partners
- Stark Investments Limited Partners Equity
- Systematic Financial Management
- UBS O'Connor Multi-Strategy Alpha (NZAM, Climate Action 100+)
- Walter Scott & Partners
- Westwood Management
- Westwood Management Income
- Zevenbergen Capital
List of AMCs contracting with the Missouri Public Schools Retirement System
The Missouri Public Schools Retirement System contracted with 269 asset management companies (AMCs) as of June 30, 2023. Of those companies, eighteen were investor participants in Climate Action 100+, and twenty-four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Missouri Public Schools Retirement System:[3]
| Missouri Public Schools Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[72] | Climate Action 100+ signatory as of October 2024 |
| Allspring Global Investments | U.S. Public Equity; Quantitative Low Volatility | $40,829,155.00 | 0.081% | No | Yes |
| AQR Capital Management | U.S. Public Equity; Quantitative 140/40 Core | $68,098,594.00 | 0.136% | No | No |
| Blackrock | U.S. Public Equity; Passive Russell 1000 Index | $21,582,682.00 | 0.043% | Yes | No |
| Coatue Long Only Partners | U.S. Public Equity; Concentrated Technology | $771,066,721 | 1.539% | No | No |
| Coho Partners | U.S. Public Equity; Concentrated High Quality | 906,784,012 | 1.810% | No | No |
| Eagle Capital Management | U.S. Public Equity; Concentrated Core | 4,900,462,487 | 9.779% | No | No |
| GQG Partners | U.S. Public Equity; Concentrated High Quality | 357,694,346 | 0.714% | No | No |
| Grantham Mayo Van Otterloo & Co | U.S. Public Equity; Concentrated High Quality | 316,636,194 | 0.632% | No | Yes |
| Martingale Asset Management | U.S. Public Equity; Quantitative Low Volatility | 309,557,155 | 0.618% | No | No |
| NISA Investment Advisors | U.S. Public Equity; Passive S&P 500 Index | 330,710,248 | 0.660% | No | No |
| Russell Investments | U.S. Public Equity; Completion Portfolio | 858,350,176 | 1.713% | Yes | Yes |
| Select Equity Group | U.S. Public Equity; Concentrated High Quality | 539,486,062 | 1.077% | No | No |
| Westwood Management | U.S. Public Equity; Concentrated Value | 4,275,985 | 0.009% | No | No |
| Zevenbergen Capital | U.S. Public Equity; Concentrated All-Cap Growth | 323,755,420 | 0.646% | No | No |
| AQR Capital Management | U.S. Public Equity; Quantitative Core | 166,966,856 | 0.333% | No | No |
| Blackrock | U.S. Public Equity; Passive Russell 2000 Index | 643,737,574 | 1.285% | Yes | No |
| Greenhouse Funds | U.S. Public Equity; Concentrated Core | 411,728,297 | 0.822% | No | No |
| Martingale Asset Management | U.S. Public Equity; Quantitative Low Volatility | 140,472,703 | 0.280% | No | No |
| RK Capital Management | U.S. Public Equity; Diversified Core | 386,037,539 | 0.770% | No | No |
| Systematic Financial Management | U.S. Public Equity; Diversified Value | 149,214,579 | 0.298% | No | No |
| Advent International GPE VII, VIII, IX, X, Lat Am | Private Equity Partnerships; Acquisition - Medium | 147,023,846 | 0.293% | No | No |
| Alchemy Special Opportunities Fund IV | Private Equity Partnerships; Debt - Distressed | 181,232,259 | 0.362% | No | No |
| Baring Asia Private Equity Fund VI | Private Equity Partnerships; Acquisition - Medium | 173,383,885 | 0.346% | No | No |
| Battery Ventures XII, XII Side Fund, XIII, XIII Side Fund, XIV, Select | Private Equity Partnerships; Venture Capital | 107,629,300 | 0.215% | No | No |
| BC European Capital IX | Private Equity Partnerships; Acquisition - Large | 15,171,325 | 0.030% | No | No |
| Berkshire Fund X | Private Equity Partnerships; Special Situations - Diverse Strategies | 27,727,561 | 0.055% | No | No |
| Blackstone Capital Partners V, VI | Private Equity Partnerships; Acquisition - Large | 45,850,018 | 0.091% | No | No |
| Bregal Sagemount IV | Private Equity Partnerships; Special Situations - Diverse Strategies | 15,873,679 | 0.032% | Yes | No |
| Canaan Equity IX, X, XI, XII | Private Equity Partnerships; Special Situations - Diverse Strategies | 10,015,982 | 0.020% | No | No |
| Carlyle Europe Partners III | Private Equity Partnerships; Acquisition - Medium | 10,630,012 | 0.021% | No | No |
| Carlyle Partners V, VI | Private Equity Partnerships; Acquisition - Large | 2,946,176 | 0.006% | No | No |
| Centerbridge Capital Partners I, II, III, IV | Private Equity Partnerships; Special Situations - Diverse Strategies | 133,970,409 | 0.267% | No | No |
| Centerbridge Special Credit Partners II, III, III-Flex | Private Equity Partnerships; Debt - Distressed | 500,792 | 0.001% | No | No |
| Charlesbank Fund IX, IX Overage Allocation Program, X | Private Equity Partnerships; Acquisition - Medium | 19,688,733 | 0.039% | No | No |
| Chequers Capital XVII | Private Equity Partnerships; Acquisition - Medium | 70,140,131 | 0.140% | No | No |
| Clayton, Dubilier & Rice Fund X | Private Equity Partnerships; Acquisition - Medium | 86,477,880 | 0.173% | No | No |
| Clearlake Capital Partners V, VI, VII | Private Equity Partnerships; Special Situations - Diverse Strategies | 34,635,443 | 0.069% | No | No |
| Clearlake Opportunities Partners II, III | Private Equity Partnerships; Debt - Opportunistic | 7,651,218 | 0.015% | No | No |
| Coller International Partners VII, VIII | Private Equity Partnerships; Secondary Fund | 49,898,938 | 0.100% | No | No |
| CVC Capital Partners VI, VII, VIII | Private Equity Partnerships; Acquisition - Large | 71,005,911 | 0.142% | No | No |
| CVC European Equity Partners IV, V, Tandem B | Private Equity Partnerships; Acquisition - Large | 9,896,764 | 0.020% | No | No |
| DEFY Partners I, II | Private Equity Partnerships; Venture Capital | 195,586,247 | 0.390% | No | No |
| EnCap Energy Capital Fund IX, X, XI, VIII Co-Investors | Private Equity Partnerships; Special Situations - Industry Specific | 99,032,457 | 0.198% | No | No |
| EnCap Flatrock Midstream III, IV | Private Equity Partnerships; Special Situations - Industry Specific | 590,914 | 0.001% | No | No |
| Energy Spectrum Partners VIII | Private Equity Partnerships; Acquisition - Medium | 16,502,632 | 0.033% | No | No |
| EQT VIII IX X | Private Equity Partnerships; Acquisition - Medium | 85,411,994 | 0.170% | Yes | No |
| Exponent Private Equity Partners II | Private Equity Partnerships; Acquisition - Medium | 16,986,580 | 0.034% | No | No |
| First Reserve Fund XI, XII | Private Equity Partnerships; Special Situations - Industry Specific | 49,117,633 | 0.098% | No | No |
| General Catalyst Group IX, X Early, X Endurance, X Growth | Private Equity Partnerships; Venture Capital | 93,990,719 | 0.188% | No | No |
| General Catalyst Group XI - Creation | Private Equity Partnerships; Special Situations - Diverse Strategies | 742,233 | 0.001% | No | No |
| General Catalyst Group XI - Endurance, Feeder, Ignition | Private Equity Partnerships; Venture Capital | 42,451 | 0.000% | No | No |
| Genstar Capital Partners V, VIII, IX, X | Private Equity Partnerships; Acquisition - Medium | 94,546,022 | 0.189% | No | No |
| Glendon Opportunities Fund I, II | Private Equity Partnerships; Debt - Distressed | 1,289,195 | 0.003% | No | No |
| Great Hill Equity Partners VII, VIII | Private Equity Partnerships; Special Situations - Diverse Strategies | 12,753,274 | 0.025% | No | No |
| GTCR Fund XI, XII, XIII | Private Equity Partnerships; Acquisition - Medium | 62,731,386 | 0.125% | No | No |
| H.I.G. Capital Partners VI | Private Equity Partnerships; Acquisition - Large | 23,841,330 | 0.048% | No | No |
| H.I.G. Growth Buyouts & Equity Fund III, Mid Mkt LBO IV | Private Equity Partnerships; Acquisition - Large | 42,217,823 | 0.084% | No | No |
| Harvest Partners VIII, IX | Private Equity Partnerships; Acquisition - Large | 92,463,456 | 0.185% | No | No |
| Hellman & Friedman Capital Partners Spock 1, VII, VIII, IX, X | Private Equity Partnerships; Acquisition - Large | 9,019,011 | 0.018% | No | No |
| Hillhouse Fund IV, V | Private Equity Partnerships; Acquisition - Large | 23,925,300 | 0.048% | No | No |
| Huron Fund V | Private Equity Partnerships; Acquisition - Medium | 36,198,881 | 0.072% | No | No |
| Icon Partners III, IV, V | Private Equity Partnerships; Acquisition - Large | 159,304,802 | 0.318% | No | No |
| Icon Software Partners | Private Equity Partnerships; Special Situations - Diverse Strategies | 101,614,555 | 0.203% | No | No |
| Incline Elevate Fund II | Private Equity Partnerships; Acquisition - Small | 13,466,073 | 0.027% | No | No |
| Incline Equity Partners V | Private Equity Partnerships; Acquisition - Medium | 7,334,102 | 0.015% | No | No |
| Insight Partners XII Buyout Annex Fund | Private Equity Partnerships; Acquisition - Medium | 7,958,107 | 0.016% | No | Yes |
| Insight Partners IX X XI XII | Private Equity Partnerships; Special Situations - Diverse Strategies | 2,056,755 | 0.004% | No | Yes |
| Institutional Venture Partners XV, XVI, XVII | Private Equity Partnerships; Venture Capital | 4,943,269 | 0.010% | No | No |
| Kelso Investment Associates VIII | Private Equity Partnerships; Acquisition - Medium | 4,329,785 | 0.009% | No | No |
| KKR 2006 Fund | Private Equity Partnerships; Acquisition - Large | 192,907,105 | 0.385% | No | No |
| KRG CAPITAL FUND IV | Private Equity Partnerships; Acquisition - Medium | 84,751,459 | 0.169% | No | No |
| Lexington Capital Partners VI, VII, VIII, IX | Private Equity Partnerships; Secondary Fund | 1,437,573 | 0.003% | No | No |
| Lone Star Fund X | Private Equity Partnerships; Debt - Distressed | 11,178 | 0.000% | No | No |
| Madison Dearborn VI, VI Patriot, VII, VII Auxiliary SPV and VIII | Private Equity Partnerships; Acquisition - Medium | 1,252,812 | 0.003% | No | No |
| Marlin Equity V, Heritage II and Europe Heritage II | Private Equity Partnerships; Acquisition - Medium | 447,862,536 | 0.894% | No | No |
| Mayfair Equity Partners II and Sidecar | Private Equity Partnerships; Acquisition - Medium | 47,266,502 | 0.094% | No | No |
| Montagu IV | Private Equity Partnerships; Acquisition - Medium | 109,516,027 | 0.219% | No | No |
| Nautic Partners IX, X | Private Equity Partnerships; Acquisition - Medium | 59,115,790 | 0.118% | No | No |
| New Enterprise Associates 13, 14, 15, 16, 17, 18, VGE 18 | Private Equity Partnerships; Venture Capital | 38,444,833 | 0.077% | No | No |
| New Horizon: Advantech Capital II, Redview Capital II | Private Equity Partnerships; Special Situations - Diverse Strategies | 1,999,662 | 0.004% | No | No |
| New Mountain Partners V, VI | Private Equity Partnerships; Acquisition - Medium | 23,240,627 | 0.046% | No | No |
| Nordic Capital CV1 Alpha, VIII, IX, X | Private Equity Partnerships; Acquisition - Medium | 173,767,309 | 0.347% | No | No |
| NorthEdge Capital SME Fund I | Private Equity Partnerships; Acquisition - Medium | 8,986,387 | 0.018% | No | No |
| Oak Investment Partners XIII | Private Equity Partnerships; Venture Capital | 84,358,958 | 0.168% | No | No |
| Oaktree Opportunities Fund VII, VIIb, IX, Xb | Private Equity Partnerships; Debt - Distressed | 83,127,263 | 0.166% | No | No |
| Odyssey Investment Partners Fund IV, V | Private Equity Partnerships; Acquisition - Medium | 9,259,303 | 0.018% | No | No |
| Onex Partners II, III, IV, V, ONCAP IV | Private Equity Partnerships; Acquisition - Medium | 18,395,044 | 0.037% | No | No |
| Pamlico Capital IV, V | Private Equity Partnerships; Acquisition - Medium | 42,901,114 | 0.086% | No | No |
| Pantheon Global Secondary Fund III, IV | Private Equity Partnerships; Secondary Fund | 39,038,808 | 0.078% | No | No |
| Pathway Capital Management | Private Equity Partnerships; Fund-of-Funds | 67,667,304 | 0.135% | No | No |
| Paul Capital Partners IX | Private Equity Partnerships; Secondary Fund | 47,811,193 | 0.095% | No | No |
| Permira Europe V, VI | Private Equity Partnerships; Acquisition - Medium | 7,157,968 | 0.014% | No | No |
| Permira VII, VIII | Private Equity Partnerships; Acquisition - Large | 4,707,838,630 | 9.395% | No | No |
| Providence Equity Partners VI and Strategic Growth IV, V | Private Equity Partnerships; Special Situations - Industry Specific | 7,533,381 | 0.015% | No | No |
| Quad-C Partners VIII, IX, X | Private Equity Partnerships; Acquisition - Medium | 109,102,652 | 0.218% | No | No |
| Quantum Energy Partners V, V-C, VI, VI-C, VII and VII-C | Private Equity Partnerships; Special Situations - Industry Specific | 18,980,992 | 0.038% | No | No |
| Ridgemont Equity Partners III, IV | Private Equity Partnerships; Acquisition - Medium | 49,272,234 | 0.098% | No | No |
| Riverside Micro-Cap Fund V, VI | Private Equity Partnerships; Acquisition - Small | 45,701,877 | 0.091% | No | No |
| Sentinel Capital Partners VI and Junior Capital I, II | Private Equity Partnerships; Debt - Mezzanine | 85,226,346 | 0.170% | No | No |
| Silver Lake Partners III, III SL SPV-2 | Private Equity Partnerships; Special Situations - Industry Specific | 49,555,865 | 0.099% | No | No |
| Siris Partners IV | Private Equity Partnerships; Acquisition - Medium | 35,966,493 | 0.072% | No | No |
| Spectrum Equity Investors VI, VII, VIII and IX | Private Equity Partnerships; Special Situations - Diverse Strategies | 17,385,928 | 0.035% | No | No |
| Summit Partners Growth Equity Fund X, XI | Private Equity Partnerships; Special Situations - Diverse Strategies | 8,481,216 | 0.017% | No | No |
| Summit Partners Venture Capital Fund V-A | Private Equity Partnerships; Special Situations - Diverse Strategies | 58,728,262 | 0.117% | No | No |
| TA XI, XII, XIII, XIV | Private Equity Partnerships; Special Situations - Diverse Strategies | 80,657,212 | 0.161% | No | No |
| TCV VII, VIII, IX, X, XI | Private Equity Partnerships; Venture Capital | 26,177,496 | 0.052% | No | No |
| The Resolute Fund III, IV, V, II Continuation | Private Equity Partnerships; Acquisition - Medium | 8,687,203 | 0.017% | No | No |
| The Seventh Cinven Fund | Private Equity Partnerships; Acquisition - Medium | 97,090,100 | 0.194% | No | No |
| The Veritas Capital Fund VII, VIII | Private Equity Partnerships; Acquisition - Medium | 174,716,148 | 0.349% | No | No |
| Thoma Bravo Discover Fund I, II, III, IV | Private Equity Partnerships; Acquisition - Medium | 119,831,036 | 0.239% | No | No |
| Thoma Bravo Fund XII, XIII, XIV, XV | Private Equity Partnerships; Acquisition - Large | 43,053,018 | 0.086% | No | No |
| Thoma Bravo Special Opportunities Fund II | Private Equity Partnerships; Acquisition - Medium | 85,562,341 | 0.171% | No | No |
| TPG Partners V, VI | Private Equity Partnerships; Acquisition - Large | 59,601,176 | 0.119% | No | No |
| Trident Capital Fund VII, IX | Private Equity Partnerships; Acquisition - Medium | 118,189,927 | 0.236% | No | No |
| Vista Equity Partners Fund V VI VII Foundation III IV | Private Equity Partnerships; Acquisition - Medium | 33,090,276 | 0.066% | Yes | No |
| Wayzata Opportunities Fund III | Private Equity Partnerships; Debt - Distressed | 457,748 | 0.001% | No | No |
| Wind Point Partners CV1, VI, VII | Private Equity Partnerships; Acquisition - Medium | 85,975,678 | 0.172% | No | No |
| Wynnchurch Capital Partners V | Private Equity Partnerships; Acquisition - Medium | 196,591,002 | 0.392% | No | No |
| Stock distribution account | Private Equity Partnerships; Public Stocks | 5,920,344 | 0.012% | No | No |
| Allspring Global Investments | Alpha Overlay; Relative Value | 3,270,206 | 0.007% | No | Yes |
| AQR Absolute Return Fund | Alpha Overlay; Relative Value | 9,553,182 | 0.019% | No | No |
| Bridgewater Pure Alpha II | Alpha Overlay; Asset Allocation/Global Macro | 6,395,921 | 0.013% | No | No |
| Davidson Kempner Institutional Partners | Alpha Overlay; Event Driven | 3,233 | 0.000% | No | No |
| HBK Capital Management | Alpha Overlay; Relative Value | 104,133,428 | 0.208% | No | No |
| NISA Investment Advisors | Alpha Overlay; S&P 500 Exposure | 129,293,910 | 0.258% | No | No |
| Renaissance Institutional Equities Fund | Alpha Overlay; Low Volatility Equity | 239,254,079 | 0.477% | No | No |
| Rock Springs Capital Fund | Alpha Overlay; Long-Biased Equity | 127,168,144 | 0.254% | No | No |
| Sculptor Domestic Partners | Alpha Overlay; Multi-Strategy | 696,281,669 | 1.390% | No | No |
| Stark Investments Limited Partners | Alpha Overlay; Equity Long/Short | 229,057,292 | 0.457% | No | No |
| UBS O'Connor MultiStrategy Alpha | Alpha Overlay; Relative Value | 50,921,091 | 0.102% | Yes | Yes |
| Zevenbergen Capital | Alpha Overlay; Active All-Cap Growth | 220,290,445 | 0.440% | No | No |
| Acadian Asset Management | Non-U.S. Public Equity; Quantitative Emerging Markets Low Volatility | 44,283 | 0.000% | Yes | Yes |
| Acadian Asset Management | Non-U.S. Public Equity; Quantitative International Small Cap | 89,700,858 | 0.179% | Yes | Yes |
| ABS Investment Management | Non-U.S. Public Equity; Local Emerging Markets | 168,365,640 | 0.336% | No | No |
| AllianceBernstein LP | Non-U.S. Public Equity; Global Low Volatility | 450,884,790 | 0.900% | Yes | Yes |
| Allspring | Non-U.S. Public Equity; Global Investments Quantitative Global Low Volatility | 167,144,134 | 0.334% | No | Yes |
| AQR Capital Management | Non-U.S. Public Equity; Quantitative International Core | 344,263,865 | 0.687% | No | No |
| Arrowstreet Capital | Non-U.S. Public Equity; Quantitative Emerging Markets | 627,103,492 | 1.251% | No | No |
| Arrowstreet Capital | Non-U.S. Public Equity; Quantitative Global Long/Short | 423,765,797 | 0.846% | No | No |
| Blackrock | Non-U.S. Public Equity; Passive EAFE Index | 654,414,777 | 1.306% | Yes | No |
| Blackrock | Non-U.S. Public Equity; Passive Emerging Markets Index | 462,135,831 | 0.922% | Yes | No |
| Blackrock | Non-U.S. Public Equity; Passive World Index | 1,811,204,228 | 3.614% | Yes | No |
| Coronation Asset Management | Non-U.S. Public Equity; Limited Global Emerging Markets | 414,279,813 | 0.827% | No | Yes |
| GQG Partners | Non-U.S. Public Equity; Global Core | 132,764,269 | 0.265% | No | No |
| Invesco Advisers | Non-U.S. Public Equity; Quantitative International Low Volatility | 380,700,766 | 0.760% | Yes | No |
| MFS Investment Management | Non-U.S. Public Equity; Diversified International Core | 278,078,235 | 0.555% | No | Yes |
| MFS Investment Management | Non-U.S. Public Equity; Concentrated International Core | 326,435,808 | 0.651% | No | Yes |
| Neon Capital Management | Non-U.S. Public Equity; Emerging Markets Small Cap | 242,232,222 | 0.483% | No | No |
| Rock Creek Group | Non-U.S. Public Equity; Local Emerging Markets | 1,204,247,659 | 2.403% | No | No |
| Walter Scott & Partners | Non-U.S. Public Equity; International Core | 493,617,254 | 0.985% | No | No |
| AQR Absolute Return Fund | Hedged Assets; Relative Value | 7,531,643 | 0.015% | No | No |
| AQR Adaptive Multi-Strategy | Hedged Assets; Risk Parity | 475,138,590 | 0.948% | No | No |
| AQR Diversified Beta Fund | Hedged Assets; Risk Parity | 493,319,502 | 0.984% | No | No |
| AQR Real Asset Fund | Hedged Assets; Inflation Protection | 193,390,653 | 0.386% | No | No |
| Bridgewater All Weather | Hedged Assets; Risk Parity | 197,669,181 | 0.394% | No | No |
| Bridgewater Inflation Pool | Hedged Assets; Inflation Protection | 44,760,234 | 0.089% | No | No |
| Bridgewater Pure Alpha II | Hedged Assets; Asset Allocation/Global Macro | 56,069,514 | 0.112% | No | No |
| Davidson Kempner Distressed Opportunities Fund | Hedged Assets; Distressed Debt/Credit | 107,079,397 | 0.214% | No | No |
| Davidson Kempner Institutional Partners | Hedged Assets; Event Driven | 32,624,113 | 0.065% | No | No |
| Empyrean Capital Fund | Hedged Assets; Event Driven | 517,175,632 | 1.032% | No | No |
| GoldenTree Partners | Hedged Assets; Distressed Debt/Credit | 261,736,606 | 0.522% | No | No |
| HBK Capital Management | Hedged Assets; Relative Value | 358,881,118 | 0.716% | No | No |
| Hillhouse China Value Fund | Hedged Assets; Long-Biased Equity | 243,030,486 | 0.485% | No | No |
| Maverick Fund USA | Hedged Assets; Equity Long/Short | 570,410,611 | 1.138% | No | No |
| NISA Investment Advisors | Hedged Assets; Custom Beta | 127,168,144 | 0.254% | No | No |
| Renaissance Institutional Equities Fund | Hedged Assets; Low Volatility Equity | 127,881,956 | 0.255% | No | No |
| Rock Springs Capital Fund | Hedged Assets; Long-Biased Equity | 28,710,171 | 0.057% | No | No |
| Sculptor Domestic Partners | Hedged Assets; Multi-Strategy | 361,461,630 | 0.721% | No | No |
| Southpoint Capital Advisors | Hedged Assets; Equity Long/Short | 425,392,114 | 0.849% | No | No |
| Stark Investments Limited Partners | Hedged Assets; Equity Long/Short | 33,947,394 | 0.068% | No | No |
| Tenor Opportunities Fund | Hedged Assets; Relative Value | 409,110,826 | 0.816% | No | No |
| Transition Account | Hedged Assets; Transition Account | 153,593,491 | 0.307% | No | No |
| UBS O'Connor Multistrategy Alpha | Hedged Assets; Relative Value | 82,238 | 0.000% | Yes | Yes |
| Viking Global Equities | Hedged Assets; Equity Long/Short | 152,608,795 | 0.305% | No | No |
| Westwood Management | Hedged Assets; Income Focused/Quality | 411,330 | 0.001% | No | No |
| NISA Investment Advisors | Safe Assets; U.S. Treasuries | 59,800,559 | 0.119% | No | No |
| NISA Investment Advisors | Safe Assets; U.S. TIPS | 150,000,000 | 0.299% | No | No |
| NISA Investment Advisors | Safe Assets; Cash Equivalents | 77,751 | 0.000% | No | No |
| JP Morgan | Safe Assets; Custodian - Interest Bearing Cash Account | 6,917,877,176 | 13.805% | Yes | No |
| Bayview Opportunity Domestic V | Private Credit Partnerships; Debt - Distressed | 358,313,851 | 0.715% | No | No |
| Bayview Opportunity Domestic VI | Private Credit Partnerships; Debt - Distressed | 750,294,767 | 1.497% | No | No |
| Benefit Street Partners Debt Fund IV | Private Credit Partnerships; Debt - Lending | 299,240,303 | 0.597% | No | No |
| Benefit Street Partners Debt Fund V | Private Credit Partnerships; Debt - Lending | 38,537,611 | 0.077% | No | No |
| Caltius IV | Private Credit Partnerships; Debt - Mezzanine | 96,315,834 | 0.192% | No | No |
| Centerbridge Special Credit Partners IV | Private Credit Partnerships; Debt - Multi Strategy | 64,272,058 | 0.128% | No | No |
| Clearlake Flagship Plus Partners | Private Credit Partnerships; Special Situations - Industry Specific | 35,590,511 | 0.071% | No | No |
| Davidson Kempner Opportunities Fund VI | Private Credit Partnerships; Debt - Distressed | 1,041,185 | 0.002% | No | No |
| EIG Energy Fund XVI | Private Credit Partnerships; Debt - Energy | 58,900,300 | 0.118% | No | No |
| EnCap Fund VIII | Private Credit Partnerships; Special Situations - Industry Specific | 41,082,990 | 0.082% | No | No |
| GSO Capital Solutions Fund III | Private Credit Partnerships; Debt - Distressed | 4,547,519 | 0.009% | No | No |
| GSO Energy Select Opportunities Fund II | Private Credit Partnerships; Debt - Distressed | 55,718,143 | 0.111% | No | No |
| GSO European Senior Debt Fund II | Private Credit Partnerships; Debt - Distressed | 15,602,747 | 0.031% | No | No |
| H.I.G. Capital Bayside IV | Private Credit Partnerships; Debt - Distressed | 14,015,269 | 0.028% | No | No |
| H.I.G. Capital Bayside V | Private Credit Partnerships; Debt - Distressed | 22,563,740 | 0.045% | No | No |
| H.I.G. Capital Bayside VI | Private Credit Partnerships; Debt - Distressed | 57,574,360 | 0.115% | No | No |
| H.I.G. Capital Bayside VII | Private Credit Partnerships; Debt - Distressed | 9,543,404 | 0.019% | No | No |
| H.I.G. Capital Whitehorse | Private Credit Partnerships; Debt - Distressed | 57,256,209 | 0.114% | No | No |
| H.I.G. Capital Whitehorse 2020 | Private Credit Partnerships; Debt - Lending | 60,128,177 | 0.120% | No | No |
| HPS Mezzanine Partners 2019 | Private Credit Partnerships; Debt - Mezzanine | 14,717,032 | 0.029% | No | No |
| HPS Specialty Loan Fund 2016 | Private Credit Partnerships; Debt - Mezzanine | 21,153,310 | 0.042% | No | No |
| HPS Specialty Loan Fund V | Private Credit Partnerships; Debt - Mezzanine | 84,580,910 | 0.169% | No | No |
| HPS Strategic Investment Partners V | Private Credit Partnerships; Debt - Lending | 66,399,179 | 0.133% | No | No |
| Hayfin Direct Lending Fund III | Private Credit Partnerships; Debt - Lending | 39,215,544 | 0.078% | No | No |
| Hayfin Direct Lending Fund IV | Private Credit Partnerships; Debt - Lending | 84,454,360 | 0.169% | No | No |
| Hayfin Special Opportunities Fund III SCSp | Private Credit Partnerships; Debt - Lending | 24,679,573 | 0.049% | No | No |
| HealthCare Royalty Partners IV | Private Credit Partnerships; Debt - Lending | 84,927,675 | 0.169% | No | No |
| Lone Star Real Estate Fund II | Private Credit Partnerships; Debt - Distressed | 35,174,886 | 0.070% | No | No |
| Oberland Capital Healthcare Fund II | Private Credit Partnerships; Debt - Distressed | 33,920,363 | 0.068% | No | No |
| Oberland Capital Healthcare Fund III | Private Credit Partnerships; Debt - Distressed | 58,178,591 | 0.116% | No | No |
| OCM Opportunities Fund VIII | Private Credit Partnerships; Debt - Distressed | 197,364 | 0.000% | No | No |
| OCM Opportunities Fund VIIIb | Private Credit Partnerships; Debt - Distressed | 18,019,436 | 0.036% | No | No |
| Pathway Capital Management | Private Credit Partnerships; Fund-of-Funds | 1,316,051 | 0.003% | No | No |
| Sentinel Junior Capital II | Private Credit Partnerships; Debt - Mezzanine | 65,397 | 0.000% | No | No |
| Sixth Street Growth Partners II | Private Credit Partnerships; Debt - Multi Strategy | 10,261,689 | 0.020% | No | No |
| Sixth Street Opportunities Partners V | Private Credit Partnerships; Debt - Multi Strategy | 1,540,454,624 | 3.074% | No | No |
| Summit Partners Credit Fund III | Private Credit Partnerships; Debt - Lending | 1,049,422 | 0.002% | No | No |
| TA Debt Fund V | Private Credit Partnerships; Debt - Mezzanine | 8,639,591 | 0.017% | No | No |
| TA Subordinated Debt Fund III | Private Credit Partnerships; Debt - Mezzanine | 10,704,401 | 0.021% | No | No |
| TA Subordinated Debt Fund IV | Private Credit Partnerships; Debt - Mezzanine | 16,490,011 | 0.033% | No | No |
| TSSP Adjacent Opportunities Partners | Private Credit Partnerships; Debt - Multi Strategy | 10,000,000 | 0.020% | No | No |
| TSSP Opportunities Partners IV | Private Credit Partnerships; Debt - Multi Strategy | 2,034,470 | 0.004% | No | No |
| AEW Core Property Fund | Private Real Estate; Core - Private | 33,075,129 | 0.066% | No | No |
| AEW Partners Real Estate Fund IX | Private Real Estate; Non-Core - Private | 51,191,418 | 0.102% | No | No |
| Almanac Realty Securities VIII and IX | Private Real Estate; Non-Core - Private | 23,202,381 | 0.046% | No | No |
| Alterna Core Capital Assets Fund II | Private Real Estate; Infrastructure | 111,337,038 | 0.222% | No | No |
| Angelo Gordon Realty Value Fund X and XI | Private Real Estate; Non-Core - Private | 76,578,084 | 0.153% | No | No |
| Ares Industrial Real Estate Fund | Private Real Estate; Non-Core - Private | 64,128,037 | 0.128% | No | No |
| Asana Partners Fund I, II and III | Private Real Estate; Non-Core - Private | 48,467,802 | 0.097% | No | No |
| Bain Capital Real Estate Fund II-A | Private Real Estate; Non-Core - Private | 70,133,544 | 0.140% | No | No |
| BlackRock Global Energy & Power Infrastructure III & IV D | Private Real Estate; Infrastructure | 173,408,389 | 0.346% | Yes | No |
| Blackstone BioMed Life Science Real Estate L.P. | Private Real Estate; Core - Private | 183,651,735 | 0.367% | No | No |
| Blackstone R.E. Partners V, VI, VII, VIII, IX and X | Private Real Estate; Non-Core - Private | 52,522,023 | 0.105% | No | No |
| Blackstone Real Estate Partners Europe VI (Cayman) | Private Real Estate; Non-Core - Private | 88,780,225 | 0.177% | No | No |
| Blackstone Real Estate Partners Asia I, II and III | Private Real Estate; Non-Core - Private | 101,444,304 | 0.202% | No | No |
| Brockton Capital II | Private Real Estate; Non-Core - Private | 218,660,896 | 0.436% | No | No |
| Carlyle Europe Real Estate Partners III | Private Real Estate; Non-Core - Private | 68,074,101 | 0.136% | No | No |
| Carlyle Property Investors | Private Real Estate; Core - Private | 108,907,467 | 0.217% | No | No |
| Carlyle Realty V, VI, VII, VIII and IX | Private Real Estate; Non-Core - Private | 4,269,165 | 0.009% | No | No |
| CBRE US Value 7 | Private Real Estate; Non-Core - Private | 276,818 | 0.001% | Yes | No |
| CIM Fund III and VIII | Private Real Estate; Non-Core - Private | 201,739,218 | 0.403% | Yes | No |
| Cortland Growth and Income | Private Real Estate; Core - Private | 92,668,218 | 0.185% | No | No |
| CPI Capital Partners Europe | Private Real Estate; Non-Core - Private | 36,441 | 0.000% | No | No |
| Dune Real Estate Fund I | Private Real Estate; Non-Core - Private | 69,455,475 | 0.139% | No | No |
| Exeter Industrial Value Fund IV, V and Europe Logistics | Private Real Estate; Non-Core - Private | 154,331,484 | 0.308% | No | No |
| Heitman Value Partners III, IV and V | Private Real Estate; Non-Core - Private | 319,643 | 0.001% | No | No |
| iCON Infrastructure Partners VI, L.P. | Private Real Estate; Infrastructure | 49,950 | 0.000% | No | No |
| IFM Global Infrastructure (US) LP Class A Interests | Private Real Estate; Infrastructure | 132,777,279 | 0.265% | Yes | Yes |
| IPI Partners II-A | Private Real Estate; Non-Core - Private | 95,556,763 | 0.191% | No | No |
| JPMorgan Special Situation Property Fund | Private Real Estate; Non-Core - Private | 12,282,711 | 0.025% | No | No |
| JPMorgan Strategic Property Fund | Private Real Estate; Core - Private | 132,856,285 | 0.265% | No | No |
| KKR Diversified Core Infrastructure Fund | Private Real Estate; Infrastructure | 71,250,211 | 0.142% | No | No |
| KKR R.E. Fund I, II, III SCSp & Sec. Disloc. Oppt. Co-Inv. | Private Real Estate; Non-Core - Private | 179,747,754 | 0.359% | No | No |
| LaSalle Asia Opportunity Fund III | Private Real Estate; Non-Core - Private | 288,658,231 | 0.576% | Yes | No |
| LaSalle Property Fund | Private Real Estate; Core - Private | 105,202,305 | 0.210% | Yes | No |
| Lone Star Real Estate Fund V and VI | Private Real Estate; Non-Core - Private | 85,059,920 | 0.170% | No | No |
| Macquarie Infrastructure Partners IV V and VI | Private Real Estate; Infrastructure | 946,578 | 0.002% | Yes | Yes |
| MetLife Core Property Fund | Private Real Estate; Core - Private | 427,571,709 | 0.853% | No | No |
| Morgan Stanley Prime Property Fund | Private Real Estate; Core - Private | 3,593,086 | 0.007% | No | No |
| North Haven Real Estate Fund V International | Private Real Estate; Non-Core - Private | 230,784,860 | 0.461% | No | No |
| Noble Hospitality III, IV-Income, IV-Value Added and V | Private Real Estate; Non-Core - Private | 176,006,193 | 0.351% | No | No |
| Principal Enhanced Property Fund | Private Real Estate; Core - Private | 468,590,299 | 0.935% | No | No |
| Prologis Targeted U.S. Logistics Holdings | Private Real Estate; Core - Private | 278,931 | 0.001% | No | No |
| Prudential PRISA Fund | Private Real Estate; Core - Private | 102,536,760 | 0.205% | No | No |
| Prudential PRISA III | Private Real Estate; Non-Core - Private | 168,677,685 | 0.337% | No | No |
| Standard Life European Real Estate Fund I, II and III | Private Real Estate; Non-Core - Private | 491,731,332 | 0.981% | No | No |
| Starwood Hospitality Fund | Private Real Estate; Non-Core - Private | 216,114,458 | 0.431% | No | No |
| TPG Real Estate Partners IV | Private Real Estate; Non-Core - Private | 88,818,532 | 0.177% | No | No |
| UBS Trumbull Property Fund | Private Real Estate; Core - Private | 10,592,949 | 0.021% | Yes | Yes |
| Westbrook R.E. Fund VII, VIII, IX, X and XI | Private Real Estate; Non-Core - Private | 2,139,386 | 0.004% | No | No |
List of AMCs contracting with the Missouri Sheriffs' Retirement System
Research Pending[3]
List of AMCs contracting with the Missouri State Employees Retirement System
The Missouri State Employees Retirement System contracted with 81 asset management companies (AMCs) or specific funds as of June 20, 2024. Of those companies, three were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Missouri State Employees Retirement System:[3]
| Missouri State Employees Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[73] | Climate Action 100+ signatory as of October 2024 |
| Artisan International Value Fund | Equity; | 11,079,234 | 0.085% | No | No |
| Baillie Gifford Intl. Alpha Private Equity | Equity; | $10,186,494 | 0.078% | Yes | Yes |
| Baillie Gifford EM Private Equity | Equity; | 9,205,800 | 0.071% | Yes | Yes |
| NS Partners Emerging Markets | Equity; | $194,845,623 | 1.494% | No | Yes |
| Silchester International Investors | Equity; | 191,449,654 | 1.468% | No | No |
| BlackRock Inc | Fixed Income; | 64,353,224 | 0.494% | Yes | No |
| NISA Investment Advisors | Multi-asset; | 158,730,678 | 1.217% | No | No |
| Aberdeen Standard Investments | Alternatives; | 344,708,543 | 2.644% | No | No |
| Aberdeen Davi Alpha | Alternatives; | 248,073,214 | 1.903% | No | No |
| Actis Emerging Markets 3 | Alternatives; | 1,812,694,270 | 13.903% | Yes | No |
| Actis Emerging Markets 4 | Alternatives; | 357,308,300 | 2.740% | Yes | No |
| Altas Partners Holdings III L.P. | Alternatives; | 166,838,160 | 1.280% | No | No |
| Appian Natural Resources Fund III | Alternatives; | 411,000 | 0.003% | No | No |
| Appian Petra Co-Investment | Alternatives; | 20,659,000 | 0.158% | No | No |
| Arlington Capital Partners VI, L.P. | Alternatives; | 11,593,845 | 0.089% | No | No |
| Avista Healthcare Partners VI, L.P. | Alternatives; | 1,350,413 | 0.010% | No | No |
| Axiom Asia Private Capital Fund II, L.P. | Alternatives; | 7,617,265 | 0.058% | No | No |
| Axiom Asia Private Capital Fund III, L.P. | Alternatives; | 38,426,526 | 0.295% | No | No |
| Axiom Asia Fund 6, L.P. | Alternatives; | 46,878,933 | 0.360% | No | No |
| Axxon Brazil Private Equity Fund II B, L.P. | Alternatives; | 12,613,298 | 0.097% | No | No |
| BlackRock Private Equity CoInvestments 2021 LP | Alternatives; | 54,779,180 | 0.420% | Yes | No |
| Blackstone Real Estate Partners IV | Alternatives; | 29,561,159 | 0.227% | No | No |
| Blackstone Real Estate Partners V | Alternatives; | 5,712,018 | 0.044% | No | No |
| Blackstone Real Estate Partners VI | Alternatives; | 100,408,158 | 0.770% | No | No |
| Blackstone Real Estate Partners VII | Alternatives; | 392,852 | 0.003% | No | No |
| Blackstone Topaz Fund, L.P. | Alternatives; | 115,288 | 0.001% | No | No |
| Blackstone Topaz Private Credit | Alternatives; | 56,257 | 0.000% | No | No |
| Blue Diamond Non-Directional Fund | Alternatives; | 10,859,355 | 0.083% | No | No |
| Brevan Howard Alpha Strategies Fund, L.P. | Alternatives; | 406,699,700 | 3.119% | No | No |
| Catalyst Fund Limited Partnership III | Alternatives; | 303,459,047 | 2.327% | No | No |
| Catalyst Fund Limited Partnership IV | Alternatives; | 94,339,354 | 0.724% | No | No |
| Catalyst Fund Limited Partnership V | Alternatives; | 234,110,310 | 1.796% | No | No |
| CBRE US Core Partners LP | Alternatives; | 7,086,605 | 0.054% | Yes | No |
| Centiva Capital | Alternatives; | 3,096,962 | 0.024% | No | No |
| Comvest Credit Partners 2023, L.P. | Alternatives; | 61,882,756 | 0.475% | No | No |
| Cornwall Domestic, L.P. | Alternatives; | 107,256,396 | 0.823% | No | No |
| DE Shaw Diopter Fund, LLC | Alternatives; | 142,109,577 | 1.090% | No | No |
| EIG Energy Fund XIV, L.P. | Alternatives; | 28,217,928 | 0.216% | No | No |
| EIG Energy Fund XV, L.P. | Alternatives; | $1 | 0.000% | No | No |
| EIG Energy Fund XVI, L.P. | Alternatives; | 100,483,468 | 0.771% | No | No |
| EIG Co-Investment | Alternatives; | 1,733,098 | 0.013% | No | No |
| Eilser Multi-Strategy Fund, L.P. | Alternatives; | 3,150,924 | 0.024% | No | No |
| Elliott International Limited | Alternatives; | 18,283,247 | 0.140% | No | No |
| Exodus Point Partners Fund | Alternatives; | 6,459 | 0.000% | No | No |
| Farallon Capital Institutional Partners, L.P. | Alternatives; | 199,192,230 | 1.528% | No | No |
| Gateway Energy & Resource Holdings, LLC | Alternatives; | 285,026,386 | 2.186% | No | No |
| Global Forest Partners GTI7 Institutional Investors Company Limited | Alternatives; | 169,158,374 | 1.297% | No | No |
| Gryphon Partners VI, L.P. | Alternatives; | 538,549 | 0.004% | No | No |
| Harrison Street Real Estate Core Property Fund, L.P. | Alternatives; | 2,276,655 | 0.017% | No | No |
| HBK Merger Strategies Offshore Fund, Ltd. | Alternatives; | 1 | 0.000% | No | No |
| HIG Middle Mkt LBO Fund IV, L.P. | Alternatives; | 93,514,739 | 0.717% | No | No |
| JLL Partners Fund V, L.P. | Alternatives; | 54,075,400 | 0.415% | No | No |
| JLL Partners Fund VI, L.P. | Alternatives; | 120,096,791 | 0.921% | No | No |
| King Street Capital, L.P. | Alternatives; | 1,914,296 | 0.015% | No | No |
| LaSalle Property Fund | Alternatives; | 3,520,959 | 0.027% | Yes | No |
| Linden Capital Partners II, L.P. | Alternatives; | 1,209,879 | 0.009% | No | No |
| Mercato Partners Traverse IV, L.P. | Alternatives; | 1,044,508 | 0.008% | No | No |
| Merit Energy Partners F-II, L.P. | Alternatives; | 70,488,667 | 0.541% | No | No |
| MGG Evergreen Cardinal Fund, L.P. | Alternatives; | 14,276,873 | 0.109% | No | No |
| MHR Institutional Partners IIA, L.P. | Alternatives; | 47,125,624 | 0.361% | No | No |
| MHR Institutional Partners III, L.P. | Alternatives; | 274,909 | 0.002% | No | No |
| MHR Institutional Partners IV, L.P. | Alternatives; | 72,532,186 | 0.556% | No | No |
| Millennium USA L.P. | Alternatives; | 9,565,521 | 0.073% | No | No |
| Millennium Technology Value Partners II | Alternatives; | 12,873,033 | 0.099% | No | No |
| Oaktree Real Estate Income Fund, L.P. | Alternatives; | 62,893,433 | 0.482% | No | No |
| OCM Opportunities Fund VIIb, L.P. | Alternatives; | 0 | 0.000% | No | No |
| OCM Opportunities Fund VIIIb, L.P. | Alternatives; | 10,117,767 | 0.078% | No | No |
| OCM Power Opportunities Fund III, L.P. | Alternatives; | 44,092,804 | 0.338% | No | No |
| Partners Group Direct Equity IV A, L.P. | Alternatives; | 1 | 0.000% | No | No |
| Partners Group Direct Equity V A, L.P. | Alternatives; | 3,213,026 | 0.025% | No | No |
| Portfolio Advisors Secondary Fund IV, L.P. | Alternatives; | 103,900 | 0.001% | No | No |
| Silver Creek Special Opportunities Fund I, L.P. | Alternatives; | 87,966,087 | 0.675% | No | No |
| Silver Creek Special Opportunities Fund II, L.P. | Alternatives; | 8,892,211 | 0.068% | No | No |
| Standard Investment Research Hedged Equity Fund | Alternatives; | 149,371,275 | 1.146% | No | No |
| Stockbridge Core & Value Advisors, LLC | Alternatives; | 2,400,034 | 0.018% | No | No |
| TA Realty Core Property Fund, L.P. | Alternatives; | 4,995,106 | 0.038% | No | No |
| Thomas H. Lee Partners L.P. | Alternatives; | 179,802,085 | 1.379% | No | No |
| Vista Equity Partners VIII LP | Alternatives; | 46,728,816 | 0.358% | Yes | No |
| Voleon Institutional Strategies Fund L.P. | Alternatives; | $80,154,094 | 0.615% | No | No |
| Voleon Investors Fund LP | Alternatives; | 59,777,426 | 0.458% | No | No |
| Warren Equity Partners VI, L.P. | Alternatives; | 31,550,162 | 0.242% | No | No |
List of AMCs contracting with the Missouri State Employees Retirement System Judicial Plan
The Missouri State Employees Retirement System Judicial Plan contracted with 81 asset management companies (AMCs) or specific funds as of June 20, 2024. Of those companies, three were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Missouri State Employees Retirement System Judicial Plan:[3]
| Missouri State Employees Retirement System Judicial Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[74] | Climate Action 100+ signatory as of October 2024 |
| Artisan International Value Fund | Equity; | 11,079,234 | 0.085% | No | No |
| Baillie Gifford Intl. Alpha Private Equity | Equity; | $10,186,494 | 0.078% | Yes | Yes |
| Baillie Gifford EM Private Equity | Equity; | 9,205,800 | 0.071% | Yes | Yes |
| NS Partners Emerging Markets | Equity; | $194,845,623 | 1.494% | No | Yes |
| Silchester International Investors | Equity; | 191,449,654 | 1.468% | No | No |
| BlackRock Inc | Fixed Income; | 64,353,224 | 0.494% | Yes | No |
| NISA Investment Advisors | Multi-asset; | 158,730,678 | 1.217% | No | No |
| Aberdeen Standard Investments | Alternatives; | 344,708,543 | 2.644% | No | No |
| Aberdeen Davi Alpha | Alternatives; | 248,073,214 | 1.903% | No | No |
| Actis Emerging Markets 3 | Alternatives; | 1,812,694,270 | 13.903% | Yes | No |
| Actis Emerging Markets 4 | Alternatives; | 357,308,300 | 2.740% | Yes | No |
| Altas Partners Holdings III L.P. | Alternatives; | 166,838,160 | 1.280% | No | No |
| Appian Natural Resources Fund III | Alternatives; | 411,000 | 0.003% | No | No |
| Appian Petra Co-Investment | Alternatives; | 20,659,000 | 0.158% | No | No |
| Arlington Capital Partners VI, L.P. | Alternatives; | 11,593,845 | 0.089% | No | No |
| Avista Healthcare Partners VI, L.P. | Alternatives; | 1,350,413 | 0.010% | No | No |
| Axiom Asia Private Capital Fund II, L.P. | Alternatives; | 7,617,265 | 0.058% | No | No |
| Axiom Asia Private Capital Fund III, L.P. | Alternatives; | 38,426,526 | 0.295% | No | No |
| Axiom Asia Fund 6, L.P. | Alternatives; | 46,878,933 | 0.360% | No | No |
| Axxon Brazil Private Equity Fund II B, L.P. | Alternatives; | 12,613,298 | 0.097% | No | No |
| BlackRock Private Equity CoInvestments 2021 LP | Alternatives; | 54,779,180 | 0.420% | Yes | No |
| Blackstone Real Estate Partners IV | Alternatives; | 29,561,159 | 0.227% | No | No |
| Blackstone Real Estate Partners V | Alternatives; | 5,712,018 | 0.044% | No | No |
| Blackstone Real Estate Partners VI | Alternatives; | 100,408,158 | 0.770% | No | No |
| Blackstone Real Estate Partners VII | Alternatives; | 392,852 | 0.003% | No | No |
| Blackstone Topaz Fund, L.P. | Alternatives; | 115,288 | 0.001% | No | No |
| Blackstone Topaz Private Credit | Alternatives; | 56,257 | 0.000% | No | No |
| Blue Diamond Non-Directional Fund | Alternatives; | 10,859,355 | 0.083% | No | No |
| Brevan Howard Alpha Strategies Fund, L.P. | Alternatives; | 406,699,700 | 3.119% | No | No |
| Catalyst Fund Limited Partnership III | Alternatives; | 303,459,047 | 2.327% | No | No |
| Catalyst Fund Limited Partnership IV | Alternatives; | 94,339,354 | 0.724% | No | No |
| Catalyst Fund Limited Partnership V | Alternatives; | 234,110,310 | 1.796% | No | No |
| CBRE US Core Partners LP | Alternatives; | 7,086,605 | 0.054% | Yes | No |
| Centiva Capital | Alternatives; | 3,096,962 | 0.024% | No | No |
| Comvest Credit Partners 2023, L.P. | Alternatives; | 61,882,756 | 0.475% | No | No |
| Cornwall Domestic, L.P. | Alternatives; | 107,256,396 | 0.823% | No | No |
| DE Shaw Diopter Fund, LLC | Alternatives; | 142,109,577 | 1.090% | No | No |
| EIG Energy Fund XIV, L.P. | Alternatives; | 28,217,928 | 0.216% | No | No |
| EIG Energy Fund XV, L.P. | Alternatives; | $1 | 0.000% | No | No |
| EIG Energy Fund XVI, L.P. | Alternatives; | 100,483,468 | 0.771% | No | No |
| EIG Co-Investment | Alternatives; | 1,733,098 | 0.013% | No | No |
| Eilser Multi-Strategy Fund, L.P. | Alternatives; | 3,150,924 | 0.024% | No | No |
| Elliott International Limited | Alternatives; | 18,283,247 | 0.140% | No | No |
| Exodus Point Partners Fund | Alternatives; | 6,459 | 0.000% | No | No |
| Farallon Capital Institutional Partners, L.P. | Alternatives; | 199,192,230 | 1.528% | No | No |
| Gateway Energy & Resource Holdings, LLC | Alternatives; | 285,026,386 | 2.186% | No | No |
| Global Forest Partners GTI7 Institutional Investors Company Limited | Alternatives; | 169,158,374 | 1.297% | No | No |
| Gryphon Partners VI, L.P. | Alternatives; | 538,549 | 0.004% | No | No |
| Harrison Street Real Estate Core Property Fund, L.P. | Alternatives; | 2,276,655 | 0.017% | No | No |
| HBK Merger Strategies Offshore Fund, Ltd. | Alternatives; | 1 | 0.000% | No | No |
| HIG Middle Mkt LBO Fund IV, L.P. | Alternatives; | 93,514,739 | 0.717% | No | No |
| JLL Partners Fund V, L.P. | Alternatives; | 54,075,400 | 0.415% | No | No |
| JLL Partners Fund VI, L.P. | Alternatives; | 120,096,791 | 0.921% | No | No |
| King Street Capital, L.P. | Alternatives; | 1,914,296 | 0.015% | No | No |
| LaSalle Property Fund | Alternatives; | 3,520,959 | 0.027% | Yes | No |
| Linden Capital Partners II, L.P. | Alternatives; | 1,209,879 | 0.009% | No | No |
| Mercato Partners Traverse IV, L.P. | Alternatives; | 1,044,508 | 0.008% | No | No |
| Merit Energy Partners F-II, L.P. | Alternatives; | 70,488,667 | 0.541% | No | No |
| MGG Evergreen Cardinal Fund, L.P. | Alternatives; | 14,276,873 | 0.109% | No | No |
| MHR Institutional Partners IIA, L.P. | Alternatives; | 47,125,624 | 0.361% | No | No |
| MHR Institutional Partners III, L.P. | Alternatives; | 274,909 | 0.002% | No | No |
| MHR Institutional Partners IV, L.P. | Alternatives; | 72,532,186 | 0.556% | No | No |
| Millennium USA L.P. | Alternatives; | 9,565,521 | 0.073% | No | No |
| Millennium Technology Value Partners II | Alternatives; | 12,873,033 | 0.099% | No | No |
| Oaktree Real Estate Income Fund, L.P. | Alternatives; | 62,893,433 | 0.482% | No | No |
| OCM Opportunities Fund VIIb, L.P. | Alternatives; | 0 | 0.000% | No | No |
| OCM Opportunities Fund VIIIb, L.P. | Alternatives; | 10,117,767 | 0.078% | No | No |
| OCM Power Opportunities Fund III, L.P. | Alternatives; | 44,092,804 | 0.338% | No | No |
| Partners Group Direct Equity IV A, L.P. | Alternatives; | 1 | 0.000% | No | No |
| Partners Group Direct Equity V A, L.P. | Alternatives; | 3,213,026 | 0.025% | No | No |
| Portfolio Advisors Secondary Fund IV, L.P. | Alternatives; | 103,900 | 0.001% | No | No |
| Silver Creek Special Opportunities Fund I, L.P. | Alternatives; | 87,966,087 | 0.675% | No | No |
| Silver Creek Special Opportunities Fund II, L.P. | Alternatives; | 8,892,211 | 0.068% | No | No |
| Standard Investment Research Hedged Equity Fund | Alternatives; | 149,371,275 | 1.146% | No | No |
| Stockbridge Core & Value Advisors, LLC | Alternatives; | 2,400,034 | 0.018% | No | No |
| TA Realty Core Property Fund, L.P. | Alternatives; | 4,995,106 | 0.038% | No | No |
| Thomas H. Lee Partners L.P. | Alternatives; | 179,802,085 | 1.379% | No | No |
| Vista Equity Partners VIII LP | Alternatives; | 46,728,816 | 0.358% | Yes | No |
| Voleon Institutional Strategies Fund L.P. | Alternatives; | $80,154,094 | 0.615% | No | No |
| Voleon Investors Fund LP | Alternatives; | 59,777,426 | 0.458% | No | No |
| Warren Equity Partners VI, L.P. | Alternatives; | 31,550,162 | 0.242% | No | No |
List of AMCs contracting with the Missouri Department of Transportation and Highway Patrol Employees’ Retirement System
The Missouri Department of Transportation and Highway Patrol Employees’ Retirement System contracted with 7 asset management companies (AMCs) or specific funds as of October 21, 2024. Of those companies, zero were investor participants in Climate Action 100+, and zero were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Missouri Department of Transportation and Highway Patrol Employees’ Retirement System:[3]
| Missouri Department of Transportation and Highway Patrol Employees’ Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[75] | Climate Action 100+ signatory as of October 2024 |
| MSCI ACWI | Public Equities; | 80,328,372 | 0.616% | No | No |
| MO Hwy PE. Index - Lag | Private Equity; | 24,288,231 | 0.186% | No | No |
| MoDOT Fixed Inc. Blend | Traditional Fixed Income; | 40,064,224 | 0.307% | No | No |
| Bloomberg US High Yield | Opportunistic Debt; | $1,295,084,232 | 35.309% | No | No |
| CPI + 4% Unadjusted | Real Assets; | $439,215,287 | 11.975% | No | No |
| MoDOT Real Estate Blend | Real Estate; | $771,387,917 | 21.031% | No | No |
| 90 Day T-Bill | Cash Composite; | $353,654,165 | 9.642% | No | No |
List of AMCs contracting with the University of Missouri Retire Disability and Death Benefit Plan
Research Pending
Ballotpedia was not able to identify a public list of asset managers contracting with the Missouri Higher Education Loan Authority Pension Plan
Montana
List of AMCs contracting with the Montana Firefighters' Unified Retirement System
The Montana Firefighters' Unified Retirement System contracted with 58 asset management companies (AMCs) as of June 30 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Firefighters' Unified Retirement System:[3]
| Montana Firefighters' Unified Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[76] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
List of AMCs contracting with the Montana Game Wardens' and Peace Officers' Retirement System
The Montana Game Wardens' and Peace Officers' Retirement System, as a sub fund of the Montana Board of Investments, contracted with 58 asset management companies (AMCs) as of June 30 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Game Wardens' and Peace Officers' Retirement System:[3]
| Montana Game Wardens' and Peace Officers' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[77] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
List of AMCs contracting with the Montana Highway Patrol Officers' Retirement System
The Montana Highway Patrol Officers' Retirement System, as a sub fund of the Montana Board of Investments, contracted with 58 asset management companies (AMCs) as of June 30 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Highway Patrol Officers' Retirement System:[3]
| Montana Highway Patrol Officers' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[78] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
List of AMCs contracting with the Montana Judges' Retirement System
The Montana Judges' Retirement System, as a sub fund of the Montana Board of Investments, contracted with 58 asset management companies (AMCs) as of June 30 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Judges' Retirement System:[3]
| Montana Judges' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[79] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
List of AMCs contracting with the Montana Municipal Police Officers' Retirement System
The Montana Municipal Police Officers' Retirement System, as a sub fund of the Montana Board of Investments, contracted with 58 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Municipal Police Officers' Retirement System:[3]
| Montana Municipal Police Officers' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[80] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
List of AMCs contracting with the Montana Public Employee Retirement System
The Montana Public Employee Retirement System contracted with 58 asset management companies (AMCs) as of June 30 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Public Employee Retirement System:[3]
| Montana Public Employee Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[81] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
List of AMCs contracting with the Montana Sheriffs' Retirement System
The Montana Sheriffs' Retirement System, as a sub fund of the Montana Board of Investments, contracted with 58 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Sheriffs' Retirement System:[3]
| Montana Sheriffs' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[82] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
List of AMCs contracting with the Montana Teachers' Retirement System
The Montana Teachers' Retirement System, as a sub fund of the Montana Board of Investments, contracted with 58 asset management companies (AMCs) as of June 30, 0224. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Teachers' Retirement System:[3]
| Montana Teachers' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[83] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
List of AMCs contracting with the Montana Volunteer Firefighters' Compensation Act
The Montana Volunteer Firefighters' Compensation Act, as a sub fund of the Montana Board of Investments, contracted with 58 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, ten were investor participants in Climate Action 100+, and twenty-eight were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Montana Volunteer Firefighters' Compensation Act:[3]
| Montana Volunteer Firefighters' Compensation Act asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[84] | Climate Action 100+ signatory as of October 2024 |
| BlackRock | Domestic Equity; | 2,428,363,965.00 | 8.580% | Yes | No |
| Northern Trust | Domestic Equity; | 1,665,118,664.00 | 5.883% | Yes | Yes |
| State Street Global Advisors (ETF & Cash) | Domestic Equity, International Equity, Core Fixed Income, Non-Core Fixed Income, Cash Equivalents; | 1,060,930.00 | 0.004% | Yes | No |
| Acadian Asset Mgmt | International Equity; | 530,203,614.00 | 1.873% | Yes | Yes |
| Baillie Gifford | International Equity; | 166,230,892.00 | 0.587% | Yes | Yes |
| BlackRock | International Equity; | 869,088,608.00 | 3.071% | Yes | No |
| Invesco | International Equity; | 276,109,628.00 | 0.976% | Yes | No |
| Lazard Asset Mgmt | International Equity; | 251,023,949.00 | 0.887% | Yes | Yes |
| State Street Global Advisors (cash) | International Equity; | 1,224,737.00 | 0.004% | Yes | No |
| Montana Board of Investments | Core Fixed Income; | 2,167,827,107.00 | 7.660% | No | No |
| State Street Global Advisors (cash) | Core Fixed Income; | 368,147.00 | 0.001% | Yes | No |
| Cohen & Steers | Non-Core Fixed Income; | 185,786,790.00 | 0.656% | No | No |
| Neuberger Berman | Non-Core Fixed Income; | 134,980,054.00 | 0.477% | Yes | Yes |
| Oaktree Capital Mgmt | Non-Core Fixed Income; | 231,000,045.00 | 0.816% | No | No |
| Payden & Rygel | Non-Core Fixed Income; | 187,069,862.00 | 0.661% | Yes | Yes |
| Shenkman Capital Mgmt | Non-Core Fixed Income; | 202,546,661.00 | 0.716% | No | No |
| Zazove Associates | Non-Core Fixed Income; | 103,701,302.00 | 0.366% | No | No |
| State Street Global Advisors | Non-Core Fixed Income; | 463,424.00 | 0.002% | Yes | No |
| Montana Board of Investments | Cash Asset Class; | 351,185,053.00 | 1.241% | No | No |
| State Street Global Advisors (cash) | Cash Asset Class; | 1,587,548.00 | 0.006% | Yes | No |
| Blackrock | Short Term Investment Pool; | 1,000,000.00 | 0.004% | Yes | No |
| Fidelity | Short Term Investment Pool; | 10,000,000.00 | 0.035% | No | No |
| Montana Board of Investments | Short Term Investment Pool; | 8,685,419,636.00 | 30.688% | No | No |
| Morgan Stanley | Short Term Investment Pool; | 15,000,000.00 | 0.053% | No | No |
| State Street Global Advisors (cash) | Short Term Investment Pool; | 58,037,391.00 | 0.205% | Yes | No |
| AEW | Trust Fund Investment Pool; | 48,339,150.00 | 0.171% | No | No |
| American Realty Advisors | Trust Fund Investment Pool; | 55,841,746.00 | 0.197% | No | No |
| Angelo Gordon | Trust Fund Investment Pool; | 38,225,264.00 | 0.135% | No | No |
| AW Property Co | Trust Fund Investment Pool; | 22,427,800.00 | 0.079% | No | No |
| Bell Partners | Trust Fund Investment Pool; | 30,988,010.00 | 0.109% | No | No |
| CBRE | Trust Fund Investment Pool; | 41,425,060.00 | 0.146% | Yes | No |
| EQT | Trust Fund Investment Pool; | 10,853,946.00 | 0.038% | Yes | No |
| Equus | Trust Fund Investment Pool; | 44,575,369.00 | 0.157% | No | No |
| Everwest Real Estate Investors | Trust Fund Investment Pool; | 40,315,651.00 | 0.142% | No | No |
| Fiedelity | Trust Fund Investment Pool; | 43,138,961.00 | 0.152% | No | No |
| Heitman | Trust Fund Investment Pool; | 108,152,249.00 | 0.382% | No | No |
| ITE | Trust Fund Investment Pool; | 35,000,000.00 | 0.124% | No | No |
| JP Morgan | Trust Fund Investment Pool; | 93,340,951.00 | 0.330% | Yes | No |
| Montana Board of Investments | Trust Fund Investment Pool; | 2,054,982,457.00 | 7.261% | No | No |
| Neuberger Berman | Trust Fund Investment Pool; | 55,268,934.00 | 0.195% | Yes | Yes |
| Oaktree Capital | Trust Fund Investment Pool; | 76,262,152.00 | 0.269% | No | No |
| PGIM Inc. | Trust Fund Investment Pool; | 85,943,161.00 | 0.304% | No | No |
| Shenkman Capital Mgmt | Trust Fund Investment Pool; | 71,861,235.00 | 0.254% | No | No |
| Stockbridge | Trust Fund Investment Pool; | 73,952,850.00 | 0.261% | No | No |
| UBS Realty Investors LLC | Trust Fund Investment Pool; | 20,929,209.00 | 0.074% | Yes | Yes |
| American Realty Advisors | State Fund; | 18,032,472.00 | 0.064% | No | No |
| BlackRock (Commingled) | State Fund; | 175,909,243.00 | 0.622% | Yes | No |
| EQT | State Fund; | 4,651,691.00 | 0.016% | Yes | No |
| Heitman | State Fund; | 20,375,489.00 | 0.072% | No | No |
| ITE | State Fund; | 15,000,000 | 0.053% | No | No |
| JP Morgan | State Fund; | 17,617,533 | 0.062% | Yes | No |
| Montana Board of Investments | State Fund; | 1,130,614,111 | 3.995% | No | No |
| Neuberger Berman | State Fund; | 44,640,046 | 0.158% | Yes | Yes |
| PGIM Inc. | State Fund; | 20,074,201 | 0.071% | No | No |
| UBS Realty Investors LLC | State Fund; | 13,073,747 | 0.046% | Yes | Yes |
| BlackRock (Commingled) | Separately Managed Accounts; | 9,452,158 | 0.033% | Yes | No |
| Montant Board of Investments | Separately Managed Accounts; | 402,734,889 | 1.423% | No | No |
| State Street Global Advisors (cash) | Separately Managed Accounts; | 2,486,988 | 0.009% | Yes | No |
Nebraska
List of AMCs contracting with the Nebraska County Retirement System
The Nebraska County Retirement System, as a subfund of the Nebraska Public Employees Retirement Systems, contracted with 49 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, three were investor participants in Climate Action 100+, and three were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Nebraska County Retirement System:[3]
| Nebraska County Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[85] | Climate Action 100+ signatory as of October 2024 |
| Almanac Realty Investors, LLC | Real Estate; | 184,129,177.00 | 1.040% | No | No |
| Angelo, Gordon & Company, LP | Real Estate; | 194,444,483.00 | 1.098% | No | No |
| Ares Management Corporation | Real Estate; | 83,404,138.00 | 0.471% | No | No |
| Ares Management, LLC | Private Equity; | 44,251,739.00 | 0.250% | No | No |
| Arrowstreet Capital, L.P. | Global Equity; | 2,353,093.00 | 0.013% | No | No |
| Baird Advisors | Core Fixed Income; | 24,647,436.00 | 0.139% | No | No |
| Barings LLC | Return Seeking Fixed Income; | 51,651,911.00 | 0.292% | No | Yes |
| Beecken Petty O'Keefe and Company | Private Equity; | 1,718,464,819.00 | 9.703% | No | No |
| BlackRock Financial Management Inc | U.S. Equity, Non-U.S. Equity, Core Fixed Income; | 783,004,327.00 | 4.421% | Yes | No |
| Bridgepoint Advisers Limited | Private Equity; | 563,134,581.00 | 3.180% | No | No |
| Clarion Partners | Real Estate; | 438,990.00 | 0.002% | No | No |
| CVC Capital Partners | Private Equity; | 4,794,107,602.00 | 27.070% | No | No |
| Dodge & Cox | Global Equity; | 73,422,031.00 | 0.415% | No | No |
| Francisco Partners | Private Equity; | 214,915,711.00 | 1.214% | No | No |
| Genstar Capital Partners LLC | Private Equity; | 12,862,654.00 | 0.073% | No | No |
| GQG Partners | Global Equity; | 1,077,804,733.00 | 6.086% | No | No |
| Harbourvest Partners, LLC | Private Equity; | 85,201,950.00 | 0.481% | No | No |
| Kayne Anderson Capital Advisors, L.P. | Real Estate; | 174,844,116.00 | 0.987% | No | No |
| Leonard Green & Partners, L.P. | Private Equity; | 1,060,754,962.00 | 5.990% | No | No |
| Lightyear Capital, LLC | Private Equity; | 76,006,868.00 | 0.429% | No | No |
| Lincolnshire Management, Inc. | Private Equity; | 25,320,174.00 | 0.143% | No | No |
| Loomis, Sayles & Company, L.P. | Return Seeking Fixed Income; | 49,579,440.00 | 0.280% | No | No |
| McCarthy Capital | Private Equity; | 1,277,246.00 | 0.007% | No | No |
| Merit Capital Partners | Private Equity; | 4,834,550.00 | 0.027% | No | No |
| Morgan Stanley | Real Estate; | 563,194,358.00 | 3.180% | No | No |
| New Enterprise Associates | Private Equity; | 79,667,069.00 | 0.450% | No | No |
| New Mountain Capital, LLC | Private Equity; | 1,867,390.00 | 0.011% | No | No |
| Northern Trust Asset Management | U.S. Equity; | 38,905,772.00 | 0.220% | No | No |
| Pacific Investment Management Company, LLC | Core Fixed Income, Return Seeking Fixed Income; | 88,012,428.00 | 0.497% | No | No |
| Pathway Capital Management, L.P. | Private Equity; | 99,283,151.00 | 0.561% | No | No |
| PGIM Real Estate | Real Estate; | 3,254,940,503.00 | 18.379% | No | No |
| Pine Brook Partners | Private Equity; | 1,337,618,243.00 | 7.553% | No | No |
| Quantum Energy Partners | Private Equity; | 2,173,509.00 | 0.012% | No | No |
| Rockpoint Group, LLC | Real Estate; | 242,188,882.00 | 1.368% | No | No |
| Rockwood Capital, LLC | Real Estate; | 18,921,418.00 | 0.107% | No | No |
| Sun Capital Partners, Inc. | Private Equity; | 45,812,028.00 | 0.259% | No | No |
| The Energy & Minerals Group | Private Equity; | 467,677.00 | 0.003% | No | No |
| The Jordan Company | Private Equity; | 39,429,923.00 | 0.223% | No | No |
| Torchlight Investors | Real Estate; | 830,744.00 | 0.005% | No | No |
| UBS Realty Investors LLC | Real Estate; | 15,654,887.00 | 0.088% | Yes | Yes |
| Wayzata Investment Partners, LLC | Private Equity; | 161,033,367.00 | 0.909% | No | No |
| Wellington Management Company LLP | Global Equity; | 60,023,225.00 | 0.339% | Yes | Yes |
| Wynnchurch Capital | Private Equity; | 200,060,416.00 | 1.130% | No | No |
| Franklin Templeton | Total Return Seeking Fixed Income; | 881,870.00 | 0.005% | No | No |
| CB Richard Ellis Strategic | Total Real Estate; | 381,238,330.00 | 2.153% | No | No |
| Five Arrows Realty | Total Real Estate; | 69,750,228.00 | 0.394% | No | No |
| CMEA Ventures VII | Total Private Equity; | 14,158,791.00 | 0.080% | No | No |
| Citigroup Venture Capital International | Total Private Equity; | 52,214.00 | 0.000% | No | No |
| Longroad Capital Partners LP | Total Private Equity; | 23,608.00 | 0.000% | No | No |
List of AMCs contracting with the Nebraska Judges Retirement Plan
The Nebraska Judges Retirement Plan, as a subfund of the Nebraska Public Employees Retirement Systems, contracted with 49 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, three were investor participants in Climate Action 100+, and three were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Nebraska Judges Retirement Plan:[3]
| Nebraska Judges Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[86] | Climate Action 100+ signatory as of October 2024 |
| Almanac Realty Investors, LLC | Real Estate; | 184,129,177.00 | 1.040% | No | No |
| Angelo, Gordon & Company, LP | Real Estate; | 194,444,483.00 | 1.098% | No | No |
| Ares Management Corporation | Real Estate; | 83,404,138.00 | 0.471% | No | No |
| Ares Management, LLC | Private Equity; | 44,251,739.00 | 0.250% | No | No |
| Arrowstreet Capital, L.P. | Global Equity; | 2,353,093.00 | 0.013% | No | No |
| Baird Advisors | Core Fixed Income; | 24,647,436.00 | 0.139% | No | No |
| Barings LLC | Return Seeking Fixed Income; | 51,651,911.00 | 0.292% | No | Yes |
| Beecken Petty O'Keefe and Company | Private Equity; | 1,718,464,819.00 | 9.703% | No | No |
| BlackRock Financial Management Inc | U.S. Equity, Non-U.S. Equity, Core Fixed Income; | 783,004,327.00 | 4.421% | Yes | No |
| Bridgepoint Advisers Limited | Private Equity; | 563,134,581.00 | 3.180% | No | No |
| Clarion Partners | Real Estate; | 438,990.00 | 0.002% | No | No |
| CVC Capital Partners | Private Equity; | 4,794,107,602.00 | 27.070% | No | No |
| Dodge & Cox | Global Equity; | 73,422,031.00 | 0.415% | No | No |
| Francisco Partners | Private Equity; | 214,915,711.00 | 1.214% | No | No |
| Genstar Capital Partners LLC | Private Equity; | 12,862,654.00 | 0.073% | No | No |
| GQG Partners | Global Equity; | 1,077,804,733.00 | 6.086% | No | No |
| Harbourvest Partners, LLC | Private Equity; | 85,201,950.00 | 0.481% | No | No |
| Kayne Anderson Capital Advisors, L.P. | Real Estate; | 174,844,116.00 | 0.987% | No | No |
| Leonard Green & Partners, L.P. | Private Equity; | 1,060,754,962.00 | 5.990% | No | No |
| Lightyear Capital, LLC | Private Equity; | 76,006,868.00 | 0.429% | No | No |
| Lincolnshire Management, Inc. | Private Equity; | 25,320,174.00 | 0.143% | No | No |
| Loomis, Sayles & Company, L.P. | Return Seeking Fixed Income; | 49,579,440.00 | 0.280% | No | No |
| McCarthy Capital | Private Equity; | 1,277,246.00 | 0.007% | No | No |
| Merit Capital Partners | Private Equity; | 4,834,550.00 | 0.027% | No | No |
| Morgan Stanley | Real Estate; | 563,194,358.00 | 3.180% | No | No |
| New Enterprise Associates | Private Equity; | 79,667,069.00 | 0.450% | No | No |
| New Mountain Capital, LLC | Private Equity; | 1,867,390.00 | 0.011% | No | No |
| Northern Trust Asset Management | U.S. Equity; | 38,905,772.00 | 0.220% | No | No |
| Pacific Investment Management Company, LLC | Core Fixed Income, Return Seeking Fixed Income; | 88,012,428.00 | 0.497% | No | No |
| Pathway Capital Management, L.P. | Private Equity; | 99,283,151.00 | 0.561% | No | No |
| PGIM Real Estate | Real Estate; | 3,254,940,503.00 | 18.379% | No | No |
| Pine Brook Partners | Private Equity; | 1,337,618,243.00 | 7.553% | No | No |
| Quantum Energy Partners | Private Equity; | 2,173,509.00 | 0.012% | No | No |
| Rockpoint Group, LLC | Real Estate; | 242,188,882.00 | 1.368% | No | No |
| Rockwood Capital, LLC | Real Estate; | 18,921,418.00 | 0.107% | No | No |
| Sun Capital Partners, Inc. | Private Equity; | 45,812,028.00 | 0.259% | No | No |
| The Energy & Minerals Group | Private Equity; | 467,677.00 | 0.003% | No | No |
| The Jordan Company | Private Equity; | 39,429,923.00 | 0.223% | No | No |
| Torchlight Investors | Real Estate; | 830,744.00 | 0.005% | No | No |
| UBS Realty Investors LLC | Real Estate; | 15,654,887.00 | 0.088% | Yes | Yes |
| Wayzata Investment Partners, LLC | Private Equity; | 161,033,367.00 | 0.909% | No | No |
| Wellington Management Company LLP | Global Equity; | 60,023,225.00 | 0.339% | Yes | Yes |
| Wynnchurch Capital | Private Equity; | 200,060,416.00 | 1.130% | No | No |
| Franklin Templeton | Total Return Seeking Fixed Income; | 881,870.00 | 0.005% | No | No |
| CB Richard Ellis Strategic | Total Real Estate; | 381,238,330.00 | 2.153% | No | No |
| Five Arrows Realty | Total Real Estate; | 69,750,228.00 | 0.394% | No | No |
| CMEA Ventures VII | Total Private Equity; | 14,158,791.00 | 0.080% | No | No |
| Citigroup Venture Capital International | Total Private Equity; | 52,214.00 | 0.000% | No | No |
| Longroad Capital Partners LP | Total Private Equity; | 23,608.00 | 0.000% | No | No |
List of AMCs contracting with the Nebraska School Retirement System
The Nebraska School Retirement System, as a subfund of the Nebraska Public Employees Retirement Systems, contracted with 49 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, three were investor participants in Climate Action 100+, and three were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Nebraska School Retirement System:[3]
| Nebraska School Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[87] | Climate Action 100+ signatory as of October 2024 |
| Almanac Realty Investors, LLC | Real Estate; | 184,129,177.00 | 1.040% | No | No |
| Angelo, Gordon & Company, LP | Real Estate; | 194,444,483.00 | 1.098% | No | No |
| Ares Management Corporation | Real Estate; | 83,404,138.00 | 0.471% | No | No |
| Ares Management, LLC | Private Equity; | 44,251,739.00 | 0.250% | No | No |
| Arrowstreet Capital, L.P. | Global Equity; | 2,353,093.00 | 0.013% | No | No |
| Baird Advisors | Core Fixed Income; | 24,647,436.00 | 0.139% | No | No |
| Barings LLC | Return Seeking Fixed Income; | 51,651,911.00 | 0.292% | No | Yes |
| Beecken Petty O'Keefe and Company | Private Equity; | 1,718,464,819.00 | 9.703% | No | No |
| BlackRock Financial Management Inc | U.S. Equity, Non-U.S. Equity, Core Fixed Income; | 783,004,327.00 | 4.421% | Yes | No |
| Bridgepoint Advisers Limited | Private Equity; | 563,134,581.00 | 3.180% | No | No |
| Clarion Partners | Real Estate; | 438,990.00 | 0.002% | No | No |
| CVC Capital Partners | Private Equity; | 4,794,107,602.00 | 27.070% | No | No |
| Dodge & Cox | Global Equity; | 73,422,031.00 | 0.415% | No | No |
| Francisco Partners | Private Equity; | 214,915,711.00 | 1.214% | No | No |
| Genstar Capital Partners LLC | Private Equity; | 12,862,654.00 | 0.073% | No | No |
| GQG Partners | Global Equity; | 1,077,804,733.00 | 6.086% | No | No |
| Harbourvest Partners, LLC | Private Equity; | 85,201,950.00 | 0.481% | No | No |
| Kayne Anderson Capital Advisors, L.P. | Real Estate; | 174,844,116.00 | 0.987% | No | No |
| Leonard Green & Partners, L.P. | Private Equity; | 1,060,754,962.00 | 5.990% | No | No |
| Lightyear Capital, LLC | Private Equity; | 76,006,868.00 | 0.429% | No | No |
| Lincolnshire Management, Inc. | Private Equity; | 25,320,174.00 | 0.143% | No | No |
| Loomis, Sayles & Company, L.P. | Return Seeking Fixed Income; | 49,579,440.00 | 0.280% | No | No |
| McCarthy Capital | Private Equity; | 1,277,246.00 | 0.007% | No | No |
| Merit Capital Partners | Private Equity; | 4,834,550.00 | 0.027% | No | No |
| Morgan Stanley | Real Estate; | 563,194,358.00 | 3.180% | No | No |
| New Enterprise Associates | Private Equity; | 79,667,069.00 | 0.450% | No | No |
| New Mountain Capital, LLC | Private Equity; | 1,867,390.00 | 0.011% | No | No |
| Northern Trust Asset Management | U.S. Equity; | 38,905,772.00 | 0.220% | No | No |
| Pacific Investment Management Company, LLC | Core Fixed Income, Return Seeking Fixed Income; | 88,012,428.00 | 0.497% | No | No |
| Pathway Capital Management, L.P. | Private Equity; | 99,283,151.00 | 0.561% | No | No |
| PGIM Real Estate | Real Estate; | 3,254,940,503.00 | 18.379% | No | No |
| Pine Brook Partners | Private Equity; | 1,337,618,243.00 | 7.553% | No | No |
| Quantum Energy Partners | Private Equity; | 2,173,509.00 | 0.012% | No | No |
| Rockpoint Group, LLC | Real Estate; | 242,188,882.00 | 1.368% | No | No |
| Rockwood Capital, LLC | Real Estate; | 18,921,418.00 | 0.107% | No | No |
| Sun Capital Partners, Inc. | Private Equity; | 45,812,028.00 | 0.259% | No | No |
| The Energy & Minerals Group | Private Equity; | 467,677.00 | 0.003% | No | No |
| The Jordan Company | Private Equity; | 39,429,923.00 | 0.223% | No | No |
| Torchlight Investors | Real Estate; | 830,744.00 | 0.005% | No | No |
| UBS Realty Investors LLC | Real Estate; | 15,654,887.00 | 0.088% | Yes | Yes |
| Wayzata Investment Partners, LLC | Private Equity; | 161,033,367.00 | 0.909% | No | No |
| Wellington Management Company LLP | Global Equity; | 60,023,225.00 | 0.339% | Yes | Yes |
| Wynnchurch Capital | Private Equity; | 200,060,416.00 | 1.130% | No | No |
| Franklin Templeton | Total Return Seeking Fixed Income; | 881,870.00 | 0.005% | No | No |
| CB Richard Ellis Strategic | Total Real Estate; | 381,238,330.00 | 2.153% | No | No |
| Five Arrows Realty | Total Real Estate; | 69,750,228.00 | 0.394% | No | No |
| CMEA Ventures VII | Total Private Equity; | 14,158,791.00 | 0.080% | No | No |
| Citigroup Venture Capital International | Total Private Equity; | 52,214.00 | 0.000% | No | No |
| Longroad Capital Partners LP | Total Private Equity; | 23,608.00 | 0.000% | No | No |
List of AMCs contracting with the Nebraska State Employees' Retirement Plan
The Nebraska State Employees' Retirement Plan, as a subfund of the Nebraska Public Employees Retirement Systems, contracted with 49 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, three were investor participants in Climate Action 100+, and three were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Nebraska State Employees' Retirement Plan:[3]
| Nebraska State Employees' Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[88] | Climate Action 100+ signatory as of October 2024 |
| Almanac Realty Investors, LLC | Real Estate; | 184,129,177.00 | 1.040% | No | No |
| Angelo, Gordon & Company, LP | Real Estate; | 194,444,483.00 | 1.098% | No | No |
| Ares Management Corporation | Real Estate; | 83,404,138.00 | 0.471% | No | No |
| Ares Management, LLC | Private Equity; | 44,251,739.00 | 0.250% | No | No |
| Arrowstreet Capital, L.P. | Global Equity; | 2,353,093.00 | 0.013% | No | No |
| Baird Advisors | Core Fixed Income; | 24,647,436.00 | 0.139% | No | No |
| Barings LLC | Return Seeking Fixed Income; | 51,651,911.00 | 0.292% | No | Yes |
| Beecken Petty O'Keefe and Company | Private Equity; | 1,718,464,819.00 | 9.703% | No | No |
| BlackRock Financial Management Inc | U.S. Equity, Non-U.S. Equity, Core Fixed Income; | 783,004,327.00 | 4.421% | Yes | No |
| Bridgepoint Advisers Limited | Private Equity; | 563,134,581.00 | 3.180% | No | No |
| Clarion Partners | Real Estate; | 438,990.00 | 0.002% | No | No |
| CVC Capital Partners | Private Equity; | 4,794,107,602.00 | 27.070% | No | No |
| Dodge & Cox | Global Equity; | 73,422,031.00 | 0.415% | No | No |
| Francisco Partners | Private Equity; | 214,915,711.00 | 1.214% | No | No |
| Genstar Capital Partners LLC | Private Equity; | 12,862,654.00 | 0.073% | No | No |
| GQG Partners | Global Equity; | 1,077,804,733.00 | 6.086% | No | No |
| Harbourvest Partners, LLC | Private Equity; | 85,201,950.00 | 0.481% | No | No |
| Kayne Anderson Capital Advisors, L.P. | Real Estate; | 174,844,116.00 | 0.987% | No | No |
| Leonard Green & Partners, L.P. | Private Equity; | 1,060,754,962.00 | 5.990% | No | No |
| Lightyear Capital, LLC | Private Equity; | 76,006,868.00 | 0.429% | No | No |
| Lincolnshire Management, Inc. | Private Equity; | 25,320,174.00 | 0.143% | No | No |
| Loomis, Sayles & Company, L.P. | Return Seeking Fixed Income; | 49,579,440.00 | 0.280% | No | No |
| McCarthy Capital | Private Equity; | 1,277,246.00 | 0.007% | No | No |
| Merit Capital Partners | Private Equity; | 4,834,550.00 | 0.027% | No | No |
| Morgan Stanley | Real Estate; | 563,194,358.00 | 3.180% | No | No |
| New Enterprise Associates | Private Equity; | 79,667,069.00 | 0.450% | No | No |
| New Mountain Capital, LLC | Private Equity; | 1,867,390.00 | 0.011% | No | No |
| Northern Trust Asset Management | U.S. Equity; | 38,905,772.00 | 0.220% | No | No |
| Pacific Investment Management Company, LLC | Core Fixed Income, Return Seeking Fixed Income; | 88,012,428.00 | 0.497% | No | No |
| Pathway Capital Management, L.P. | Private Equity; | 99,283,151.00 | 0.561% | No | No |
| PGIM Real Estate | Real Estate; | 3,254,940,503.00 | 18.379% | No | No |
| Pine Brook Partners | Private Equity; | 1,337,618,243.00 | 7.553% | No | No |
| Quantum Energy Partners | Private Equity; | 2,173,509.00 | 0.012% | No | No |
| Rockpoint Group, LLC | Real Estate; | 242,188,882.00 | 1.368% | No | No |
| Rockwood Capital, LLC | Real Estate; | 18,921,418.00 | 0.107% | No | No |
| Sun Capital Partners, Inc. | Private Equity; | 45,812,028.00 | 0.259% | No | No |
| The Energy & Minerals Group | Private Equity; | 467,677.00 | 0.003% | No | No |
| The Jordan Company | Private Equity; | 39,429,923.00 | 0.223% | No | No |
| Torchlight Investors | Real Estate; | 830,744.00 | 0.005% | No | No |
| UBS Realty Investors LLC | Real Estate; | 15,654,887.00 | 0.088% | Yes | Yes |
| Wayzata Investment Partners, LLC | Private Equity; | 161,033,367.00 | 0.909% | No | No |
| Wellington Management Company LLP | Global Equity; | 60,023,225.00 | 0.339% | Yes | Yes |
| Wynnchurch Capital | Private Equity; | 200,060,416.00 | 1.130% | No | No |
| Franklin Templeton | Total Return Seeking Fixed Income; | 881,870.00 | 0.005% | No | No |
| CB Richard Ellis Strategic | Total Real Estate; | 381,238,330.00 | 2.153% | No | No |
| Five Arrows Realty | Total Real Estate; | 69,750,228.00 | 0.394% | No | No |
| CMEA Ventures VII | Total Private Equity; | 14,158,791.00 | 0.080% | No | No |
| Citigroup Venture Capital International | Total Private Equity; | 52,214.00 | 0.000% | No | No |
| Longroad Capital Partners LP | Total Private Equity; | 23,608.00 | 0.000% | No | No |
List of AMCs contracting with the Nebraska State Patrol Retirement Plan
The Nebraska State Patrol Retirement Plan, as a subfund of the Nebraska Public Employees Retirement Systems, contracted with 49 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, three were investor participants in Climate Action 100+, and three were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Nebraska State Patrol Retirement Plan:[3]
| Nebraska State Patrol Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[89] | Climate Action 100+ signatory as of October 2024 |
| Almanac Realty Investors, LLC | Real Estate; | 184,129,177.00 | 1.040% | No | No |
| Angelo, Gordon & Company, LP | Real Estate; | 194,444,483.00 | 1.098% | No | No |
| Ares Management Corporation | Real Estate; | 83,404,138.00 | 0.471% | No | No |
| Ares Management, LLC | Private Equity; | 44,251,739.00 | 0.250% | No | No |
| Arrowstreet Capital, L.P. | Global Equity; | 2,353,093.00 | 0.013% | No | No |
| Baird Advisors | Core Fixed Income; | 24,647,436.00 | 0.139% | No | No |
| Barings LLC | Return Seeking Fixed Income; | 51,651,911.00 | 0.292% | No | Yes |
| Beecken Petty O'Keefe and Company | Private Equity; | 1,718,464,819.00 | 9.703% | No | No |
| BlackRock Financial Management Inc | U.S. Equity, Non-U.S. Equity, Core Fixed Income; | 783,004,327.00 | 4.421% | Yes | No |
| Bridgepoint Advisers Limited | Private Equity; | 563,134,581.00 | 3.180% | No | No |
| Clarion Partners | Real Estate; | 438,990.00 | 0.002% | No | No |
| CVC Capital Partners | Private Equity; | 4,794,107,602.00 | 27.070% | No | No |
| Dodge & Cox | Global Equity; | 73,422,031.00 | 0.415% | No | No |
| Francisco Partners | Private Equity; | 214,915,711.00 | 1.214% | No | No |
| Genstar Capital Partners LLC | Private Equity; | 12,862,654.00 | 0.073% | No | No |
| GQG Partners | Global Equity; | 1,077,804,733.00 | 6.086% | No | No |
| Harbourvest Partners, LLC | Private Equity; | 85,201,950.00 | 0.481% | No | No |
| Kayne Anderson Capital Advisors, L.P. | Real Estate; | 174,844,116.00 | 0.987% | No | No |
| Leonard Green & Partners, L.P. | Private Equity; | 1,060,754,962.00 | 5.990% | No | No |
| Lightyear Capital, LLC | Private Equity; | 76,006,868.00 | 0.429% | No | No |
| Lincolnshire Management, Inc. | Private Equity; | 25,320,174.00 | 0.143% | No | No |
| Loomis, Sayles & Company, L.P. | Return Seeking Fixed Income; | 49,579,440.00 | 0.280% | No | No |
| McCarthy Capital | Private Equity; | 1,277,246.00 | 0.007% | No | No |
| Merit Capital Partners | Private Equity; | 4,834,550.00 | 0.027% | No | No |
| Morgan Stanley | Real Estate; | 563,194,358.00 | 3.180% | No | No |
| New Enterprise Associates | Private Equity; | 79,667,069.00 | 0.450% | No | No |
| New Mountain Capital, LLC | Private Equity; | 1,867,390.00 | 0.011% | No | No |
| Northern Trust Asset Management | U.S. Equity; | 38,905,772.00 | 0.220% | No | No |
| Pacific Investment Management Company, LLC | Core Fixed Income, Return Seeking Fixed Income; | 88,012,428.00 | 0.497% | No | No |
| Pathway Capital Management, L.P. | Private Equity; | 99,283,151.00 | 0.561% | No | No |
| PGIM Real Estate | Real Estate; | 3,254,940,503.00 | 18.379% | No | No |
| Pine Brook Partners | Private Equity; | 1,337,618,243.00 | 7.553% | No | No |
| Quantum Energy Partners | Private Equity; | 2,173,509.00 | 0.012% | No | No |
| Rockpoint Group, LLC | Real Estate; | 242,188,882.00 | 1.368% | No | No |
| Rockwood Capital, LLC | Real Estate; | 18,921,418.00 | 0.107% | No | No |
| Sun Capital Partners, Inc. | Private Equity; | 45,812,028.00 | 0.259% | No | No |
| The Energy & Minerals Group | Private Equity; | 467,677.00 | 0.003% | No | No |
| The Jordan Company | Private Equity; | 39,429,923.00 | 0.223% | No | No |
| Torchlight Investors | Real Estate; | 830,744.00 | 0.005% | No | No |
| UBS Realty Investors LLC | Real Estate; | 15,654,887.00 | 0.088% | Yes | Yes |
| Wayzata Investment Partners, LLC | Private Equity; | 161,033,367.00 | 0.909% | No | No |
| Wellington Management Company LLP | Global Equity; | 60,023,225.00 | 0.339% | Yes | Yes |
| Wynnchurch Capital | Private Equity; | 200,060,416.00 | 1.130% | No | No |
| Franklin Templeton | Total Return Seeking Fixed Income; | 881,870.00 | 0.005% | No | No |
| CB Richard Ellis Strategic | Total Real Estate; | 381,238,330.00 | 2.153% | No | No |
| Five Arrows Realty | Total Real Estate; | 69,750,228.00 | 0.394% | No | No |
| CMEA Ventures VII | Total Private Equity; | 14,158,791.00 | 0.080% | No | No |
| Citigroup Venture Capital International | Total Private Equity; | 52,214.00 | 0.000% | No | No |
| Longroad Capital Partners LP | Total Private Equity; | 23,608.00 | 0.000% | No | No |
New Hampshire
List of AMCs contracting with the New Hampshire Judicial Retirement Plan
The New Hampshire Judicial Retirement Plan contracted with 14 asset management company (AMC) as of June 30, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and one was a member of NZAM as of October 2024. The following list identifies the AMC (or the specific fund) contracting with the New Hampshire Judicial Retirement Plan:[3]
| New Hampshire Judicial Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[90] | Climate Action 100+ signatory as of October 2024 |
| Federated US Treasury Cash Reserves I | Short Term Liquidity; | 3,867,516.00 | 4.425% | No | No |
| Baird Intermediate Bond Instl | Fixed Income; | 1,287,071.00 | 1.473% | No | No |
| Harbor Core Bond Retirement - IR&M | Fixed Income; | 54,277.00 | 0.062% | No | No |
| Schwab Fundamental US Large Company Ida | Domestic Equity; | 2,049,271 | 2.345% | No | No |
| Vanguard Institutional Index Matt | Domestic Equity; | 14,739,157 | 16.865% | No | No |
| Vanguard Growth Index Instl | Domestic Equity; | 14,077,329 | 16.108% | No | No |
| William Blair Small Cap Value R6 | Domestic Equity; | 7,029,271 | 8.043% | No | Yes |
| Conestoga Small Cap Institutional | Domestic Equity; | 16,435,741.00 | 18.806% | No | No |
| Dodge & Cox international Stock | International Equity; | 7,421,049.00 | 8.491% | No | No |
| Vanguard Developed Markets Index Adm | International Equity; | 2,112,687.00 | 2.417% | No | No |
| American Funds SuroPacific Gr R8 | International Equity; | 2,071,340.00 | 2.370% | No | No |
| Cohen & Steers Instl Realty Shares | Real Assets; | 3,573,196.00 | 4.089% | No | No |
| DWS RREEF Real Assets RS | Real Assets; | 3,258,597.00 | 3.729% | Yes | Yes |
| Magnitude International | Marketable Alternatives; | 3,600,718.00 | 4.120% | No | No |
List of AMCs contracting with the New Hampshire Retirement System
The New Hampshire Retirement System contracted with 65 asset management companies (AMCs) or specific funds as of June 30, 2023. Of those companies, ten were investor participants in Climate Action 100+, and fourteen were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the New Hampshire Retirement System:
| New Hampshire Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[91] | Climate Action 100+ signatory as of October 2024 |
| AB | DOMESTIC EQUITY MANAGERS; | No | No | ||
| BlackRock Institutional Trust Company NA | DOMESTIC EQUITY MANAGERS; | Yes | No | ||
| Boston Trust Walden | DOMESTIC EQUITY MANAGERS; | No | No | ||
| Segall, Bryant and Hamill | DOMESTIC EQUITY MANAGERS; | No | No | ||
| Thompson, Siegel & Walmsley LLC | DOMESTIC EQUITY MANAGERS; | No | No | ||
| Wellington Management Company LLP | DOMESTIC EQUITY MANAGERS; | Yes | Yes | ||
| Aristotle Capital Management | NON-U.S. EQUITY MANAG ERS; | No | Yes | ||
| Artisan Partners | NON-U.S. EQUITY MANAG ERS; | No | No | ||
| BlackRock Superfund | NON-U.S. EQUITY MANAG ERS; | Yes | No | ||
| Causeway Capital Management | NON-U.S. EQUITY MANAG ERS; | No | No | ||
| Lazard Asset Management LLC | NON-U.S. EQUITY MANAG ERS; | Yes | Yes | ||
| Neuberger Berman | NON-U.S. EQUITY MANAG ERS; | Yes | Yes | ||
| Segall, Bryant and Hamill | NON-U.S. EQUITY MANAG ERS; | No | No | ||
| Walter Scott & Partners Limited | NON-U.S. EQUITY MANAG ERS; | No | No | ||
| Wellington Trust Company NA | NON-U.S. EQUITY MANAG ERS; | Yes | Yes | ||
| BlackRock Institutional Trust Company NA | FIXED INCOME MANAGERS; | Yes | No | ||
| Brandywine Global Investment Management LLC | FIXED INCOME MANAGERS; | Yes | Yes | ||
| Fidelity Institutional Asset Management Trust Company | FIXED INCOME MANAGERS; | No | No | ||
| Income Research & Management | FIXED INCOME MANAGERS; | No | No | ||
| Loomis Sayles & Company, L.P. | FIXED INCOME MANAGERS; | No | No | ||
| Mellon US Aggregate Bond Index | FIXED INCOME MANAGERS; | No | Yes | ||
| Manulife Asset Management | FIXED INCOME MANAGERS; | No | Yes | ||
| Actis | PRIVATE DEBT & EQUITY MANAGERS; | Yes | No | ||
| Alcentra | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| American Industrial Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Apollo Global Management | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Arcmont Asset Management | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Atalaya Capital Management | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Avenue Capital Group | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| BlackRock Private Equity Partners | PRIVATE DEBT & EQUITY MANAGERS; | Yes | No | ||
| Carlyle Group | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| CarVal Investors | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| CCMP Capital | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Clearlake Capital Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Coller Capital | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Comvest Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Crescent Capital Group | PRIVATE DEBT & EQUITY MANAGERS; | No | Yes | ||
| Edgewater Growth Capital Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Gramercy | PRIVATE DEBT & EQUITY MANAGERS; | Yes | No | ||
| HarbourVest Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Industry Ventures | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Ironwood Capital | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Kayne Anderson Capital Advisors | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Lexington Capital Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| MatlinPatterson Global Advisers | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Monroe Capital | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| NGP Energy Capital Management | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Pine Brook Capital Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| RFE Investment Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Riverstone Holdings | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Siguler Guff & Co. | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| SL Capital Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Tennenbaum Capital Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Thoma Bravo | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Top Tier Capital Partners | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| Warburg Pincus | PRIVATE DEBT & EQUITY MANAGERS; | No | No | ||
| The Townsend Group an Aon company | REAL ESTATE MANAGERS; | No | No | ||
| Abel/Noser, LLC | TRANSITION MANAGERS; | No | No | ||
| BlackRock Institutional Trust Company NA | TRANSITION MANAGERS; | Yes | No | ||
| PGM Global Inc. | TRANSITION MANAGERS; | No | No | ||
| Russell Implementation Services | TRANSITION MANAGERS; | Yes | Yes | ||
| State Street Bank and Trust Company | TRANSITION MANAGERS; | Yes | No | ||
| Plante Moran | INDEPENDENT AUDITORS; | No | No | ||
| Callan LLC | INVESTMENT ADVISOR; | No | No | ||
| Gabriel, Roeder, Smith & Company | ACTUARIAL CONSULTANT; | No | No | ||
North Dakota
List of AMCs contracting with the North Dakota Public Employees Retirement System
The North Dakota Highway Patrol Retirement Plan is housed in the North Dakota Public Employees Retirement System (NDPERS). NDPERS administers the North Dakota Highway Patrol Retirement Plan, among other retirement and benefit plans for the governmental workers of North Dakota.[3]
The North Dakota Public Employees Retirement System (NDPERS) contracted with 77 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, seven were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NDPERS:[92] "
| North Dakota Highway Patrol Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[93] | Climate Action 100+ signatory as of October 2024 |
| LA Capital Large Cap Growth | Large Cap Domestic; | 31,217,643 | 0.719% | No | No |
| LA Capital 60% Large Cap/40% Large Cap Active Extension | Large Cap Domestic; | 489,713,551 | 11.275% | No | No |
| NTAM Collective Russell 1000 Index Fund | Large Cap Domestic; | 395,169,837 | 9.098% | No | No |
| NTAM - Quant Enhanced | Large Cap Domestic; | 189,892,714 | 4.372% | No | No |
| Parametric/Clifton Group Enhanced | Large Cap Domestic; | 190,527,373 | 4.387% | No | No |
| Atlanta Capital Small Cap Equity Fund | Small Cap Domestic; | 21,118,678 | 0.486% | No | No |
| Riverbridge Small Cap Growth | Small Cap Domestic; | 21,508,294 | 0.495% | No | No |
| Sycamore Small Cap Value | Small Cap Domestic; | 21,048,516 | 0.485% | No | No |
| NTAM Collective Russell 2000 Index Fund | Small Cap Domestic; | 6,215,492 | 0.143% | No | No |
| William Blair International Leaders | International All Cap; | 127,687,092 | 2.940% | No | Yes |
| Arrowstreet International Equity | International All Cap; | 225,202,376 | 5.185% | No | No |
| State Street MSCI ACWI exUS Index | International All Cap; | Yes | No | ||
| NTAM - MSCI World ex-US Index | Developed International Large Cap; | No | No | ||
| State Street MSCI World exUS Index | Developed International Large Cap; | 284,255,614 | 6.545% | Yes | No |
| DFA Intl. Small Cap Value Portfolio (3) | Developed International Small Cap; | 19,049,609 | 0.439% | No | No |
| Wellington International Small Cap Opportunities | Developed International Small Cap; | 65,628 | 0.002% | Yes | Yes |
| State Street MSCI World exUS Small Cap Index | Developed International Small Cap; | 26,336,775 | 0.606% | Yes | No |
| Axiom Emerging Markets Equity Fund (3) | Emerging Markets; | No | Yes | ||
| DFA Emerging Markets All Cap Core | Emerging Markets; | 65,988,872 | 1.519% | No | No |
| DFA Emerging Markets Small Cap Portfolio (3) | Emerging Markets; | No | No | ||
| State Street MSCI Emerging Markets Ex China Index | Emerging Markets; | 50,364,391 | 1.160% | Yes | No |
| State Street MSCI China Index | Emerging Markets; | 18,623,822 | 0.429% | Yes | No |
| State Street MSCI Emerging Markets Index | Emerging Markets; | Yes | No | ||
| Total Adams St-Brinson Partnership Funds 1998-2003 | Private Equity; | 163,534 | 0.004% | No | No |
| Total Adams St-Brinson Non-US Partnership Funds 1999-2004 | Private Equity; | 87,125 | 0.002% | No | No |
| Adams Street 2008 Non-US Partnership Fd | Private Equity; | 1,413,326 | 0.033% | No | No |
| Adams Street Direct Co-investment Fund 2006 | Private Equity; | No | No | ||
| Total Adams Street 2010 Funds | Private Equity; | 3,237,235 | 0.075% | No | No |
| Adams Street 2015 Global Fund | Private Equity; | 16,207,699 | 0.373% | No | No |
| Adams Street 2016 Global Fund | Private Equity; | 15,959,913 | 0.367% | No | No |
| Adams Street 2017 Global Fund | Private Equity; | 34,106,722 | 0.785% | No | No |
| Adams Street 2018 Global Fund | Private Equity; | 35,084,868 | 0.808% | No | No |
| Adams Street 2019 Global Fund | Private Equity; | 32,459,078 | 0.747% | No | No |
| Adams Street 2020 Global Fund | Private Equity; | 24,134,270 | 0.556% | No | No |
| Adams Street 2021 Global Fund | Private Equity; | 15,807,853 | 0.364% | No | No |
| Blackrock PEP | Private Equity; | 106,840,873 | 2.460% | Yes | No |
| Blackrock PEP 2020 Series | Private Equity; | 59,571,023 | 1.372% | Yes | No |
| Sixth Street Partners - TAO | Private Equity; | 36,606,726 | 0.843% | No | No |
| Portfolio Advisors | Private Equity; | 5,125,229 | 0.118% | No | No |
| Altor Fund VI | Private Equity; | 1,196,727 | 0.028% | No | No |
| Kelso IA XI | Private Equity; | 4,411,264 | 0.102% | No | No |
| HIG Capital | Private Equity; | 1,399,001 | 0.032% | No | No |
| PIMCO Distressed Senior Credit Opportunities II (3) | Investment Grade Fixed Income; | 29,972,212 | 0.690% | No | No |
| Prudential Core Fixed Income | Investment Grade Fixed Income; | 175,854,830 | 4.049% | No | No |
| State Street Credit Index | Investment Grade Fixed Income; | 21,426,176 | 0.493% | Yes | No |
| State Street Gov Index | Investment Grade Fixed Income; | 78,431,113 | 1.806% | Yes | No |
| Western Asset U.S. Core Fixed Income | Investment Grade Fixed Income; | 173,719,255 | 4.000% | No | No |
| State Street Long U.S. Treasury Index NL Fund | Investment Grade Fixed Income; | No | No | ||
| PIMCO Core Plus Constrained | Investment Grade Fixed Income; | 176,408,037 | 4.062% | No | No |
| Manulife/Declaration Total Return Bond Fund (3) | Investment Grade Fixed Income; | 301,014 | 0.007% | No | No |
| Allspring Medium Quality Credit | Investment Grade Fixed Income; | 56,891,946 | 1.310% | No | Yes |
| Ares ND Credit Strategies (3) | Below Investment Grade Fixed Income; | 69,855,480 | 1.608% | No | No |
| Cerberus ND Private Credit Fund (3) | Below Investment Grade Fixed Income; | 84,053,878 | 1.935% | No | No |
| Loomis Sayles High Yield | Below Investment Grade Fixed Income; | 1,254,902 | 0.029% | No | No |
| PIMCO BRAVO II (3) | Below Investment Grade Fixed Income; | 1,216,186 | 0.028% | No | No |
| Pinebridge | Below Investment Grade Fixed Income; | 79,777,510 | 1.837% | Yes | No |
| Nomura | Below Investment Grade Fixed Income; | 79,798,989 | 1.837% | Yes | Yes |
| GS Mezzanine Partners 2006 Offshore, L.P. (3) | Below Investment Grade Fixed Income; | 0.00 | 0.000% | No | No |
| Invesco Core Real Estate - U.S.A., L.P. | Global Real Estate; | 204,647,292 | 4.712% | No | No |
| Invesco U.S. Value-Add Fund IV, L.P. (3) | Global Real Estate; | 143,022 | 0.003% | No | No |
| Invesco U.S. Value-Add Fund V, L.P. (3) | Global Real Estate; | 30,964,083 | 0.713% | No | No |
| Invesco Real Estate U.S. Fund VI (3) | Global Real Estate; | 27,282,594 | 0.628% | No | No |
| Invesco Asia Real Estate Fund III, L.P. (3) | Global Real Estate; | 9,163,788 | 0.211% | No | No |
| JP Morgan Strategic & Special Situation Property Blend | Global Real Estate; | 140,755,433 | 3.241% | Yes | No |
| JP Morgan Greater Europe Opportunistic Property Fund (3) | Global Real Estate; | 1.00 | 0.000% | Yes | No |
| TIR Teredo Timber, LLC | REAL ASSETS--Timber; | 12,027,581 | 0.277% | No | No |
| TIR Springbank, LLC | REAL ASSETS--Timber; | 25,353,087 | 0.584% | No | No |
| Rohatyn Group Asian Infrastructure & Related Resources (3) | REAL ASSETS--Infrastructure; | 9,432,290 | 0.217% | No | No |
| JP Morgan Infrastructure Investments Fund (IIF) | REAL ASSETS--Infrastructure; | 69,105,256 | 1.591% | Yes | No |
| ISQ Global Infrastructure Fund II (3) | REAL ASSETS--Infrastructure; | 39,167,998 | 0.902% | No | No |
| ISQ Global Infrastructure Fund III (3) | REAL ASSETS--Infrastructure; | 16,786,476 | 0.386% | No | No |
| Macquarie Infrastructure Partners IV (3) | REAL ASSETS--Infrastructure; | 43,135,767 | 0.993% | Yes | Yes |
| Macquarie Infrastructure Partners V (3) | REAL ASSETS--Infrastructure; | 35,655,108 | 0.821% | Yes | Yes |
| Grosvenor Customized Infrastructure Strategies, LP (3) | REAL ASSETS--Infrastructure; | 4,853,776 | 0.112% | No | No |
| Grosvenor Customized Infrastructure Strategies II (3) | REAL ASSETS--Infrastructure; | 10,544,912 | 0.243% | No | No |
| Grosvenor Customized Infrastructure Strategies III (3) | REAL ASSETS--Infrastructure; | 20,371,299 | 0.469% | No | No |
| Northern Trust Collective STIF | Cash Equivalents; | 23,126,791 | 0.532% | No | No |
"
List of AMCs contracting with the North Dakota Public Employees Retirement System
The North Dakota Judges Retirement Plan is housed in the North Dakota Public Employees Retirement System (NDPERS). NDPERS administers the North Dakota Judges Retirement Plan, among other retirement and benefit plans for the governmental workers of North Dakota.[3]
The North Dakota Public Employees Retirement System (NDPERS) contracted with 77 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, seven were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NDPERS:[94]
| North Dakota Judges Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[95] | Climate Action 100+ signatory as of October 2024 |
| LA Capital Large Cap Growth | Large Cap Domestic; | 31,217,643 | 0.719% | No | No |
| LA Capital 60% Large Cap/40% Large Cap Active Extension | Large Cap Domestic; | 489,713,551 | 11.275% | No | No |
| NTAM Collective Russell 1000 Index Fund | Large Cap Domestic; | 395,169,837 | 9.098% | No | No |
| NTAM - Quant Enhanced | Large Cap Domestic; | 189,892,714 | 4.372% | No | No |
| Parametric/Clifton Group Enhanced | Large Cap Domestic; | 190,527,373 | 4.387% | No | No |
| Atlanta Capital Small Cap Equity Fund | Small Cap Domestic; | 21,118,678 | 0.486% | No | No |
| Riverbridge Small Cap Growth | Small Cap Domestic; | 21,508,294 | 0.495% | No | No |
| Sycamore Small Cap Value | Small Cap Domestic; | 21,048,516 | 0.485% | No | No |
| NTAM Collective Russell 2000 Index Fund | Small Cap Domestic; | 6,215,492 | 0.143% | No | No |
| William Blair International Leaders | International All Cap; | 127,687,092 | 2.940% | No | Yes |
| Arrowstreet International Equity | International All Cap; | 225,202,376 | 5.185% | No | No |
| State Street MSCI ACWI exUS Index | International All Cap; | Yes | No | ||
| NTAM - MSCI World ex-US Index | Developed International Large Cap; | No | No | ||
| State Street MSCI World exUS Index | Developed International Large Cap; | 284,255,614 | 6.545% | Yes | No |
| DFA Intl. Small Cap Value Portfolio (3) | Developed International Small Cap; | 19,049,609 | 0.439% | No | No |
| Wellington International Small Cap Opportunities | Developed International Small Cap; | 65,628 | 0.002% | Yes | Yes |
| State Street MSCI World exUS Small Cap Index | Developed International Small Cap; | 26,336,775 | 0.606% | Yes | No |
| Axiom Emerging Markets Equity Fund (3) | Emerging Markets; | No | Yes | ||
| DFA Emerging Markets All Cap Core | Emerging Markets; | 65,988,872 | 1.519% | No | No |
| DFA Emerging Markets Small Cap Portfolio (3) | Emerging Markets; | No | No | ||
| State Street MSCI Emerging Markets Ex China Index | Emerging Markets; | 50,364,391 | 1.160% | Yes | No |
| State Street MSCI China Index | Emerging Markets; | 18,623,822 | 0.429% | Yes | No |
| State Street MSCI Emerging Markets Index | Emerging Markets; | Yes | No | ||
| Total Adams St-Brinson Partnership Funds 1998-2003 | Private Equity; | 163,534 | 0.004% | No | No |
| Total Adams St-Brinson Non-US Partnership Funds 1999-2004 | Private Equity; | 87,125 | 0.002% | No | No |
| Adams Street 2008 Non-US Partnership Fd | Private Equity; | 1,413,326 | 0.033% | No | No |
| Adams Street Direct Co-investment Fund 2006 | Private Equity; | No | No | ||
| Total Adams Street 2010 Funds | Private Equity; | 3,237,235 | 0.075% | No | No |
| Adams Street 2015 Global Fund | Private Equity; | 16,207,699 | 0.373% | No | No |
| Adams Street 2016 Global Fund | Private Equity; | 15,959,913 | 0.367% | No | No |
| Adams Street 2017 Global Fund | Private Equity; | 34,106,722 | 0.785% | No | No |
| Adams Street 2018 Global Fund | Private Equity; | 35,084,868 | 0.808% | No | No |
| Adams Street 2019 Global Fund | Private Equity; | 32,459,078 | 0.747% | No | No |
| Adams Street 2020 Global Fund | Private Equity; | 24,134,270 | 0.556% | No | No |
| Adams Street 2021 Global Fund | Private Equity; | 15,807,853 | 0.364% | No | No |
| Blackrock PEP | Private Equity; | 106,840,873 | 2.460% | Yes | No |
| Blackrock PEP 2020 Series | Private Equity; | 59,571,023 | 1.372% | Yes | No |
| Sixth Street Partners - TAO | Private Equity; | 36,606,726 | 0.843% | No | No |
| Portfolio Advisors | Private Equity; | 5,125,229 | 0.118% | No | No |
| Altor Fund VI | Private Equity; | 1,196,727 | 0.028% | No | No |
| Kelso IA XI | Private Equity; | 4,411,264 | 0.102% | No | No |
| HIG Capital | Private Equity; | 1,399,001 | 0.032% | No | No |
| PIMCO Distressed Senior Credit Opportunities II (3) | Investment Grade Fixed Income; | 29,972,212 | 0.690% | No | No |
| Prudential Core Fixed Income | Investment Grade Fixed Income; | 175,854,830 | 4.049% | No | No |
| State Street Credit Index | Investment Grade Fixed Income; | 21,426,176 | 0.493% | Yes | No |
| State Street Gov Index | Investment Grade Fixed Income; | 78,431,113 | 1.806% | Yes | No |
| Western Asset U.S. Core Fixed Income | Investment Grade Fixed Income; | 173,719,255 | 4.000% | No | No |
| State Street Long U.S. Treasury Index NL Fund | Investment Grade Fixed Income; | No | No | ||
| PIMCO Core Plus Constrained | Investment Grade Fixed Income; | 176,408,037 | 4.062% | No | No |
| Manulife/Declaration Total Return Bond Fund (3) | Investment Grade Fixed Income; | 301,014 | 0.007% | No | No |
| Allspring Medium Quality Credit | Investment Grade Fixed Income; | 56,891,946 | 1.310% | No | Yes |
| Ares ND Credit Strategies (3) | Below Investment Grade Fixed Income; | 69,855,480 | 1.608% | No | No |
| Cerberus ND Private Credit Fund (3) | Below Investment Grade Fixed Income; | 84,053,878 | 1.935% | No | No |
| Loomis Sayles High Yield | Below Investment Grade Fixed Income; | 1,254,902 | 0.029% | No | No |
| PIMCO BRAVO II (3) | Below Investment Grade Fixed Income; | 1,216,186 | 0.028% | No | No |
| Pinebridge | Below Investment Grade Fixed Income; | 79,777,510 | 1.837% | Yes | No |
| Nomura | Below Investment Grade Fixed Income; | 79,798,989 | 1.837% | Yes | Yes |
| GS Mezzanine Partners 2006 Offshore, L.P. (3) | Below Investment Grade Fixed Income; | 0.00 | 0.000% | No | No |
| Invesco Core Real Estate - U.S.A., L.P. | Global Real Estate; | 204,647,292 | 4.712% | No | No |
| Invesco U.S. Value-Add Fund IV, L.P. (3) | Global Real Estate; | 143,022 | 0.003% | No | No |
| Invesco U.S. Value-Add Fund V, L.P. (3) | Global Real Estate; | 30,964,083 | 0.713% | No | No |
| Invesco Real Estate U.S. Fund VI (3) | Global Real Estate; | 27,282,594 | 0.628% | No | No |
| Invesco Asia Real Estate Fund III, L.P. (3) | Global Real Estate; | 9,163,788 | 0.211% | No | No |
| JP Morgan Strategic & Special Situation Property Blend | Global Real Estate; | 140,755,433 | 3.241% | Yes | No |
| JP Morgan Greater Europe Opportunistic Property Fund (3) | Global Real Estate; | 1.00 | 0.000% | Yes | No |
| TIR Teredo Timber, LLC | REAL ASSETS--Timber; | 12,027,581 | 0.277% | No | No |
| TIR Springbank, LLC | REAL ASSETS--Timber; | 25,353,087 | 0.584% | No | No |
| Rohatyn Group Asian Infrastructure & Related Resources (3) | REAL ASSETS--Infrastructure; | 9,432,290 | 0.217% | No | No |
| JP Morgan Infrastructure Investments Fund (IIF) | REAL ASSETS--Infrastructure; | 69,105,256 | 1.591% | Yes | No |
| ISQ Global Infrastructure Fund II (3) | REAL ASSETS--Infrastructure; | 39,167,998 | 0.902% | No | No |
| ISQ Global Infrastructure Fund III (3) | REAL ASSETS--Infrastructure; | 16,786,476 | 0.386% | No | No |
| Macquarie Infrastructure Partners IV (3) | REAL ASSETS--Infrastructure; | 43,135,767 | 0.993% | Yes | Yes |
| Macquarie Infrastructure Partners V (3) | REAL ASSETS--Infrastructure; | 35,655,108 | 0.821% | Yes | Yes |
| Grosvenor Customized Infrastructure Strategies, LP (3) | REAL ASSETS--Infrastructure; | 4,853,776 | 0.112% | No | No |
| Grosvenor Customized Infrastructure Strategies II (3) | REAL ASSETS--Infrastructure; | 10,544,912 | 0.243% | No | No |
| Grosvenor Customized Infrastructure Strategies III (3) | REAL ASSETS--Infrastructure; | 20,371,299 | 0.469% | No | No |
| Northern Trust Collective STIF | Cash Equivalents; | 23,126,791 | 0.532% | No | No |
List of AMCs contracting with the North Dakota Public Employees Retirement System
The North Dakota Public Employees Retirement System (NDPERS) contracted with 77 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, seven were investor participants in Climate Action 100+, and twenty-three were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NDPERS:[96]
| North Dakota Public Employees Retirement System (NDPERS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[97] | Climate Action 100+ signatory as of October 2024 |
| LA Capital Large Cap Growth | Large Cap Domestic; | 31,217,643 | 0.719% | No | No |
| LA Capital 60% Large Cap/40% Large Cap Active Extension | Large Cap Domestic; | 489,713,551 | 11.275% | No | No |
| NTAM Collective Russell 1000 Index Fund | Large Cap Domestic; | 395,169,837 | 9.098% | No | No |
| NTAM - Quant Enhanced | Large Cap Domestic; | 189,892,714 | 4.372% | No | No |
| Parametric/Clifton Group Enhanced | Large Cap Domestic; | 190,527,373 | 4.387% | No | No |
| Atlanta Capital Small Cap Equity Fund | Small Cap Domestic; | 21,118,678 | 0.486% | No | No |
| Riverbridge Small Cap Growth | Small Cap Domestic; | 21,508,294 | 0.495% | No | No |
| Sycamore Small Cap Value | Small Cap Domestic; | 21,048,516 | 0.485% | No | No |
| NTAM Collective Russell 2000 Index Fund | Small Cap Domestic; | 6,215,492 | 0.143% | No | No |
| William Blair International Leaders | International All Cap; | 127,687,092 | 2.940% | No | Yes |
| Arrowstreet International Equity | International All Cap; | 225,202,376 | 5.185% | No | No |
| State Street MSCI ACWI exUS Index | International All Cap; | Yes | No | ||
| NTAM - MSCI World ex-US Index | Developed International Large Cap; | No | No | ||
| State Street MSCI World exUS Index | Developed International Large Cap; | 284,255,614 | 6.545% | Yes | No |
| DFA Intl. Small Cap Value Portfolio (3) | Developed International Small Cap; | 19,049,609 | 0.439% | No | No |
| Wellington International Small Cap Opportunities | Developed International Small Cap; | 65,628 | 0.002% | Yes | Yes |
| State Street MSCI World exUS Small Cap Index | Developed International Small Cap; | 26,336,775 | 0.606% | Yes | No |
| Axiom Emerging Markets Equity Fund (3) | Emerging Markets; | No | Yes | ||
| DFA Emerging Markets All Cap Core | Emerging Markets; | 65,988,872 | 1.519% | No | No |
| DFA Emerging Markets Small Cap Portfolio (3) | Emerging Markets; | No | No | ||
| State Street MSCI Emerging Markets Ex China Index | Emerging Markets; | 50,364,391 | 1.160% | Yes | No |
| State Street MSCI China Index | Emerging Markets; | 18,623,822 | 0.429% | Yes | No |
| State Street MSCI Emerging Markets Index | Emerging Markets; | Yes | No | ||
| Total Adams St-Brinson Partnership Funds 1998-2003 | Private Equity; | 163,534 | 0.004% | No | No |
| Total Adams St-Brinson Non-US Partnership Funds 1999-2004 | Private Equity; | 87,125 | 0.002% | No | No |
| Adams Street 2008 Non-US Partnership Fd | Private Equity; | 1,413,326 | 0.033% | No | No |
| Adams Street Direct Co-investment Fund 2006 | Private Equity; | No | No | ||
| Total Adams Street 2010 Funds | Private Equity; | 3,237,235 | 0.075% | No | No |
| Adams Street 2015 Global Fund | Private Equity; | 16,207,699 | 0.373% | No | No |
| Adams Street 2016 Global Fund | Private Equity; | 15,959,913 | 0.367% | No | No |
| Adams Street 2017 Global Fund | Private Equity; | 34,106,722 | 0.785% | No | No |
| Adams Street 2018 Global Fund | Private Equity; | 35,084,868 | 0.808% | No | No |
| Adams Street 2019 Global Fund | Private Equity; | 32,459,078 | 0.747% | No | No |
| Adams Street 2020 Global Fund | Private Equity; | 24,134,270 | 0.556% | No | No |
| Adams Street 2021 Global Fund | Private Equity; | 15,807,853 | 0.364% | No | No |
| Blackrock PEP | Private Equity; | 106,840,873 | 2.460% | Yes | No |
| Blackrock PEP 2020 Series | Private Equity; | 59,571,023 | 1.372% | Yes | No |
| Sixth Street Partners - TAO | Private Equity; | 36,606,726 | 0.843% | No | No |
| Portfolio Advisors | Private Equity; | 5,125,229 | 0.118% | No | No |
| Altor Fund VI | Private Equity; | 1,196,727 | 0.028% | No | No |
| Kelso IA XI | Private Equity; | 4,411,264 | 0.102% | No | No |
| HIG Capital | Private Equity; | 1,399,001 | 0.032% | No | No |
| PIMCO Distressed Senior Credit Opportunities II (3) | Investment Grade Fixed Income; | 29,972,212 | 0.690% | No | No |
| Prudential Core Fixed Income | Investment Grade Fixed Income; | 175,854,830 | 4.049% | No | No |
| State Street Credit Index | Investment Grade Fixed Income; | 21,426,176 | 0.493% | Yes | No |
| State Street Gov Index | Investment Grade Fixed Income; | 78,431,113 | 1.806% | Yes | No |
| Western Asset U.S. Core Fixed Income | Investment Grade Fixed Income; | 173,719,255 | 4.000% | No | No |
| State Street Long US Treasury Index NL Fund | Investment Grade Fixed Income; | Yes | No | ||
| PIMCO Core Plus Constrained | Investment Grade Fixed Income; | 176,408,037 | 4.062% | No | No |
| Manulife/Declaration Total Return Bond Fund (3) | Investment Grade Fixed Income; | 301,014 | 0.007% | No | No |
| Allspring Medium Quality Credit | Investment Grade Fixed Income; | 56,891,946 | 1.310% | No | Yes |
| Ares ND Credit Strategies (3) | Below Investment Grade Fixed Income; | 69,855,480 | 1.608% | No | No |
| Cerberus ND Private Credit Fund (3) | Below Investment Grade Fixed Income; | 84,053,878 | 1.935% | No | No |
| Loomis Sayles High Yield | Below Investment Grade Fixed Income; | 1,254,902 | 0.029% | No | No |
| PIMCO BRAVO II (3) | Below Investment Grade Fixed Income; | 1,216,186 | 0.028% | No | No |
| Pinebridge | Below Investment Grade Fixed Income; | 79,777,510 | 1.837% | Yes | No |
| Nomura | Below Investment Grade Fixed Income; | 79,798,989 | 1.837% | Yes | Yes |
| GS Mezzanine Partners 2006 Offshore, L.P. (3) | Below Investment Grade Fixed Income; | 0 | 0.000% | No | No |
| Invesco Core Real Estate USA LP | Global Real Estate; | 204,647,292 | 4.712% | Yes | No |
| Invesco US ValueAdd Fund IV LP | Global Real Estate; | 143,022 | 0.003% | Yes | No |
| Invesco US ValueAdd Fund V LP | Global Real Estate; | 30,964,083 | 0.713% | Yes | No |
| Invesco Real Estate US Fund VI | Global Real Estate; | 27,282,594 | 0.628% | Yes | No |
| Invesco Asia Real Estate Fund III LP | Global Real Estate; | 9,163,788 | 0.211% | No | No |
| JP Morgan Strategic & Special Situation Property Blend | Global Real Estate; | 140,755,433 | 3.241% | Yes | No |
| JP Morgan Greater Europe Opportunistic Property Fund (3) | Global Real Estate; | 1 | 0.000% | Yes | No |
| TIR Teredo Timber, LLC | REAL ASSETS--Timber; | 12,027,581 | 0.277% | No | No |
| TIR Springbank, LLC | REAL ASSETS--Timber; | 25,353,087 | 0.584% | No | No |
| Rohatyn Group Asian Infrastructure & Related Resources (3) | REAL ASSETS--Infrastructure; | 9,432,290 | 0.217% | No | No |
| JP Morgan Infrastructure Investments Fund (IIF) | REAL ASSETS--Infrastructure; | 69,105,256 | 1.591% | Yes | No |
| ISQ Global Infrastructure Fund II (3) | REAL ASSETS--Infrastructure; | 39,167,998 | 0.902% | No | No |
| ISQ Global Infrastructure Fund III (3) | REAL ASSETS--Infrastructure; | 16,786,476 | 0.386% | No | No |
| Macquarie Infrastructure Partners IV (3) | REAL ASSETS--Infrastructure; | 43,135,767 | 0.993% | Yes | Yes |
| Macquarie Infrastructure Partners V (3) | REAL ASSETS--Infrastructure; | 35,655,108 | 0.821% | Yes | Yes |
| Grosvenor Customized Infrastructure Strategies, LP (3) | REAL ASSETS--Infrastructure; | 4,853,776 | 0.112% | No | No |
| Grosvenor Customized Infrastructure Strategies II (3) | REAL ASSETS--Infrastructure; | 10,544,912 | 0.243% | No | No |
| Grosvenor Customized Infrastructure Strategies III (3) | REAL ASSETS--Infrastructure; | 20,371,299 | 0.469% | No | No |
| Northern Trust Collective STIF | Cash Equivalents; | 23,126,791 | 0.532% | No | No |
List of AMCs contracting with the North Dakota Public Employees Retirement System
The North Dakota Public Safety Retirement Plan is housed in the North Dakota Public Employees Retirement System (NDPERS). NDPERS administers the North Dakota Public Safety Retirement Plan, among other retirement and benefit plans for the governmental workers of North Dakota.[3]
The North Dakota Public Employees Retirement System (NDPERS) contracted with 77 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, seven were investor participants in Climate Action 100+, and eighteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NDPERS:[98]
| North Dakota Public Safety Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[99] | Climate Action 100+ signatory as of October 2024 |
| LA Capital Large Cap Growth | Large Cap Domestic; | 31,217,643 | 0.719% | No | No |
| LA Capital 60% Large Cap/40% Large Cap Active Extension | Large Cap Domestic; | 489,713,551 | 11.275% | No | No |
| NTAM Collective Russell 1000 Index Fund | Large Cap Domestic; | 395,169,837 | 9.098% | No | No |
| NTAM - Quant Enhanced | Large Cap Domestic; | 189,892,714 | 4.372% | No | No |
| Parametric/Clifton Group Enhanced | Large Cap Domestic; | 190,527,373 | 4.387% | No | No |
| Atlanta Capital Small Cap Equity Fund | Small Cap Domestic; | 21,118,678 | 0.486% | No | No |
| Riverbridge Small Cap Growth | Small Cap Domestic; | 21,508,294 | 0.495% | No | No |
| Sycamore Small Cap Value | Small Cap Domestic; | 21,048,516 | 0.485% | No | No |
| NTAM Collective Russell 2000 Index Fund | Small Cap Domestic; | 6,215,492 | 0.143% | No | No |
| William Blair International Leaders | International All Cap; | 127,687,092 | 2.940% | No | Yes |
| Arrowstreet International Equity | International All Cap; | 225,202,376 | 5.185% | No | No |
| State Street MSCI ACWI exUS Index | International All Cap; | Yes | No | ||
| NTAM - MSCI World ex-US Index | Developed International Large Cap; | No | No | ||
| State Street MSCI World exUS Index | Developed International Large Cap; | 284,255,614 | 6.545% | Yes | No |
| DFA Intl. Small Cap Value Portfolio (3) | Developed International Small Cap; | 19,049,609 | 0.439% | No | No |
| Wellington International Small Cap Opportunities | Developed International Small Cap; | 65,628 | 0.002% | Yes | Yes |
| State Street MSCI World exUS Small Cap Index | Developed International Small Cap; | 26,336,775 | 0.606% | Yes | No |
| Axiom Emerging Markets Equity Fund (3) | Emerging Markets; | No | Yes | ||
| DFA Emerging Markets All Cap Core | Emerging Markets; | 65,988,872 | 1.519% | No | No |
| DFA Emerging Markets Small Cap Portfolio (3) | Emerging Markets; | No | No | ||
| State Street MSCI Emerging Markets Ex China Index | Emerging Markets; | 50,364,391 | 1.160% | Yes | No |
| State Street MSCI China Index | Emerging Markets; | 18,623,822 | 0.429% | Yes | No |
| State Street MSCI Emerging Markets Index | Emerging Markets; | Yes | No | ||
| Total Adams St-Brinson Partnership Funds 1998-2003 | Private Equity; | 163,534 | 0.004% | No | No |
| Total Adams St-Brinson Non-US Partnership Funds 1999-2004 | Private Equity; | 87,125 | 0.002% | No | No |
| Adams Street 2008 Non-US Partnership Fd | Private Equity; | 1,413,326 | 0.033% | No | No |
| Adams Street Direct Co-investment Fund 2006 | Private Equity; | No | No | ||
| Total Adams Street 2010 Funds | Private Equity; | 3,237,235 | 0.075% | No | No |
| Adams Street 2015 Global Fund | Private Equity; | 16,207,699 | 0.373% | No | No |
| Adams Street 2016 Global Fund | Private Equity; | 15,959,913 | 0.367% | No | No |
| Adams Street 2017 Global Fund | Private Equity; | 34,106,722 | 0.785% | No | No |
| Adams Street 2018 Global Fund | Private Equity; | 35,084,868 | 0.808% | No | No |
| Adams Street 2019 Global Fund | Private Equity; | 32,459,078 | 0.747% | No | No |
| Adams Street 2020 Global Fund | Private Equity; | 24,134,270 | 0.556% | No | No |
| Adams Street 2021 Global Fund | Private Equity; | 15,807,853 | 0.364% | No | No |
| Blackrock PEP | Private Equity; | 106,840,873 | 2.460% | Yes | No |
| Blackrock PEP 2020 Series | Private Equity; | 59,571,023 | 1.372% | Yes | No |
| Sixth Street Partners - TAO | Private Equity; | 36,606,726 | 0.843% | No | No |
| Portfolio Advisors | Private Equity; | 5,125,229 | 0.118% | No | No |
| Altor Fund VI | Private Equity; | 1,196,727 | 0.028% | No | No |
| Kelso IA XI | Private Equity; | 4,411,264 | 0.102% | No | No |
| HIG Capital | Private Equity; | 1,399,001 | 0.032% | No | No |
| PIMCO Distressed Senior Credit Opportunities II (3) | Investment Grade Fixed Income; | 29,972,212 | 0.690% | No | No |
| Prudential Core Fixed Income | Investment Grade Fixed Income; | 175,854,830 | 4.049% | No | No |
| State Street Credit Index | Investment Grade Fixed Income; | 21,426,176 | 0.493% | Yes | No |
| State Street Gov Index | Investment Grade Fixed Income; | 78,431,113 | 1.806% | Yes | No |
| Western Asset U.S. Core Fixed Income | Investment Grade Fixed Income; | 173,719,255 | 4.000% | No | No |
| State Street Long U.S. Treasury Index NL Fund | Investment Grade Fixed Income; | No | No | ||
| PIMCO Core Plus Constrained | Investment Grade Fixed Income; | 176,408,037 | 4.062% | No | No |
| Manulife/Declaration Total Return Bond Fund (3) | Investment Grade Fixed Income; | 301,014 | 0.007% | No | No |
| Allspring Medium Quality Credit | Investment Grade Fixed Income; | 56,891,946 | 1.310% | No | Yes |
| Ares ND Credit Strategies (3) | Below Investment Grade Fixed Income; | 69,855,480 | 1.608% | No | No |
| Cerberus ND Private Credit Fund (3) | Below Investment Grade Fixed Income; | 84,053,878 | 1.935% | No | No |
| Loomis Sayles High Yield | Below Investment Grade Fixed Income; | 1,254,902 | 0.029% | No | No |
| PIMCO BRAVO II (3) | Below Investment Grade Fixed Income; | 1,216,186 | 0.028% | No | No |
| Pinebridge | Below Investment Grade Fixed Income; | 79,777,510 | 1.837% | Yes | No |
| Nomura | Below Investment Grade Fixed Income; | 79,798,989 | 1.837% | Yes | Yes |
| GS Mezzanine Partners 2006 Offshore, L.P. (3) | Below Investment Grade Fixed Income; | 0.00 | 0.000% | No | No |
| Invesco Core Real Estate - U.S.A., L.P. | Global Real Estate; | 204,647,292 | 4.712% | No | No |
| Invesco U.S. Value-Add Fund IV, L.P. (3) | Global Real Estate; | 143,022 | 0.003% | No | No |
| Invesco U.S. Value-Add Fund V, L.P. (3) | Global Real Estate; | 30,964,083 | 0.713% | No | No |
| Invesco Real Estate U.S. Fund VI (3) | Global Real Estate; | 27,282,594 | 0.628% | No | No |
| Invesco Asia Real Estate Fund III, L.P. (3) | Global Real Estate; | 9,163,788 | 0.211% | No | No |
| JP Morgan Strategic & Special Situation Property Blend | Global Real Estate; | 140,755,433 | 3.241% | Yes | No |
| JP Morgan Greater Europe Opportunistic Property Fund (3) | Global Real Estate; | 1.00 | 0.000% | Yes | No |
| TIR Teredo Timber, LLC | REAL ASSETS--Timber; | 12,027,581 | 0.277% | No | No |
| TIR Springbank, LLC | REAL ASSETS--Timber; | 25,353,087 | 0.584% | No | No |
| Rohatyn Group Asian Infrastructure & Related Resources (3) | REAL ASSETS--Infrastructure; | 9,432,290 | 0.217% | No | No |
| JP Morgan Infrastructure Investments Fund (IIF) | REAL ASSETS--Infrastructure; | 69,105,256 | 1.591% | Yes | No |
| ISQ Global Infrastructure Fund II (3) | REAL ASSETS--Infrastructure; | 39,167,998 | 0.902% | No | No |
| ISQ Global Infrastructure Fund III (3) | REAL ASSETS--Infrastructure; | 16,786,476 | 0.386% | No | No |
| Macquarie Infrastructure Partners IV (3) | REAL ASSETS--Infrastructure; | 43,135,767 | 0.993% | Yes | Yes |
| Macquarie Infrastructure Partners V (3) | REAL ASSETS--Infrastructure; | 35,655,108 | 0.821% | Yes | Yes |
| Grosvenor Customized Infrastructure Strategies, LP (3) | REAL ASSETS--Infrastructure; | 4,853,776 | 0.112% | No | No |
| Grosvenor Customized Infrastructure Strategies II (3) | REAL ASSETS--Infrastructure; | 10,544,912 | 0.243% | No | No |
| Grosvenor Customized Infrastructure Strategies III (3) | REAL ASSETS--Infrastructure; | 20,371,299 | 0.469% | No | No |
| Northern Trust Collective STIF | Cash Equivalents; | 23,126,791 | 0.532% | No | No |
List of AMCs contracting with the North Dakota Teachers Fund For Retirement
The North Dakota Teachers Fund For Retirement (TFFR) contracted with 60 asset management companies (AMCs) or specific funds as of December 31, 2021. Of those companies, eight were investor participants in Climate Action 100+, and 14 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the XPLAN NAMEX:[3]
- Adams Street 2008 Non-US Partnership Fd
- Adams Street 2015 Global Fund
- Adams Street 2016 Global Fund
- Adams Street 2017 Global Fund
- Adams Street 2018 Global Fund
- Adams Street 2019 Global Fund
- Adams Street 2020 Global Fund
- Adams Street 2021 Global Fund
- Adams Street Direct Co-Investment Fund 2006
- Ares ND Credit Strategies
- Atlanta Capital Small Cap Equity Fund
- Axiom Emerging Markets Equity Fund (3) (Climate Action 100+)
- Blackrock PEP (NZAM, Climate Action 100+)
- Blackrock PEP 2020 Series (NZAM, Climate Action 100+)
- Cerberus ND Private Credit Fund
- Declaration Total Return Bond Fund (3)
- DFA Emerging Markets Small Cap Portfolio
- DFA Intl. Small Cap Value Portfolio (3)
- Epoch Global Choice (Climate Action 100+)
- Grosvenor Customized Infrastructure Strategies III (3)
- Grosvenor Customized Infrastructure Strategies, II (3)
- Grosvenor Customized Infrastructure Strategies, LP (3)
- GS Mezzanine Partners 2006 Offshore, L.P. (3)
- GS Mezzanine Partners V Offshore, L.P. (3)
- Invesco Asia Real Estate Fund III, L.P. (3) (NZAM)
- Invesco Core Real Estate - U.S.A., L.P. (NZAM)
- Invesco Real Estate Fund III, LP (3) (NZAM)
- Invesco U.S. Value-Add Fund IV, L.P. (3) (NZAM)
- Invesco U.S. Value-Add Fund V, L.P. (3) (NZAM)
- ISQ Global Infrasctructure Fund II (3)
- ISQ Global Infrasctructure Fund III (3)
- JP Morgan Greater Europe Opportunistic Property Fund (3) (NZAM)
- JP Morgan Infrastructure Investments Fund (IIF) (NZAM)
- JP Morgan Strategic & Special Situation Property Blend (NZAM)
- LA Capital 60% Large Cap/40% Large Cap Active Extension
- LA Capital Large Cap Growth
- Loomis Sayles High Yield
- LSV Global Value Equity
- Macquarie Infrastructure Partners IV (3) (NZAM, Climate Action 100+)
- Macquarie Infrastructure Partners V (3) (NZAM, Climate Action 100+)
- NTAM - MSCI World ex-US Index
- NTAM - Quant Enhanced S&P 500
- Other Miscellaneous Funds
- Parametric/Clifton Group Enhanced S&P 500
- PIMCO BRAVO II (3)
- PIMCO Core Plus Constrained
- PIMCO Distressed Senior Credit Opportunities II
- Prudential Core Fixed Income
- Riverbridge Small Cap Growth
- Rohatyn Group Asian Infrastructure & Related Resources
- Sixth Street Partners - TAO
- State Street Long U.S. Treasury Index NL Fund (NZAM)
- Sycamore Small Cap Value
- TIR Springbank, LLC
- TIR Teredo Timber, LLC
- Total Adams St-Brinson Non-US Partnership Funds 1999-2004
- Total Adams St-Brinson Partnership Funds 1998-2003
- Total Adams Street 2010 Funds
- Wellington International Small Cap Opportunities (NZAM, Climate Action 100+)
- William Blair International Leaders (Climate Action 100+)
Ohio
List of AMCs contracting with the Ohio Highway Patrol Retirement System
The Ohio Highway Patrol Retirement System contracted with 90 asset management companies (AMCs) as of December 31, 2023. Of those companies, none were investor participants in Climate Action 100+, and three were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Police and Fire Pension Fund:[3]
| Ohio Highway Patrol Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[100] | Climate Action 100+ signatory as of October 2024 |
| ITT Inc. | Domestic Equity Security; | No | No | ||
| Meritage Homes Corp. | Domestic Equity Security; | No | No | ||
| Option Care Health Inc. | Domestic Equity Security; | No | No | ||
| Smartsheet Inc. | Domestic Equity Security; | $541,713 | 0.050% | No | No |
| M/I Homes Inc. | Domestic Equity Security; | 533,052 | 0.049% | No | No |
| Casella Waste Systems Inc. | Domestic Equity Security; | 476,714 | 0.044% | No | No |
| Saia Inc. | Domestic Equity Security; | 465,767 | 0.043% | No | No |
| Samsara Inc. | Domestic Equity Security; | 464,184 | 0.043% | No | No |
| Haemonetics Corp. | Domestic Equity Security; | 454,647 | 0.042% | No | No |
| Wingstop Inc. | Domestic Equity Security; | 446,984 | 0.041% | No | No |
| Other | Domestic Equity Security; | 434,274 | 0.040% | No | No |
| Vanguard Institutional Index Fund | Domestic Equity Commingled Funds; | 431,398 | 0.040% | No | No |
| DFA Small Cap Subtrust | Domestic Equity Commingled Funds; | 428,489 | 0.040% | No | No |
| Ascendis Pharmaceuticals A/S ADR | International Equity Security; | 12,055,368 | 1.117% | No | No |
| Axalta Coating Systems Inc. | International Equity Security; | $181,312,520 | 16.795% | No | No |
| Fabrinet | International Equity Security; | 21,703,074 | 2.010% | No | No |
| Alkermes PLC | International Equity Security; | $798,523 | 0.074% | No | No |
| WNS Holdings, Inc. | International Equity Security; | 383,861 | 0.036% | No | No |
| Sensata Technologies Holdings | International Equity Security; | 355,917 | 0.033% | No | No |
| Moonlake Immunotherapeutics | International Equity Security; | 317,623 | 0.029% | No | No |
| BRP Inc. | International Equity Security; | 313,472 | 0.029% | No | No |
| Camtek Ltd. | International Equity Security; | 300,184 | 0.028% | No | No |
| Bicycle Therapeutics PLC | International Equity Security; | 258,469 | 0.024% | No | No |
| Other | International Equity Security; | 185,677 | 0.017% | No | No |
| Invesco Emerging Markets | International Equity Commingled Funds; | 135,291 | 0.013% | Yes | No |
| Driehaus International Small Cap Growth | International Equity Commingled Funds; | 117,339 | 0.011% | No | No |
| DFA International Small Cap Value | International Equity Commingled Funds; | 187,354 | 0.017% | No | No |
| Mondrian Global All Countries World Equity | Global Equity Commingled Funds; | $31,296,316 | 2.899% | No | No |
| Ninety-One Global Franchise | Global Equity Commingled Funds; | 13,274,655 | 1.230% | No | No |
| Bailie Gifford Long Term Global Growth | Global Equity Commingled Funds; | 9,346,855 | 0.866% | No | No |
| USA Treasury Notes 3.375% Due 5/15/2033 | Fixed Income Security; | $97,836,117 | 9.063% | No | No |
| USA Treasury Notes 3.500% Due 2/15/2033 | Fixed Income Security; | 80,251,332 | 7.434% | No | No |
| USA Treasury Notes 4.125% Due 11/15/2032 | Fixed Income Security; | 46,417,903 | 4.300% | No | No |
| USA Treasury Notes 2.500% Due 02/15/2045 | Fixed Income Security; | $3,790,776 | 0.351% | No | No |
| USA Treasury Notes 2.375% Due 02/15/2042 | Fixed Income Security; | 3,006,163 | 0.278% | No | No |
| FNMA Pool AL9992 3.000% Due 02/01/2037 | Fixed Income Security; | 2,642,848 | 0.245% | No | No |
| FHLB 4.750% Due 12/10/2032 | Fixed Income Security; | 2,582,154 | 0.239% | No | No |
| USA Treasury Notes 2.875% Due 05/15/2032 | Fixed Income Security; | 2,570,355 | 0.238% | No | No |
| FNMA Pool CA3967 3.500% Due 08/01/2049 | Fixed Income Security; | 1,719,595 | 0.159% | No | No |
| FHLMC Pool SD7556 3.000% Due 08/01/2052 | Fixed Income Security; | 1,392,579 | 0.129% | No | No |
| Other | Fixed Income Security; | 1,297,296 | 0.120% | No | No |
| Silver Point Specialty Lending Fund | Fixed Income Commingled Funds; | 1,216,224 | 0.113% | No | No |
| HIG Whitehorse Principal Lending Fund | Fixed Income Commingled Funds; | 1,097,342 | 0.102% | No | No |
| BlackRock Global Credit Opportunities II Fund | Fixed Income Commingled Funds; | 30,547,927 | 2.830% | Yes | No |
| HIG Whitehorse Direct Lending Adv Fund | Fixed Income Commingled Funds; | $19,542,817 | 1.810% | No | No |
| Proterra Credit Fund 2 | Fixed Income Commingled Funds; | 17,456,070 | 1.617% | No | No |
| Silver Point Specialty Credit Fund III | Fixed Income Commingled Funds; | 7,424,579 | 0.688% | No | No |
| Harrison Street Core Property | Real Estate Commingled Funds; | 5,938,548 | 0.550% | No | No |
| Long Wharf Real Estate Partners Fund IV | Real Estate Commingled Funds; | 5,461,413 | 0.506% | No | No |
| Long Wharf Real Estate Partners Fund V | Real Estate Commingled Funds; | 4,674,283 | 0.433% | No | No |
| Long Wharf Real Estate Partners Fund VI | Real Estate Commingled Funds; | $34,110,382 | 3.160% | No | No |
| Marathon European Credit Opportunity Fund III | Real Estate Commingled Funds; | 87,867 | 0.008% | No | No |
| Oaktree Real Estate Opportunities Fund IV | Real Estate Commingled Funds; | 11,503,323 | 1.066% | No | No |
| Oaktree Real Estate Opportunities Fund V | Real Estate Commingled Funds; | 10,295,707 | 0.954% | No | No |
| Oaktree Real Estate Opportunities Fund VI | Real Estate Commingled Funds; | 6,406,797 | 0.593% | No | No |
| Oaktree Real Estate Opportunities Fund VII | Real Estate Commingled Funds; | 10,831 | 0.001% | No | No |
| Oaktree Real Estate Opportunities Fund VIII | Real Estate Commingled Funds; | 75,982 | 0.007% | No | No |
| Alpine Investors VIII, LP | Private Equity Holdings; | 2,221,314 | 0.206% | No | No |
| Bain Capital Distressed and Special Situations 2019 (A), LP | Private Equity Holdings; | 5,776,681 | 0.535% | No | No |
| BDCM Opportunity Fund V, LP | Private Equity Holdings; | 12,888,409 | 1.194% | No | No |
| Blue Point Capital Partners Fund III | Private Equity Holdings; | $8,489,291 | 0.786% | No | No |
| Blue Point Capital Partners Fund IV | Private Equity Holdings; | 12,392,043 | 1.148% | No | No |
| Carlyle Global Infrastructure Opportunity Fund, LP | Private Equity Holdings; | 7,045,876 | 0.653% | No | No |
| GCM Grosvenor Private Equity Opportunities Fund, LP¹ | Private Equity Holdings; | 4,373,081 | 0.405% | No | No |
| Genstar X LP | Private Equity Holdings; | 14,741,902 | 1.366% | No | No |
| HarbourVest Partners 2013 Direct Fund LP | Private Equity Holdings; | 9,642,193 | 0.893% | No | No |
| HarbourVest Partners Co-Investment Fund IV LP | Private Equity Holdings; | 209,367 | 0.019% | No | No |
| HarbourVest Partners Co-Investment Fund IV LP AIV | Private Equity Holdings; | 14,144,615 | 1.310% | No | No |
| HarbourVest Partners Co-Investment Fund V LP | Private Equity Holdings; | 3,877,237 | 0.359% | No | No |
| HarbourVest Partners Co-Investment Fund V LP AIV | Private Equity Holdings; | 12,750,844 | 1.181% | No | No |
| HarbourVest Partners Co-Investment Fund VI LP | Private Equity Holdings; | -331,708 | -0.031% | No | No |
| HIG Advantage Buyout Fund, LP | Private Equity Holdings; | 16,348,061 | 1.514% | No | No |
| HIG Middle Market LBO Fund III LP | Private Equity Holdings; | 2,466,199 | 0.228% | No | No |
| HIG Middle Market LBO Fund IV LP | Private Equity Holdings; | 14,573,135 | 1.350% | No | No |
| HIG Whitehorse Equity Sidecar LP | Private Equity Holdings; | 19,495,184 | 1.806% | No | No |
| Kayne Anderson Energy Fund V | Private Equity Holdings; | 12,702,970 | 1.177% | No | No |
| Kayne Anderson Energy Fund VI | Private Equity Holdings; | 645,675 | 0.060% | No | No |
| Kayne Anderson Mezzanine Partners | Private Equity Holdings; | 3,045,558 | 0.282% | No | No |
| Kayne Anderson Private Energy Income Fund | Private Equity Holdings; | 2,597,579 | 0.241% | No | No |
| Kayne Anderson Private Energy Income Fund II | Private Equity Holdings; | 199,142 | 0.018% | No | No |
| Pantheon Multi-Strategy Program 2014 | Private Equity Holdings; | 32,854 | 0.003% | No | No |
| Pantheon USA Fund VII, LP | Private Equity Holdings; | 5,870,012 | 0.544% | No | No |
| PIMCO Corporate Opportunities Fund II | Private Equity Holdings; | 17,152,133 | 1.589% | No | No |
| Quantum Energy Partners VII, LP | Private Equity Holdings; | 36,717,039 | 3.401% | No | No |
| Quantum Energy Partners VII Co-Investment Fund, LP | Private Equity Holdings; | 2,722,771 | 0.252% | No | No |
| Evanston Capital Weatherlow Offshore Fund II | Fund of Hedge Funds Holdings; | 11,555,516 | 1.070% | No | No |
| Carlson Black Diamond Arbitrage Partners LP | Fund of Hedge Funds Holdings; | 17,509,944 | 1.622% | No | No |
| DSC Meridian Credit Opportunities Onshore Fund LP | Fund of Hedge Funds Holdings; | 1,666,799 | 0.154% | Yes | No |
| Partners Group Direct Infrastructure 2016 (USD) A, LP | Direct Infrastructure Holdings; | $35,513,587 | 3.290% | No | No |
| Partners Group Direct Infrastructure III (USD) A, LP | Direct Infrastructure Holdings; | 13,017,907 | 1.206% | No | No |
List of AMCs contracting with the Ohio Police and Fire Pension Fund
The Ohio Police and Fire Pension Fund contracted with 158 asset management companies (AMCs) as of August 25, 2021. Of those companies, 2 were investor participants in Climate Action 100+, and 1 was a member of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Police and Fire Pension Fund:[3]
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- Advent International GPE X
- AEW IX
- AEW VII
- Almanac Realty Securities IX
- Almanac Realty Securities VIII
- Altaris Constellation Partners IV
- Altaris Health Partners V
- Alteris Health Partners IV
- Ares Industrial Real Estate Fund
- ArrowMark Global Opportunities Fund II
- Arrowstreet
- Asana Fund I
- Barings International Small Cap Equity
- Blackrock Direct Lending Fund IX
- Blackstone Capital Partners VII
- Blackstone Real Estate Partners V
- Blackstone Real Estate Partners VI
- Blackstone Real Estate Partners VII
- Blackstone Real Estate Partners VIII
- Blue Point II
- Bridgewater
- Bridgewater Associates
- Brookfield Brazil Timber Fund II
- Brookfield Premier
- Brookfield Timberlands Fund V
- CapitalSpring Investment Partners V
- CapitalSpring Investment Partners VI
- Causeway Capital Mgt
- Cinven Sixth Fund
- Clearlake Capital Partners VII
- Colony Capital VIII
- Cortec VII
- Cortland Enhanced Value Fund V
- Cortland Partners Grown & Income Fund
- Crayhill Principal Strategies Fund II
- Dimensional Fund Advisors
- DivcoWest Fund III
- EQT Exeter Core Plus Fund IV
- EQT VII LP
- EQT VIII LP
- Exeter Industrial Value Fund II
- Exeter Industrial Value Fund III
- Exeter Industrial Value Fund IV
- Exeter Industrial Value Fund V
- Exeter Industrial Value Fund VI
- Fairfield US Multifamily Core Plus II
- Flight Fund I
- Forest Investment Associates LRT I
- Fortress Japan Opportunity Fund I
- Fortress Japan Opportunity Fund II
- Francisco Partners III
- Francisco Partners IV
- Francisco Partners VI
- Gerrity Retail Fund 2
- Global Forest Partners GTI 10
- Green Equity Fund VI
- Greystar Equity Partners IX
- Greystar Equity Partners VIII
- GSO European Senior Debt Fund
- GSO European Senior Debt Fund II
- GTCR Strategic Grown Fund
- GTCR XI
- GTCR XI
- GTCR XII
- GTCR XIII
- Hancock Timber Resource Group
- Harding Loevner
- Harvest Partners VI
- Harvest Partners VII
- Harvest Partners VIII
- Heitman Asia Pacific Property Investors Fund
- Heitman Core Property Fund
- HIPEP IV
- Investcorp-Cardinal IAM LLC
- Jamestown Premier Property Fund
- JP Morgan Strategic Property Fund
- KKR ASIA FUND III
- KKR Lending Partners II
- LaSalle US Property Fund
- Lion Industrial Trust
- LittleJohn VI
- Lone Star Fund V
- Lone Star Fund VI
- Lone Star Real Estate Fund
- Loomis Sayles
- Loomis Sayles
- Loomis Sayles Illiquid Bond Account
- MacKay Shields
- Macquarie (formerly Delaware Investments)
- manulife US Real Estate Fund LP
- Marlin Equity V
- Marlin Heritage II
- MBK Partners Fund IV
- MBK Partners Fund V
- MC Credit Partners
- Morenthaler VII
- Morgan Stanley Prime Property Fund
- Neuberger Berman (NZAM, Climate Action 100+)
- NGP Natural Resources XI
- Oaktree Real Estate Opportunties Fund VIII
- Odyssey Investment Partners VI
- Owl Rock Capital Corporation
- PGIM
- PIMCO (Climate Action 100+)
- Primus IX
- Primus V
- Primus VI
- Primus VII
- Primus VIII
- Proterra Credit Fund 2
- Prudential Prisa
- PSOO LP
- PW Real Estate Fund III
- Raven Asset Based Credit Fund II
- Resolute Fund III
- Resolute Fund IV
- Rhone Partners V
- Riverstone Global Energy & Power Fund VI
- RRJ Capital Master Fund III
- Russell Portable Alpha Overlay
- Russell R2000 Derivatives
- Russell/Transition Account
- Savanna Real Estate Fund III
- Starwood Hospitality Fund I
- State Street Russell 1000 Index
- Stockbridge II
- Summit Growth Equity Fund VIII
- TA XI LP
- TA XII LP
- TA XIII LP
- TA XIV LP
- Tenex II
- Tennenbaum Direct lending Fund VIII
- Tennenbaum Enhanced Yield Fund
- Tri Con Fund VII
- Trident VII
- Trident VIII
- TriGate Property Partners II
- UBS Trumbull Property Fund
- USAA Eagle Real Estate Fund
- VBI Brazil Real Estate Opportunity Fund II
- Ventas Life Science & Healthcare Real Estate Fund
- Venture Capital In-Kind Distributions
- Veritas Capital Fund VI
- Veritas Capital Fund VII
- Veritas Capital Fund VIII
- Veritas Capital Vantage Fund
- Vista Equity Partners Fund VI
- Vista Equity Partners Fund VII
- Vista Foundation Fund III
- Walton Street III
- Walton Street V
- Waterton Residential Property Venture XIV
- Westbrook VI
- Westbrook VII
- Westbrook VIII
List of AMCs contracting with the Ohio Public Employees Retirement System
The Ohio Public Employees Retirement System contracted with 46 asset management companies (AMCs) or specific funds as of December 31, 2023. Of those companies or funds, seven were investor participants in Climate Action 100+, and five were members of NZAM. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Public Employees Retirement System as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Public Employees Retirement System:[3]
| Ohio Public Employees Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[101] | Climate Action 100+ signatory as of October 2024 |
| Atlanta Capital Management Company LLC | U.S. Equity Managers; | 661,515,211 | 0.615% | No | No |
| Jacobs Levy Equity Management Inc. | U.S. Equity Managers; | 215,939,972 | 0.201% | No | No |
| NewSouth Capital Management Inc. | U.S. Equity Managers; | 16,826,530 | 0.016% | No | No |
| Wasatch Advisors Inc. | U.S. Equity Managers; | No | No | ||
| Westwood Management Corp. | U.S. Equity Managers; | No | No | ||
| Acadian Asset Management LLC | Non-U.S. Equity Managers; | Yes | Yes | ||
| ARGA Investment Management LP | Non-U.S. Equity Managers; | No | Yes | ||
| Ariel Investments LLC | Non-U.S. Equity Managers; | No | No | ||
| Arrowstreet Capital LP | Non-U.S. Equity Managers; | No | No | ||
| Kayne Anderson Rudnick Investment | Non-U.S. Equity Managers; | No | No | ||
| Baillie Gifford Overseas Ltd. | Non-U.S. Equity Managers; | No | No | ||
| Management, LLC | Non-U.S. Equity Managers; | No | No | ||
| BlackRock Financial Management Inc. | Non-U.S. Equity Managers; | No | No | ||
| Connor Clark & Lunn Investment Management | Non-U.S. Equity Managers; | No | No | ||
| Leading Edge Investment Advisors LLC | Non-U.S. Equity Managers; | No | No | ||
| Dimensional Fund Advisors | Non-U.S. Equity Managers; | No | No | ||
| Fisher Investments | Non-U.S. Equity Managers; | No | Yes | ||
| J.P. Morgan Investment Management | Non-U.S. Equity Managers; | No | No | ||
| J O Hambro Capital Management Ltd. | Non-U.S. Equity Managers; | No | No | ||
| LSV Asset Management | Non-U.S. Equity Managers; | No | No | ||
| Schroder Investment Management NA Inc. | Non-U.S. Equity Managers; | No | No | ||
| Strategic Global Advisors | Non-U.S. Equity Managers; | No | No | ||
| T. Rowe Price International Ltd. | Non-U.S. Equity Managers; | No | No | ||
| Lazard Asset Management LLC | Non-U.S. Equity Managers; | Yes | Yes | ||
| Victory Capital Management Inc. | Non-U.S. Equity Managers; | No | No | ||
| Walter Scott & Partners | Non-U.S. Equity Managers; | No | No | ||
| Wasatch Advisors Inc. | Non-U.S. Equity Managers; | No | No | ||
| Aberdeen Asset Management | Bond Managers; | No | No | ||
| Ashmore Investment Management Ltd. | Bond Managers; | No | No | ||
| Capital Guardian Trust Company | Bond Managers; | No | No | ||
| DoubleLine Capital LP | Bond Managers; | No | No | ||
| Fort Washington Investment Advisors Inc. | Bond Managers; | No | No | ||
| Franklin Templeton Institutional LLC | Bond Managers; | No | No | ||
| Neuberger Berman Investment Advisors LLC | Bond Managers; | Yes | Yes | ||
| Nomura Group | Bond Managers; | Yes | Yes | ||
| Payden & Rygel | Bond Managers; | Yes | Yes | ||
| Post Advisory Group | Bond Managers; | No | No | ||
| AQR Capital Management LLC | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Arrowgrass Partnership | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Beach Point Capital Management | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| BlackRock Financial Management Inc. | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Bridgewater Associates | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Oceanwood Capital Management LLP | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Panagora Asset Management | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| P/E Global LLC | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| OPERS | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
List of AMCs contracting with the Ohio Public Employees Retirement System
The Ohio Public Employees Retirement System contracted with 46 asset management companies (AMCs) or specific funds as of December 31, 2023. Of those companies or funds, seven were investor participants in Climate Action 100+, and five were members of NZAM. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Public Employees Retirement System as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Public Employees Retirement System:[3]
| Ohio Public Employees Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[102] | Climate Action 100+ signatory as of October 2024 |
| Atlanta Capital Management Company LLC | U.S. Equity Managers; | 661,515,211 | 0.615% | No | No |
| Jacobs Levy Equity Management Inc. | U.S. Equity Managers; | 215,939,972 | 0.201% | No | No |
| NewSouth Capital Management Inc. | U.S. Equity Managers; | 16,826,530 | 0.016% | No | No |
| Wasatch Advisors Inc. | U.S. Equity Managers; | No | No | ||
| Westwood Management Corp. | U.S. Equity Managers; | No | No | ||
| Acadian Asset Management LLC | Non-U.S. Equity Managers; | Yes | Yes | ||
| ARGA Investment Management LP | Non-U.S. Equity Managers; | No | Yes | ||
| Ariel Investments LLC | Non-U.S. Equity Managers; | No | No | ||
| Arrowstreet Capital LP | Non-U.S. Equity Managers; | No | No | ||
| Kayne Anderson Rudnick Investment | Non-U.S. Equity Managers; | No | No | ||
| Baillie Gifford Overseas Ltd. | Non-U.S. Equity Managers; | No | No | ||
| Management, LLC | Non-U.S. Equity Managers; | No | No | ||
| BlackRock Financial Management Inc. | Non-U.S. Equity Managers; | No | No | ||
| Connor Clark & Lunn Investment Management | Non-U.S. Equity Managers; | No | No | ||
| Leading Edge Investment Advisors LLC | Non-U.S. Equity Managers; | No | No | ||
| Dimensional Fund Advisors | Non-U.S. Equity Managers; | No | No | ||
| Fisher Investments | Non-U.S. Equity Managers; | No | Yes | ||
| J.P. Morgan Investment Management | Non-U.S. Equity Managers; | No | No | ||
| J O Hambro Capital Management Ltd. | Non-U.S. Equity Managers; | No | No | ||
| LSV Asset Management | Non-U.S. Equity Managers; | No | No | ||
| Schroder Investment Management NA Inc. | Non-U.S. Equity Managers; | No | No | ||
| Strategic Global Advisors | Non-U.S. Equity Managers; | No | No | ||
| T. Rowe Price International Ltd. | Non-U.S. Equity Managers; | No | No | ||
| Lazard Asset Management LLC | Non-U.S. Equity Managers; | Yes | Yes | ||
| Victory Capital Management Inc. | Non-U.S. Equity Managers; | No | No | ||
| Walter Scott & Partners | Non-U.S. Equity Managers; | No | No | ||
| Wasatch Advisors Inc. | Non-U.S. Equity Managers; | No | No | ||
| Aberdeen Asset Management | Bond Managers; | No | No | ||
| Ashmore Investment Management Ltd. | Bond Managers; | No | No | ||
| Capital Guardian Trust Company | Bond Managers; | No | No | ||
| DoubleLine Capital LP | Bond Managers; | No | No | ||
| Fort Washington Investment Advisors Inc. | Bond Managers; | No | No | ||
| Franklin Templeton Institutional LLC | Bond Managers; | No | No | ||
| Neuberger Berman Investment Advisors LLC | Bond Managers; | Yes | Yes | ||
| Nomura Group | Bond Managers; | Yes | Yes | ||
| Payden & Rygel | Bond Managers; | Yes | Yes | ||
| Post Advisory Group | Bond Managers; | No | No | ||
| AQR Capital Management LLC | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Arrowgrass Partnership | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Beach Point Capital Management | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| BlackRock Financial Management Inc. | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Bridgewater Associates | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Oceanwood Capital Management LLP | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Panagora Asset Management | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| P/E Global LLC | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| OPERS | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
List of AMCs contracting with the Ohio Public Employees Retirement System
The Ohio Public Employees Retirement System contracted with 46 asset management companies (AMCs) or specific funds as of December 31, 2023. Of those companies or funds, nine were investor participants in Climate Action 100+, and ten were members of NZAM. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Public Employees Retirement System as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Public Employees Retirement System:[3]
| Ohio Public Employees Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[103] | Climate Action 100+ signatory as of October 2024 |
| Atlanta Capital Management Company LLC | U.S. Equity Managers; | 661,515,211 | 0.615% | No | No |
| Jacobs Levy Equity Management Inc. | U.S. Equity Managers; | 215,939,972 | 0.201% | No | No |
| NewSouth Capital Management Inc. | U.S. Equity Managers; | 16,826,530 | 0.016% | No | No |
| Wasatch Advisors Inc. | U.S. Equity Managers; | No | No | ||
| Westwood Management Corp. | U.S. Equity Managers; | No | No | ||
| Acadian Asset Management LLC | Non-U.S. Equity Managers; | Yes | Yes | ||
| ARGA Investment Management LP | Non-U.S. Equity Managers; | No | Yes | ||
| Ariel Investments LLC | Non-U.S. Equity Managers; | No | No | ||
| Arrowstreet Capital LP | Non-U.S. Equity Managers; | No | No | ||
| Kayne Anderson Rudnick Investment | Non-U.S. Equity Managers; | No | No | ||
| Baillie Gifford Overseas Ltd | Non-U.S. Equity Managers; | Yes | Yes | ||
| Management, LLC | Non-U.S. Equity Managers; | No | No | ||
| BlackRock Financial Management Inc | Non-U.S. Equity Managers; | Yes | No | ||
| Connor Clark & Lunn Investment Management | Non-U.S. Equity Managers; | No | No | ||
| Leading Edge Investment Advisors LLC | Non-U.S. Equity Managers; | No | No | ||
| Dimensional Fund Advisors | Non-U.S. Equity Managers; | No | No | ||
| Fisher Investments | Non-U.S. Equity Managers; | No | Yes | ||
| JP Morgan Investment Management | Non-U.S. Equity Managers; | Yes | No | ||
| J O Hambro Capital Management Ltd. | Non-U.S. Equity Managers; | No | No | ||
| LSV Asset Management | Non-U.S. Equity Managers; | No | No | ||
| Schroder Investment Management NA Inc. | Non-U.S. Equity Managers; | No | No | ||
| Strategic Global Advisors | Non-U.S. Equity Managers; | No | No | ||
| T Rowe Price International Ltd. | Non-U.S. Equity Managers; | No | No | ||
| Lazard Asset Management LLC | Non-U.S. Equity Managers; | Yes | Yes | ||
| Victory Capital Management Inc | Non-U.S. Equity Managers; | No | No | ||
| Walter Scott & Partners | Non-U.S. Equity Managers; | No | No | ||
| Wasatch Advisors Inc. | Non-U.S. Equity Managers; | No | No | ||
| Aberdeen Asset Management | Bond Managers; | No | No | ||
| Ashmore Investment Management Ltd | Bond Managers; | Yes | Yes | ||
| Capital Guardian Trust Company | Bond Managers; | No | No | ||
| DoubleLine Capital LP | Bond Managers; | No | No | ||
| Fort Washington Investment Advisors Inc. | Bond Managers; | No | No | ||
| Franklin Templeton Institutional LLC | Bond Managers; | No | No | ||
| Neuberger Berman Investment Advisors LLC | Bond Managers; | Yes | Yes | ||
| Nomura Group | Bond Managers; | Yes | Yes | ||
| Payden & Rygel | Bond Managers; | Yes | Yes | ||
| Post Advisory Group | Bond Managers; | No | No | ||
| AQR Capital Management LLC | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Arrowgrass Partnership | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Beach Point Capital Management | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| BlackRock Financial Management Inc | Hedge Fund1 / Risk Parity / Opportunistic Managers; | Yes | No | ||
| Bridgewater Associates | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Oceanwood Capital Management LLP | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| Panagora Asset Management | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| P/E Global LLC | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
| OPERS | Hedge Fund1 / Risk Parity / Opportunistic Managers; | No | No | ||
List of AMCs contracting with the Ohio School Employees Retirement System
The Ohio School Employees Retirement Fund contracted with 114 asset management companies (AMCs) as of June 30, 2024. Of those companies, eleven were investor participants in Climate Action 100+, and twenty-one was a member of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio Police and Fire Pension Fund:[3]
| Ohio School Employees Retirement Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[104] | Climate Action 100+ signatory as of October 2024 |
| Wilshire Associates Inc | Opportunistic and Tactical; | No | No | ||
| Barings Global Advisers Ltd | Opportunistic and Tactical; | No | Yes | ||
| The Carlyle Group | Opportunistic and Tactical; | No | No | ||
| GoldenTree Asset Management LP | Opportunistic and Tactical; | No | No | ||
| HITE Hedge Asset Management LLC | Opportunistic and Tactical; | No | No | ||
| Intermediate Capital Group PLC | Opportunistic and Tactical; | No | No | ||
| Marathon Asset Management LP | Opportunistic and Tactical; | No | No | ||
| Oceanwood Capital Management LLP | Opportunistic and Tactical; | No | No | ||
| Pacific Investment Management Company LLC | Opportunistic and Tactical; | No | No | ||
| PanAgora Asset Management Inc | Opportunistic and Tactical; | No | No | ||
| Pinnacle Asset Managerment LLC | Opportunistic and Tactical; | No | No | ||
| Strategic Value Partners | Opportunistic and Tactical; | No | No | ||
| Wellington Management Company LLP | Global Infrastructure; | Yes | Yes | ||
| Brookfield Asset Management | Global Infrastructure; | Yes | No | ||
| DigitalBridge Group Inc | Global Infrastructure; | No | No | ||
| Fiera Infrastructure Inc | Global Infrastructure; | Yes | Yes | ||
| Global Infrastructure Partners | Global Infrastructure; | No | No | ||
| Harrison Street Real Estate Capital LLC | Global Infrastructure; | No | No | ||
| Industry Fund Management Pty Ltd | Global Infrastructure; | No | No | ||
| JP Morgan Investment Management Inc | Global Real Estate; | Yes | No | ||
| Almanac Realty Investors LLC | Global Real Estate; | No | No | ||
| Beacon Capital Partners LLC | Global Real Estate; | No | No | ||
| BlackRock Institutional Trust Co NA | Global Real Estate; | Yes | No | ||
| Blackstone Inc | Global Real Estate; | No | No | ||
| The Carlyle Group | Global Real Estate; | No | No | ||
| CBRE Global Investors LLC | Global Real Estate; | Yes | No | ||
| Clarion Partners LLC | Global Real Estate; | No | No | ||
| Deutsche Asset & Wealth Management | Global Real Estate; | No | No | ||
| GI Partners | Global Real Estate; | No | No | ||
| IFC Core Farmland Fund LP | Global Real Estate; | No | No | ||
| JP Morgan Investment Management Inc | Global Real Estate; | Yes | No | ||
| LubertAdler Management Company LP | Global Real Estate; | No | No | ||
| Mesa West Capital LLC | Global Real Estate; | No | No | ||
| Patrizia AG | Global Real Estate; | Yes | No | ||
| Pretium Partners LLC | Global Real Estate; | No | No | ||
| Prudential Real Estate | Global Real Estate; | No | No | ||
| UBS Realty Investors LLC | Global Private Equity; | Yes | Yes | ||
| Altas Partners GP LP | Global Private Equity; | No | No | ||
| Bridgepoint Advisers Limited | Global Private Equity; | No | No | ||
| The Carlyle Group | Global Private Equity; | No | No | ||
| Charterhouse Capital Partners | Global Private Equity; | No | No | ||
| Cinven Capital Management Ltd | Global Private Equity; | No | No | ||
| Coller Investment Management Ltd | Global Private Equity; | No | No | ||
| FdG Associates LLC | Global Private Equity; | No | No | ||
| Ford Financial Fund LP | Global Private Equity; | No | No | ||
| Francisco Partners Management LP | Global Private Equity; | No | No | ||
| Freeman Spogli Management Co LP | Global Private Equity; | No | No | ||
| Graham Partners | Global Private Equity; | No | No | ||
| JP Morgan Investment Management Inc | Global Private Equity; | Yes | No | ||
| KKR Credit Advisors (US) LLC | Global Private Equity; | No | No | ||
| Kohlberg & Co | Global Private Equity; | No | No | ||
| Leonard Green & Partners | Global Private Equity; | No | No | ||
| Levine Leichtman Capital Partners Inc | Global Private Equity; | No | No | ||
| Lightspeed Venture Partners | Global Private Equity; | No | No | ||
| Mason Wells Inc | Global Private Equity; | No | No | ||
| Monomoy Capital Partners | Global Private Equity; | No | No | ||
| NGP Energy Capital Management LLC | Global Private Equity; | No | No | ||
| Oaktree Capital Management LP | Global Private Equity; | No | No | ||
| Odyssey Investment Partners | Global Private Equity; | No | No | ||
| Primus Venture Partners | Global Private Equity; | No | No | ||
| Quantum Energy Partners | Global Private Equity; | No | No | ||
| Silver Lake Partners | Global Private Equity; | No | No | ||
| Sole Source Capital | Global Private Equity; | No | No | ||
| StepStone Group LP | Global Private Equity; | No | No | ||
| Swander Pace Capital Partners | Global Private Equity; | No | No | ||
| TPG Inc | Global Private Equity; | No | No | ||
| Warburg Pincus LLC | Global Private Credit; | No | No | ||
| Apollo Global Management | Global Private Credit; | No | No | ||
| Arcmont Asset Management | Global Private Credit; | No | No | ||
| Ares Management Corporation | Global Private Credit; | No | No | ||
| Barings Global Advisers Ltd | Global Private Credit; | No | Yes | ||
| The Carlyle Group | Global Private Credit; | No | No | ||
| Francisco Partners Management LP | Global Private Credit; | No | No | ||
| GoldenTree Asset Management LP | Global Private Credit; | No | No | ||
| Goldman Sachs Asset Management LP | Global Private Credit; | No | Yes | ||
| HPS Investment Partners LLC | Global Private Credit; | No | No | ||
| Invesco Credit Partners | Global Private Credit; | Yes | No | ||
| KKR Credit Advisors (US) LLC | Global Private Credit; | No | No | ||
| LBC Credit Partners | Global Private Credit; | No | No | ||
| One William Street Credit Management LP | Global Fixed Income; | No | No | ||
| Aristeia Capital LLC | Global Fixed Income; | No | No | ||
| BlackRock Institutional Trust Co NA | Global Fixed Income; | Yes | No | ||
| C S McKee LP | Global Fixed Income; | No | No | ||
| Dodge & Cox | Global Fixed Income; | No | No | ||
| Goldman Sachs Asset Management LP | Global Fixed Income; | No | Yes | ||
| JP Morgan Investment Management Inc | Global Fixed Income; | Yes | No | ||
| Johnson Investment Counsel Inc | Global Fixed Income; | No | No | ||
| Loomis Sayles & Co L P | Global Fixed Income; | No | No | ||
| Ninety One Asset Management | Global Fixed Income; | Yes | Yes | ||
| Pharo Global Advisors Ltd | Global Fixed Income; | No | No | ||
| Western Asset Management Co | Global Equity; | No | No | ||
| AllianceBernstein LP | Global Equity; | Yes | Yes | ||
| Arrowstreet Capital LP | Global Equity; | No | No | ||
| BlackRock institutional Trust Co NA | Global Equity; | Yes | No | ||
| BNY Mellon Asset Management North America | Global Equity; | No | No | ||
| Brown Capital Management Inc | Global Equity; | No | No | ||
| City of London Investment Management Co Ltd | Global Equity; | No | No | ||
| Connor Clark & Lunn Investment Management Ltd | Global Equity; | No | No | ||
| DE Shaw & Co LLC | Global Equity; | No | No | ||
| GlobeFlex Capital LP | Global Equity; | No | No | ||
| JP Morgan Investment Management Inc | Global Equity; | Yes | No | ||
| LSV Asset Management | Global Equity; | No | No | ||
| Lazard Asset Management LLC | Global Equity; | Yes | Yes | ||
| Martingale Asset Management LP | Global Equity; | No | No | ||
| MFS Institutional Advisors Inc | Global Equity; | No | Yes | ||
| Neumeier Poma Investment Counsel LLC | Global Equity; | No | No | ||
| PanAgora Asset Management | Global Equity; | No | No | ||
| State Street Global Advisors Ltd | Global Equity; | Yes | No | ||
| T Rowe Price Group Inc | Global Equity; | Yes | No | ||
| Walter Scott & Partners Ltd | Global Equity; | No | No | ||
| WCM Investment Management LLC | Multi-Asset Strategies; | No | No | ||
| Nephila Capital | Multi-Asset Strategies; | No | No | ||
| Redwood Capital Management LLC | Multi-Asset Strategies; | Yes | No | ||
| Stark Offshore Management LLC | Investment Manager - Overlay Futures; | No | No | ||
List of AMCs contracting with the State Teacher Retirement System of Ohio
The Ohio State Teachers Retirement System contracted with 185 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies or funds, six were investor participants in Climate Action 100+, and fourteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Ohio State Teachers Retirement System as of 2022:[3]
| Ohio State Teachers Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[105] | Climate Action 100+ signatory as of October 2024 |
| Chartwell Investment Partners | Domestic Equities; | No | No | ||
| Fuller & Thaler Asset Management | Domestic Equities; | No | No | ||
| Neuberger Berman | Domestic Equities; | Yes | Yes | ||
| Weatherbie Capital | Domestic Equities; | No | No | ||
| Acadian Asset Management | International Equities; | Yes | Yes | ||
| Alliance Bernstein | International Equities; | No | No | ||
| American Century | International Equities; | No | No | ||
| Arrowstreet Capital | International Equities; | No | No | ||
| Genesis Asset Managers | International Equities; | No | No | ||
| Lazard Asset Management | International Equities; | Yes | Yes | ||
| MFS Investment Management | International Equities; | No | Yes | ||
| Wellington Management | International Equities; | Yes | Yes | ||
| Wellington Small Cap | International Equities; | Yes | Yes | ||
| William Blair | International Equities; | No | Yes | ||
| BNY Mellon | Fixed Income; | No | No | ||
| Fidelity Institutional Asset Management | Fixed Income; | No | No | ||
| JPMorgan | Fixed Income; | No | No | ||
| MFS Investment Management | Fixed Income; | No | Yes | ||
| Pacific Investment Management Company | Fixed Income; | No | No | ||
| Payden & Rygel | Fixed Income; | Yes | Yes | ||
| PGIM | Fixed Income; | No | No | ||
| Angelo, Gordon & Co. | Real Estate; | No | No | ||
| Ares Management, LLC | Real Estate; | No | No | ||
| BCMR-GP, LLC | Real Estate; | No | No | ||
| Benson Elliot Capital Management, LLP | Real Estate; | No | No | ||
| CBRE Global Investors | Real Estate; | Yes | No | ||
| Centersquare Investment Management LLC | Real Estate; | No | Yes | ||
| CLSA Capital Partners Singapore PTE Ltd. | Real Estate; | No | No | ||
| Fortress Investment Group, LLC | Real Estate; | No | No | ||
| GreenOak Real Estate Advisors, LLP | Real Estate; | No | No | ||
| Harrison Street Real Estate Capital, LLC | Real Estate; | No | No | ||
| Heitman Real Estate Securities, LLC | Real Estate; | No | No | ||
| Invesco Advisers Inc | Real Estate; | Yes | No | ||
| JP Morgan Investment Management Inc | Real Estate; | Yes | No | ||
| LaSalle Investment Management (Asia) Pte Ltd | Real Estate; | Yes | No | ||
| Patria Brazil Investment Group | Real Estate; | No | No | ||
| PCCP, LLC | Real Estate; | No | No | ||
| PGIM Real Estate Luxembourg S.A. | Real Estate; | No | No | ||
| Pramerica Investment Management Inc. | Real Estate; | No | No | ||
| Principal Asset Management | Real Estate; | No | No | ||
| Secured Capital Investment Management | Real Estate; | No | No | ||
| SP V Manager, LLC | Real Estate; | No | No | ||
| The Blackstone Group | Real Estate; | No | No | ||
| The Carlyle Group | Real Estate; | No | No | ||
| Westbrook Partners, LLC | Real Estate; | No | No | ||
| 26North | Alternative Investments; | No | No | ||
| Advanced Technology Ventures | Alternative Investments; | No | No | ||
| Advent International Corporation | Alternative Investments; | No | No | ||
| Advisor Group, Inc. | Alternative Investments; | No | No | ||
| AlbaCore Capital LLP | Alternative Investments; | No | No | ||
| Alpine Investors IX, LP | Alternative Investments; | No | No | ||
| Angelo, Gordon & Co. | Alternative Investments; | No | No | ||
| Apollo Management | Alternative Investments; | No | No | ||
| ArchiMed SAS | Alternative Investments; | No | No | ||
| ArcLight Capital Partners, LLC | Alternative Investments; | No | No | ||
| Arcmont Asset Management | Alternative Investments; | No | No | ||
| Ares Management, LLC | Alternative Investments; | No | No | ||
| Arrowmark | Alternative Investments; | No | No | ||
| Asia Alternatives Management LLC | Alternative Investments; | No | No | ||
| Atalaya Capital Management LP | Alternative Investments; | No | No | ||
| Avenue Capital Group | Alternative Investments; | No | No | ||
| Avenue Capital Management | Alternative Investments; | No | No | ||
| Avenue Capital Management II, LP | Alternative Investments; | No | No | ||
| Audax Group | Alternative Investments; | No | No | ||
| Axiom Asia Private Capital | Alternative Investments; | No | Yes | ||
| Bain Capital, LLC | Alternative Investments; | No | No | ||
| BC Partners Holdings Limited | Alternative Investments; | No | No | ||
| Beacon Capital Partners, LLC | Alternative Investments; | No | No | ||
| Benefit Street Partners, LLC | Alternative Investments; | No | No | ||
| Blackboard Inc. | Alternative Investments; | No | No | ||
| Blue Chip Venture Company, Ltd. | Alternative Investments; | No | No | ||
| Blue Owl Capital, Inc. | Alternative Investments; | No | No | ||
| Brantley Management Company | Alternative Investments; | No | No | ||
| Bridgepoint Capital, Ltd. | Alternative Investments; | No | No | ||
| Brookside Capital, LLC | Alternative Investments; | No | No | ||
| CB Health Ventures, LLC | Alternative Investments; | No | No | ||
| Cardinal Partners | Alternative Investments; | No | No | ||
| Cerberus Capital Management, LP | Alternative Investments; | No | No | ||
| Christofferson, Robb & Co. | Alternative Investments; | No | No | ||
| Clayton, Dubilier & Rice, LLC | Alternative Investments; | No | No | ||
| Clearlake Capital Group | Alternative Investments; | No | No | ||
| Commonfund Capital, Inc | Alternative Investments; | No | No | ||
| Comvest | Alternative Investments; | No | No | ||
| Crestline Management, L.P. | Alternative Investments; | No | No | ||
| CVC Capital Partners Limited | Alternative Investments; | No | No | ||
| Dawson Partners | Alternative Investments; | No | No | ||
| Davidson Kempner Advisors, Inc. | Alternative Investments; | No | No | ||
| Dragoneer Investment Group | Alternative Investments; | No | No | ||
| Duff Ackerman & Goodrich | Alternative Investments; | No | No | ||
| EnCap Investments LP | Alternative Investments; | No | No | ||
| EQT Partners | Alternative Investments; | Yes | No | ||
| Essex Woodlands Health Ventures | Alternative Investments; | No | No | ||
| Fairview Management Group, LLC | Alternative Investments; | No | No | ||
| Firmament Partners | Alternative Investments; | No | No | ||
| Fortress Investment Group, LLC | Alternative Investments; | No | No | ||
| Francisco Partners | Alternative Investments; | No | No | ||
| Friedman, Fleischer & Lowe, LLC | Alternative Investments; | No | No | ||
| Gauge Capital | Alternative Investments; | No | No | ||
| General Catalyst Partners | Alternative Investments; | No | No | ||
| Genstar Capital Partners, LLC | Alternative Investments; | No | No | ||
| Goldman, Sachs & Co. | Alternative Investments; | No | Yes | ||
| Golub Capital | Alternative Investments; | No | No | ||
| Grosvenor Capital Management, LLC | Alternative Investments; | No | No | ||
| GSO Capital Partners, LP | Alternative Investments; | No | No | ||
| GTCR LLC | Alternative Investments; | No | No | ||
| H.I.G. Capital Management | Alternative Investments; | No | No | ||
| Hancock Capital Investment Management, LLC | Alternative Investments; | No | No | ||
| HarbourVest Partners, LLC | Alternative Investments; | No | No | ||
| Heartland Industrial Partners | Alternative Investments; | No | No | ||
| Hellman & Friedman LLC | Alternative Investments; | No | No | ||
| Hermes GPE LLP | Alternative Investments; | No | No | ||
| Houghton Mifflin Veritas | Alternative Investments; | No | No | ||
| HPS Investment Partners, LLC | Alternative Investments; | No | No | ||
| HSBC Group | Alternative Investments; | Yes | Yes | ||
| ICONIQ Capital, LLC | Alternative Investments; | No | No | ||
| Infinity Q Capital Management | Alternative Investments; | No | No | ||
| Intermediate Capital Group PLC | Alternative Investments; | No | No | ||
| IVC Evidensia | Alternative Investments; | No | No | ||
| Jade Capital Management, LLC | Alternative Investments; | No | No | ||
| JF Lehman | Alternative Investments; | No | No | ||
| King Street Advisors, LLC | Alternative Investments; | No | No | ||
| Kohlberg Kravis Roberts & Co. LP | Alternative Investments; | No | No | ||
| Latticework Capital Management, LLC | Alternative Investments; | No | No | ||
| Leonard Green & Partners, LP | Alternative Investments; | No | No | ||
| Levine Leichtman Capital Partners, Inc. | Alternative Investments; | No | No | ||
| Lightspeed China Partners | Alternative Investments; | No | No | ||
| Lime Rock Partners, LLC | Alternative Investments; | No | No | ||
| Man Asset Management Limited | Alternative Investments; | No | Yes | ||
| Manulife Financial Corporation | Alternative Investments; | No | Yes | ||
| Meritage Holdings, LLC | Alternative Investments; | No | No | ||
| MHR Fund Management LLC | Alternative Investments; | No | No | ||
| Monitor Clipper Partners, Inc. | Alternative Investments; | No | No | ||
| Moonrise Capital LP | Alternative Investments; | No | No | ||
| Morgan Stanley | Alternative Investments; | No | No | ||
| Morgenthaler Ventures | Alternative Investments; | No | No | ||
| MV Management XIV, LLC | Alternative Investments; | No | No | ||
| MV Management XV, LLC | Alternative Investments; | No | No | ||
| NB Alternative Advisers LLC | Alternative Investments; | No | No | ||
| New Enterprise Associates (NEA) | Alternative Investments; | No | No | ||
| Oak HC/FT Management Company, LLC | Alternative Investments; | No | No | ||
| Oakley Capital Partners | Alternative Investments; | No | No | ||
| Oaktree Capital Management, LLC | Alternative Investments; | No | No | ||
| Och-Ziff Capital Management Group | Alternative Investments; | No | No | ||
| Ohio Innovation Fund | Alternative Investments; | No | No | ||
| Onex Falcon | Alternative Investments; | No | No | ||
| Owl Rock Capital Advisors | Alternative Investments; | No | No | ||
| Oxford Finance, LLC | Alternative Investments; | No | No | ||
| Paine Schwartz Paine, LLC | Alternative Investments; | No | No | ||
| Panda Energy International, Inc. | Alternative Investments; | No | No | ||
| Percheron Capital | Alternative Investments; | No | No | ||
| PineBridge Investments | Alternative Investments; | Yes | No | ||
| Primus Venture Partners, Inc. | Alternative Investments; | No | No | ||
| Proofpoint (Project Panther IV) | Alternative Investments; | No | No | ||
| Providence Equity Partners, Inc. | Alternative Investments; | No | No | ||
| PSG | Alternative Investments; | No | No | ||
| Quad Partners LLC | Alternative Investments; | No | No | ||
| Redpoint Omega III, LLC | Alternative Investments; | No | No | ||
| Renaissance Technologies | Alternative Investments; | No | No | ||
| Reverence Capital Partners LLC | Alternative Investments; | No | No | ||
| Semaphore | Alternative Investments; | No | No | ||
| Silver Lake Partners | Alternative Investments; | No | No | ||
| Siris | Alternative Investments; | No | No | ||
| Sixth Street Advisors, LLC | Alternative Investments; | No | No | ||
| Stone Point Capital LLC | Alternative Investments; | No | No | ||
| Summit Partners | Alternative Investments; | No | No | ||
| TA Associates, Inc. | Alternative Investments; | No | No | ||
| TCW Group | Alternative Investments; | No | No | ||
| Texas Pacific Group | Alternative Investments; | No | No | ||
| The Blackstone Group | Alternative Investments; | No | No | ||
| The Carlyle Group | Alternative Investments; | No | No | ||
| The Riverside Company | Alternative Investments; | No | No | ||
| Thoma Bravo, LLC | Alternative Investments; | No | No | ||
| Tiger Iron Capital | Alternative Investments; | No | No | ||
| TowerBrook Capital Partners, LP | Alternative Investments; | No | No | ||
| Truebridge Capital Partners, LLC | Alternative Investments; | No | No | ||
| TSCOF SPV GP, LLC | Alternative Investments; | No | No | ||
| TSG Consumer Partners (FKA: Shansby Group) | Alternative Investments; | No | No | ||
| Twin Brook Capital Partners | Alternative Investments; | No | No | ||
| Two Sigma Advisers | Alternative Investments; | No | No | ||
| Varagon Capital Partners | Alternative Investments; | No | No | ||
| Veritas Capital Fund Management, LLC | Alternative Investments; | No | No | ||
| Vista Equity Partners Management LLC | Alternative Investments; | Yes | No | ||
| Vitruvian Partners LLP | Alternative Investments; | No | No | ||
| Warburg Pincus LLC | Alternative Investments; | No | No | ||
| WL Ross & Co, LLC (Invesco) | Alternative Investments; | No | No | ||
Oklahoma
List of AMCs contracting with the Oklahoma Department of Wildlife Conservation Defined Benefit Pension Plan
The Oklahoma Department of Wildlife Conservation Defined Benefit Pension Plan contracted with 14 asset management companies (AMCs) or specific funds as of December 31, 2023. Of those companies, one was an investor participant in Climate Action 100+, and none were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Oklahoma Department of Wildlife Conservation Defined Benefit Pension Plan: [3]
| Oklahoma Department of Wildlife Conservation Defined Benefit Pension Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[106] | Climate Action 100+ signatory as of October 2024 |
| iShares:Russell 1000 L/C Idx;K (BRGKX) | Equity; | $696,162,000 | 526.493% | No | No |
| Vanguard S-C Id;Inst (VSCIX) | Equity; | $351,004,000 | 265.457% | No | No |
| Bank of Oklahoma Managed Equity (SA) | Equity; | $1,776,289,000 | 1343.371% | No | No |
| Vanguard Dev Mkt;Adm (VTMGX) | Equity; | $6,505,359.00 | 4.920% | No | No |
| Dodge & Cox Intnl Stck;I (DODFX) | Equity; | $5,090,516.00 | 3.850% | No | No |
| MFS Intl New DiscvR6 (MIDLX) | Equity; | $53,213,608.00 | 40.244% | No | Yes |
| Invesco Dev Mkt;R6 (ODVIX) | Equity; | $7,808,896.00 | 5.906% | No | No |
| Bank of Oklahoma Managed Fixed Income (SA) | Fixed Income; | $5,711,772.00 | 4.320% | No | No |
| PIMCO:Income;Inst (PI MIX) | Fixed Income; | $5,592,236.00 | 4.229% | No | No |
| PIMCO:Intl Bd (DH);Inst (PFORX) | Fixed Income; | $4,121,786.00 | 3.117% | No | No |
| Baird Aggregate Bd;Inst (BAGIX) | Fixed Income; | $14,572,636.00 | 11.021% | No | No |
| First Eagle:Globahl (SGIIX) | Alternative Investments; | $5,727,482.00 | 4.332% | No | No |
| Calamos:Mkt Neut Inc;I (CMNIX) | Alternative Investments; | $3,427,335.00 | 2.592% | No | No |
| Neub Berman LJS;Inst (NLSIX) | Alternative Investments; | $3,601,220.00 | 2.724% | No | No |
List of AMCs contracting with the Oklahoma Firefighters Pension and Retirement System
The Oklahoma Firefighters Pension and Retirement System contracted with 61 asset management companies (AMCs) or specific funds as of June 30, 2023. Of those companies, eight were investor participants in Climate Action 100+, and six were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Oklahoma Firefighters Pension and Retirement System:[3]
| Oklahoma Firefighters Pension and Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[107] | Climate Action 100+ signatory as of October 2024 |
| Chautauqua Capital Management | International Equity; | $2,331,984 | 2.668% | No | No |
| Chautauqua International Growth Requity OP Fund. LP | International Equity; | $3,747,804 | 4.288% | No | No |
| WCM Investment Management | International Equity; | $4,949,189 | 5.663% | No | No |
| SSGA MSCI-ACWI US - NL (LICLP) | International Equity; | $217,000.00 | 0.006% | No | No |
| RBC GAM Emerging Markets | International Equity; | $158,051,000.00 | 4.455% | No | Yes |
| Wellington Emerging Markets | International Equity; | $165,152,000.00 | 4.655% | Yes | Yes |
| Artio Global Management LLC | International Equity; | $62,783,000.00 | 1.770% | No | No |
| Intech | Domestic Equity; | $57,021,000.00 | 1.607% | No | No |
| Aristotle Value Equity | Domestic Equity; | $51,172,000.00 | 1.442% | No | Yes |
| Beutel Goodman & Company | Domestic Equity; | $0.00 | 0.000% | No | Yes |
| Fred Alger Management, Inc. | Domestic Equity; | $228,429,000.00 | 6.439% | No | No |
| SSGA S&P 500- NL (LJQP) | Domestic Equity; | $129,060,000.00 | 3.638% | No | No |
| SSGA S&P Equal Weighted - NL (LIQP) | Domestic Equity; | $125,179,000.00 | 3.528% | No | No |
| Earnest Partners | Domestic Equity; | $255,939,000.00 | 7.214% | No | No |
| River Road Management | Domestic Equity; | $281,674,000.00 | 7.940% | No | No |
| Jackson Square Partners | Domestic Equity; | $0.00 | 0.000% | No | No |
| Lord Abbett & Co. | Domestic Equity; | $88,962,000.00 | 2.508% | No | No |
| SSGA Small CAP Completeness - NI (LIOP) | Domestic Equity; | $88,128,000.00 | 2.484% | No | No |
| APE Fund IV | Other Equity; | $86,233,000.00 | 2.431% | No | No |
| APE Fund V | Other Equity; | $88,492,000.00 | 2.494% | No | No |
| LGTCCO III | Other Equity; | $85,564,000.00 | 2.412% | No | No |
| Schroders PEGD III | Other Equity; | $24,871,000.00 | 0.701% | No | Yes |
| Adams Street Co-Inv V A | Other Equity; | $10,686,000.00 | 0.301% | No | No |
| Riverside Micro-Cap Fund VI | Other Equity; | $20,948,000.00 | 0.590% | No | No |
| Garcia Hamilton &Associates | Domestic Fixed Income; | $36,818,000.00 | 1.038% | No | No |
| Orleans Capital | Domestic Fixed Income; | $13,494,000.00 | 0.380% | No | No |
| SSGA BB US Aggregate - NL | Domestic Fixed Income; | $5,535,000.00 | 0.156% | No | No |
| Brandywine Global Fixed | Global Fixed Income; | $87,875,000.00 | 2.477% | Yes | Yes |
| Brandywine Global Opportunistic Fl CI A | Global Fixed Income; | $62,198,000.00 | 1.753% | Yes | Yes |
| Medley Opportunity Fund II | Other Fixed Income; | $80,797,000.00 | 2.277% | No | No |
| PIMCOCOF II | Other Fixed Income; | $0.00 | 0.000% | No | No |
| PIMCO Bravo III | Other Fixed Income; | $203,117,000.00 | 5.725% | No | No |
| PIMCO Bravo IV | Other Fixed Income; | $2,025,000.00 | 0.057% | No | No |
| PIMCO Private income Fund Cl A & B | Other Fixed Income; | $15,011,000.00 | 0.423% | No | No |
| ComVest Capital Partners Fund VI | Other Fixed Income; | $43,221,000.00 | 1.218% | No | No |
| JP Morgan Strategic Property Fund | Real Estate; | $38,271,000.00 | 1.079% | Yes | No |
| JP Morgan Special Situation Property Fund | Real Estate; | $98,518,000.00 | 2.777% | Yes | No |
| Portfolio Advisors Real Estate III | Real Estate; | $21,327,000.00 | 0.601% | No | No |
| Portfolio Advisors Flea! Estae IV | Real Estate; | $112,913,000.00 | 3.183% | No | No |
| Portfolio Advisors Real Estate V | Real Estate; | $62,766,000.00 | 1.769% | No | No |
| Portfolio Advisors Real Estate VI | Real Estate; | $2,117,000.00 | 0.060% | No | No |
| AG Net Lease Realty III | Real Estate; | $682,000.00 | 0.019% | No | No |
| AG Realty Value Fund %I | Real Estate; | $3,333,000.00 | 0.094% | No | No |
| Mesirow Financial Real Estate Fund II | Real Estate; | $16,371,000.00 | 0.461% | No | No |
| Mesirow RE Value Fund IV | Real Estate; | $21,408,000.00 | 0.603% | No | No |
| Dune Real Estate Fund III | Real Estate; | $4,312,000.00 | 0.122% | No | No |
| Dune Real Estate Fund IV, LP | Real Estate; | $4,044,000.00 | 0.114% | No | No |
| Landmark Real Estate Partners VII, LP | Real Estate; | $35,370,000.00 | 0.997% | No | No |
| Hall Capital III | Real Estate; | $8,859,000.00 | 0.250% | No | No |
| Hall Real Estate Fund II | Real Estate; | $39,585,000.00 | 1.116% | No | No |
| TerraCap Partners V, LP | Real Estate; | $3,722,000.00 | 0.105% | No | No |
| Centerbridge Partners RE Fund II, LP | Real Estate; | $5,436,000.00 | 0.153% | No | No |
| Pomona Capital Fund VIII | Other Assets; | $10,391,000.00 | 0.293% | No | No |
| Pomona Capital Fund IX | Other Assets; | $52,815,000.00 | 1.489% | No | No |
| Pomona Capital Fund X | Other Assets; | $14,301,000.00 | 0.403% | No | No |
| Ardian Secondary Fund VI | Other Assets; | $2,946,000.00 | 0.083% | No | No |
| Ardian Early Secondary Fund VI | Other Assets; | $25,139,000.00 | 0.709% | No | No |
| ASF VIII L.P. | Other Assets; | $19,732,000.00 | 0.556% | No | No |
| Capital Dynamics Global Secondaries Funds IV | Other Assets; | $5,818,000.00 | 0.164% | No | No |
| Capital Dynamics Global Secondaries Funds VI | Other Assets; | $36,289,000.00 | 1.023% | No | No |
| IFM Global Infrastructure (US) LP | Other Assets; | $49,153,000.00 | 1.385% | Yes | Yes |
List of AMCs contracting with the Oklahoma Law Enforcement Retirement System
The Oklahoma Law Enforcement Retirement System contracted with 43 asset management companies (AMCs) or specific funds as of June 30, 2023. Of those companies, four were investor participants in Climate Action 100+, and three were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Oklahoma Law Enforcement Retirement System:[3]
| Oklahoma Law Enforcement Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[108] | Climate Action 100+ signatory as of October 2024 |
| UBS Trumbull Property Fund (68 bp) (01/13) | Real Assets; | $111,487,000 | 10.031% | Yes | Yes |
| Wellington (80 bp) (09/16) | Equity; | $109,959,000 | 9.893% | Yes | Yes |
| Wasatch Advisors (110 bp) (07/12) | Equity; | $87,209,000 | 7.846% | No | No |
| AMR I | Global Private Equity; | $86,717,000 | 7.802% | No | No |
| Colcord Center | Real Assets; | $85,273,000 | 7.672% | No | No |
| Grosvenor (80 bp) (02/08) | Equity; | $73,922,000 | 6.651% | No | No |
| JPM Strategic Property Fund (92 bp) (04/12) | Real Assets; | $72,921,000 | 6.561% | Yes | No |
| Barings Focused EAFE Plus Equity (40 bp) (02/12) | Equity; | $58,734,000 | 5.284% | No | Yes |
| William Blair EM Leaders (79 bp) (10/16) | Equity; | $57,113,000 | 5.139% | No | Yes |
| Kennedy Capital (92 bp) (07/93) | Equity; | $56,247,000 | 5.061% | No | No |
| Mondrian International (50 bp) (01/05) | Equity; | $56,159,000 | 5.053% | No | No |
| FirstMark Capital Fund V | Global Private Equity; | $53,999,711 | 4.859% | No | No |
| K2 Ascent (35 bp) (08/20) | Equity; | $42,184,000 | 3.795% | No | No |
| Polen (50 bp) (01/19) | Equity; | $117,617,000.00 | 3.315% | No | No |
| FirstMark Capital Opportunity Fund III | Global Private Equity; | $19,803,334 | 1.782% | No | No |
| NT Aggregate Index Fund (2 bp) (04/04) | Fixed income; | $18,809,000 | 1.692% | No | No |
| Apollo IX | Global Private Equity; | $18,260,010 | 1.643% | No | No |
| Apollo VIII | Global Private Equity; | $16,860,316 | 1.517% | No | No |
| Warburg Pincus Global Growth 14 | Global Private Equity; | $15,528,111 | 1.397% | No | No |
| Warburg Pincus Global Growth | Global Private Equity; | $15,054,798 | 1.355% | No | No |
| Knightsbridge VI | Global Private Equity; | $14,616,000 | 1.315% | No | No |
| TrueBridge Capital Partners Fund VIII | Global Private Equity; | $14,308,825 | 1.287% | No | No |
| Warburg Pincus XII | Global Private Equity; | $12,641,650 | 1.137% | No | No |
| Francisco Partners Agility II | Global Private Equity; | $12,115,865 | 1.090% | No | No |
| CV! Credit Value Fund A V LP | Global Private Equity; | $12,082,042 | 1.087% | No | No |
| Knightsbridge VII | Global Private Equity; | $9,400,696 | 0.846% | No | No |
| NT S&P 500 Index Fund (1 bp) (08/08) | Equity; | $23,527,000.00 | 0.663% | No | No |
| Hotchkis and Wiley (30 bp) (05/90) | Equity; | $23,299,000.00 | 0.657% | No | No |
| Francisco Partners VI | Global Private Equity; | $5,669,233 | 0.510% | No | No |
| Oaktree Opportunities Fund XI | Global Private Equity; | $4,581,296 | 0.412% | No | No |
| FirstMark Capital OF IV | Global Private Equity; | $4,412,676 | 0.397% | No | No |
| AMR J APEP II | Global Private Equity; | $4,250,000 | 0.382% | No | No |
| TrueBridge Secondaries I | Global Private Equity; | $3,653,156 | 0.329% | No | No |
| Clayton. Dubilier, & Rice Fund XII | Global Private Equity; | $2,896,231 | 0.261% | No | No |
| Loomis Sayles (35 bp) (09/21) | Fixed income; | $2,767,000 | 0.249% | No | No |
| FirstMark Capital VI | Global Private Equity; | $1,500,000 | 0.135% | No | No |
| Angelo Gordon XI | Value Add Real Estate; | $851,465 | 0.077% | No | No |
| Storwood Distressed Opp. Fund XII | Value Add Real Estate; | $532,189 | 0.048% | No | No |
| Saw Mill Capital Partners III | Global Private Equity; | $421,048 | 0.038% | No | No |
| TCW Asset Management (35 bp) (10/93) | Fixed income; | $319,000 | 0.029% | No | No |
| Francisco Partners VII | Global Private Equity; | $200,000 | 0.018% | No | No |
| Francisco Partners Agility III | Global Private Equity; | $2,446 | 0.000% | No | No |
| Blackstone Real Estate Partners X | Value Add Real Estate; | $0 | 0.000% | No | No |
List of AMCs contracting with the Oklahoma Police Pension and Retirement Fund
The Oklahoma Police Pension and Retirement Fund contracted with 104 asset management companies (AMCs) or specific funds as of April 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Oklahoma Police Pension and Retirement Fund:[3]
| Oklahoma Police Pension and Retirement Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[109] | Climate Action 100+ signatory as of October 2024 |
| Northern Trust Russell | Equity; | $557,485,000.00 | 18.02% | Yes | Yes |
| Boston Partners (01/98) | Equity; | $164,312,000.00 | 5.31% | No | No |
| Silvercrest (02/14) | Equity; | $120,601,000.00 | 3.90% | No | No |
| Grosvenor (12/10)* | Equity; | $384,000.00 | 0.01% | No | No |
| K2 Ascent LLC (04/20) * | Equity; | $127,099,000.00 | 4.11% | No | No |
| Borings Focused EAFE Plus Equity (03/12) | Equity; | $183,084,000.00 | 5.92% | No | No |
| Mondrian Inn Value (05/04) | Equity; | $183,654,000.00 | 5.94% | No | No |
| Axiom Emerging Markets (08/22) | Equity; | $90,080,000.00 | 2.91% | No | Yes |
| Wasatch EM Small Cap (09/12) | Equity; | $54,853,000.00 | 1.77% | No | No |
| Agincourt (10/99) | Fixed Income; | $223,255,000.00 | 7.22% | No | No |
| Oaktree Global Credit Fund (02/98)1 | Fixed Income; | $145,656,000.00 | 4.71% | No | No |
| Loomis Sayles (06/08) | Fixed Income; | $63,164,000.00 | 2.04% | No | No |
| PAAMCO (10/02) | Fixed Income; | $5,063,000.00 | 0.16% | No | No |
| Wellington Global Total Return (12/16) | Fixed Income; | $76,854,000.00 | 2.48% | Yes | Yes |
| TCW MetWest Unconstrained Bond Fund (01/21) | Fixed Income; | $64,770,000.00 | 2.09% | No | No |
| JP Morgan (12/07) | Real Assets; | $139,031,000.00 | 4.49% | Yes | No |
| Blackstone Property Partners (01/15) | Real Assets; | $171,323,000.00 | 5.54% | No | No |
| Levine Leichtman III | Private equity - active funds; | $0.00 | 0.00% | No | No |
| Thompson Street Capitol II | Private equity - active funds; | $271,121.00 | 0.01% | No | No |
| Sun Capitol Partners V | Private equity - active funds; | $676,016.00 | 0.02% | No | No |
| Levine Leichtman IV | Private equity - active funds; | $952,651.00 | 0.03% | No | No |
| Thompson Street Capital III | Private equity - active funds; | $412,147.00 | 0.01% | No | No |
| Arsenal Capital Partners III | Private equity - active funds; | $793,788.00 | 0.03% | No | No |
| Apollo Investment Fund VIII | Private equity - active funds; | $2,227,148.00 | 0.07% | No | No |
| Francisco Partners IV | Private equity - active funds; | $8,162,279.00 | 0.26% | No | No |
| CenterOak Equity Fund I | Private equity - active funds; | $1,790,711.00 | 0.06% | No | No |
| Thompson Street Capital IV | Private equity - active funds; | $7,817,576.00 | 0.25% | No | No |
| Green Equity Investors VII | Private equity - active funds; | $8,718,786.00 | 0.28% | No | No |
| Francisco Partners V | Private equity - active funds; | $15,234,391.00 | 0.49% | No | No |
| Thompson Street Capital V | Private equity - active funds; | $10,829,088.00 | 0.35% | No | No |
| Apollo Investment Fund IX | Private equity - active funds; | $12,226,283.00 | 0.40% | No | No |
| Jade Equity Investors I | Private equity - active funds; | $10,878,229.00 | 0.35% | No | No |
| Francisco Partners Agility II | Private equity - active funds; | $5,395,972.00 | 0.17% | No | No |
| Green Equity Investors VIII | Private equity - active funds; | $17,887,899.00 | 0.58% | No | No |
| Francisco Partners VI | Private equity - active funds; | $21,497,155.00 | 0.69% | No | No |
| Thompson Street Capitol VI | Private equity - active funds; | $14,325,221.00 | 0.46% | No | No |
| Green Equity Investors IX | Private equity - active funds; | $3,500,565.00 | 0.11% | No | No |
| Sow Mill Capital Partners III | Private equity - active funds; | $3,798,179.00 | 0.12% | No | No |
| Francisco Partners VII | Private equity - active funds; | $0.00 | 0.00% | No | No |
| Clayton, Dubilier, & Rice Fund XII | Private equity - active funds; | $1,702,933.00 | 0.06% | No | No |
| Francisco Partners Agility III | Private equity - active funds; | $0.00 | 0.00% | No | No |
| Jade Equity Investors II | Private equity - active funds; | $0.00 | 0.00% | No | No |
| Oaktree Opportunities VII A | Private equity - active funds; | $0.00 | 0.00% | No | No |
| Oaktree Opportunities VII I3 | Private equity - active funds; | $0.00 | 0.00% | No | No |
| Oaktree Opportunities VIII | Private equity - active funds; | $18,101.00 | 0.00% | No | No |
| Oaktree Opportunities IX | Private equity - active funds; | $5,092,766.00 | 0.16% | No | No |
| Oaktree European Dislocation Fund | Private equity - active funds; | $11,877.00 | 0.00% | No | No |
| Oaktree Opportunities Fund X | Private equity - active funds; | $3,742,729.00 | 0.12% | No | No |
| Apollo EPF III | Private equity - active funds; | $5,526,506.00 | 0.18% | No | No |
| Oaktree Opportunities Fund Xb | Private equity - active funds; | $8,298,462.00 | 0.27% | No | No |
| CarVal Credit Value Fund V | Private equity - active funds; | $24,231,729.00 | 0.78% | No | No |
| Oaktree Opportunities XI | Private equity - active funds; | $30,946,613.00 | 1.00% | No | No |
| Actis EM IV | Private equity - active funds; | $4,171,466.00 | 0.13% | Yes | No |
| TCW Mezzanine Fund V | Private equity - active funds; | $0.00 | 0.00% | No | No |
| Newstone Capital Partners II | Private equity - active funds; | $370,625.00 | 0.01% | No | No |
| EnCap Energy Fund IX | Private equity - active funds; | $1,557,796.00 | 0.05% | No | No |
| EnCap Energy Fund X | Private equity - active funds; | $4,235,431.00 | 0.14% | No | No |
| ArcLight Energy Partners VI. L.P. | Private equity - active funds; | $2,345,863.00 | 0.08% | No | No |
| EnCap Energy Fund XI | Private equity - active funds; | $10,213,028.00 | 0.33% | No | No |
| North Sky Clean Growth V | Private equity - active funds; | $21,409,059.00 | 0.69% | No | No |
| ArcLight Energy Partners VII, L.P | Private equity - active funds; | $12,799,994.00 | 0.41% | No | No |
| Lexington VI | Private equity - active funds; | $106,395.00 | 0.00% | No | No |
| TrueBridge Secondaries I | Private equity - active funds; | $3,336,985.00 | 0.11% | No | No |
| Accel Europe | Private equity - active funds; | $312,077.00 | 0.01% | No | No |
| Knightsbridge Fund VI | Private equity - active funds; | $3,085,211.00 | 0.10% | No | No |
| Firstmark Capitol Fund I | Private equity - active funds; | $6,958,827.00 | 0.22% | No | No |
| Weathergage Venture Capital I | Private equity - active funds; | $3,709,744.00 | 0.12% | No | No |
| Warburg Pincus X | Private equity - active funds; | $274,979.00 | 0.01% | No | No |
| Weathergage Venture Capital II | Private equity - active funds; | $7,485,288.00 | 0.24% | No | No |
| Firstmark Capitol Fund II | Private equity - active funds; | $6,074,943.00 | 0.20% | No | No |
| Warburg Pincus XI | Private equity - active funds; | $2,337,208.00 | 0.08% | No | No |
| Firstmark Capitol Fund III | Private equity - active funds; | $13,822,143.00 | 0.45% | No | No |
| Firstmark Capitol Opportunity Fund I | Private equity - active funds; | $2,088,877.00 | 0.07% | No | No |
| Warburg Pincus XII | Private equity - active funds; | $7,683,767.00 | 0.25% | No | No |
| Weathergage Venture Capital IV | Private equity - active funds; | $15,940,051.00 | 0.52% | No | No |
| FirstMork Capital Fund IV | Private equity - active funds; | $13,203,611.00 | 0.43% | No | No |
| FirstMork Capital Opportunity Fund II | Private equity - active funds; | $12,307,701.00 | 0.40% | No | No |
| Warburg Pincus Global Growth | Private equity - active funds; | $47,860,691.00 | 1.55% | No | No |
| TA Associates XIII | Private equity - active funds; | $12,627,459.00 | 0.41% | No | No |
| FirstMork Capital Opportunity Fund III | Private equity - active funds; | $10,950,434.00 | 0.35% | No | No |
| FirstMork Capital Fund V | Private equity - active funds; | $13,885,798.00 | 0.45% | No | No |
| Stepstone VC Global Partners X | Private equity - active funds; | $18,156,897.00 | 0.59% | No | No |
| Redmile Biopharma Investments III, L.P. | Private equity - active funds; | $14,751,055.00 | 0.48% | No | No |
| TA Associates XIV | Private equity - active funds; | $11,801,358.00 | 0.38% | No | No |
| Warburg Pincus Global Growth 14 | Private equity - active funds; | $8,940,139.00 | 0.29% | No | No |
| FirstMork Capital Opportunity Fund IV | Private equity - active funds; | $990,119.00 | 0.03% | No | No |
| TrueBridge Capital Partners Fund VIII | Private equity - active funds; | $267,053.00 | 0.01% | No | No |
| FirstMork Capital VI | Private equity - active funds; | $1,330,471.00 | 0.04% | No | No |
| Newstone Capital Partners Ill | Private credit - active funds; | $3,061,186.00 | 0.10% | No | No |
| LBC Credit Partners Fund IV | Private credit - active funds; | $7,405,342.00 | 0.24% | No | No |
| Apollo Accord IV | Private credit - active funds; | $0.00 | 0.00% | No | No |
| Apollo Accord V | Private credit - active funds; | $1,940,608.00 | 0.06% | No | No |
| Siguler Guff Dist. Real Estate Opp. | Real assets; | $1,640,743.00 | 0.05% | No | No |
| TA Associates Realty X | Real assets; | $0.00 | 0.00% | No | No |
| Cerberus Real Estate Fund Ill | Real assets; | $5,729,146.00 | 0.19% | No | No |
| Hall Capital Fund Ill | Real assets; | $776,581.00 | 0.03% | No | No |
| Siguler Guff Dist. Real Estate Opp. II | Real assets; | $3,871,426.00 | 0.13% | No | No |
| Cerberus Institutional Real Estate Partners IV | Real assets; | $10,790,535.00 | 0.35% | No | No |
| Siguler Guff Dist. Real Estate Opp. II B | Real assets; | $8,755,795.00 | 0.28% | No | No |
| Angelo Gordon Realty Value Fund X. L.P. | Real assets; | $13,475,546.00 | 0.44% | No | No |
| Blackstone Real Estate Partners Fund IX, L.P | Real assets; | $20,064,535.00 | 0.65% | No | No |
| Stanwood Distressed Opportunity Fund XII | Real assets; | $21,478,794.00 | 0.69% | No | No |
| Angelo Gordon Realty Value Fund XI, L.P. | Real assets; | $5,524,142.00 | 0.18% | No | No |
| Blackstone Real Estate Partners Fund X. L.P. | Real assets; | $1,290,017.00 | 0.04% | No | No |
List of AMCs contracting with the Oklahoma Public Employees Retirement System
The Oklahoma Public Employees Retirement System contracted with 15 asset management companies (AMCs) or specific funds as of June 30, 2023. Of those companies, three were investor participants in Climate Action 100+, and eight were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Oklahoma Public Employees Retirement System: [3]
| Oklahoma Public Employees Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[110] | Climate Action 100+ signatory as of October 2024 |
| Blackrock Financial Management Inc | Fixed Income; | $21,478,794.00 | 0.178% | Yes | No |
| Hoisington Investment Management | Fixed Income; | $5,524,142.00 | 0.046% | No | No |
| BlackRock Institutional Trust Company | Fixed Income; | $1,290,017.00 | 0.011% | Yes | No |
| Metropolitan West Asset Management | Fixed Income; | $1,630,162,000 | 13.513% | No | No |
| BlackRock Institutional Trust Company | U.S. Equities; | $281,855,000 | 2.336% | Yes | No |
| Newton Capital Management | U.S. Equities; | $399,060,000 | 3.308% | No | Yes |
| State Street Global Advisors | U.S. Equities; | $1,221,455,000 | 10.125% | Yes | No |
| Westfield Capital Management | U.S. Equities; | $2,279,332,000 | 18.894% | No | No |
| UBS Global Asset Management | U.S. Equities; | $660,717,000 | 5.477% | Yes | Yes |
| Barrow, Hanley, Mewhinney & Strauss, Inc. | U.S. Equities; | $663,078,000 | 5.497% | No | No |
| DePrince, Race & Zollo, Inc. | U.S. Equities; | $386,743,000 | 3.206% | No | No |
| Baillie Gifford Overseas Ltd | International Equities; | $197,873,000 | 1.640% | Yes | Yes |
| Mondrian Investment Partners, Ltd. | International Equities; | $235,406,000 | 1.951% | No | No |
| BlackRock Institutional Trust Company | International Equities; | $228,251,000 | 1.892% | Yes | No |
| BlackRock Institutional Trust Company | International Equities; | $305,196,000 | 2.530% | Yes | No |
List of AMCs contracting with the Oklahoma Public Employees Retirement System
The Oklahoma Public Employees Retirement System contracted with 15 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Oklahoma Uniform Retirement System for Justices and Judges:[3]
- Baillie Gifford Overseas Ltd. (NZAM, Climate Action 100+)
- Barrow, Hanley, Mewhinney & Strauss, Inc.
- Blackrock Financial Management, Inc. (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (Index Fund – ACWI ex-U.S. Growth) (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (Index Fund – ACWI ex-U.S.) (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (Index Fund – Russell 1000 and Value) (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (Index Fund – U.S. TIPS) (NZAM, Climate Action 100+)
- DePrince, Race & Zollo, Inc.
- Hoisington Investment Management
- Mellon Capital Management (Climate Action 100+)
- Metropolitan West Asset Management
- Mondrian Investment Partners, Ltd.
- State Street Global Advisors (NZAM)
- UBS Global Asset Management (NZAM, Climate Action 100+)
- Westfield Capital Management
List of AMCs contracting with the Teachers Retirement System of Oklahoma
The Teachers Retirement System of Oklahoma contracted with 42 asset management companies (AMCs) or specific funds as of June 30, 2023. Of those companies or funds, seven were investor participants in Climate Action 100+, and nine were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Teachers Retirement System of Oklahoma:[3]
| Teachers Retirement System of Oklahoma asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[111] | Climate Action 100+ signatory as of October 2024 |
| Frontier | Domestic Equity; | $4,435,972.00 | 3.355% | No | No |
| Geneva Capital | Domestic Equity; | $3,973,437.00 | 3.005% | No | No |
| Northern Trust | Domestic Equity: Russell 3000 Index; | $4,143,498.00 | 3.134% | Yes | Yes |
| Northern Trust | Domestic Equity: SciBeta US 6 Factor Index; | $450,592,863.00 | 2.021% | Yes | Yes |
| Northern Trust | International Equity; | $435,794,700.00 | 1.954% | Yes | Yes |
| Causeway Capital | International Equity; | $4,990,352,855.00 | 22.377% | No | No |
| Hoisington Investment Co. | Fixed Income; | $3,169,876,848.00 | 14.214% | No | No |
| Loomis Sayles | Fixed Income; | $1,900,681,320.00 | 8.523% | No | No |
| Lord Abbett | Fixed Income; | $335,993,159.00 | 1.507% | No | No |
| Mackay Shields | Fixed Income; | $714,084,055.00 | 3.202% | No | No |
| AEW | Real Estate; | $1,425,043,599.00 | 6.390% | No | No |
| Heitman America Real Estate | Real Estate; | $1,371,143,560.00 | 6.148% | No | No |
| L&B Core Income Partners | Real Estate; | $1,401,450,085.00 | 6.284% | No | No |
| American Strategic Value | Real Estate; | $420,731,444.00 | 1.887% | No | No |
| Angelo Gordon X | Real Estate; | $424,567,523.00 | 1.904% | No | No |
| Angelo Gordon XI | Real Estate; | $189,656.00 | 0.001% | No | No |
| Artemis Real Estate III | Real Estate; | $127,400,424.00 | 0.571% | Yes | Yes |
| Artemis Real Estate IV | Real Estate; | $43,968,359.00 | 0.197% | Yes | Yes |
| Blackstone RE Partners X, L.P. | Real Estate; | $9,307,849.00 | 0.042% | No | No |
| Dune Real Estate III | Real Estate; | $29,191,690.00 | 0.131% | No | No |
| Dune Real Estate IV | Real Estate; | $3,173,964.00 | 0.014% | No | No |
| FCP Realty Fund IV, L.P. | Real Estate; | $3,370,237.00 | 0.015% | No | No |
| FCP Realty Fund V, L.P. | Real Estate; | $18,729,214.00 | 0.084% | No | No |
| GreenOak US II | Real Estate; | $47,512,650.00 | 0.213% | No | No |
| GreenOak US III | Real Estate; | $41,986,698.00 | 0.188% | No | No |
| Harbert European Real Estate V | Real Estate; | $70,701,288.00 | 0.317% | No | No |
| Invesco Strategic Realty | Real Estate; | $19,242,483.00 | 0.086% | Yes | No |
| Invesco Real Estate VI | Real Estate; | $41,921,261.00 | 0.188% | Yes | No |
| L&B Golden Driller | Real Estate; | $36,381,890.00 | 0.163% | No | No |
| Landmark Real Estate VII | Real Estate; | $17,138,462.00 | 0.077% | No | No |
| Lyrical-OTRS Realty Partner IV | Real Estate; | $45,203,532.00 | 0.203% | No | No |
| TPG Real Estate IV | Real Estate; | $36,028,062.00 | 0.162% | No | No |
| Starwood Opportunity X | Real Estate; | $5,210,870.00 | 0.023% | No | No |
| Starwood Opportunity XI | Real Estate; | $57,554,859.00 | 0.258% | No | No |
| Starwood Opportunity XII | Real Estate; | $4,022,528.00 | 0.018% | No | No |
| Franklin Park | Private Equity / Private Debt; | $10,989,486.00 | 0.049% | No | No |
| Franklin Park | Private Equity / Private Debt; | $47,595,369.00 | 0.213% | No | No |
| PIMCO Bravo ll | Private Equity / Private Debt; | $33,696,716.00 | 0.151% | No | No |
| PIMCO Bravo III | Private Equity / Private Debt; | $1,504,210,612.00 | 6.745% | No | No |
| PIMCO COF | Private Equity / Private Debt; | $6,331,934.00 | 0.028% | No | No |
| Northern Trust | Cash/other: STIF Account; | $7,062,535.00 | 0.032% | Yes | Yes |
| Northern Trust | Cash/other: Tax Reclaims/Transition; | $152,461,312.00 | 0.684% | Yes | Yes |
South Carolina
List of AMCs contracting with the Public Employee Benefit Authority
The South Carolina General Assembly Retirement System (GARS) is a sub-fund under the management of the South Carolina Public Employee Benefit Authority (PEBA). PEBA administers GARS, among other retirement and benefit plans for the public employees of South Carolina. GARS does not contract with its own AMCs; the AMCs for PEBA account for all the pension plans it administers.[3]
PEBA contracted with 227 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, eighteen were investor participants in Climate Action 100+, and forty-five were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PEBA:[112]
| South Carolina General Assembly Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[113] | Climate Action 100+ signatory as of October 2024 |
| Blackrock Short Duration | Short Duration:; Short Duration | $168,190,000 | 0.379% | Yes | No |
| Penn Limited Term HY | Short Duration:; Short Duration | $3,932,000 | 0.009% | No | No |
| Blackrock Core | Core Fixed Income (IG)4; Fixed Income | -$1,000 | 0.000% | Yes | No |
| Goldentree Structured Credit | Core Fixed Income (IG)4; Fixed Income | 395,892,000 | 0.891% | No | No |
| Guggenheim | Core Fixed Income (IG)4; Fixed Income | 600,039,000 | 1.350% | No | No |
| Pacific Investment Mana gement Company | Core Fixed Income (IG)4; Fixed Income | 120,680,000 | 0.272% | No | No |
| Thompson Rivers | Core Fixed Income (IG)4; Fixed Income | 26,598,000 | 0.060% | No | No |
| Barings US High Yield | Mixed Credit; Fixed Income | 21,000 | 0.000% | No | Yes |
| Barings MultiSector | Mixed Credit; Fixed Income | 2,610,000 | 0.006% | No | Yes |
| Caspian SC Holdings LP | Mixed Credit; Fixed Income | 150,070,000 | 0.338% | No | No |
| Pinebridge | Mixed Credit; Fixed Income | 46,000 | 0.000% | Yes | No |
| Entrust Partnership Emerging Market Debt | Emerging Market Debt; Fixed Income | 4,383,000 | 0.010% | No | No |
| GMO Emerging Country Debt | Emerging Market Debt; Fixed Income | 27,953,000 | 0.063% | Yes | No |
| Algert | Global Public Equity; Fixed Income | -14,000 | 0.000% | No | No |
| AQR Global Enhanced | Global Public Equity; Fixed Income | -74,000 | 0.000% | No | No |
| Blackrock Emerging Markets Small Cap Equity | Global Public Equity; Fixed Income | 306,473,000 | 0.690% | Yes | No |
| Blackrock MSCI ACWI | Global Public Equity; Fixed Income | 11,989,871,000 | 26.985% | Yes | No |
| Blackrock U S Small Cap | Global Public Equity; Fixed Income | 1,092,883,000 | 2.460% | Yes | No |
| Blackrock World ex U S Small Cap | Global Public Equity; Fixed Income | 701,065,000 | 1.578% | Yes | No |
| DE Shaw World Enhanced | Global Public Equity; Fixed Income | -51,000 | 0.000% | No | No |
| Intech | Global Public Equity; Fixed Income | -41,000 | 0.000% | No | No |
| Man Numeric International Small Ca p | Global Public Equity; Fixed Income | -14,000 | 0.000% | No | Yes |
| Russell Global Transition5 | Global Public Equity; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| Russell International Small Cap5 | Global Public Equity; Fixed Income | -10,000 | 0.000% | Yes | Yes |
| Russell International Small Cap Passive Transition | Global Public Equity; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| State Street MSCI ACWI | Global Public Equity; Fixed Income | 5,743,284,000 | 12.926% | Yes | No |
| CenterSquare US REIT Focus | Public Real Estate; Fixed Income | 223,421,000 | 0.503% | No | Yes |
| DWS RREEF | Public Infrastructure; Fixed Income | 102,103,000 | 0.230% | Yes | Yes |
| Russell Infrastructure | Public Infrastructure; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| Russell Investment Group | Beta Overlay; Fixed Income | 721,853,000 | 1.625% | Yes | Yes |
| Apollo Partnership Hedge Funds | Hedge Funds; Alternatives | 165,637,000 | 0.373% | No | No |
| Bayview MSR Opportunity Fund | Hedge Funds; Alternatives | 74,058,000 | 0.167% | No | No |
| Blackstone SAF II | Hedge Funds; Alternatives | 133,000 | 0.000% | No | No |
| Bridgewater Associates , Inc. | Hedge Funds; Alternatives | No | No | ||
| DE Shaw Composite Fund | Hedge Funds; Alternatives | 1,046,034,000 | 2.354% | No | No |
| Grosvenor Partnership Hedge Funds | Hedge Funds; Alternatives | No | No | ||
| Grosvenor Emerging Manager Fund | Hedge Funds; Alternatives | 2,297,000 | 0.005% | No | No |
| GSO Partnership Hedge Funds | Hedge Funds; Alternatives | 6,344,000 | 0.014% | No | No |
| Lighthouse Partnership Hedge Funds | Hedge Funds; Alternatives | 3,245,368,000 | 7.304% | No | No |
| Morgan Stanley Partnership Hedge Funds | Hedge Funds; Alternatives | 12,477,000 | 0.028% | No | No |
| Polymer | Hedge Funds; Alternatives | 165,871,000 | 0.373% | Yes | Yes |
| Reservoir Strategic Partners Fund | Hedge Funds; Alternatives | 865,000 | 0.002% | No | No |
| Apollo Partnership Private Debt | Private Debt; Alternatives | 961,931,000 | 2.165% | No | No |
| Ares Jasper Fund | Private Debt; Alternatives | 318,300,000 | 0.716% | No | No |
| Ares Pathfinder Fund | Private Debt; Alternatives | 73,721,000 | 0.166% | No | No |
| ASI Hark Capital III | Private Debt; Alternatives | 35,507,000 | 0.080% | No | No |
| Avenue Spec VI | Private Debt; Alternatives | 9,780,000 | 0.022% | No | No |
| Banner Ridge Secondary V | Private Debt; Alternatives | 7,871,000 | 0.018% | No | No |
| Banner Ridge Secondary V Co-Invest I | Private Debt; Alternatives | 851,000 | 0.002% | No | No |
| Barings Capital Invest Corp BDC | Private Debt; Alternatives | 143,042,000 | 0.322% | No | Yes |
| Barings Capital CMS Fund | Private Debt; Alternatives | No | Yes | ||
| Blue Owl First Lien | Private Debt; Alternatives | 145,037,000 | 0.326% | No | No |
| Blue Owl First Lien II | Private Debt; Alternatives | 31,683,000 | 0.071% | No | No |
| Blue Owl Tech Finance | Private Debt; Alternatives | 104,961,000 | 0.236% | No | No |
| Broad Street Credi t | Private Debt; Alternatives | 42,498,000 | 0.096% | No | No |
| Brookfield Real Estate Finance IV | Private Debt; Alternatives | 1,390,000 | 0.003% | Yes | No |
| Brookfield Real Estate Finance V | Private Debt; Alternatives | 32,023,000 | 0.072% | Yes | No |
| Credit Opportunities Partners JV | Private Debt; Alternatives | 205,662,000 | 0.463% | No | No |
| Crescent Mezzanine V | Private Debt; Alternatives | No | Yes | ||
| Crescent Mezzanine VI | Private Debt; Alternatives | 11,289,000 | 0.025% | No | Yes |
| Eagle Point Credit Partners | Private Debt; Alternatives | 56,155,000 | 0.126% | No | No |
| Eagle Point Defensive Income | Private Debt; Alternatives | 56,993,000 | 0.128% | No | No |
| Eagle Point Defensive Income II | Private Debt; Alternatives | 47,153,000 | 0.106% | No | No |
| Eagle Point SRT Co-Invest I | Private Debt; Alternatives | 10,268,000 | 0.023% | No | No |
| EIG Gateway Energy | Private Debt; Alternatives | 2,240,000 | 0.005% | No | No |
| Fortress Credit Opportunities Fund V (A) | Private Debt; Alternatives | 55,819,000 | 0.126% | No | No |
| Fortress Lending Fund II LP | Private Debt; Alternatives | 48,607,000 | 0.109% | No | No |
| Fortress Lending Fund III LP | Private Debt; Alternatives | 37,590,000 | 0.085% | No | No |
| Goldentree Loan Management II | Private Debt; Alternatives | 38,680,000 | 0.087% | No | No |
| Goldentree Loan Management III | Private Debt; Alternatives | 11,525,000 | 0.026% | No | No |
| GoldenTree Structured Products Fund VII | Private Debt; Alternatives | 13,206,000 | 0.030% | No | No |
| Goldman Sachs Mezzanine V | Private Debt; Alternatives | No | Yes | ||
| GSO Partnership Private Debt | Private Debt; Alternatives | 77,218,000 | 0.174% | No | No |
| Heitman Capital Management | Private Debt; Alternatives | 21,767,000 | 0.049% | No | No |
| Highbridge Principal Strategies | Private Debt; Alternatives | 328,798,000 | 0.740% | No | No |
| Jocassee Partners | Private Debt; Alternatives | 411,814,000 | 0.927% | No | No |
| KKR ABF Partners | Private Debt; Alternatives | 60,855,000 | 0.137% | No | No |
| KKR ABF Co-Invest I | Private Debt; Alternatives | 10,424,000 | 0.023% | No | No |
| KKR ABF Co-Invest II | Private Debt; Alternatives | 4,442,000 | 0.010% | No | No |
| KKR CFO Co-Invest III | Private Debt; Alternatives | 38,833,000 | 0.087% | No | No |
| KKR Co-Invest I | Private Debt; Alternatives | 11,162,000 | 0.025% | No | No |
| KKR Co-Invest II | Private Debt; Alternatives | 10,814,000 | 0.024% | No | No |
| KKR Co-Invest III | Private Debt; Alternatives | 10,573,000 | 0.024% | No | No |
| KKR Co-Invest IV | Private Debt; Alternatives | 6,713,000 | 0.015% | No | No |
| KKR Lending Partners II | Private Debt; Alternatives | 8,190,000 | 0.018% | No | No |
| KKR Lending Partners III | Private Debt; Alternatives | 97,632,000 | 0.220% | No | No |
| KKR Lending Partners IV | Private Debt; Alternatives | 89,422,000 | 0.201% | No | No |
| KKR Special Situations Fund II | Private Debt; Alternatives | 48,263,000 | 0.109% | No | No |
| Northstar Mezz V | Private Debt; Alternatives | $62,000 | 0.000% | No | No |
| Sankaty COP IV | Private Debt; Alternatives | 1,935,000 | 0.004% | No | No |
| Sankaty COP V | Private Debt; Alternatives | 6,433,000 | 0.014% | No | No |
| Torchlight Debt Opportunities Fund IV | Private Debt; Alternatives | 4,280,000 | 0.010% | No | No |
| Torchlight Debt Opportunities Fund V | Private Debt; Alternatives | 10,328,000 | 0.023% | No | No |
| WL Ross Whole Loans | Private Debt; Alternatives | No | No | ||
| Alpine Investors IX | Private Equity; Alternatives | 7,667,000 | 0.017% | No | No |
| Apollo Partnership Private Equity | Private Equity; Alternatives | 509,144,000 | 1.146% | No | No |
| Azalea IV | Private Equity; Alternatives | 3,982,000 | 0.009% | No | No |
| Blackrock SLS | Private Equity; Alternatives | 175,216,000 | 0.394% | Yes | No |
| BlackRock SLS I CoInvest Fund | Private Equity; Alternatives | 220,804,000 | 0.497% | Yes | No |
| Blackstone Strategic Partners IX | Private Equity; Alternatives | 42,183,000 | 0.095% | No | No |
| Bridgepoint Development Capital IV | Private Equity; Alternatives | 72,039,000 | 0.162% | No | No |
| Bridgepoint Europe IV | Private Equity; Alternatives | 10,570,000 | 0.024% | No | No |
| Brighton Park Capitall | Private Equity; Alternatives | 107,143,000 | 0.241% | No | No |
| Brighton Park Capital II | Private Equity; Alternatives | 16,954,000 | 0.038% | No | No |
| Brookfield Capital IV | Private Equity; Alternatives | 65,137,000 | 0.147% | Yes | No |
| Brookfield Capital V | Private Equity; Alternatives | 204,370,000 | 0.460% | Yes | No |
| Brookfield Capital Partners V CoInvest I | Private Equity; Alternatives | 64,471,000 | 0.145% | Yes | No |
| Brookfield Capital VI | Private Equity; Alternatives | 56,884,000 | 0.128% | Yes | No |
| Carousel Capital IV | Private Equity; Alternatives | 12,990,000 | 0.029% | No | No |
| Cinven 8 | Private Equity; Alternatives | 4,110,000 | 0.009% | No | No |
| Crestview II | Private Equity; Alternatives | 37,356,000 | 0.084% | No | No |
| Crestview III | Private Equity; Alternatives | 49,532,000 | 0.111% | No | No |
| Falfurrias Growth Partners I | Private Equity; Alternatives | 3,936,000 | 0.009% | No | No |
| Francisco Partners Agility II | Private Equity; Alternatives | 60,302,000 | 0.136% | No | No |
| Francisco Partners Agility III | Private Equity; Alternatives | -478,000 | -0.001% | No | No |
| Francisco Partners V | Private Equity; Alternatives | 81,869,000 | 0.184% | No | No |
| Francisco Partners VI | Private Equity; Alternatives | 88,801,000 | 0.200% | No | No |
| Francisco Partners VII | Private Equity; Alternatives | -324,000 | -0.001% | No | No |
| GCM Edisto - GCM Direct | Private Equity; Alternatives | 854,563,000 | 1.923% | No | No |
| GCM Edisto - RSIC Direct | Private Equity; Alternatives | 391,264,000 | 0.881% | No | No |
| Gemspring Capital III | Private Equity; Alternatives | 1,932,000 | 0.004% | No | No |
| General Atlantic | Private Equity; Alternatives | 38,163,000 | 0.086% | No | No |
| Great Hill Equity Partners VII | Private Equity; Alternatives | 55,252,000 | 0.124% | No | No |
| Great Hill Equity Partners VIII | Private Equity; Alternatives | 19,335,000 | 0.044% | No | No |
| Hg Genesis 10 | Private Equity; Alternatives | 10,896,000 | 0.025% | Yes | No |
| Hg Mercury 4 | Private Equity; Alternatives | 2,358,000 | 0.005% | Yes | No |
| Hg Saturn 3 | Private Equity; Alternatives | 21,669,000 | 0.049% | Yes | No |
| Hg Saturn 3 CoInvest III | Private Equity; Alternatives | 33,977,000 | 0.076% | Yes | No |
| HighVista Private Equity IX | Private Equity; Alternatives | 110,416,000 | 0.249% | No | No |
| HighVista Private Equity IX Co-Invest I SPV | Private Equity; Alternatives | 30,474,000 | 0.069% | No | No |
| HighVista Private Equity VIII | Private Equity; Alternatives | 56,041,000 | 0.126% | No | No |
| HighVista Private Equity X | Private Equity; Alternatives | 4,000,000 | 0.009% | No | No |
| Hillhouse Focused Growth Fund V LP | Private Equity; Alternatives | 18,428,000 | 0.041% | No | No |
| Horsley Bridge XIII | Private Equity; Alternatives | 63,976,000 | 0.144% | No | No |
| Horsley Bridge 14 | Private Equity; Alternatives | 20,555,000 | 0.046% | No | No |
| Horsley Bridge GC | Private Equity; Alternatives | 31,759,000 | 0.071% | No | No |
| Horsley Bridge Strategic IV | Private Equity; Alternatives | 50,830,000 | 0.114% | No | No |
| Horsley Bridge Strategic V | Private Equity; Alternatives | 161,129,000 | 0.363% | No | No |
| Horsley Bridge Venture 15 | Private Equity; Alternatives | 340,000 | 0.001% | No | No |
| Industry Ventures Partnership Holdings V | Private Equity; Alternatives | 80,081,000 | 0.180% | No | No |
| Industry Ventures Partnership Holdings VI | Private Equity; Alternatives | 33,938,000 | 0.076% | No | No |
| Industry Ventures Secondary VI | Private Equity; Alternatives | 542,000 | 0.001% | No | No |
| Industry Ventures Secondary VII | Private Equity; Alternatives | 8,917,000 | 0.020% | No | No |
| Industry Ventures Secondary X | Private Equity; Alternatives | 14,341,000 | 0.032% | No | No |
| KKR CFO Co-Inves t I | Private Equity; Alternatives | 1,500,000 | 0.003% | No | No |
| KKR CFO Co-Inves t II | Private Equity; Alternatives | 1,500,000 | 0.003% | No | No |
| KPS Special Situations Midcap Fund | Private Equity; Alternatives | 15,417,000 | 0.035% | No | No |
| KPS Special Situations Fund V | Private Equity; Alternatives | 41,454,000 | 0.093% | No | No |
| Mill Point Capital Partners II | Private Equity; Alternatives | 46,821,000 | 0.105% | No | No |
| Nordic Capital Fund X | Private Equity; Alternatives | 119,659,000 | 0.269% | No | No |
| Nordic Capital Fund XI | Private Equity; Alternatives | 17,148,000 | 0.039% | No | No |
| Paceline Opportunity Fund II | Private Equity; Alternatives | 11,083,000 | 0.025% | No | No |
| Paul Capital Partners IX | Private Equity; Alternatives | 2,458,000 | 0.006% | No | No |
| Peak Rock Capital III | Private Equity; Alternatives | 32,961,000 | 0.074% | No | No |
| Providence Equity Fund VIII | Private Equity; Alternatives | 95,793,000 | 0.216% | No | No |
| Providence Strategic Growth III | Private Equity; Alternatives | 70,536,000 | 0.159% | No | No |
| Providence Strategic Growth Fund IV | Private Equity; Alternatives | 103,423,000 | 0.233% | No | No |
| Providence Strategic Growth Fund V | Private Equity; Alternatives | 43,887,000 | 0.099% | No | No |
| Reservoir Capital Partners | Private Equity; Alternatives | 1,022,000 | 0.002% | No | No |
| Resolve Growth Partners Fund I | Private Equity; Alternatives | 33,689,000 | 0.076% | No | No |
| Rubicon Founders II | Private Equity; Alternatives | 74,000 | 0.000% | No | No |
| Silver Lake Partners VI | Private Equity; Alternatives | 56,425,000 | 0.127% | No | No |
| Truebridge Capital II | Private Equity; Alternatives | 63,318,000 | 0.143% | No | No |
| Valor Equity Partners V | Private Equity; Alternatives | 105,630,000 | 0.238% | No | No |
| Varsity Healthcare IV | Private Equity; Alternatives | 21,876,000 | 0.049% | No | No |
| WestCap Strategic Operator Fund I | Private Equity; Alternatives | 152,951,000 | 0.344% | No | No |
| WestCap I Co-Invest I | Private Equity; Alternatives | 42,163,000 | 0.095% | No | No |
| WestCap Strategic Operator Fund II | Private Equity; Alternatives | 92,522,000 | 0.208% | No | No |
| WLR Transportation Recovery Fund | Private Equity; Alternatives | 22,329,000 | 0.050% | No | No |
| Various Private Equity Managers10 | Private Equity; Alternatives | 736,384,000 | 1.657% | No | No |
| Apollo Partnership Real Estate | Private Real Estate; Alternatives | 41,254,000 | 0.093% | No | No |
| Asana Partners II | Private Real Estate; Alternatives | 73,573,000 | 0.166% | No | No |
| Asana Partners III | Private Real Estate; Alternatives | 20,466,000 | 0.046% | No | No |
| Blackstone Property Partners | Private Real Estate; Alternatives | 353,859,000 | 0.796% | No | No |
| Blackstone Real Estate Partners VII | Private Real Estate; Alternatives | 21,574,000 | 0.049% | No | No |
| Blackstone Real Estate Partners IX | Private Real Estate; Alternatives | 110,558,000 | 0.249% | No | No |
| Blackstone Real Estate Partners X | Private Real Estate; Alternatives | 25,065,000 | 0.056% | No | No |
| Brookfield SREP LP | Private Real Estate; Alternatives | 8,185,000 | 0.018% | Yes | No |
| Brookfield SREP II LP | Private Real Estate; Alternatives | 40,474,000 | 0.091% | Yes | No |
| Brookfield SREP III LP | Private Real Estate; Alternatives | 117,142,000 | 0.264% | Yes | No |
| Brookfield SREP IV LP | Private Real Estate; Alternatives | 66,387,000 | 0.149% | Yes | No |
| Brookfield SREP IV CoInves t I | Private Real Estate; Alternatives | 13,940,000 | 0.031% | Yes | No |
| Brookfield SREP V LP9 | Private Real Estate; Alternatives | -1,600,000 | -0.004% | Yes | No |
| Carlyle VI | Private Real Estate; Alternatives | 8,303,000 | 0.019% | No | No |
| CBRE U. S. Core Real Estate | Private Real Estate; Alternatives | 240,456,000 | 0.541% | No | No |
| CenterSquare Co Invest I | Private Real Estate; Alternatives | 39,971,000 | 0.090% | No | Yes |
| Centersqua re Co-Invest II | Private Real Estate; Alternatives | 25,681,000 | 0.058% | No | No |
| Crow Holdings VII | Private Real Estate; Alternatives | 1,289,000 | 0.003% | No | No |
| Crow Holdings IX | Private Real Estate; Alternatives | 75,131,000 | 0.169% | No | No |
| EQT Exeter Industrial Value Fund VI | Private Real Estate; Alternatives | 23,500,000 | 0.053% | Yes | No |
| Equus XII | Private Real Estate; Alternatives | 54,609,000 | 0.123% | No | No |
| Greystar IX | Private Real Estate; Alternatives | 326,000 | 0.001% | No | No |
| Greystar X | Private Real Estate; Alternatives | 140,478,000 | 0.316% | No | No |
| Greystar XI | Private Real Estate; Alternatives | 44,055,000 | 0.099% | No | No |
| Lone Star II | Private Real Estate; Alternatives | 57,000 | 0.000% | No | No |
| Morgan Stanley Prime Property | Private Real Estate; Alternatives | 801,770,000 | 1.805% | No | No |
| Morgan Stanley Partnership Real Estate | Private Real Estate; Alternatives | 84,455,000 | 0.190% | No | No |
| Oaktree Real Estate Opportunities V | Private Real Estate; Alternatives | 587,000 | 0.001% | No | No |
| Oaktree Real Estate Opportunities VI | Private Real Estate; Alternatives | 15,709,000 | 0.035% | No | No |
| Sculptor | Private Real Estate; Alternatives | 1,249,000 | 0.003% | No | No |
| Stockbridge Value Fund IV LP | Private Real Estate; Alternatives | 87,417,000 | 0.197% | No | No |
| Stockbridge Value Fund V LP | Private Real Estate; Alternatives | 16,677,000 | 0.038% | No | No |
| TA Real ty X7 | Private Real Estate; Alternatives | No | No | ||
| TA Real ty - SC LP | Private Real Estate; Alternatives | 656,529,000 | 1.478% | No | No |
| Actis Infrastructure | Private Infrastructure; Alternatives | 82,555,000 | 0.186% | Yes | No |
| Axium Infrastructure | Private Infrastructure; Alternatives | 228,135,000 | 0.513% | Yes | No |
| Basalt Infrastructure | Private Infrastructure; Alternatives | 14,725,000 | 0.033% | No | No |
| Brookfield Infrastructure IV | Private Infrastructure; Alternatives | 88,701,000 | 0.200% | Yes | No |
| Brookfield Infrastructure V | Private Infrastructure; Alternatives | 34,069,000 | 0.077% | Yes | No |
| Brookfield Super Core | Private Infrastructure; Alternatives | 223,073,000 | 0.502% | Yes | No |
| Brookfield Super Core CoInvest I | Private Infrastructure; Alternatives | 32,257,000 | 0.073% | Yes | No |
| Brookfield Super Core CoInvest II | Private Infrastructure; Alternatives | 30,156,000 | 0.068% | Yes | No |
| Brookfield Super Core CoInvest III | Private Infrastructure; Alternatives | 34,932,000 | 0.079% | Yes | No |
| Digital Bridge I Co-Invest I | Private Infrastructure; Alternatives | 27,097,000 | 0.061% | No | No |
| Digital Bridge Partners I | Private Infrastructure; Alternatives | 181,822,000 | 0.409% | No | No |
| Digital Colony I Co-Invest I | Private Infrastructure; Alternatives | 32,981,000 | 0.074% | No | No |
| Digital Colony II Co-Invest I | Private Infrastructure; Alternatives | 46,222,000 | 0.104% | No | No |
| Grain Spectrum Holdings III | Private Infrastructure; Alternatives | 124,368,000 | 0.280% | No | No |
| Macquarie Infrastructure | Private Infrastructure; Alternatives | 150,095,000 | 0.338% | Yes | Yes |
| Peppertree Capital X | Private Infrastructure; Alternatives | 1,521,000 | 0.003% | No | No |
| Stonepeak Infrastructure | Private Infrastructure; Alternatives | 52,306,000 | 0.118% | Yes | No |
| Apollo | Strategic Partnerships12; Alternatives | 14,129,000 | 0.032% | No | No |
| Entrust | Strategic Partnerships12; Alternatives | 514,000 | 0.001% | No | No |
| Grosvenor | Strategic Partnerships12; Alternatives | 265,000 | 0.001% | No | No |
| GSO | Strategic Partnerships12; Alternatives | 25,205,000 | 0.057% | No | No |
| Lighthouse | Strategic Partnerships12; Alternatives | -2,099,000 | -0.005% | No | No |
| Morgan Stanley | Strategic Partnerships12; Alternatives | 7,136,000 | 0.016% | No | No |
List of AMCs contracting with the Public Employee Benefit Authority
The South Carolina Judges and Solicitors Retirement System (JSRS) is a sub-fund under the management of the South Carolina Public Employee Benefit Authority (PEBA). PEBA administers JSRS, among other retirement and benefit plans for the public employees of South Carolina. JSRS does not contract with its own AMCs; the AMCs for PEBA account for all the pension plans it administers.[3]
PEBA contracted with 227 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, eighteen were investor participants in Climate Action 100+, and forty-five were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PEBA:[114]
| South Carolina Judges and Solicitors Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[115] | Climate Action 100+ signatory as of October 2024 |
| Blackrock Short Duration | Short Duration:; Short Duration | $168,190,000 | 0.379% | Yes | No |
| Penn Limited Term HY | Short Duration:; Short Duration | $3,932,000 | 0.009% | No | No |
| Blackrock Core | Core Fixed Income (IG)4; Fixed Income | -$1,000 | 0.000% | Yes | No |
| Goldentree Structured Credit | Core Fixed Income (IG)4; Fixed Income | 395,892,000 | 0.891% | No | No |
| Guggenheim | Core Fixed Income (IG)4; Fixed Income | 600,039,000 | 1.350% | No | No |
| Pacific Investment Mana gement Company | Core Fixed Income (IG)4; Fixed Income | 120,680,000 | 0.272% | No | No |
| Thompson Rivers | Core Fixed Income (IG)4; Fixed Income | 26,598,000 | 0.060% | No | No |
| Barings US High Yield | Mixed Credit; Fixed Income | 21,000 | 0.000% | No | Yes |
| Barings MultiSector | Mixed Credit; Fixed Income | 2,610,000 | 0.006% | No | Yes |
| Caspian SC Holdings LP | Mixed Credit; Fixed Income | 150,070,000 | 0.338% | No | No |
| Pinebridge | Mixed Credit; Fixed Income | 46,000 | 0.000% | Yes | No |
| Entrust Partnership Emerging Market Debt | Emerging Market Debt; Fixed Income | 4,383,000 | 0.010% | No | No |
| GMO Emerging Country Debt | Emerging Market Debt; Fixed Income | 27,953,000 | 0.063% | Yes | No |
| Algert | Global Public Equity; Fixed Income | -14,000 | 0.000% | No | No |
| AQR Global Enhanced | Global Public Equity; Fixed Income | -74,000 | 0.000% | No | No |
| Blackrock Emerging Markets Small Cap Equity | Global Public Equity; Fixed Income | 306,473,000 | 0.690% | Yes | No |
| Blackrock MSCI ACWI | Global Public Equity; Fixed Income | 11,989,871,000 | 26.985% | Yes | No |
| Blackrock U S Small Cap | Global Public Equity; Fixed Income | 1,092,883,000 | 2.460% | Yes | No |
| Blackrock World ex U S Small Cap | Global Public Equity; Fixed Income | 701,065,000 | 1.578% | Yes | No |
| DE Shaw World Enhanced | Global Public Equity; Fixed Income | -51,000 | 0.000% | No | No |
| Intech | Global Public Equity; Fixed Income | -41,000 | 0.000% | No | No |
| Man Numeric International Small Ca p | Global Public Equity; Fixed Income | -14,000 | 0.000% | No | Yes |
| Russell Global Transition5 | Global Public Equity; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| Russell International Small Cap5 | Global Public Equity; Fixed Income | -10,000 | 0.000% | Yes | Yes |
| Russell International Small Cap Passive Transition | Global Public Equity; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| State Street MSCI ACWI | Global Public Equity; Fixed Income | 5,743,284,000 | 12.926% | Yes | No |
| CenterSquare US REIT Focus | Public Real Estate; Fixed Income | 223,421,000 | 0.503% | No | Yes |
| DWS RREEF | Public Infrastructure; Fixed Income | 102,103,000 | 0.230% | Yes | Yes |
| Russell Infrastructure | Public Infrastructure; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| Russell Investment Group | Beta Overlay; Fixed Income | 721,853,000 | 1.625% | Yes | Yes |
| Apollo Partnership Hedge Funds | Hedge Funds; Alternatives | 165,637,000 | 0.373% | No | No |
| Bayview MSR Opportunity Fund | Hedge Funds; Alternatives | 74,058,000 | 0.167% | No | No |
| Blackstone SAF II | Hedge Funds; Alternatives | 133,000 | 0.000% | No | No |
| Bridgewater Associates , Inc. | Hedge Funds; Alternatives | No | No | ||
| DE Shaw Composite Fund | Hedge Funds; Alternatives | 1,046,034,000 | 2.354% | No | No |
| Grosvenor Partnership Hedge Funds | Hedge Funds; Alternatives | No | No | ||
| Grosvenor Emerging Manager Fund | Hedge Funds; Alternatives | 2,297,000 | 0.005% | No | No |
| GSO Partnership Hedge Funds | Hedge Funds; Alternatives | 6,344,000 | 0.014% | No | No |
| Lighthouse Partnership Hedge Funds | Hedge Funds; Alternatives | 3,245,368,000 | 7.304% | No | No |
| Morgan Stanley Partnership Hedge Funds | Hedge Funds; Alternatives | 12,477,000 | 0.028% | No | No |
| Polymer | Hedge Funds; Alternatives | 165,871,000 | 0.373% | Yes | Yes |
| Reservoir Strategic Partners Fund | Hedge Funds; Alternatives | 865,000 | 0.002% | No | No |
| Apollo Partnership Private Debt | Private Debt; Alternatives | 961,931,000 | 2.165% | No | No |
| Ares Jasper Fund | Private Debt; Alternatives | 318,300,000 | 0.716% | No | No |
| Ares Pathfinder Fund | Private Debt; Alternatives | 73,721,000 | 0.166% | No | No |
| ASI Hark Capital III | Private Debt; Alternatives | 35,507,000 | 0.080% | No | No |
| Avenue Spec VI | Private Debt; Alternatives | 9,780,000 | 0.022% | No | No |
| Banner Ridge Secondary V | Private Debt; Alternatives | 7,871,000 | 0.018% | No | No |
| Banner Ridge Secondary V Co-Invest I | Private Debt; Alternatives | 851,000 | 0.002% | No | No |
| Barings Capital Invest Corp BDC | Private Debt; Alternatives | 143,042,000 | 0.322% | No | Yes |
| Barings Capital CMS Fund | Private Debt; Alternatives | No | Yes | ||
| Blue Owl First Lien | Private Debt; Alternatives | 145,037,000 | 0.326% | No | No |
| Blue Owl First Lien II | Private Debt; Alternatives | 31,683,000 | 0.071% | No | No |
| Blue Owl Tech Finance | Private Debt; Alternatives | 104,961,000 | 0.236% | No | No |
| Broad Street Credi t | Private Debt; Alternatives | 42,498,000 | 0.096% | No | No |
| Brookfield Real Estate Finance IV | Private Debt; Alternatives | 1,390,000 | 0.003% | Yes | No |
| Brookfield Real Estate Finance V | Private Debt; Alternatives | 32,023,000 | 0.072% | Yes | No |
| Credit Opportunities Partners JV | Private Debt; Alternatives | 205,662,000 | 0.463% | No | No |
| Crescent Mezzanine V | Private Debt; Alternatives | No | Yes | ||
| Crescent Mezzanine VI | Private Debt; Alternatives | 11,289,000 | 0.025% | No | Yes |
| Eagle Point Credit Partners | Private Debt; Alternatives | 56,155,000 | 0.126% | No | No |
| Eagle Point Defensive Income | Private Debt; Alternatives | 56,993,000 | 0.128% | No | No |
| Eagle Point Defensive Income II | Private Debt; Alternatives | 47,153,000 | 0.106% | No | No |
| Eagle Point SRT Co-Invest I | Private Debt; Alternatives | 10,268,000 | 0.023% | No | No |
| EIG Gateway Energy | Private Debt; Alternatives | 2,240,000 | 0.005% | No | No |
| Fortress Credit Opportunities Fund V (A) | Private Debt; Alternatives | 55,819,000 | 0.126% | No | No |
| Fortress Lending Fund II LP | Private Debt; Alternatives | 48,607,000 | 0.109% | No | No |
| Fortress Lending Fund III LP | Private Debt; Alternatives | 37,590,000 | 0.085% | No | No |
| Goldentree Loan Management II | Private Debt; Alternatives | 38,680,000 | 0.087% | No | No |
| Goldentree Loan Management III | Private Debt; Alternatives | 11,525,000 | 0.026% | No | No |
| GoldenTree Structured Products Fund VII | Private Debt; Alternatives | 13,206,000 | 0.030% | No | No |
| Goldman Sachs Mezzanine V | Private Debt; Alternatives | No | Yes | ||
| GSO Partnership Private Debt | Private Debt; Alternatives | 77,218,000 | 0.174% | No | No |
| Heitman Capital Management | Private Debt; Alternatives | 21,767,000 | 0.049% | No | No |
| Highbridge Principal Strategies | Private Debt; Alternatives | 328,798,000 | 0.740% | No | No |
| Jocassee Partners | Private Debt; Alternatives | 411,814,000 | 0.927% | No | No |
| KKR ABF Partners | Private Debt; Alternatives | 60,855,000 | 0.137% | No | No |
| KKR ABF Co-Invest I | Private Debt; Alternatives | 10,424,000 | 0.023% | No | No |
| KKR ABF Co-Invest II | Private Debt; Alternatives | 4,442,000 | 0.010% | No | No |
| KKR CFO Co-Invest III | Private Debt; Alternatives | 38,833,000 | 0.087% | No | No |
| KKR Co-Invest I | Private Debt; Alternatives | 11,162,000 | 0.025% | No | No |
| KKR Co-Invest II | Private Debt; Alternatives | 10,814,000 | 0.024% | No | No |
| KKR Co-Invest III | Private Debt; Alternatives | 10,573,000 | 0.024% | No | No |
| KKR Co-Invest IV | Private Debt; Alternatives | 6,713,000 | 0.015% | No | No |
| KKR Lending Partners II | Private Debt; Alternatives | 8,190,000 | 0.018% | No | No |
| KKR Lending Partners III | Private Debt; Alternatives | 97,632,000 | 0.220% | No | No |
| KKR Lending Partners IV | Private Debt; Alternatives | 89,422,000 | 0.201% | No | No |
| KKR Special Situations Fund II | Private Debt; Alternatives | 48,263,000 | 0.109% | No | No |
| Northstar Mezz V | Private Debt; Alternatives | $62,000 | 0.000% | No | No |
| Sankaty COP IV | Private Debt; Alternatives | 1,935,000 | 0.004% | No | No |
| Sankaty COP V | Private Debt; Alternatives | 6,433,000 | 0.014% | No | No |
| Torchlight Debt Opportunities Fund IV | Private Debt; Alternatives | 4,280,000 | 0.010% | No | No |
| Torchlight Debt Opportunities Fund V | Private Debt; Alternatives | 10,328,000 | 0.023% | No | No |
| WL Ross Whole Loans | Private Debt; Alternatives | No | No | ||
| Alpine Investors IX | Private Equity; Alternatives | 7,667,000 | 0.017% | No | No |
| Apollo Partnership Private Equity | Private Equity; Alternatives | 509,144,000 | 1.146% | No | No |
| Azalea IV | Private Equity; Alternatives | 3,982,000 | 0.009% | No | No |
| Blackrock SLS | Private Equity; Alternatives | 175,216,000 | 0.394% | Yes | No |
| BlackRock SLS I CoInvest Fund | Private Equity; Alternatives | 220,804,000 | 0.497% | Yes | No |
| Blackstone Strategic Partners IX | Private Equity; Alternatives | 42,183,000 | 0.095% | No | No |
| Bridgepoint Development Capital IV | Private Equity; Alternatives | 72,039,000 | 0.162% | No | No |
| Bridgepoint Europe IV | Private Equity; Alternatives | 10,570,000 | 0.024% | No | No |
| Brighton Park Capitall | Private Equity; Alternatives | 107,143,000 | 0.241% | No | No |
| Brighton Park Capital II | Private Equity; Alternatives | 16,954,000 | 0.038% | No | No |
| Brookfield Capital IV | Private Equity; Alternatives | 65,137,000 | 0.147% | Yes | No |
| Brookfield Capital V | Private Equity; Alternatives | 204,370,000 | 0.460% | Yes | No |
| Brookfield Capital Partners V CoInvest I | Private Equity; Alternatives | 64,471,000 | 0.145% | Yes | No |
| Brookfield Capital VI | Private Equity; Alternatives | 56,884,000 | 0.128% | Yes | No |
| Carousel Capital IV | Private Equity; Alternatives | 12,990,000 | 0.029% | No | No |
| Cinven 8 | Private Equity; Alternatives | 4,110,000 | 0.009% | No | No |
| Crestview II | Private Equity; Alternatives | 37,356,000 | 0.084% | No | No |
| Crestview III | Private Equity; Alternatives | 49,532,000 | 0.111% | No | No |
| Falfurrias Growth Partners I | Private Equity; Alternatives | 3,936,000 | 0.009% | No | No |
| Francisco Partners Agility II | Private Equity; Alternatives | 60,302,000 | 0.136% | No | No |
| Francisco Partners Agility III | Private Equity; Alternatives | -478,000 | -0.001% | No | No |
| Francisco Partners V | Private Equity; Alternatives | 81,869,000 | 0.184% | No | No |
| Francisco Partners VI | Private Equity; Alternatives | 88,801,000 | 0.200% | No | No |
| Francisco Partners VII | Private Equity; Alternatives | -324,000 | -0.001% | No | No |
| GCM Edisto - GCM Direct | Private Equity; Alternatives | 854,563,000 | 1.923% | No | No |
| GCM Edisto - RSIC Direct | Private Equity; Alternatives | 391,264,000 | 0.881% | No | No |
| Gemspring Capital III | Private Equity; Alternatives | 1,932,000 | 0.004% | No | No |
| General Atlantic | Private Equity; Alternatives | 38,163,000 | 0.086% | No | No |
| Great Hill Equity Partners VII | Private Equity; Alternatives | 55,252,000 | 0.124% | No | No |
| Great Hill Equity Partners VIII | Private Equity; Alternatives | 19,335,000 | 0.044% | No | No |
| Hg Genesis 10 | Private Equity; Alternatives | 10,896,000 | 0.025% | Yes | No |
| Hg Mercury 4 | Private Equity; Alternatives | 2,358,000 | 0.005% | Yes | No |
| Hg Saturn 3 | Private Equity; Alternatives | 21,669,000 | 0.049% | Yes | No |
| Hg Saturn 3 CoInvest III | Private Equity; Alternatives | 33,977,000 | 0.076% | Yes | No |
| HighVista Private Equity IX | Private Equity; Alternatives | 110,416,000 | 0.249% | No | No |
| HighVista Private Equity IX Co-Invest I SPV | Private Equity; Alternatives | 30,474,000 | 0.069% | No | No |
| HighVista Private Equity VIII | Private Equity; Alternatives | 56,041,000 | 0.126% | No | No |
| HighVista Private Equity X | Private Equity; Alternatives | 4,000,000 | 0.009% | No | No |
| Hillhouse Focused Growth Fund V LP | Private Equity; Alternatives | 18,428,000 | 0.041% | No | No |
| Horsley Bridge XIII | Private Equity; Alternatives | 63,976,000 | 0.144% | No | No |
| Horsley Bridge 14 | Private Equity; Alternatives | 20,555,000 | 0.046% | No | No |
| Horsley Bridge GC | Private Equity; Alternatives | 31,759,000 | 0.071% | No | No |
| Horsley Bridge Strategic IV | Private Equity; Alternatives | 50,830,000 | 0.114% | No | No |
| Horsley Bridge Strategic V | Private Equity; Alternatives | 161,129,000 | 0.363% | No | No |
| Horsley Bridge Venture 15 | Private Equity; Alternatives | 340,000 | 0.001% | No | No |
| Industry Ventures Partnership Holdings V | Private Equity; Alternatives | 80,081,000 | 0.180% | No | No |
| Industry Ventures Partnership Holdings VI | Private Equity; Alternatives | 33,938,000 | 0.076% | No | No |
| Industry Ventures Secondary VI | Private Equity; Alternatives | 542,000 | 0.001% | No | No |
| Industry Ventures Secondary VII | Private Equity; Alternatives | 8,917,000 | 0.020% | No | No |
| Industry Ventures Secondary X | Private Equity; Alternatives | 14,341,000 | 0.032% | No | No |
| KKR CFO Co-Inves t I | Private Equity; Alternatives | 1,500,000 | 0.003% | No | No |
| KKR CFO Co-Inves t II | Private Equity; Alternatives | 1,500,000 | 0.003% | No | No |
| KPS Special Situations Midcap Fund | Private Equity; Alternatives | 15,417,000 | 0.035% | No | No |
| KPS Special Situations Fund V | Private Equity; Alternatives | 41,454,000 | 0.093% | No | No |
| Mill Point Capital Partners II | Private Equity; Alternatives | 46,821,000 | 0.105% | No | No |
| Nordic Capital Fund X | Private Equity; Alternatives | 119,659,000 | 0.269% | No | No |
| Nordic Capital Fund XI | Private Equity; Alternatives | 17,148,000 | 0.039% | No | No |
| Paceline Opportunity Fund II | Private Equity; Alternatives | 11,083,000 | 0.025% | No | No |
| Paul Capital Partners IX | Private Equity; Alternatives | 2,458,000 | 0.006% | No | No |
| Peak Rock Capital III | Private Equity; Alternatives | 32,961,000 | 0.074% | No | No |
| Providence Equity Fund VIII | Private Equity; Alternatives | 95,793,000 | 0.216% | No | No |
| Providence Strategic Growth III | Private Equity; Alternatives | 70,536,000 | 0.159% | No | No |
| Providence Strategic Growth Fund IV | Private Equity; Alternatives | 103,423,000 | 0.233% | No | No |
| Providence Strategic Growth Fund V | Private Equity; Alternatives | 43,887,000 | 0.099% | No | No |
| Reservoir Capital Partners | Private Equity; Alternatives | 1,022,000 | 0.002% | No | No |
| Resolve Growth Partners Fund I | Private Equity; Alternatives | 33,689,000 | 0.076% | No | No |
| Rubicon Founders II | Private Equity; Alternatives | 74,000 | 0.000% | No | No |
| Silver Lake Partners VI | Private Equity; Alternatives | 56,425,000 | 0.127% | No | No |
| Truebridge Capital II | Private Equity; Alternatives | 63,318,000 | 0.143% | No | No |
| Valor Equity Partners V | Private Equity; Alternatives | 105,630,000 | 0.238% | No | No |
| Varsity Healthcare IV | Private Equity; Alternatives | 21,876,000 | 0.049% | No | No |
| WestCap Strategic Operator Fund I | Private Equity; Alternatives | 152,951,000 | 0.344% | No | No |
| WestCap I Co-Invest I | Private Equity; Alternatives | 42,163,000 | 0.095% | No | No |
| WestCap Strategic Operator Fund II | Private Equity; Alternatives | 92,522,000 | 0.208% | No | No |
| WLR Transportation Recovery Fund | Private Equity; Alternatives | 22,329,000 | 0.050% | No | No |
| Various Private Equity Managers10 | Private Equity; Alternatives | 736,384,000 | 1.657% | No | No |
| Apollo Partnership Real Estate | Private Real Estate; Alternatives | 41,254,000 | 0.093% | No | No |
| Asana Partners II | Private Real Estate; Alternatives | 73,573,000 | 0.166% | No | No |
| Asana Partners III | Private Real Estate; Alternatives | 20,466,000 | 0.046% | No | No |
| Blackstone Property Partners | Private Real Estate; Alternatives | 353,859,000 | 0.796% | No | No |
| Blackstone Real Estate Partners VII | Private Real Estate; Alternatives | 21,574,000 | 0.049% | No | No |
| Blackstone Real Estate Partners IX | Private Real Estate; Alternatives | 110,558,000 | 0.249% | No | No |
| Blackstone Real Estate Partners X | Private Real Estate; Alternatives | 25,065,000 | 0.056% | No | No |
| Brookfield SREP LP | Private Real Estate; Alternatives | 8,185,000 | 0.018% | Yes | No |
| Brookfield SREP II LP | Private Real Estate; Alternatives | 40,474,000 | 0.091% | Yes | No |
| Brookfield SREP III LP | Private Real Estate; Alternatives | 117,142,000 | 0.264% | Yes | No |
| Brookfield SREP IV LP | Private Real Estate; Alternatives | 66,387,000 | 0.149% | Yes | No |
| Brookfield SREP IV CoInves t I | Private Real Estate; Alternatives | 13,940,000 | 0.031% | Yes | No |
| Brookfield SREP V LP9 | Private Real Estate; Alternatives | -1,600,000 | -0.004% | Yes | No |
| Carlyle VI | Private Real Estate; Alternatives | 8,303,000 | 0.019% | No | No |
| CBRE U. S. Core Real Estate | Private Real Estate; Alternatives | 240,456,000 | 0.541% | No | No |
| CenterSquare Co Invest I | Private Real Estate; Alternatives | 39,971,000 | 0.090% | No | Yes |
| Centersqua re Co-Invest II | Private Real Estate; Alternatives | 25,681,000 | 0.058% | No | No |
| Crow Holdings VII | Private Real Estate; Alternatives | 1,289,000 | 0.003% | No | No |
| Crow Holdings IX | Private Real Estate; Alternatives | 75,131,000 | 0.169% | No | No |
| EQT Exeter Industrial Value Fund VI | Private Real Estate; Alternatives | 23,500,000 | 0.053% | Yes | No |
| Equus XII | Private Real Estate; Alternatives | 54,609,000 | 0.123% | No | No |
| Greystar IX | Private Real Estate; Alternatives | 326,000 | 0.001% | No | No |
| Greystar X | Private Real Estate; Alternatives | 140,478,000 | 0.316% | No | No |
| Greystar XI | Private Real Estate; Alternatives | 44,055,000 | 0.099% | No | No |
| Lone Star II | Private Real Estate; Alternatives | 57,000 | 0.000% | No | No |
| Morgan Stanley Prime Property | Private Real Estate; Alternatives | 801,770,000 | 1.805% | No | No |
| Morgan Stanley Partnership Real Estate | Private Real Estate; Alternatives | 84,455,000 | 0.190% | No | No |
| Oaktree Real Estate Opportunities V | Private Real Estate; Alternatives | 587,000 | 0.001% | No | No |
| Oaktree Real Estate Opportunities VI | Private Real Estate; Alternatives | 15,709,000 | 0.035% | No | No |
| Sculptor | Private Real Estate; Alternatives | 1,249,000 | 0.003% | No | No |
| Stockbridge Value Fund IV LP | Private Real Estate; Alternatives | 87,417,000 | 0.197% | No | No |
| Stockbridge Value Fund V LP | Private Real Estate; Alternatives | 16,677,000 | 0.038% | No | No |
| TA Real ty X7 | Private Real Estate; Alternatives | No | No | ||
| TA Real ty - SC LP | Private Real Estate; Alternatives | 656,529,000 | 1.478% | No | No |
| Actis Infrastructure | Private Infrastructure; Alternatives | 82,555,000 | 0.186% | Yes | No |
| Axium Infrastructure | Private Infrastructure; Alternatives | 228,135,000 | 0.513% | Yes | No |
| Basalt Infrastructure | Private Infrastructure; Alternatives | 14,725,000 | 0.033% | No | No |
| Brookfield Infrastructure IV | Private Infrastructure; Alternatives | 88,701,000 | 0.200% | Yes | No |
| Brookfield Infrastructure V | Private Infrastructure; Alternatives | 34,069,000 | 0.077% | Yes | No |
| Brookfield Super Core | Private Infrastructure; Alternatives | 223,073,000 | 0.502% | Yes | No |
| Brookfield Super Core CoInvest I | Private Infrastructure; Alternatives | 32,257,000 | 0.073% | Yes | No |
| Brookfield Super Core CoInvest II | Private Infrastructure; Alternatives | 30,156,000 | 0.068% | Yes | No |
| Brookfield Super Core CoInvest III | Private Infrastructure; Alternatives | 34,932,000 | 0.079% | Yes | No |
| Digital Bridge I Co-Invest I | Private Infrastructure; Alternatives | 27,097,000 | 0.061% | No | No |
| Digital Bridge Partners I | Private Infrastructure; Alternatives | 181,822,000 | 0.409% | No | No |
| Digital Colony I Co-Invest I | Private Infrastructure; Alternatives | 32,981,000 | 0.074% | No | No |
| Digital Colony II Co-Invest I | Private Infrastructure; Alternatives | 46,222,000 | 0.104% | No | No |
| Grain Spectrum Holdings III | Private Infrastructure; Alternatives | 124,368,000 | 0.280% | No | No |
| Macquarie Infrastructure | Private Infrastructure; Alternatives | 150,095,000 | 0.338% | Yes | Yes |
| Peppertree Capital X | Private Infrastructure; Alternatives | 1,521,000 | 0.003% | No | No |
| Stonepeak Infrastructure | Private Infrastructure; Alternatives | 52,306,000 | 0.118% | Yes | No |
| Apollo | Strategic Partnerships12; Alternatives | 14,129,000 | 0.032% | No | No |
| Entrust | Strategic Partnerships12; Alternatives | 514,000 | 0.001% | No | No |
| Grosvenor | Strategic Partnerships12; Alternatives | 265,000 | 0.001% | No | No |
| GSO | Strategic Partnerships12; Alternatives | 25,205,000 | 0.057% | No | No |
| Lighthouse | Strategic Partnerships12; Alternatives | -2,099,000 | -0.005% | No | No |
| Morgan Stanley | Strategic Partnerships12; Alternatives | 7,136,000 | 0.016% | No | No |
List of AMCs contracting with the Public Employee Benefit Authority
The South Carolina Police Officers Retirement System (PORS) is a sub-fund under the management of the Public Employee Benefit Authority (PEBA). PEBA administers PORS, among other retirement and benefit plans for the public employees of South Carolina. PORS does not contract with its own AMCs; the AMCs for PEBA account for all the pension plans it administers.[3]
PEBA contracted with 227 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, eighteen were investor participants in Climate Action 100+, and forty-five were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PEBA:[116]
| South Carolina Police Officers Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[117] | Climate Action 100+ signatory as of October 2024 |
| Blackrock Short Duration | Short Duration:; Short Duration | $168,190,000 | 0.379% | Yes | No |
| Penn Limited Term HY | Short Duration:; Short Duration | $3,932,000 | 0.009% | No | No |
| Blackrock Core | Core Fixed Income (IG)4; Fixed Income | -$1,000 | 0.000% | Yes | No |
| Goldentree Structured Credit | Core Fixed Income (IG)4; Fixed Income | 395,892,000 | 0.891% | No | No |
| Guggenheim | Core Fixed Income (IG)4; Fixed Income | 600,039,000 | 1.350% | No | No |
| Pacific Investment Mana gement Company | Core Fixed Income (IG)4; Fixed Income | 120,680,000 | 0.272% | No | No |
| Thompson Rivers | Core Fixed Income (IG)4; Fixed Income | 26,598,000 | 0.060% | No | No |
| Barings US High Yield | Mixed Credit; Fixed Income | 21,000 | 0.000% | No | Yes |
| Barings MultiSector | Mixed Credit; Fixed Income | 2,610,000 | 0.006% | No | Yes |
| Caspian SC Holdings LP | Mixed Credit; Fixed Income | 150,070,000 | 0.338% | No | No |
| Pinebridge | Mixed Credit; Fixed Income | 46,000 | 0.000% | Yes | No |
| Entrust Partnership Emerging Market Debt | Emerging Market Debt; Fixed Income | 4,383,000 | 0.010% | No | No |
| GMO Emerging Country Debt | Emerging Market Debt; Fixed Income | 27,953,000 | 0.063% | Yes | No |
| Algert | Global Public Equity; Fixed Income | -14,000 | 0.000% | No | No |
| AQR Global Enhanced | Global Public Equity; Fixed Income | -74,000 | 0.000% | No | No |
| Blackrock Emerging Markets Small Cap Equity | Global Public Equity; Fixed Income | 306,473,000 | 0.690% | Yes | No |
| Blackrock MSCI ACWI | Global Public Equity; Fixed Income | 11,989,871,000 | 26.985% | Yes | No |
| Blackrock U S Small Cap | Global Public Equity; Fixed Income | 1,092,883,000 | 2.460% | Yes | No |
| Blackrock World ex U S Small Cap | Global Public Equity; Fixed Income | 701,065,000 | 1.578% | Yes | No |
| DE Shaw World Enhanced | Global Public Equity; Fixed Income | -51,000 | 0.000% | No | No |
| Intech | Global Public Equity; Fixed Income | -41,000 | 0.000% | No | No |
| Man Numeric International Small Ca p | Global Public Equity; Fixed Income | -14,000 | 0.000% | No | Yes |
| Russell Global Transition5 | Global Public Equity; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| Russell International Small Cap5 | Global Public Equity; Fixed Income | -10,000 | 0.000% | Yes | Yes |
| Russell International Small Cap Passive Transition | Global Public Equity; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| State Street MSCI ACWI | Global Public Equity; Fixed Income | 5,743,284,000 | 12.926% | Yes | No |
| CenterSquare US REIT Focus | Public Real Estate; Fixed Income | 223,421,000 | 0.503% | No | Yes |
| DWS RREEF | Public Infrastructure; Fixed Income | 102,103,000 | 0.230% | Yes | Yes |
| Russell Infrastructure | Public Infrastructure; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| Russell Investment Group | Beta Overlay; Fixed Income | 721,853,000 | 1.625% | Yes | Yes |
| Apollo Partnership Hedge Funds | Hedge Funds; Alternatives | 165,637,000 | 0.373% | No | No |
| Bayview MSR Opportunity Fund | Hedge Funds; Alternatives | 74,058,000 | 0.167% | No | No |
| Blackstone SAF II | Hedge Funds; Alternatives | 133,000 | 0.000% | No | No |
| Bridgewater Associates , Inc. | Hedge Funds; Alternatives | No | No | ||
| DE Shaw Composite Fund | Hedge Funds; Alternatives | 1,046,034,000 | 2.354% | No | No |
| Grosvenor Partnership Hedge Funds | Hedge Funds; Alternatives | No | No | ||
| Grosvenor Emerging Manager Fund | Hedge Funds; Alternatives | 2,297,000 | 0.005% | No | No |
| GSO Partnership Hedge Funds | Hedge Funds; Alternatives | 6,344,000 | 0.014% | No | No |
| Lighthouse Partnership Hedge Funds | Hedge Funds; Alternatives | 3,245,368,000 | 7.304% | No | No |
| Morgan Stanley Partnership Hedge Funds | Hedge Funds; Alternatives | 12,477,000 | 0.028% | No | No |
| Polymer | Hedge Funds; Alternatives | 165,871,000 | 0.373% | Yes | Yes |
| Reservoir Strategic Partners Fund | Hedge Funds; Alternatives | 865,000 | 0.002% | No | No |
| Apollo Partnership Private Debt | Private Debt; Alternatives | 961,931,000 | 2.165% | No | No |
| Ares Jasper Fund | Private Debt; Alternatives | 318,300,000 | 0.716% | No | No |
| Ares Pathfinder Fund | Private Debt; Alternatives | 73,721,000 | 0.166% | No | No |
| ASI Hark Capital III | Private Debt; Alternatives | 35,507,000 | 0.080% | No | No |
| Avenue Spec VI | Private Debt; Alternatives | 9,780,000 | 0.022% | No | No |
| Banner Ridge Secondary V | Private Debt; Alternatives | 7,871,000 | 0.018% | No | No |
| Banner Ridge Secondary V Co-Invest I | Private Debt; Alternatives | 851,000 | 0.002% | No | No |
| Barings Capital Invest Corp BDC | Private Debt; Alternatives | 143,042,000 | 0.322% | No | Yes |
| Barings Capital CMS Fund | Private Debt; Alternatives | No | Yes | ||
| Blue Owl First Lien | Private Debt; Alternatives | 145,037,000 | 0.326% | No | No |
| Blue Owl First Lien II | Private Debt; Alternatives | 31,683,000 | 0.071% | No | No |
| Blue Owl Tech Finance | Private Debt; Alternatives | 104,961,000 | 0.236% | No | No |
| Broad Street Credi t | Private Debt; Alternatives | 42,498,000 | 0.096% | No | No |
| Brookfield Real Estate Finance IV | Private Debt; Alternatives | 1,390,000 | 0.003% | Yes | No |
| Brookfield Real Estate Finance V | Private Debt; Alternatives | 32,023,000 | 0.072% | Yes | No |
| Credit Opportunities Partners JV | Private Debt; Alternatives | 205,662,000 | 0.463% | No | No |
| Crescent Mezzanine V | Private Debt; Alternatives | No | Yes | ||
| Crescent Mezzanine VI | Private Debt; Alternatives | 11,289,000 | 0.025% | No | Yes |
| Eagle Point Credit Partners | Private Debt; Alternatives | 56,155,000 | 0.126% | No | No |
| Eagle Point Defensive Income | Private Debt; Alternatives | 56,993,000 | 0.128% | No | No |
| Eagle Point Defensive Income II | Private Debt; Alternatives | 47,153,000 | 0.106% | No | No |
| Eagle Point SRT Co-Invest I | Private Debt; Alternatives | 10,268,000 | 0.023% | No | No |
| EIG Gateway Energy | Private Debt; Alternatives | 2,240,000 | 0.005% | No | No |
| Fortress Credit Opportunities Fund V (A) | Private Debt; Alternatives | 55,819,000 | 0.126% | No | No |
| Fortress Lending Fund II LP | Private Debt; Alternatives | 48,607,000 | 0.109% | No | No |
| Fortress Lending Fund III LP | Private Debt; Alternatives | 37,590,000 | 0.085% | No | No |
| Goldentree Loan Management II | Private Debt; Alternatives | 38,680,000 | 0.087% | No | No |
| Goldentree Loan Management III | Private Debt; Alternatives | 11,525,000 | 0.026% | No | No |
| GoldenTree Structured Products Fund VII | Private Debt; Alternatives | 13,206,000 | 0.030% | No | No |
| Goldman Sachs Mezzanine V | Private Debt; Alternatives | No | Yes | ||
| GSO Partnership Private Debt | Private Debt; Alternatives | 77,218,000 | 0.174% | No | No |
| Heitman Capital Management | Private Debt; Alternatives | 21,767,000 | 0.049% | No | No |
| Highbridge Principal Strategies | Private Debt; Alternatives | 328,798,000 | 0.740% | No | No |
| Jocassee Partners | Private Debt; Alternatives | 411,814,000 | 0.927% | No | No |
| KKR ABF Partners | Private Debt; Alternatives | 60,855,000 | 0.137% | No | No |
| KKR ABF Co-Invest I | Private Debt; Alternatives | 10,424,000 | 0.023% | No | No |
| KKR ABF Co-Invest II | Private Debt; Alternatives | 4,442,000 | 0.010% | No | No |
| KKR CFO Co-Invest III | Private Debt; Alternatives | 38,833,000 | 0.087% | No | No |
| KKR Co-Invest I | Private Debt; Alternatives | 11,162,000 | 0.025% | No | No |
| KKR Co-Invest II | Private Debt; Alternatives | 10,814,000 | 0.024% | No | No |
| KKR Co-Invest III | Private Debt; Alternatives | 10,573,000 | 0.024% | No | No |
| KKR Co-Invest IV | Private Debt; Alternatives | 6,713,000 | 0.015% | No | No |
| KKR Lending Partners II | Private Debt; Alternatives | 8,190,000 | 0.018% | No | No |
| KKR Lending Partners III | Private Debt; Alternatives | 97,632,000 | 0.220% | No | No |
| KKR Lending Partners IV | Private Debt; Alternatives | 89,422,000 | 0.201% | No | No |
| KKR Special Situations Fund II | Private Debt; Alternatives | 48,263,000 | 0.109% | No | No |
| Northstar Mezz V | Private Debt; Alternatives | $62,000 | 0.000% | No | No |
| Sankaty COP IV | Private Debt; Alternatives | 1,935,000 | 0.004% | No | No |
| Sankaty COP V | Private Debt; Alternatives | 6,433,000 | 0.014% | No | No |
| Torchlight Debt Opportunities Fund IV | Private Debt; Alternatives | 4,280,000 | 0.010% | No | No |
| Torchlight Debt Opportunities Fund V | Private Debt; Alternatives | 10,328,000 | 0.023% | No | No |
| WL Ross Whole Loans | Private Debt; Alternatives | No | No | ||
| Alpine Investors IX | Private Equity; Alternatives | 7,667,000 | 0.017% | No | No |
| Apollo Partnership Private Equity | Private Equity; Alternatives | 509,144,000 | 1.146% | No | No |
| Azalea IV | Private Equity; Alternatives | 3,982,000 | 0.009% | No | No |
| Blackrock SLS | Private Equity; Alternatives | 175,216,000 | 0.394% | Yes | No |
| BlackRock SLS I CoInvest Fund | Private Equity; Alternatives | 220,804,000 | 0.497% | Yes | No |
| Blackstone Strategic Partners IX | Private Equity; Alternatives | 42,183,000 | 0.095% | No | No |
| Bridgepoint Development Capital IV | Private Equity; Alternatives | 72,039,000 | 0.162% | No | No |
| Bridgepoint Europe IV | Private Equity; Alternatives | 10,570,000 | 0.024% | No | No |
| Brighton Park Capitall | Private Equity; Alternatives | 107,143,000 | 0.241% | No | No |
| Brighton Park Capital II | Private Equity; Alternatives | 16,954,000 | 0.038% | No | No |
| Brookfield Capital IV | Private Equity; Alternatives | 65,137,000 | 0.147% | Yes | No |
| Brookfield Capital V | Private Equity; Alternatives | 204,370,000 | 0.460% | Yes | No |
| Brookfield Capital Partners V CoInvest I | Private Equity; Alternatives | 64,471,000 | 0.145% | Yes | No |
| Brookfield Capital VI | Private Equity; Alternatives | 56,884,000 | 0.128% | Yes | No |
| Carousel Capital IV | Private Equity; Alternatives | 12,990,000 | 0.029% | No | No |
| Cinven 8 | Private Equity; Alternatives | 4,110,000 | 0.009% | No | No |
| Crestview II | Private Equity; Alternatives | 37,356,000 | 0.084% | No | No |
| Crestview III | Private Equity; Alternatives | 49,532,000 | 0.111% | No | No |
| Falfurrias Growth Partners I | Private Equity; Alternatives | 3,936,000 | 0.009% | No | No |
| Francisco Partners Agility II | Private Equity; Alternatives | 60,302,000 | 0.136% | No | No |
| Francisco Partners Agility III | Private Equity; Alternatives | -478,000 | -0.001% | No | No |
| Francisco Partners V | Private Equity; Alternatives | 81,869,000 | 0.184% | No | No |
| Francisco Partners VI | Private Equity; Alternatives | 88,801,000 | 0.200% | No | No |
| Francisco Partners VII | Private Equity; Alternatives | -324,000 | -0.001% | No | No |
| GCM Edisto - GCM Direct | Private Equity; Alternatives | 854,563,000 | 1.923% | No | No |
| GCM Edisto - RSIC Direct | Private Equity; Alternatives | 391,264,000 | 0.881% | No | No |
| Gemspring Capital III | Private Equity; Alternatives | 1,932,000 | 0.004% | No | No |
| General Atlantic | Private Equity; Alternatives | 38,163,000 | 0.086% | No | No |
| Great Hill Equity Partners VII | Private Equity; Alternatives | 55,252,000 | 0.124% | No | No |
| Great Hill Equity Partners VIII | Private Equity; Alternatives | 19,335,000 | 0.044% | No | No |
| Hg Genesis 10 | Private Equity; Alternatives | 10,896,000 | 0.025% | Yes | No |
| Hg Mercury 4 | Private Equity; Alternatives | 2,358,000 | 0.005% | Yes | No |
| Hg Saturn 3 | Private Equity; Alternatives | 21,669,000 | 0.049% | Yes | No |
| Hg Saturn 3 CoInvest III | Private Equity; Alternatives | 33,977,000 | 0.076% | Yes | No |
| HighVista Private Equity IX | Private Equity; Alternatives | 110,416,000 | 0.249% | No | No |
| HighVista Private Equity IX Co-Invest I SPV | Private Equity; Alternatives | 30,474,000 | 0.069% | No | No |
| HighVista Private Equity VIII | Private Equity; Alternatives | 56,041,000 | 0.126% | No | No |
| HighVista Private Equity X | Private Equity; Alternatives | 4,000,000 | 0.009% | No | No |
| Hillhouse Focused Growth Fund V LP | Private Equity; Alternatives | 18,428,000 | 0.041% | No | No |
| Horsley Bridge XIII | Private Equity; Alternatives | 63,976,000 | 0.144% | No | No |
| Horsley Bridge 14 | Private Equity; Alternatives | 20,555,000 | 0.046% | No | No |
| Horsley Bridge GC | Private Equity; Alternatives | 31,759,000 | 0.071% | No | No |
| Horsley Bridge Strategic IV | Private Equity; Alternatives | 50,830,000 | 0.114% | No | No |
| Horsley Bridge Strategic V | Private Equity; Alternatives | 161,129,000 | 0.363% | No | No |
| Horsley Bridge Venture 15 | Private Equity; Alternatives | 340,000 | 0.001% | No | No |
| Industry Ventures Partnership Holdings V | Private Equity; Alternatives | 80,081,000 | 0.180% | No | No |
| Industry Ventures Partnership Holdings VI | Private Equity; Alternatives | 33,938,000 | 0.076% | No | No |
| Industry Ventures Secondary VI | Private Equity; Alternatives | 542,000 | 0.001% | No | No |
| Industry Ventures Secondary VII | Private Equity; Alternatives | 8,917,000 | 0.020% | No | No |
| Industry Ventures Secondary X | Private Equity; Alternatives | 14,341,000 | 0.032% | No | No |
| KKR CFO Co-Inves t I | Private Equity; Alternatives | 1,500,000 | 0.003% | No | No |
| KKR CFO Co-Inves t II | Private Equity; Alternatives | 1,500,000 | 0.003% | No | No |
| KPS Special Situations Midcap Fund | Private Equity; Alternatives | 15,417,000 | 0.035% | No | No |
| KPS Special Situations Fund V | Private Equity; Alternatives | 41,454,000 | 0.093% | No | No |
| Mill Point Capital Partners II | Private Equity; Alternatives | 46,821,000 | 0.105% | No | No |
| Nordic Capital Fund X | Private Equity; Alternatives | 119,659,000 | 0.269% | No | No |
| Nordic Capital Fund XI | Private Equity; Alternatives | 17,148,000 | 0.039% | No | No |
| Paceline Opportunity Fund II | Private Equity; Alternatives | 11,083,000 | 0.025% | No | No |
| Paul Capital Partners IX | Private Equity; Alternatives | 2,458,000 | 0.006% | No | No |
| Peak Rock Capital III | Private Equity; Alternatives | 32,961,000 | 0.074% | No | No |
| Providence Equity Fund VIII | Private Equity; Alternatives | 95,793,000 | 0.216% | No | No |
| Providence Strategic Growth III | Private Equity; Alternatives | 70,536,000 | 0.159% | No | No |
| Providence Strategic Growth Fund IV | Private Equity; Alternatives | 103,423,000 | 0.233% | No | No |
| Providence Strategic Growth Fund V | Private Equity; Alternatives | 43,887,000 | 0.099% | No | No |
| Reservoir Capital Partners | Private Equity; Alternatives | 1,022,000 | 0.002% | No | No |
| Resolve Growth Partners Fund I | Private Equity; Alternatives | 33,689,000 | 0.076% | No | No |
| Rubicon Founders II | Private Equity; Alternatives | 74,000 | 0.000% | No | No |
| Silver Lake Partners VI | Private Equity; Alternatives | 56,425,000 | 0.127% | No | No |
| Truebridge Capital II | Private Equity; Alternatives | 63,318,000 | 0.143% | No | No |
| Valor Equity Partners V | Private Equity; Alternatives | 105,630,000 | 0.238% | No | No |
| Varsity Healthcare IV | Private Equity; Alternatives | 21,876,000 | 0.049% | No | No |
| WestCap Strategic Operator Fund I | Private Equity; Alternatives | 152,951,000 | 0.344% | No | No |
| WestCap I Co-Invest I | Private Equity; Alternatives | 42,163,000 | 0.095% | No | No |
| WestCap Strategic Operator Fund II | Private Equity; Alternatives | 92,522,000 | 0.208% | No | No |
| WLR Transportation Recovery Fund | Private Equity; Alternatives | 22,329,000 | 0.050% | No | No |
| Various Private Equity Managers10 | Private Equity; Alternatives | 736,384,000 | 1.657% | No | No |
| Apollo Partnership Real Estate | Private Real Estate; Alternatives | 41,254,000 | 0.093% | No | No |
| Asana Partners II | Private Real Estate; Alternatives | 73,573,000 | 0.166% | No | No |
| Asana Partners III | Private Real Estate; Alternatives | 20,466,000 | 0.046% | No | No |
| Blackstone Property Partners | Private Real Estate; Alternatives | 353,859,000 | 0.796% | No | No |
| Blackstone Real Estate Partners VII | Private Real Estate; Alternatives | 21,574,000 | 0.049% | No | No |
| Blackstone Real Estate Partners IX | Private Real Estate; Alternatives | 110,558,000 | 0.249% | No | No |
| Blackstone Real Estate Partners X | Private Real Estate; Alternatives | 25,065,000 | 0.056% | No | No |
| Brookfield SREP LP | Private Real Estate; Alternatives | 8,185,000 | 0.018% | Yes | No |
| Brookfield SREP II LP | Private Real Estate; Alternatives | 40,474,000 | 0.091% | Yes | No |
| Brookfield SREP III LP | Private Real Estate; Alternatives | 117,142,000 | 0.264% | Yes | No |
| Brookfield SREP IV LP | Private Real Estate; Alternatives | 66,387,000 | 0.149% | Yes | No |
| Brookfield SREP IV CoInves t I | Private Real Estate; Alternatives | 13,940,000 | 0.031% | Yes | No |
| Brookfield SREP V LP9 | Private Real Estate; Alternatives | -1,600,000 | -0.004% | Yes | No |
| Carlyle VI | Private Real Estate; Alternatives | 8,303,000 | 0.019% | No | No |
| CBRE U. S. Core Real Estate | Private Real Estate; Alternatives | 240,456,000 | 0.541% | No | No |
| CenterSquare Co Invest I | Private Real Estate; Alternatives | 39,971,000 | 0.090% | No | Yes |
| Centersqua re Co-Invest II | Private Real Estate; Alternatives | 25,681,000 | 0.058% | No | No |
| Crow Holdings VII | Private Real Estate; Alternatives | 1,289,000 | 0.003% | No | No |
| Crow Holdings IX | Private Real Estate; Alternatives | 75,131,000 | 0.169% | No | No |
| EQT Exeter Industrial Value Fund VI | Private Real Estate; Alternatives | 23,500,000 | 0.053% | Yes | No |
| Equus XII | Private Real Estate; Alternatives | 54,609,000 | 0.123% | No | No |
| Greystar IX | Private Real Estate; Alternatives | 326,000 | 0.001% | No | No |
| Greystar X | Private Real Estate; Alternatives | 140,478,000 | 0.316% | No | No |
| Greystar XI | Private Real Estate; Alternatives | 44,055,000 | 0.099% | No | No |
| Lone Star II | Private Real Estate; Alternatives | 57,000 | 0.000% | No | No |
| Morgan Stanley Prime Property | Private Real Estate; Alternatives | 801,770,000 | 1.805% | No | No |
| Morgan Stanley Partnership Real Estate | Private Real Estate; Alternatives | 84,455,000 | 0.190% | No | No |
| Oaktree Real Estate Opportunities V | Private Real Estate; Alternatives | 587,000 | 0.001% | No | No |
| Oaktree Real Estate Opportunities VI | Private Real Estate; Alternatives | 15,709,000 | 0.035% | No | No |
| Sculptor | Private Real Estate; Alternatives | 1,249,000 | 0.003% | No | No |
| Stockbridge Value Fund IV LP | Private Real Estate; Alternatives | 87,417,000 | 0.197% | No | No |
| Stockbridge Value Fund V LP | Private Real Estate; Alternatives | 16,677,000 | 0.038% | No | No |
| TA Real ty X7 | Private Real Estate; Alternatives | No | No | ||
| TA Real ty - SC LP | Private Real Estate; Alternatives | 656,529,000 | 1.478% | No | No |
| Actis Infrastructure | Private Infrastructure; Alternatives | 82,555,000 | 0.186% | Yes | No |
| Axium Infrastructure | Private Infrastructure; Alternatives | 228,135,000 | 0.513% | Yes | No |
| Basalt Infrastructure | Private Infrastructure; Alternatives | 14,725,000 | 0.033% | No | No |
| Brookfield Infrastructure IV | Private Infrastructure; Alternatives | 88,701,000 | 0.200% | Yes | No |
| Brookfield Infrastructure V | Private Infrastructure; Alternatives | 34,069,000 | 0.077% | Yes | No |
| Brookfield Super Core | Private Infrastructure; Alternatives | 223,073,000 | 0.502% | Yes | No |
| Brookfield Super Core CoInvest I | Private Infrastructure; Alternatives | 32,257,000 | 0.073% | Yes | No |
| Brookfield Super Core CoInvest II | Private Infrastructure; Alternatives | 30,156,000 | 0.068% | Yes | No |
| Brookfield Super Core CoInvest III | Private Infrastructure; Alternatives | 34,932,000 | 0.079% | Yes | No |
| Digital Bridge I Co-Invest I | Private Infrastructure; Alternatives | 27,097,000 | 0.061% | No | No |
| Digital Bridge Partners I | Private Infrastructure; Alternatives | 181,822,000 | 0.409% | No | No |
| Digital Colony I Co-Invest I | Private Infrastructure; Alternatives | 32,981,000 | 0.074% | No | No |
| Digital Colony II Co-Invest I | Private Infrastructure; Alternatives | 46,222,000 | 0.104% | No | No |
| Grain Spectrum Holdings III | Private Infrastructure; Alternatives | 124,368,000 | 0.280% | No | No |
| Macquarie Infrastructure | Private Infrastructure; Alternatives | 150,095,000 | 0.338% | Yes | Yes |
| Peppertree Capital X | Private Infrastructure; Alternatives | 1,521,000 | 0.003% | No | No |
| Stonepeak Infrastructure | Private Infrastructure; Alternatives | 52,306,000 | 0.118% | Yes | No |
| Apollo | Strategic Partnerships12; Alternatives | 14,129,000 | 0.032% | No | No |
| Entrust | Strategic Partnerships12; Alternatives | 514,000 | 0.001% | No | No |
| Grosvenor | Strategic Partnerships12; Alternatives | 265,000 | 0.001% | No | No |
| GSO | Strategic Partnerships12; Alternatives | 25,205,000 | 0.057% | No | No |
| Lighthouse | Strategic Partnerships12; Alternatives | -2,099,000 | -0.005% | No | No |
| Morgan Stanley | Strategic Partnerships12; Alternatives | 7,136,000 | 0.016% | No | No |
List of AMCs contracting with the South Carolina Retirement Systems
The South Carolina Retirement Systems contracted with 227 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, eighteen were investor participants in Climate Action 100+, and forty-five were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the South Carolina Retirement Systems:[118]
| South Carolina Retirement Systems asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[119] | Climate Action 100+ signatory as of October 2024 |
| Blackrock Short Duration | Short Duration:; Short Duration | $168,190,000 | 0.379% | Yes | No |
| Penn Limited Term HY | Short Duration:; Short Duration | $3,932,000 | 0.009% | No | No |
| Blackrock Core | Core Fixed Income (IG)4; Fixed Income | -$1,000 | 0.000% | Yes | No |
| Goldentree Structured Credit | Core Fixed Income (IG)4; Fixed Income | 395,892,000 | 0.891% | No | No |
| Guggenheim | Core Fixed Income (IG)4; Fixed Income | 600,039,000 | 1.350% | No | No |
| Pacific Investment Mana gement Company | Core Fixed Income (IG)4; Fixed Income | 120,680,000 | 0.272% | No | No |
| Thompson Rivers | Core Fixed Income (IG)4; Fixed Income | 26,598,000 | 0.060% | No | No |
| Barings US High Yield | Mixed Credit; Fixed Income | 21,000 | 0.000% | No | Yes |
| Barings MultiSector | Mixed Credit; Fixed Income | 2,610,000 | 0.006% | No | Yes |
| Caspian SC Holdings LP | Mixed Credit; Fixed Income | 150,070,000 | 0.338% | No | No |
| Pinebridge | Mixed Credit; Fixed Income | 46,000 | 0.000% | Yes | No |
| Entrust Partnership Emerging Market Debt | Emerging Market Debt; Fixed Income | 4,383,000 | 0.010% | No | No |
| GMO Emerging Country Debt | Emerging Market Debt; Fixed Income | 27,953,000 | 0.063% | Yes | No |
| Algert | Global Public Equity; Fixed Income | -14,000 | 0.000% | No | No |
| AQR Global Enhanced | Global Public Equity; Fixed Income | -74,000 | 0.000% | No | No |
| Blackrock Emerging Markets Small Cap Equity | Global Public Equity; Fixed Income | 306,473,000 | 0.690% | Yes | No |
| Blackrock MSCI ACWI | Global Public Equity; Fixed Income | 11,989,871,000 | 26.985% | Yes | No |
| Blackrock U S Small Cap | Global Public Equity; Fixed Income | 1,092,883,000 | 2.460% | Yes | No |
| Blackrock World ex U S Small Cap | Global Public Equity; Fixed Income | 701,065,000 | 1.578% | Yes | No |
| DE Shaw World Enhanced | Global Public Equity; Fixed Income | -51,000 | 0.000% | No | No |
| Intech | Global Public Equity; Fixed Income | -41,000 | 0.000% | No | No |
| Man Numeric International Small Ca p | Global Public Equity; Fixed Income | -14,000 | 0.000% | No | Yes |
| Russell Global Transition5 | Global Public Equity; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| Russell International Small Cap5 | Global Public Equity; Fixed Income | -10,000 | 0.000% | Yes | Yes |
| Russell International Small Cap Passive Transition | Global Public Equity; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| State Street MSCI ACWI | Global Public Equity; Fixed Income | 5,743,284,000 | 12.926% | Yes | No |
| CenterSquare US REIT Focus | Public Real Estate; Fixed Income | 223,421,000 | 0.503% | No | Yes |
| DWS RREEF | Public Infrastructure; Fixed Income | 102,103,000 | 0.230% | Yes | Yes |
| Russell Infrastructure | Public Infrastructure; Fixed Income | -1,000 | 0.000% | Yes | Yes |
| Russell Investment Group | Beta Overlay; Fixed Income | 721,853,000 | 1.625% | Yes | Yes |
| Apollo Partnership Hedge Funds | Hedge Funds; Alternatives | 165,637,000 | 0.373% | No | No |
| Bayview MSR Opportunity Fund | Hedge Funds; Alternatives | 74,058,000 | 0.167% | No | No |
| Blackstone SAF II | Hedge Funds; Alternatives | 133,000 | 0.000% | No | No |
| Bridgewater Associates , Inc. | Hedge Funds; Alternatives | No | No | ||
| DE Shaw Composite Fund | Hedge Funds; Alternatives | 1,046,034,000 | 2.354% | No | No |
| Grosvenor Partnership Hedge Funds | Hedge Funds; Alternatives | No | No | ||
| Grosvenor Emerging Manager Fund | Hedge Funds; Alternatives | 2,297,000 | 0.005% | No | No |
| GSO Partnership Hedge Funds | Hedge Funds; Alternatives | 6,344,000 | 0.014% | No | No |
| Lighthouse Partnership Hedge Funds | Hedge Funds; Alternatives | 3,245,368,000 | 7.304% | No | No |
| Morgan Stanley Partnership Hedge Funds | Hedge Funds; Alternatives | 12,477,000 | 0.028% | No | No |
| Polymer | Hedge Funds; Alternatives | 165,871,000 | 0.373% | Yes | Yes |
| Reservoir Strategic Partners Fund | Hedge Funds; Alternatives | 865,000 | 0.002% | No | No |
| Apollo Partnership Private Debt | Private Debt; Alternatives | 961,931,000 | 2.165% | No | No |
| Ares Jasper Fund | Private Debt; Alternatives | 318,300,000 | 0.716% | No | No |
| Ares Pathfinder Fund | Private Debt; Alternatives | 73,721,000 | 0.166% | No | No |
| ASI Hark Capital III | Private Debt; Alternatives | 35,507,000 | 0.080% | No | No |
| Avenue Spec VI | Private Debt; Alternatives | 9,780,000 | 0.022% | No | No |
| Banner Ridge Secondary V | Private Debt; Alternatives | 7,871,000 | 0.018% | No | No |
| Banner Ridge Secondary V Co-Invest I | Private Debt; Alternatives | 851,000 | 0.002% | No | No |
| Barings Capital Invest Corp BDC | Private Debt; Alternatives | 143,042,000 | 0.322% | No | Yes |
| Barings Capital CMS Fund | Private Debt; Alternatives | No | Yes | ||
| Blue Owl First Lien | Private Debt; Alternatives | 145,037,000 | 0.326% | No | No |
| Blue Owl First Lien II | Private Debt; Alternatives | 31,683,000 | 0.071% | No | No |
| Blue Owl Tech Finance | Private Debt; Alternatives | 104,961,000 | 0.236% | No | No |
| Broad Street Credi t | Private Debt; Alternatives | 42,498,000 | 0.096% | No | No |
| Brookfield Real Estate Finance IV | Private Debt; Alternatives | 1,390,000 | 0.003% | Yes | No |
| Brookfield Real Estate Finance V | Private Debt; Alternatives | 32,023,000 | 0.072% | Yes | No |
| Credit Opportunities Partners JV | Private Debt; Alternatives | 205,662,000 | 0.463% | No | No |
| Crescent Mezzanine V | Private Debt; Alternatives | No | Yes | ||
| Crescent Mezzanine VI | Private Debt; Alternatives | 11,289,000 | 0.025% | No | Yes |
| Eagle Point Credit Partners | Private Debt; Alternatives | 56,155,000 | 0.126% | No | No |
| Eagle Point Defensive Income | Private Debt; Alternatives | 56,993,000 | 0.128% | No | No |
| Eagle Point Defensive Income II | Private Debt; Alternatives | 47,153,000 | 0.106% | No | No |
| Eagle Point SRT Co-Invest I | Private Debt; Alternatives | 10,268,000 | 0.023% | No | No |
| EIG Gateway Energy | Private Debt; Alternatives | 2,240,000 | 0.005% | No | No |
| Fortress Credit Opportunities Fund V (A) | Private Debt; Alternatives | 55,819,000 | 0.126% | No | No |
| Fortress Lending Fund II LP | Private Debt; Alternatives | 48,607,000 | 0.109% | No | No |
| Fortress Lending Fund III LP | Private Debt; Alternatives | 37,590,000 | 0.085% | No | No |
| Goldentree Loan Management II | Private Debt; Alternatives | 38,680,000 | 0.087% | No | No |
| Goldentree Loan Management III | Private Debt; Alternatives | 11,525,000 | 0.026% | No | No |
| GoldenTree Structured Products Fund VII | Private Debt; Alternatives | 13,206,000 | 0.030% | No | No |
| Goldman Sachs Mezzanine V | Private Debt; Alternatives | No | Yes | ||
| GSO Partnership Private Debt | Private Debt; Alternatives | 77,218,000 | 0.174% | No | No |
| Heitman Capital Management | Private Debt; Alternatives | 21,767,000 | 0.049% | No | No |
| Highbridge Principal Strategies | Private Debt; Alternatives | 328,798,000 | 0.740% | No | No |
| Jocassee Partners | Private Debt; Alternatives | 411,814,000 | 0.927% | No | No |
| KKR ABF Partners | Private Debt; Alternatives | 60,855,000 | 0.137% | No | No |
| KKR ABF Co-Invest I | Private Debt; Alternatives | 10,424,000 | 0.023% | No | No |
| KKR ABF Co-Invest II | Private Debt; Alternatives | 4,442,000 | 0.010% | No | No |
| KKR CFO Co-Invest III | Private Debt; Alternatives | 38,833,000 | 0.087% | No | No |
| KKR Co-Invest I | Private Debt; Alternatives | 11,162,000 | 0.025% | No | No |
| KKR Co-Invest II | Private Debt; Alternatives | 10,814,000 | 0.024% | No | No |
| KKR Co-Invest III | Private Debt; Alternatives | 10,573,000 | 0.024% | No | No |
| KKR Co-Invest IV | Private Debt; Alternatives | 6,713,000 | 0.015% | No | No |
| KKR Lending Partners II | Private Debt; Alternatives | 8,190,000 | 0.018% | No | No |
| KKR Lending Partners III | Private Debt; Alternatives | 97,632,000 | 0.220% | No | No |
| KKR Lending Partners IV | Private Debt; Alternatives | 89,422,000 | 0.201% | No | No |
| KKR Special Situations Fund II | Private Debt; Alternatives | 48,263,000 | 0.109% | No | No |
| Northstar Mezz V | Private Debt; Alternatives | $62,000 | 0.000% | No | No |
| Sankaty COP IV | Private Debt; Alternatives | 1,935,000 | 0.004% | No | No |
| Sankaty COP V | Private Debt; Alternatives | 6,433,000 | 0.014% | No | No |
| Torchlight Debt Opportunities Fund IV | Private Debt; Alternatives | 4,280,000 | 0.010% | No | No |
| Torchlight Debt Opportunities Fund V | Private Debt; Alternatives | 10,328,000 | 0.023% | No | No |
| WL Ross Whole Loans | Private Debt; Alternatives | No | No | ||
| Alpine Investors IX | Private Equity; Alternatives | 7,667,000 | 0.017% | No | No |
| Apollo Partnership Private Equity | Private Equity; Alternatives | 509,144,000 | 1.146% | No | No |
| Azalea IV | Private Equity; Alternatives | 3,982,000 | 0.009% | No | No |
| Blackrock SLS | Private Equity; Alternatives | 175,216,000 | 0.394% | Yes | No |
| BlackRock SLS I CoInvest Fund | Private Equity; Alternatives | 220,804,000 | 0.497% | Yes | No |
| Blackstone Strategic Partners IX | Private Equity; Alternatives | 42,183,000 | 0.095% | No | No |
| Bridgepoint Development Capital IV | Private Equity; Alternatives | 72,039,000 | 0.162% | No | No |
| Bridgepoint Europe IV | Private Equity; Alternatives | 10,570,000 | 0.024% | No | No |
| Brighton Park Capitall | Private Equity; Alternatives | 107,143,000 | 0.241% | No | No |
| Brighton Park Capital II | Private Equity; Alternatives | 16,954,000 | 0.038% | No | No |
| Brookfield Capital IV | Private Equity; Alternatives | 65,137,000 | 0.147% | Yes | No |
| Brookfield Capital V | Private Equity; Alternatives | 204,370,000 | 0.460% | Yes | No |
| Brookfield Capital Partners V CoInvest I | Private Equity; Alternatives | 64,471,000 | 0.145% | Yes | No |
| Brookfield Capital VI | Private Equity; Alternatives | 56,884,000 | 0.128% | Yes | No |
| Carousel Capital IV | Private Equity; Alternatives | 12,990,000 | 0.029% | No | No |
| Cinven 8 | Private Equity; Alternatives | 4,110,000 | 0.009% | No | No |
| Crestview II | Private Equity; Alternatives | 37,356,000 | 0.084% | No | No |
| Crestview III | Private Equity; Alternatives | 49,532,000 | 0.111% | No | No |
| Falfurrias Growth Partners I | Private Equity; Alternatives | 3,936,000 | 0.009% | No | No |
| Francisco Partners Agility II | Private Equity; Alternatives | 60,302,000 | 0.136% | No | No |
| Francisco Partners Agility III | Private Equity; Alternatives | -478,000 | -0.001% | No | No |
| Francisco Partners V | Private Equity; Alternatives | 81,869,000 | 0.184% | No | No |
| Francisco Partners VI | Private Equity; Alternatives | 88,801,000 | 0.200% | No | No |
| Francisco Partners VII | Private Equity; Alternatives | -324,000 | -0.001% | No | No |
| GCM Edisto - GCM Direct | Private Equity; Alternatives | 854,563,000 | 1.923% | No | No |
| GCM Edisto - RSIC Direct | Private Equity; Alternatives | 391,264,000 | 0.881% | No | No |
| Gemspring Capital III | Private Equity; Alternatives | 1,932,000 | 0.004% | No | No |
| General Atlantic | Private Equity; Alternatives | 38,163,000 | 0.086% | No | No |
| Great Hill Equity Partners VII | Private Equity; Alternatives | 55,252,000 | 0.124% | No | No |
| Great Hill Equity Partners VIII | Private Equity; Alternatives | 19,335,000 | 0.044% | No | No |
| Hg Genesis 10 | Private Equity; Alternatives | 10,896,000 | 0.025% | Yes | No |
| Hg Mercury 4 | Private Equity; Alternatives | 2,358,000 | 0.005% | Yes | No |
| Hg Saturn 3 | Private Equity; Alternatives | 21,669,000 | 0.049% | Yes | No |
| Hg Saturn 3 CoInvest III | Private Equity; Alternatives | 33,977,000 | 0.076% | Yes | No |
| HighVista Private Equity IX | Private Equity; Alternatives | 110,416,000 | 0.249% | No | No |
| HighVista Private Equity IX Co-Invest I SPV | Private Equity; Alternatives | 30,474,000 | 0.069% | No | No |
| HighVista Private Equity VIII | Private Equity; Alternatives | 56,041,000 | 0.126% | No | No |
| HighVista Private Equity X | Private Equity; Alternatives | 4,000,000 | 0.009% | No | No |
| Hillhouse Focused Growth Fund V LP | Private Equity; Alternatives | 18,428,000 | 0.041% | No | No |
| Horsley Bridge XIII | Private Equity; Alternatives | 63,976,000 | 0.144% | No | No |
| Horsley Bridge 14 | Private Equity; Alternatives | 20,555,000 | 0.046% | No | No |
| Horsley Bridge GC | Private Equity; Alternatives | 31,759,000 | 0.071% | No | No |
| Horsley Bridge Strategic IV | Private Equity; Alternatives | 50,830,000 | 0.114% | No | No |
| Horsley Bridge Strategic V | Private Equity; Alternatives | 161,129,000 | 0.363% | No | No |
| Horsley Bridge Venture 15 | Private Equity; Alternatives | 340,000 | 0.001% | No | No |
| Industry Ventures Partnership Holdings V | Private Equity; Alternatives | 80,081,000 | 0.180% | No | No |
| Industry Ventures Partnership Holdings VI | Private Equity; Alternatives | 33,938,000 | 0.076% | No | No |
| Industry Ventures Secondary VI | Private Equity; Alternatives | 542,000 | 0.001% | No | No |
| Industry Ventures Secondary VII | Private Equity; Alternatives | 8,917,000 | 0.020% | No | No |
| Industry Ventures Secondary X | Private Equity; Alternatives | 14,341,000 | 0.032% | No | No |
| KKR CFO Co-Inves t I | Private Equity; Alternatives | 1,500,000 | 0.003% | No | No |
| KKR CFO Co-Inves t II | Private Equity; Alternatives | 1,500,000 | 0.003% | No | No |
| KPS Special Situations Midcap Fund | Private Equity; Alternatives | 15,417,000 | 0.035% | No | No |
| KPS Special Situations Fund V | Private Equity; Alternatives | 41,454,000 | 0.093% | No | No |
| Mill Point Capital Partners II | Private Equity; Alternatives | 46,821,000 | 0.105% | No | No |
| Nordic Capital Fund X | Private Equity; Alternatives | 119,659,000 | 0.269% | No | No |
| Nordic Capital Fund XI | Private Equity; Alternatives | 17,148,000 | 0.039% | No | No |
| Paceline Opportunity Fund II | Private Equity; Alternatives | 11,083,000 | 0.025% | No | No |
| Paul Capital Partners IX | Private Equity; Alternatives | 2,458,000 | 0.006% | No | No |
| Peak Rock Capital III | Private Equity; Alternatives | 32,961,000 | 0.074% | No | No |
| Providence Equity Fund VIII | Private Equity; Alternatives | 95,793,000 | 0.216% | No | No |
| Providence Strategic Growth III | Private Equity; Alternatives | 70,536,000 | 0.159% | No | No |
| Providence Strategic Growth Fund IV | Private Equity; Alternatives | 103,423,000 | 0.233% | No | No |
| Providence Strategic Growth Fund V | Private Equity; Alternatives | 43,887,000 | 0.099% | No | No |
| Reservoir Capital Partners | Private Equity; Alternatives | 1,022,000 | 0.002% | No | No |
| Resolve Growth Partners Fund I | Private Equity; Alternatives | 33,689,000 | 0.076% | No | No |
| Rubicon Founders II | Private Equity; Alternatives | 74,000 | 0.000% | No | No |
| Silver Lake Partners VI | Private Equity; Alternatives | 56,425,000 | 0.127% | No | No |
| Truebridge Capital II | Private Equity; Alternatives | 63,318,000 | 0.143% | No | No |
| Valor Equity Partners V | Private Equity; Alternatives | 105,630,000 | 0.238% | No | No |
| Varsity Healthcare IV | Private Equity; Alternatives | 21,876,000 | 0.049% | No | No |
| WestCap Strategic Operator Fund I | Private Equity; Alternatives | 152,951,000 | 0.344% | No | No |
| WestCap I Co-Invest I | Private Equity; Alternatives | 42,163,000 | 0.095% | No | No |
| WestCap Strategic Operator Fund II | Private Equity; Alternatives | 92,522,000 | 0.208% | No | No |
| WLR Transportation Recovery Fund | Private Equity; Alternatives | 22,329,000 | 0.050% | No | No |
| Various Private Equity Managers10 | Private Equity; Alternatives | 736,384,000 | 1.657% | No | No |
| Apollo Partnership Real Estate | Private Real Estate; Alternatives | 41,254,000 | 0.093% | No | No |
| Asana Partners II | Private Real Estate; Alternatives | 73,573,000 | 0.166% | No | No |
| Asana Partners III | Private Real Estate; Alternatives | 20,466,000 | 0.046% | No | No |
| Blackstone Property Partners | Private Real Estate; Alternatives | 353,859,000 | 0.796% | No | No |
| Blackstone Real Estate Partners VII | Private Real Estate; Alternatives | 21,574,000 | 0.049% | No | No |
| Blackstone Real Estate Partners IX | Private Real Estate; Alternatives | 110,558,000 | 0.249% | No | No |
| Blackstone Real Estate Partners X | Private Real Estate; Alternatives | 25,065,000 | 0.056% | No | No |
| Brookfield SREP LP | Private Real Estate; Alternatives | 8,185,000 | 0.018% | Yes | No |
| Brookfield SREP II LP | Private Real Estate; Alternatives | 40,474,000 | 0.091% | Yes | No |
| Brookfield SREP III LP | Private Real Estate; Alternatives | 117,142,000 | 0.264% | Yes | No |
| Brookfield SREP IV LP | Private Real Estate; Alternatives | 66,387,000 | 0.149% | Yes | No |
| Brookfield SREP IV CoInves t I | Private Real Estate; Alternatives | 13,940,000 | 0.031% | Yes | No |
| Brookfield SREP V LP9 | Private Real Estate; Alternatives | -1,600,000 | -0.004% | Yes | No |
| Carlyle VI | Private Real Estate; Alternatives | 8,303,000 | 0.019% | No | No |
| CBRE U. S. Core Real Estate | Private Real Estate; Alternatives | 240,456,000 | 0.541% | No | No |
| CenterSquare Co Invest I | Private Real Estate; Alternatives | 39,971,000 | 0.090% | No | Yes |
| Centersqua re Co-Invest II | Private Real Estate; Alternatives | 25,681,000 | 0.058% | No | No |
| Crow Holdings VII | Private Real Estate; Alternatives | 1,289,000 | 0.003% | No | No |
| Crow Holdings IX | Private Real Estate; Alternatives | 75,131,000 | 0.169% | No | No |
| EQT Exeter Industrial Value Fund VI | Private Real Estate; Alternatives | 23,500,000 | 0.053% | Yes | No |
| Equus XII | Private Real Estate; Alternatives | 54,609,000 | 0.123% | No | No |
| Greystar IX | Private Real Estate; Alternatives | 326,000 | 0.001% | No | No |
| Greystar X | Private Real Estate; Alternatives | 140,478,000 | 0.316% | No | No |
| Greystar XI | Private Real Estate; Alternatives | 44,055,000 | 0.099% | No | No |
| Lone Star II | Private Real Estate; Alternatives | 57,000 | 0.000% | No | No |
| Morgan Stanley Prime Property | Private Real Estate; Alternatives | 801,770,000 | 1.805% | No | No |
| Morgan Stanley Partnership Real Estate | Private Real Estate; Alternatives | 84,455,000 | 0.190% | No | No |
| Oaktree Real Estate Opportunities V | Private Real Estate; Alternatives | 587,000 | 0.001% | No | No |
| Oaktree Real Estate Opportunities VI | Private Real Estate; Alternatives | 15,709,000 | 0.035% | No | No |
| Sculptor | Private Real Estate; Alternatives | 1,249,000 | 0.003% | No | No |
| Stockbridge Value Fund IV LP | Private Real Estate; Alternatives | 87,417,000 | 0.197% | No | No |
| Stockbridge Value Fund V LP | Private Real Estate; Alternatives | 16,677,000 | 0.038% | No | No |
| TA Real ty X7 | Private Real Estate; Alternatives | No | No | ||
| TA Real ty - SC LP | Private Real Estate; Alternatives | 656,529,000 | 1.478% | No | No |
| Actis Infrastructure | Private Infrastructure; Alternatives | 82,555,000 | 0.186% | Yes | No |
| Axium Infrastructure | Private Infrastructure; Alternatives | 228,135,000 | 0.513% | Yes | No |
| Basalt Infrastructure | Private Infrastructure; Alternatives | 14,725,000 | 0.033% | No | No |
| Brookfield Infrastructure IV | Private Infrastructure; Alternatives | 88,701,000 | 0.200% | Yes | No |
| Brookfield Infrastructure V | Private Infrastructure; Alternatives | 34,069,000 | 0.077% | Yes | No |
| Brookfield Super Core | Private Infrastructure; Alternatives | 223,073,000 | 0.502% | Yes | No |
| Brookfield Super Core CoInvest I | Private Infrastructure; Alternatives | 32,257,000 | 0.073% | Yes | No |
| Brookfield Super Core CoInvest II | Private Infrastructure; Alternatives | 30,156,000 | 0.068% | Yes | No |
| Brookfield Super Core CoInvest III | Private Infrastructure; Alternatives | 34,932,000 | 0.079% | Yes | No |
| Digital Bridge I Co-Invest I | Private Infrastructure; Alternatives | 27,097,000 | 0.061% | No | No |
| Digital Bridge Partners I | Private Infrastructure; Alternatives | 181,822,000 | 0.409% | No | No |
| Digital Colony I Co-Invest I | Private Infrastructure; Alternatives | 32,981,000 | 0.074% | No | No |
| Digital Colony II Co-Invest I | Private Infrastructure; Alternatives | 46,222,000 | 0.104% | No | No |
| Grain Spectrum Holdings III | Private Infrastructure; Alternatives | 124,368,000 | 0.280% | No | No |
| Macquarie Infrastructure | Private Infrastructure; Alternatives | 150,095,000 | 0.338% | Yes | Yes |
| Peppertree Capital X | Private Infrastructure; Alternatives | 1,521,000 | 0.003% | No | No |
| Stonepeak Infrastructure | Private Infrastructure; Alternatives | 52,306,000 | 0.118% | Yes | No |
| Apollo | Strategic Partnerships12; Alternatives | 14,129,000 | 0.032% | No | No |
| Entrust | Strategic Partnerships12; Alternatives | 514,000 | 0.001% | No | No |
| Grosvenor | Strategic Partnerships12; Alternatives | 265,000 | 0.001% | No | No |
| GSO | Strategic Partnerships12; Alternatives | 25,205,000 | 0.057% | No | No |
| Lighthouse | Strategic Partnerships12; Alternatives | -2,099,000 | -0.005% | No | No |
| Morgan Stanley | Strategic Partnerships12; Alternatives | 7,136,000 | 0.016% | No | No |
South Dakota
List of AMCs contracting with the South Dakota Retirement System (SDRS)
The South Dakota Retirement System (SDRS) contracted with 19 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, one was an investor participants in Climate Action 100+, and two were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the South Dakota Retirement System (SDRS):[120]
| South Dakota Retirement System (SDRS) asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[121] | Climate Action 100+ signatory as of October 2024 |
| South Dakota Investment Council | Public Equity; | No | No | ||
| Blackstone Capital Partners | Private Equity; | No | No | ||
| Blackstone Energy Partners | Private Equity; | No | No | ||
| Blackstone Real Estate Partners | Real Estate; | $11,070,949,766 | 74.596% | No | No |
| Bridgewater | Aggressive Absolute Return; | 107,205,281 | 0.722% | No | No |
| Brookfield Strategic Partners | Real Estate; | 173,119,045 | 1.166% | Yes | No |
| Capital International | Private Equity; | 1,156,707,979 | 7.794% | No | No |
| Carlyle | Private Equity; | 111,785,645 | 0.753% | No | No |
| Cinven | Private Equity; | 296,238,368 | 1.996% | No | No |
| CVC | Private Equity; | 2,528,047 | 0.017% | No | No |
| EnCap Energy Capital | Private Equity; | 28,985,365 | 0.195% | No | No |
| Lone Star Real Estate | Real Estate; | 231,558,066 | 1.560% | No | No |
| Pinebridge | Private Equity; | 283,340,746 | 1.909% | Yes | No |
| Riverstone | Private Equity; | 60,467,607 | 0.407% | No | No |
| Rockpoint Real Estate | Real Estate; | 116,756,778 | 0.787% | No | No |
| Sanders Capital | Public Equity; | 2,423,071 | 0.016% | No | Yes |
| Silver Lake | Private Equity; | 69,927,961 | 0.471% | No | No |
| Starwood Real Estate | Real Estate; | 129,253,653 | 0.871% | No | No |
| Telsey | Aggressive Absolute Return; | 105,754,518 | 0.713% | No | No |
Tennessee
List of AMCs contracting with the Tennessee Consolidated Retirement System
The Tennessee Consolidated Retirement System contracted with 20 asset management companies (AMCs) as of June 30, 2024. Of those companies or funds, three were investor participants in Climate Action 100+, and seven were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Tennessee Consolidated Retirement System:[3]
| Tennessee Consolidated Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[122] | Climate Action 100+ signatory as of October 2024 |
| Verus | Investment Consultant; | No | No | ||
| Aksia | Private Equity and Strategic Lending Consultant; | No | No | ||
| The Townsend Group | Real Estate Investment; | No | No | ||
| AEW Capital Management L.P. | Real Estate Investment; | No | No | ||
| RREEF America LLC | Real Estate Investment; | No | No | ||
| Heitman | Real Estate Investment; | No | No | ||
| JP Morgan Investment Management Inc | Real Estate Investment; | Yes | No | ||
| Walter Scott & Partners, Ltd. | International Equity; | No | No | ||
| Martin Currie Investment Management | International Equity; | Yes | Yes | ||
| TimesSquare Capital Management | International Equity; | No | No | ||
| Fiera Capital | International Equity; | Yes | Yes | ||
| PanAgora Asset Management, Inc | International Equity; | No | No | ||
| American Century Investments | International Equity; | No | No | ||
| Marathon Asset Management | International Equity; | No | No | ||
| JP Morgan Asset Management | International Equity; | Yes | No | ||
| WCM Asset Management | International Equity; | No | No | ||
| Pzena Investment Management | International Equity; | Yes | No | ||
| Mondrian Investment Partners | International Equity; | No | No | ||
| Acadian Asset Management | International Equity; | Yes | Yes | ||
| State Street Corporation | Master Custodian bank; | Yes | No | ||
List of AMCs contracting with the Tennessee Consolidated Retirement System
The Tennessee State and Higher Education Employee Retirement Plan (SHEERP) is a sub-fund under the management of the Tennessee Consolidated Retirement System (TCRS). TCRS administers SHEERP, among other retirement and benefit plans for the public employees of Tennessee. SHEERP does not contract with its own AMCs; the AMCs for TCRS account for all the pension plans it administers.[3]
TCRS contracted with 20 asset management companies (AMCs) as of June 30, 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and six were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with TCRS:[3]
- Acadian Asset Management (NZAM, Climate Action 100+)
- AEW Capital Management L.P.
- Aksia
- American Century Investments
- Fiera Capital (NZAM, Climate Action 100+)
- Heitman
- J.P. Morgan Asset Management (NZAM)
- J.P. Morgan Investment Management, Inc. (NZAM)
- L&B Realty Advisors, LLP
- Marathon Asset Management
- Mondrian Investment Partners
- PanAgora Asset Management, Inc.
- Pzena Investment Management (NZAM)
- RREEF America LLC
- State Street Corporation (NZAM)
- The Townsend Group
- TimeSqaure Capital Management
- Verus
- Walter Scott & Partners, Ltd.
- WCM Asset Management
List of AMCs contracting with the Tennessee Consolidated Retirement System
The Tennessee Teacher Retirement Plan (TRP) is a sub-fund under the management of the Tennessee Consolidated Retirement System (TCRS). TCRS administers TRP, among other retirement and benefit plans for the public employees of Tennessee. TRP does not contract with its own AMCs; the AMCs for TCRS account for all the pension plans it administers.[3]
TCRS contracted with 20 asset management companies (AMCs) as of June 30, 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and six were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with TCRS:[3]
- Acadian Asset Management (NZAM, Climate Action 100+)
- AEW Capital Management L.P.
- Aksia
- American Century Investments
- Fiera Capital (NZAM, Climate Action 100+)
- Heitman
- J.P. Morgan Asset Management (NZAM)
- J.P. Morgan Investment Management, Inc. (NZAM)
- L&B Realty Advisors, LLP
- Marathon Asset Management
- Mondrian Investment Partners
- PanAgora Asset Management, Inc.
- Pzena Investment Management (NZAM)
- RREEF America LLC
- State Street Corporation (NZAM)
- The Townsend Group
- TimeSqaure Capital Management
- Verus
- Walter Scott & Partners, Ltd.
- WCM Asset Management
Texas
List of AMCs contracting with the Texas County and District Retirement System
The Texas County and District Retirement System contracted with 13 asset management companies (AMCs) or specific funds as of December 31, 2023. Of those companies, three were investor participants in Climate Action 100+, and three were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Texas County and District Retirement System:[3]
| Texas County and District Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[123] | Climate Action 100+ signatory as of October 2024 |
| Marshall Wace LLP | Global Equities, Emerging Market Equities; | No | Yes | ||
| Viking Global Fund L.P. | Global Equities; | No | No | ||
| State Street Global Advisors | Developed International Equity, Domestic Equities, Emerging Market Equities; | Yes | No | ||
| Marathon | Developed International Equity; | No | No | ||
| Dimensional Fund Advisors | Emerging Market Equities, REITs; | No | No | ||
| JP Morgan | Emerging Market Equities; | Yes | No | ||
| Wellington Trust Co | Emerging Market Equities, Commodities; | Yes | Yes | ||
| Cohen & Steers Capital Management | REITs; | No | No | ||
| Dodge & Cox | Investment-Grade Bonds; | No | No | ||
| Jennison Associates | Investment-Grade Bonds; | No | Yes | ||
| PGIM Fixed Income | Investment-Grade Bonds; | No | No | ||
| Gresham Investment Management LLC | Commidities; | No | No | ||
| Harvest Fund Advisors | Master Limited Partnerships; | No | No | ||
List of AMCs contracting with the Texas Emergency Services Retirement System
The Texas Emergency Services Retirement System contracted with 3 asset management companies (AMCs) or specific funds as of December 31, 2024. Of those companies, one was investor participants in Climate Action 100+, and none were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Texas Emergency Services Retirement System:[3]
| Texas Emergency Services Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[124] | Climate Action 100+ signatory as of October 2024 |
| Boston Partners LLC | ; | No | No | ||
| Garcia Hamilton & Associates L.P. | ; | No | No | ||
| Richmond Capital Management Inc | ; | No | Yes | ||
List of AMCs contracting with the Texas Judicial Retirement System Plan Two
The Texas Judicial Retirement System Plan Two contracted with 9 asset management companies (AMCs) or specific funds as of August 31, 2023. Of those companies, two were investor participants in Climate Action 100+, and one was a member of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Texas Judicial Retirement System Plan Two:[3]
| Employees Retirement System of Texas asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[125] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | International Equity; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity; | No | No | ||
| Arrowstreet Capital, LP | International Equity; | No | No | ||
| Axiom International Investors LLC | International Equity; | No | Yes | ||
| Brandywine Global Investment Management LLC | Domestic Equity, International Equity; | Yes | Yes | ||
| Global Alpha Capital Management Limited | International Equity; | No | No | ||
| GQG Partners, LLC | International Equity; | No | No | ||
| JOHCM (USA), Inc. | International Equity; | No | No | ||
| Legato Capital Management, LLC | Manager of Emerging Managers; | No | No | ||
List of AMCs contracting with the Texas Municipal Retirement System
The Texas Municipal Retirement System contracted with 9 asset management companies (AMCs) or specific funds as of December 31, 2024. Of those companies, three were investor participants in Climate Action 100+, and two were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Texas Municipal Retirement System:[3] "
| Texas Municipal Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[126] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | ; | Yes | Yes | ||
| Arrowstreet Capital | ; | No | No | ||
| Champlain Investment Partners | ; | No | No | ||
| Columbia Management Investment Advisers | ; | No | No | ||
| Ellington Management Group | ; | No | No | ||
| Northern Trust Investments | ; | No | No | ||
| Voya Investment Management | ; | No | No | ||
| Wellington Management | ; | Yes | Yes | ||
| William Blair Investment Management | ; | No | Yes | ||
"
List of AMCs contracting with the Employees Retirement System of Texas
The Employees Retirement System of Texas contracted with 9 asset management companies (AMCs) or specific funds as of August 31, 2023. Of those companies, two were investor participants in Climate Action 100+, and one was a member of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Employees Retirement System of Texas:[3]
| Employees Retirement System of Texas asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[127] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | International Equity; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity; | No | No | ||
| Arrowstreet Capital, LP | International Equity; | No | No | ||
| Axiom International Investors LLC | International Equity; | No | Yes | ||
| Brandywine Global Investment Management LLC | Domestic Equity, International Equity; | Yes | Yes | ||
| Global Alpha Capital Management Limited | International Equity; | No | No | ||
| GQG Partners, LLC | International Equity; | No | No | ||
| JOHCM (USA), Inc. | International Equity; | No | No | ||
| Legato Capital Management, LLC | Manager of Emerging Managers; | No | No | ||
List of AMCs contracting with the Teacher Retirement System of Texas
The Teachers Retirement System of Texas contracted with 224 asset management companies (AMCs) or specific funds as of August 31, 2023. Of those companies, ten were investor participants in Climate Action 100+, and sixteen were members of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Teachers Retirement System of Texas:[3]
| Teachers Retirement System of Texas asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[128] | Climate Action 100+ signatory as of October 2024 |
| 10T | Private Equity; | No | No | ||
| Abacus Capital Group | Private Equity; | No | No | ||
| Aberdeen Asset Management | Private Equity; | No | No | ||
| Actis | Private Equity; | Yes | No | ||
| Adelphi Capital | Private Equity; | No | No | ||
| Advent International | Private Equity; | No | No | ||
| Aeolus Capital Management | Private Equity; | No | No | ||
| AEW Capital Management | Private Equity; | No | No | ||
| AGR Ag Infrastructure (TIAA) | Private Equity; | No | No | ||
| Alpine Investors | Private Equity; | No | No | ||
| Alterna Capital Partners | Private Equity; | No | No | ||
| American Securities Associates | Private Equity; | No | No | ||
| Antin Infrastructure Partners | Private Equity; | No | No | ||
| Apollo Global Management | Private Equity; | No | No | ||
| AQR Capital Management, LLC | Private Equity; | No | No | ||
| Aquatic Capital Management LLC | Private Equity; | No | No | ||
| Arrowstreet Capital LP | Private Equity; | No | No | ||
| Austin Ventures | Private Equity; | No | No | ||
| Avenue Capital Management | Private Equity; | No | No | ||
| AXA Investment Managers | Private Equity; | Yes | Yes | ||
| Bain Capital | Private Equity; | No | No | ||
| Baker Brothers Advisors | Private Equity; | No | No | ||
| Balyasny Asset Management | Private Equity; | No | No | ||
| Banner Oak Capital Partners | Private Equity; | No | No | ||
| Baring Asset Management | Private Equity; | No | No | ||
| Bayview Asset Management | Private Equity; | No | No | ||
| BFAM Partners | Private Equity; | No | No | ||
| BlackRock | Private Equity; | Yes | No | ||
| Blackstone Group | Private Equity; | No | No | ||
| Blackstone Group GSO Capital Partners | Private Equity; | No | No | ||
| Blockchain Capital | Private Equity; | No | No | ||
| Bluemountain Capital Management | Private Equity; | No | No | ||
| Brandes Investment Partners | Private Equity; | No | No | ||
| Bridgepoint Capital | Private Equity; | No | No | ||
| Bridgewater Associates | Private Equity; | No | No | ||
| Brockton Capital | Private Equity; | No | No | ||
| Brookfield/Oaktree | Private Equity; | No | No | ||
| Cantillon Capital Management | Private Equity; | No | No | ||
| Canyon Capital | Private Equity; | No | No | ||
| Capri Capital Partners | Private Equity; | No | No | ||
| Lightspeed Venture Partners | Private Equity; | No | No | ||
| Lindsay Goldberg | Private Equity; | No | No | ||
| Lion Capital | Private Equity; | No | No | ||
| Lionstone | Private Equity; | No | No | ||
| Lone Star | Private Equity; | No | No | ||
| Luxor Capital Group | Private Equity; | No | No | ||
| Mack Real Estate Group | Private Equity; | No | No | ||
| Macquarie Asset Management | Private Equity; | Yes | Yes | ||
| Madison Dearborn Partners | Private Equity; | No | No | ||
| Madison International Realty | Private Equity; | No | No | ||
| Madrone Reinsurance Partners | Private Equity; | No | No | ||
| Magnetar | Private Equity; | No | No | ||
| Man Group | Private Equity; | No | Yes | ||
| Marathon Asset Management | Private Equity; | No | No | ||
| Marshall Wace | Private Equity; | No | Yes | ||
| Mesarete Capital LLP | Private Equity; | No | No | ||
| Millennium Management | Private Equity; | No | No | ||
| Monashee Capital | Private Equity; | No | No | ||
| Morgan Creek Capital Partners | Private Equity; | No | No | ||
| Morgan Stanley | Private Equity; | No | No | ||
| Nautic Partners | Private Equity; | No | No | ||
| Neuberger Berman | Private Equity; | Yes | Yes | ||
| New Enterprise Associates | Private Equity; | No | No | ||
| NGP Energy Capital Management | Private Equity; | No | No | ||
| Nordic Capital | Private Equity; | No | No | ||
| Normandy Real Estate Partners | Private Equity; | No | No | ||
| North Island Ventures | Private Equity; | No | No | ||
| Oak Investment Partners | Private Equity; | No | No | ||
| Oak Street Real Estate Capital | Private Equity; | No | No | ||
| Oakley Capital Limited | Private Equity; | No | No | ||
| Oasis Management Co Ltd | Private Equity; | No | No | ||
| Onex Corporation | Private Equity; | No | No | ||
| Orchard Asia | Private Equity; | No | No | ||
| Orchard Global Asset Management | Private Equity; | No | No | ||
| Oxbow Capital Management | Private Equity; | No | No | ||
| Pacific Coast Capital Partners | Private Equity; | No | No | ||
| Pacific Investment Management Company LLC | Private Equity; | No | No | ||
| PAG Investment Advisors | Private Equity; | No | No | ||
| PAI Partners | Private Equity; | No | No | ||
| Paine Schwartz Partners | Private Equity; | No | No | ||
| Carlyle Group | Private Equity; | No | No | ||
| Carrhae Capital LLC | Private Equity; | No | No | ||
| Caxton Associates LP | Private Equity; | No | No | ||
| CBRE Global Investors | Private Equity; | Yes | No | ||
| CCMP Capital Advisors | Private Equity; | No | No | ||
| Cerberus Capital Management | Private Equity; | No | No | ||
| Certares Management | Private Equity; | No | No | ||
| Charterhouse Group | Private Equity; | No | No | ||
| CIFC Asset Management | Private Equity; | No | No | ||
| CIM Group | Private Equity; | Yes | No | ||
| Cinven Capital Management | Private Equity; | No | No | ||
| Citadel Welligton LLC | Private Equity; | No | No | ||
| Clayton Dubilier & Rice | Private Equity; | No | No | ||
| Clearlake Capital Group | Private Equity; | No | No | ||
| CLSA Capital Partners | Private Equity; | No | No | ||
| CoinFund | Private Equity; | No | No | ||
| Colony Capital | Private Equity; | No | No | ||
| Crestview Advisors | Private Equity; | No | No | ||
| CVC Capital Partners | Private Equity; | No | No | ||
| Deer Park Road Corporation | Private Equity; | No | No | ||
| Digital Colony (DigitalBridge) Management | Private Equity; | No | No | ||
| Distributed Global | Private Equity; | No | No | ||
| DivcoWest | Private Equity; | No | No | ||
| Echo Minerals | Private Equity; | No | No | ||
| EIG Energy Partners | Private Equity; | No | No | ||
| EIV Capital | Private Equity; | No | No | ||
| Element Capital Management LLC | Private Equity; | No | No | ||
| Elliott Investment Management | Private Equity; | No | No | ||
| EnCap/EnCap Flatrock | Private Equity; | No | No | ||
| Energy Capital Partners | Private Equity; | No | No | ||
| EQT/BPEA | Private Equity; | No | No | ||
| Equity International Management | Private Equity; | No | No | ||
| ExodusPoint Capital Management LP | Private Equity; | No | No | ||
| Falfurrias Capital Partners | Private Equity; | No | No | ||
| Fir Tree Partners | Private Equity; | No | No | ||
| First Reserve | Private Equity; | No | No | ||
| Five Mile Capital Partners | Private Equity; | No | No | ||
| Formentera Partners, LP | Private Equity; | No | No | ||
| Fortress Investment Group | Private Equity; | No | No | ||
| Forum Partners | Private Equity; | No | No | ||
| Patria Investimentos | Private Equity; | No | No | ||
| Pavus Asset Management | Private Equity; | No | No | ||
| PDT Partners | Private Equity; | No | No | ||
| Peak Rock Capital | Private Equity; | No | No | ||
| Pennybacker Capital | Private Equity; | No | No | ||
| Permira | Private Equity; | No | No | ||
| Pershing Square Capital | Private Equity; | No | No | ||
| PGIM Real Estate | Private Equity; | No | No | ||
| Pharo Management | Private Equity; | No | No | ||
| Pickering Energy Partners | Private Equity; | No | No | ||
| Platinum Equity | Private Equity; | No | No | ||
| Polaris Venture Partners | Private Equity; | No | No | ||
| Polymer Capital Management | Private Equity; | Yes | Yes | ||
| Principal Global Investors | Private Equity; | No | No | ||
| Providence Equity Partners | Private Equity; | No | No | ||
| Providence Strategic Growth Capital Partners | Private Equity; | No | No | ||
| QEP Advisers LLC | Private Equity; | No | No | ||
| Quad-C Management | Private Equity; | No | No | ||
| Related Fund Management | Private Equity; | No | No | ||
| RenaissanceRe Fund Management | Private Equity; | No | No | ||
| Reservoir Capital Group | Private Equity; | No | No | ||
| REVCAP Advisors | Private Equity; | No | No | ||
| Ridgewood Energy | Private Equity; | Yes | No | ||
| Riverstone Holdings | Private Equity; | No | No | ||
| Roark Capital Group | Private Equity; | No | No | ||
| Rock Creek Group | Private Equity; | No | No | ||
| Senator Investment Group | Private Equity; | No | No | ||
| Silver Lake Partners | Private Equity; | No | No | ||
| Sixth Street Partners | Private Equity; | No | No | ||
| Soroban Capital Partners | Private Equity; | No | No | ||
| Starboard | Private Equity; | No | No | ||
| Stark Investments | Private Equity; | No | No | ||
| Starwood Capital Group | Private Equity; | No | No | ||
| SteelRiver Infrastructure Partners | Private Equity; | No | No | ||
| Stockbridge Capital Group | Private Equity; | No | No | ||
| Stonepeak Partners | Private Equity; | Yes | No | ||
| Stratford Company | Private Equity; | No | No | ||
| Systematica Investment Management | Private Equity; | No | No | ||
| TA Associates | Private Equity; | No | No | ||
| Teays River Investment | Private Equity; | No | No | ||
| Galaxy Digital Capital Management LP | Private Equity; | No | No | ||
| GCM Grosvenor | Private Equity; | No | No | ||
| General Catalyst Group Management, LLC | Private Equity; | No | No | ||
| Global Infrastructure Partners | Private Equity; | No | No | ||
| Goldman Sachs | Private Equity; | No | Yes | ||
| Gores Group | Private Equity; | No | No | ||
| Great Hill Equity Partners | Private Equity; | No | No | ||
| Green Court Capital | Private Equity; | No | No | ||
| Greenbelt Capital Partners | Private Equity; | No | No | ||
| Greenbriar Equity Group | Private Equity; | No | No | ||
| GreenPoint Group, LP | Private Equity; | No | No | ||
| Greystar Real Estate Partners | Private Equity; | No | No | ||
| Groupe Alpha Accueil | Private Equity; | No | No | ||
| GTCR | Private Equity; | No | No | ||
| Halcyon Capital | Private Equity; | No | Yes | ||
| Harrison Street | Private Equity; | No | No | ||
| Hawkeye Partners | Private Equity; | No | No | ||
| Heitman Capital Management | Private Equity; | No | No | ||
| Hellman & Friedman | Private Equity; | No | No | ||
| Hg | Private Equity; | Yes | No | ||
| Highland Capital Partners | Private Equity; | No | No | ||
| Hillhouse China Limited Partnership | Private Equity; | No | No | ||
| Hines | Private Equity; | No | No | ||
| Hony Capital | Private Equity; | No | No | ||
| Horizon Asset Management | Private Equity; | No | No | ||
| HPS Investment Partners | Private Equity; | No | No | ||
| I Squared Capital | Private Equity; | No | No | ||
| IDR Investment Management | Private Equity; | No | No | ||
| InfraVia Capital Partners | Private Equity; | No | No | ||
| Insight Partners | Private Equity; | No | Yes | ||
| Invesco | Private Equity; | Yes | No | ||
| Iron Point Partners | Private Equity; | No | No | ||
| J.H. Whitney & Co | Private Equity; | No | No | ||
| JP Morgan Investment Management | Private Equity; | Yes | No | ||
| Kelso & Company | Private Equity; | No | No | ||
| King Street Capital Management | Private Equity; | No | No | ||
| Kohlberg Kravis Roberts & Co | Private Equity; | No | No | ||
| LaSalle Investment Management | Private Equity; | Yes | No | ||
| Lead Edge Capital | Private Equity; | No | No | ||
| Leonard Green & Partners | Private Equity; | No | No | ||
| Theleme Partners LLP | Private Equity; | No | No | ||
| Thoma Bravo | Private Equity; | No | No | ||
| Tilden Park Investment Management | Private Equity; | No | No | ||
| TPG Capital | Private Equity; | No | No | ||
| Tricon Capital Group | Private Equity; | No | No | ||
| Trinsic Residential Group | Private Equity; | No | No | ||
| Tristan Capital Partners | Private Equity; | No | No | ||
| Triton Capital Partners | Private Equity; | No | No | ||
| Two Sigma Investments | Private Equity; | No | No | ||
| USAA Real Estate/Square Mile | Private Equity; | No | No | ||
| Valeas Capital Partners | Private Equity; | No | No | ||
| Vaughan Nelson | Private Equity; | No | No | ||
| Verition | Private Equity; | No | No | ||
| Vista Equity Partners | Private Equity; | Yes | No | ||
| Voss Capital | Private Equity; | No | No | ||
| Walton Street Capital | Private Equity; | No | No | ||
| Warburg Pincus | Private Equity; | No | No | ||
| Wayzata Investment Partners | Private Equity; | No | No | ||
| Wellington | Private Equity; | Yes | Yes | ||
| Westbrook Partners | Private Equity; | No | No | ||
| Wheelock Street Capital | Private Equity; | No | No | ||
| Whitebox Advisors | Private Equity; | No | No | ||
| WindAcre | Private Equity; | No | No | ||
| Wolverine Asset Management | Private Equity; | No | No | ||
List of AMCs contracting with the Law Enforcement and Custodial Officer Supplemental Retirement Fund
The Law Enforcement and Custodial Officer Supplemental Retirement Fund contracted with 9 asset management companies (AMCs) or specific funds as of August 31, 2023. Of those companies, two were investor participants in Climate Action 100+, and one was a member of NZAM, as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Law Enforcement and Custodial Officer Supplemental Retirement Fund:[3]
| Employees Retirement System of Texas asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[129] | Climate Action 100+ signatory as of October 2024 |
| Acadian Asset Management | International Equity; | Yes | Yes | ||
| Altrinsic Global Advisors, LLC | International Equity; | No | No | ||
| Arrowstreet Capital, LP | International Equity; | No | No | ||
| Axiom International Investors LLC | International Equity; | No | Yes | ||
| Brandywine Global Investment Management LLC | Domestic Equity, International Equity; | Yes | Yes | ||
| Global Alpha Capital Management Limited | International Equity; | No | No | ||
| GQG Partners, LLC | International Equity; | No | No | ||
| JOHCM (USA), Inc. | International Equity; | No | No | ||
| Legato Capital Management, LLC | Manager of Emerging Managers; | No | No | ||
Utah
List of AMCs contracting with the Utah Governors and Legislators Retirement Plan
The Utah Governors and Legislators Retirement Plan is a sub-fund of Utah Retirement Systems (URS). URS administers the Governors and Legislators Retirement Plan, among other retirement and benefit plans for the public employees of Utah. The Governors and Legislators Retirement Plan does not contract with its own AMCs; the AMCs for URS account for all the pension plans it administers.[3]
URS contracted with 14 asset management companies (AMCs) as of December 31, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with URS:[3]
| Utah Governors and Legislators Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[130] | Climate Action 100+ signatory as of October 2024 |
| Albourne America LLC | ; | No | No | ||
| Callan Associates, Inc. | ; | No | No | ||
| Glass Lewis & Company | ; | No | No | ||
| Northern Trust Company | ; | No | No | ||
| BlackRock | ; | Yes | No | ||
| Charles Schwab & Co. | ; | No | No | ||
| Dimensional Fund Advisors, Inc. | ; | No | No | ||
| Dodge & Cox Investment | ; | No | No | ||
| Insight Investment | ; | No | Yes | ||
| Jennison Associates LLC | ; | No | Yes | ||
| Northern Trust Company | ; | No | No | ||
| PGIM Real | ; | No | No | ||
| T Rowe Price | ; | Yes | No | ||
| Utah Retirement Systems | ; | No | No | ||
List of AMCs contracting with the Utah Public Employees Noncontributory Retirement System
The Utah Public Employees Noncontributory Retirement System is a sub-fund of Utah Retirement Systems (URS). URS administers the noncontributory system, among other retirement and benefit plans for the public employees of Utah. The non-contributory system does not contract with its own AMCs; the AMCs for URS account for all the pension plans it administers.[3]
URS contracted with 14 asset management companies (AMCs) as of December 31, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with URS:[3]
| Utah Public Employees Noncontributory Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[131] | Climate Action 100+ signatory as of October 2024 |
| Albourne America LLC | ; | No | No | ||
| Callan Associates, Inc. | ; | No | No | ||
| Glass Lewis & Company | ; | No | No | ||
| Northern Trust Company | ; | No | No | ||
| BlackRock | ; | Yes | No | ||
| Charles Schwab & Co. | ; | No | No | ||
| Dimensional Fund Advisors, Inc. | ; | No | No | ||
| Dodge & Cox Investment | ; | No | No | ||
| Insight Investment | ; | No | Yes | ||
| Jennison Associates LLC | ; | No | Yes | ||
| Northern Trust Company | ; | No | No | ||
| PGIM Real | ; | No | No | ||
| T Rowe Price | ; | Yes | No | ||
| Utah Retirement Systems | ; | No | No | ||
List of AMCs contracting with the Utah Tier 1 Firefighters Retirement System
The Utah Tier 1 Firefighters Retirement System (Tier 1 FRS) is a sub-fund of Utah Retirement Systems (URS). URS administers Tier 1 FRS, among other retirement and benefit plans for the public employees of Utah. Tier 1 FRS does not contract with its own AMCs; the AMCs for URS account for all the pension plans it administers.[3]
URS contracted with 14 asset management companies (AMCs) as of December 31, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with URS:[3]
| Utah Tier 1 Firefighters Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[132] | Climate Action 100+ signatory as of October 2024 |
| Albourne America LLC | ; | No | No | ||
| Callan Associates, Inc. | ; | No | No | ||
| Glass Lewis & Company | ; | No | No | ||
| Northern Trust Company | ; | No | No | ||
| BlackRock | ; | Yes | No | ||
| Charles Schwab & Co. | ; | No | No | ||
| Dimensional Fund Advisors, Inc. | ; | No | No | ||
| Dodge & Cox Investment | ; | No | No | ||
| Insight Investment | ; | No | Yes | ||
| Jennison Associates LLC | ; | No | Yes | ||
| Northern Trust Company | ; | No | No | ||
| PGIM Real | ; | No | No | ||
| T Rowe Price | ; | Yes | No | ||
| Utah Retirement Systems | ; | No | No | ||
List of AMCs contracting with the Utah Tier 1 Judges' Retirement System
The Utah Tier 1 Judges' Retirement System is a sub-fund of Utah Retirement Systems (URS). URS administers Tier 1 JRS, among other retirement and benefit plans for the public employees of Utah. Tier 1 JRS does not contract with its own AMCs; the AMCs for URS account for all the pension plans it administers.[3]
URS contracted with 14 asset management companies (AMCs) as of December 31, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with URS:[3]
| Utah Tier 1 Judges' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[133] | Climate Action 100+ signatory as of October 2024 |
| Albourne America LLC | ; | No | No | ||
| Callan Associates, Inc. | ; | No | No | ||
| Glass Lewis & Company | ; | No | No | ||
| Northern Trust Company | ; | No | No | ||
| BlackRock | ; | Yes | No | ||
| Charles Schwab & Co. | ; | No | No | ||
| Dimensional Fund Advisors, Inc. | ; | No | No | ||
| Dodge & Cox Investment | ; | No | No | ||
| Insight Investment | ; | No | Yes | ||
| Jennison Associates LLC | ; | No | Yes | ||
| Northern Trust Company | ; | No | No | ||
| PGIM Real | ; | No | No | ||
| T Rowe Price | ; | Yes | No | ||
| Utah Retirement Systems | ; | No | No | ||
List of AMCs contracting with the Utah Tier 1 Public Employees' Contributory Retirement System
The Utah Tier 1 Public Employees' Contributory Retirement System (Tier 1 PECRS) is a sub-fund of Utah Retirement Systems (URS). URS administers Tier 1 PECRS, among other retirement and benefit plans for the public employees of Utah. Tier 1 PECRS does not contract with its own AMCs; the AMCs for URS account for all the pension plans it administers.[3]
URS contracted with 14 asset management companies (AMCs) as of December 31, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with URS:[3]
| Utah Tier 1 Public Employees' Contributory Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[134] | Climate Action 100+ signatory as of October 2024 |
| Albourne America LLC | ; | No | No | ||
| Callan Associates, Inc. | ; | No | No | ||
| Glass Lewis & Company | ; | No | No | ||
| Northern Trust Company | ; | No | No | ||
| BlackRock | ; | Yes | No | ||
| Charles Schwab & Co. | ; | No | No | ||
| Dimensional Fund Advisors, Inc. | ; | No | No | ||
| Dodge & Cox Investment | ; | No | No | ||
| Insight Investment | ; | No | Yes | ||
| Jennison Associates LLC | ; | No | Yes | ||
| Northern Trust Company | ; | No | No | ||
| PGIM Real | ; | No | No | ||
| T Rowe Price | ; | Yes | No | ||
| Utah Retirement Systems | ; | No | No | ||
List of AMCs contracting with the Utah Tier 1 Public Safety Retirement System
The Utah Tier 1 Public Safety Retirement System is a sub-fund of Utah Retirement Systems (URS). URS administers the Tier 1 Public Safety System, among other retirement and benefit plans for the public employees of Utah. The Tier 1 Public Safety System does not contract with its own AMCs; the AMCs for URS account for all the pension plans it administers.[3]
URS contracted with 14 asset management companies (AMCs) as of December 31, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with URS:[3]
| Utah Tier 1 Public Safety Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[135] | Climate Action 100+ signatory as of October 2024 |
| Albourne America LLC | ; | No | No | ||
| Callan Associates, Inc. | ; | No | No | ||
| Glass Lewis & Company | ; | No | No | ||
| Northern Trust Company | ; | No | No | ||
| BlackRock | ; | Yes | No | ||
| Charles Schwab & Co. | ; | No | No | ||
| Dimensional Fund Advisors, Inc. | ; | No | No | ||
| Dodge & Cox Investment | ; | No | No | ||
| Insight Investment | ; | No | Yes | ||
| Jennison Associates LLC | ; | No | Yes | ||
| Northern Trust Company | ; | No | No | ||
| PGIM Real | ; | No | No | ||
| T Rowe Price | ; | Yes | No | ||
| Utah Retirement Systems | ; | No | No | ||
List of AMCs contracting with the Utah Tier 2 Public Employees Retirement System
The Utah Tier 2 Public Employees Retirement System is a sub-fund of Utah Retirement Systems (URS). URS administers the Tier 2 Public Employees System, among other retirement and benefit plans for the public employees of Utah. The Tier 2 Public Employees System does not contract with its own AMCs; the AMCs for URS account for all the pension plans it administers.[3]
URS contracted with 14 asset management companies (AMCs) as of December 31, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with URS:[3]
| Utah Tier 2 Public Employees Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[136] | Climate Action 100+ signatory as of October 2024 |
| Albourne America LLC | ; | No | No | ||
| Callan Associates, Inc. | ; | No | No | ||
| Glass Lewis & Company | ; | No | No | ||
| Northern Trust Company | ; | No | No | ||
| BlackRock | ; | Yes | No | ||
| Charles Schwab & Co. | ; | No | No | ||
| Dimensional Fund Advisors, Inc. | ; | No | No | ||
| Dodge & Cox Investment | ; | No | No | ||
| Insight Investment | ; | No | Yes | ||
| Jennison Associates LLC | ; | No | Yes | ||
| Northern Trust Company | ; | No | No | ||
| PGIM Real | ; | No | No | ||
| T Rowe Price | ; | Yes | No | ||
| Utah Retirement Systems | ; | No | No | ||
List of AMCs contracting with the Utah Tier 2 Public Safety and Firefighter Contributory Retirement System
The Utah Tier 2 Public Safety and Firefighter Contributory Retirement System is a sub-fund of Utah Retirement Systems (URS). URS administers Tier 2 PSFCRS, among other retirement and benefit plans for the public employees of Utah. Tier 2 PSFCRS does not contract with its own AMCs; the AMCs for URS account for all the pension plans it administers.[3]
URS contracted with 14 asset management companies (AMCs) as of December 31, 2024. Of those companies or funds, two were investor participants in Climate Action 100+, and two were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with URS:[3]
| Utah Tier 2 Public Safety and Firefighter Contributory Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[137] | Climate Action 100+ signatory as of October 2024 |
| Albourne America LLC | ; | No | No | ||
| Callan Associates, Inc. | ; | No | No | ||
| Glass Lewis & Company | ; | No | No | ||
| Northern Trust Company | ; | No | No | ||
| BlackRock | ; | Yes | No | ||
| Charles Schwab & Co. | ; | No | No | ||
| Dimensional Fund Advisors, Inc. | ; | No | No | ||
| Dodge & Cox Investment | ; | No | No | ||
| Insight Investment | ; | No | Yes | ||
| Jennison Associates LLC | ; | No | Yes | ||
| Northern Trust Company | ; | No | No | ||
| PGIM Real | ; | No | No | ||
| T Rowe Price | ; | Yes | No | ||
| Utah Retirement Systems | ; | No | No | ||
West Virginia
List of AMCs contracting with the West Virginia Deputy Sheriffs' Retirement System
The West Virginia Consolidated Public Retirement Board, which manages the West Virginia Deputy Sheriffs' Retirement System contracted with 21 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the West Virginia Public Employees' Retirement System:[3]
| West Virginia Deputy Sheriffs' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[138] | Climate Action 100+ signatory as of October 2024 |
| BlackRock Institutional Trust Company | Portable Alpha Pool US Large Cap; | Yes | No | ||
| Russell Investment Implementation Services | Portable Alpha Pool US Large Cap; | Yes | Yes | ||
| Hedge Fund Commottee/Albourne America (consultant) | Portable Alpha Pool US Large Cap; | No | No | ||
| BlackRock Institutional Trust Company | Large Cap Domestic Equity Pool; | Yes | No | ||
| Cooper Creek Partners Mangement | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Westfield Capital Management Company | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Silchester International Investors | International Qualified and International Nonqualified Pools International Large Cap; | No | No | ||
| LSV Asset Management | International Equity Pool International Large Cap; | No | No | ||
| Acadian Asset Management | International Equity Pool International Small Cap; | Yes | Yes | ||
| Oberweis Asset Management | International Equity Pool International Small Cap; | No | No | ||
| Axiom International Investors | International Equity Pool Emerging Markets; | No | Yes | ||
| Numberic Investors | International Equity Pool Emerging Markets; | No | No | ||
| Western Asset Management Company | Total Return Fixed Income Pool; | No | No | ||
| Dodge & Cox | Total Return Fixed Income Pool; | No | No | ||
| Franklin Templeton Investments | Total Return Fixed Income Pool; | No | No | ||
| JPMorgan Investment Advisors | Core Fixed Income Pool; | No | No | ||
| Northern Trust Investments | TIPS Pool; | No | No | ||
| Franklin Park | Private Markets Pool; | No | No | ||
| StepStone Group | Private Markets Pool; | No | No | ||
| Verus | Private Markets Pool; | No | No | ||
| Albourne America | Hedge Fund Pool; | No | No | ||
List of AMCs contracting with the West Virginia Emergency Medical Services Retirement System
The West Virginia Consolidated Public Retirement Board, which manages the West Virginia Emergency Medical Services Retirement System contracted with 21 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the West Virginia Public Employees' Retirement System:[3]
| West Virginia Emergency Medical Services Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[139] | Climate Action 100+ signatory as of October 2024 |
| BlackRock Institutional Trust Company | Portable Alpha Pool US Large Cap; | Yes | No | ||
| Russell Investment Implementation Services | Portable Alpha Pool US Large Cap; | Yes | Yes | ||
| Hedge Fund Commottee/Albourne America (consultant) | Portable Alpha Pool US Large Cap; | No | No | ||
| BlackRock Institutional Trust Company | Large Cap Domestic Equity Pool; | Yes | No | ||
| Cooper Creek Partners Mangement | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Westfield Capital Management Company | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Silchester International Investors | International Qualified and International Nonqualified Pools International Large Cap; | No | No | ||
| LSV Asset Management | International Equity Pool International Large Cap; | No | No | ||
| Acadian Asset Management | International Equity Pool International Small Cap; | Yes | Yes | ||
| Oberweis Asset Management | International Equity Pool International Small Cap; | No | No | ||
| Axiom International Investors | International Equity Pool Emerging Markets; | No | Yes | ||
| Numberic Investors | International Equity Pool Emerging Markets; | No | No | ||
| Western Asset Management Company | Total Return Fixed Income Pool; | No | No | ||
| Dodge & Cox | Total Return Fixed Income Pool; | No | No | ||
| Franklin Templeton Investments | Total Return Fixed Income Pool; | No | No | ||
| JPMorgan Investment Advisors | Core Fixed Income Pool; | No | No | ||
| Northern Trust Investments | TIPS Pool; | No | No | ||
| Franklin Park | Private Markets Pool; | No | No | ||
| StepStone Group | Private Markets Pool; | No | No | ||
| Verus | Private Markets Pool; | No | No | ||
| Albourne America | Hedge Fund Pool; | No | No | ||
List of AMCs contracting with the West Virginia Judges' Retirement System
The West Virginia Consolidated Public Retirement Board, which manages the West Virginia Judges' Retirement System contracted with 21 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the West Virginia Public Employees' Retirement System:[3]
| West Virginia Judges' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[140] | Climate Action 100+ signatory as of October 2024 |
| BlackRock Institutional Trust Company | Portable Alpha Pool US Large Cap; | Yes | No | ||
| Russell Investment Implementation Services | Portable Alpha Pool US Large Cap; | Yes | Yes | ||
| Hedge Fund Commottee/Albourne America (consultant) | Portable Alpha Pool US Large Cap; | No | No | ||
| BlackRock Institutional Trust Company | Large Cap Domestic Equity Pool; | Yes | No | ||
| Cooper Creek Partners Mangement | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Westfield Capital Management Company | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Silchester International Investors | International Qualified and International Nonqualified Pools International Large Cap; | No | No | ||
| LSV Asset Management | International Equity Pool International Large Cap; | No | No | ||
| Acadian Asset Management | International Equity Pool International Small Cap; | Yes | Yes | ||
| Oberweis Asset Management | International Equity Pool International Small Cap; | No | No | ||
| Axiom International Investors | International Equity Pool Emerging Markets; | No | Yes | ||
| Numberic Investors | International Equity Pool Emerging Markets; | No | No | ||
| Western Asset Management Company | Total Return Fixed Income Pool; | No | No | ||
| Dodge & Cox | Total Return Fixed Income Pool; | No | No | ||
| Franklin Templeton Investments | Total Return Fixed Income Pool; | No | No | ||
| JPMorgan Investment Advisors | Core Fixed Income Pool; | No | No | ||
| Northern Trust Investments | TIPS Pool; | No | No | ||
| Franklin Park | Private Markets Pool; | No | No | ||
| StepStone Group | Private Markets Pool; | No | No | ||
| Verus | Private Markets Pool; | No | No | ||
| Albourne America | Hedge Fund Pool; | No | No | ||
List of AMCs contracting with the West Virginia Municipal Police and Firefighters Retirement System
The West Virginia Consolidated Public Retirement Board, which manages the West Virginia Municipal Police and Firefighters Retirement System contracted with 21 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the West Virginia Public Employees' Retirement System:[3]
| West Virginia Municipal Police and Firefighters Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[141] | Climate Action 100+ signatory as of October 2024 |
| BlackRock Institutional Trust Company | Portable Alpha Pool US Large Cap; | Yes | No | ||
| Russell Investment Implementation Services | Portable Alpha Pool US Large Cap; | Yes | Yes | ||
| Hedge Fund Commottee/Albourne America (consultant) | Portable Alpha Pool US Large Cap; | No | No | ||
| BlackRock Institutional Trust Company | Large Cap Domestic Equity Pool; | Yes | No | ||
| Cooper Creek Partners Mangement | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Westfield Capital Management Company | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Silchester International Investors | International Qualified and International Nonqualified Pools International Large Cap; | No | No | ||
| LSV Asset Management | International Equity Pool International Large Cap; | No | No | ||
| Acadian Asset Management | International Equity Pool International Small Cap; | Yes | Yes | ||
| Oberweis Asset Management | International Equity Pool International Small Cap; | No | No | ||
| Axiom International Investors | International Equity Pool Emerging Markets; | No | Yes | ||
| Numberic Investors | International Equity Pool Emerging Markets; | No | No | ||
| Western Asset Management Company | Total Return Fixed Income Pool; | No | No | ||
| Dodge & Cox | Total Return Fixed Income Pool; | No | No | ||
| Franklin Templeton Investments | Total Return Fixed Income Pool; | No | No | ||
| JPMorgan Investment Advisors | Core Fixed Income Pool; | No | No | ||
| Northern Trust Investments | TIPS Pool; | No | No | ||
| Franklin Park | Private Markets Pool; | No | No | ||
| StepStone Group | Private Markets Pool; | No | No | ||
| Verus | Private Markets Pool; | No | No | ||
| Albourne America | Hedge Fund Pool; | No | No | ||
List of AMCs contracting with the West Virginia Public Employees' Retirement System
The West Virginia Consolidated Public Retirement Board, which manages the West Virginia Public Employees' Retirement System contracted with 21 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the West Virginia Public Employees' Retirement System:[3]
| West Virginia Public Employees' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[142] | Climate Action 100+ signatory as of October 2024 |
| BlackRock Institutional Trust Company | Portable Alpha Pool US Large Cap; | Yes | No | ||
| Russell Investment Implementation Services | Portable Alpha Pool US Large Cap; | Yes | Yes | ||
| Hedge Fund Commottee/Albourne America (consultant) | Portable Alpha Pool US Large Cap; | No | No | ||
| BlackRock Institutional Trust Company | Large Cap Domestic Equity Pool; | Yes | No | ||
| Cooper Creek Partners Mangement | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Westfield Capital Management Company | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Silchester International Investors | International Qualified and International Nonqualified Pools International Large Cap; | No | No | ||
| LSV Asset Management | International Equity Pool International Large Cap; | No | No | ||
| Acadian Asset Management | International Equity Pool International Small Cap; | Yes | Yes | ||
| Oberweis Asset Management | International Equity Pool International Small Cap; | No | No | ||
| Axiom International Investors | International Equity Pool Emerging Markets; | No | Yes | ||
| Numberic Investors | International Equity Pool Emerging Markets; | No | No | ||
| Western Asset Management Company | Total Return Fixed Income Pool; | No | No | ||
| Dodge & Cox | Total Return Fixed Income Pool; | No | No | ||
| Franklin Templeton Investments | Total Return Fixed Income Pool; | No | No | ||
| JPMorgan Investment Advisors | Core Fixed Income Pool; | No | No | ||
| Northern Trust Investments | TIPS Pool; | No | No | ||
| Franklin Park | Private Markets Pool; | No | No | ||
| StepStone Group | Private Markets Pool; | No | No | ||
| Verus | Private Markets Pool; | No | No | ||
| Albourne America | Hedge Fund Pool; | No | No | ||
List of AMCs contracting with the West Virginia State Police Death, Disability and Retirement Fund
The West Virginia Consolidated Public Retirement Board, which manages the West Virginia State Police Death, Disability and Retirement Fund contracted with 21 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the West Virginia Public Employees' Retirement System:[3]
| West Virginia State Police Death, Disability and Retirement Fund asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[143] | Climate Action 100+ signatory as of October 2024 |
| BlackRock Institutional Trust Company | Portable Alpha Pool US Large Cap; | Yes | No | ||
| Russell Investment Implementation Services | Portable Alpha Pool US Large Cap; | Yes | Yes | ||
| Hedge Fund Commottee/Albourne America (consultant) | Portable Alpha Pool US Large Cap; | No | No | ||
| BlackRock Institutional Trust Company | Large Cap Domestic Equity Pool; | Yes | No | ||
| Cooper Creek Partners Mangement | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Westfield Capital Management Company | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Silchester International Investors | International Qualified and International Nonqualified Pools International Large Cap; | No | No | ||
| LSV Asset Management | International Equity Pool International Large Cap; | No | No | ||
| Acadian Asset Management | International Equity Pool International Small Cap; | Yes | Yes | ||
| Oberweis Asset Management | International Equity Pool International Small Cap; | No | No | ||
| Axiom International Investors | International Equity Pool Emerging Markets; | No | Yes | ||
| Numberic Investors | International Equity Pool Emerging Markets; | No | No | ||
| Western Asset Management Company | Total Return Fixed Income Pool; | No | No | ||
| Dodge & Cox | Total Return Fixed Income Pool; | No | No | ||
| Franklin Templeton Investments | Total Return Fixed Income Pool; | No | No | ||
| JPMorgan Investment Advisors | Core Fixed Income Pool; | No | No | ||
| Northern Trust Investments | TIPS Pool; | No | No | ||
| Franklin Park | Private Markets Pool; | No | No | ||
| StepStone Group | Private Markets Pool; | No | No | ||
| Verus | Private Markets Pool; | No | No | ||
| Albourne America | Hedge Fund Pool; | No | No | ||
List of AMCs contracting with the West Virginia State Police Retirement System
The West Virginia Consolidated Public Retirement Board, which manages the West Virginia State Police Retirement System contracted with 21 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the West Virginia Public Employees' Retirement System:[3]
| West Virginia State Police Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[144] | Climate Action 100+ signatory as of October 2024 |
| BlackRock Institutional Trust Company | Portable Alpha Pool US Large Cap; | Yes | No | ||
| Russell Investment Implementation Services | Portable Alpha Pool US Large Cap; | Yes | Yes | ||
| Hedge Fund Commottee/Albourne America (consultant) | Portable Alpha Pool US Large Cap; | No | No | ||
| BlackRock Institutional Trust Company | Large Cap Domestic Equity Pool; | Yes | No | ||
| Cooper Creek Partners Mangement | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Westfield Capital Management Company | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Silchester International Investors | International Qualified and International Nonqualified Pools International Large Cap; | No | No | ||
| LSV Asset Management | International Equity Pool International Large Cap; | No | No | ||
| Acadian Asset Management | International Equity Pool International Small Cap; | Yes | Yes | ||
| Oberweis Asset Management | International Equity Pool International Small Cap; | No | No | ||
| Axiom International Investors | International Equity Pool Emerging Markets; | No | Yes | ||
| Numberic Investors | International Equity Pool Emerging Markets; | No | No | ||
| Western Asset Management Company | Total Return Fixed Income Pool; | No | No | ||
| Dodge & Cox | Total Return Fixed Income Pool; | No | No | ||
| Franklin Templeton Investments | Total Return Fixed Income Pool; | No | No | ||
| JPMorgan Investment Advisors | Core Fixed Income Pool; | No | No | ||
| Northern Trust Investments | TIPS Pool; | No | No | ||
| Franklin Park | Private Markets Pool; | No | No | ||
| StepStone Group | Private Markets Pool; | No | No | ||
| Verus | Private Markets Pool; | No | No | ||
| Albourne America | Hedge Fund Pool; | No | No | ||
List of AMCs contracting with the West Virginia Teachers' Retirement System
The West Virginia Consolidated Public Retirement Board, which manages the West Virginia Teachers' Retirement System contracted with 21 asset management companies (AMCs) or specific funds as of June 30, 2024. Of those companies, three were investor participants in Climate Action 100+, and four were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the West Virginia Public Employees' Retirement System:[3]
| West Virginia Teachers' Retirement System asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[145] | Climate Action 100+ signatory as of October 2024 |
| BlackRock Institutional Trust Company | Portable Alpha Pool US Large Cap; | Yes | No | ||
| Russell Investment Implementation Services | Portable Alpha Pool US Large Cap; | Yes | Yes | ||
| Hedge Fund Commottee/Albourne America (consultant) | Portable Alpha Pool US Large Cap; | No | No | ||
| BlackRock Institutional Trust Company | Large Cap Domestic Equity Pool; | Yes | No | ||
| Cooper Creek Partners Mangement | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Westfield Capital Management Company | Non-Large Cap Domestic Equity Pool; | No | No | ||
| Silchester International Investors | International Qualified and International Nonqualified Pools International Large Cap; | No | No | ||
| LSV Asset Management | International Equity Pool International Large Cap; | No | No | ||
| Acadian Asset Management | International Equity Pool International Small Cap; | Yes | Yes | ||
| Oberweis Asset Management | International Equity Pool International Small Cap; | No | No | ||
| Axiom International Investors | International Equity Pool Emerging Markets; | No | Yes | ||
| Numberic Investors | International Equity Pool Emerging Markets; | No | No | ||
| Western Asset Management Company | Total Return Fixed Income Pool; | No | No | ||
| Dodge & Cox | Total Return Fixed Income Pool; | No | No | ||
| Franklin Templeton Investments | Total Return Fixed Income Pool; | No | No | ||
| JPMorgan Investment Advisors | Core Fixed Income Pool; | No | No | ||
| Northern Trust Investments | TIPS Pool; | No | No | ||
| Franklin Park | Private Markets Pool; | No | No | ||
| StepStone Group | Private Markets Pool; | No | No | ||
| Verus | Private Markets Pool; | No | No | ||
| Albourne America | Hedge Fund Pool; | No | No | ||
Wyoming
List of AMCs contracting with the Wyoming Air Guard Firefighter Pension Plan
The Wyoming Air Guard Firefighter Pension Plan, as a subfund of the Wyoming Retirement System (WRS), contracted with 85 asset management companies (AMCs) as of June 10, 2024. Of those companies or funds, nine were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Wyoming Air Guard Firefighter Pension Plan:[3]
| Wyoming Air Guard Firefighter Pension Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[146] | Climate Action 100+ signatory as of October 2024 |
| ALLIANCE CORE PLUS FIXED | Core Plus; | 136,610,439 | 1.271% | No | No |
| ALTUM CREDIT | Credit; | 167,849,003 | 1.562% | No | No |
| BEACH POINT CREDIT | Opportunistic Credit; | 170,491,071 | 1.586% | No | No |
| BRANDYWINE US FIXED INCO | Core Plus; | $146,246,215 | 1.361% | Yes | Yes |
| DIMENSIONAL US GOV’T | U.S. Government Debt; | 189,607,208 | 1.764% | No | No |
| DOUBLELINE US GOV’T | U.S. Government Debt; | 178,417,274 | 1.660% | No | No |
| INVESTMENT GRADE ETF | Core Plus; | 43,050,161 | 0.401% | No | No |
| PIMCO | Corporate Bonds; | 305,391,937 | 2.842% | No | No |
| SSGA US GOV. BOND | U.S. Government Debt; | 216,494,131 | 2.014% | No | No |
| MEADOWLARK FUND, L.P. | Private Debt; | 111,128,508 | 1.034% | No | No |
| KENNEDY LEWIS CAPTL PRTS | Private Debt; | 51,569,156 | 0.480% | No | No |
| JUNIPERUS INSURANCE FUND | Private Debt; | 44,788,287 | 0.417% | No | No |
| CARL MARKS ST OPPS III LP | Private Debt; | 41,592,209 | 0.387% | No | No |
| SILVER ROCK ONSHORE TAF | Private Debt; | 40,469,262 | 0.377% | No | No |
| PATHLIGHT CAP FUND II LP | Private Debt; | 37,316,374 | 0.347% | No | No |
| KSL COF II | Private Debt; | 22,199,787 | 0.207% | No | No |
| BENEFIT ST PTRS SSF II | Private Debt; | 16,714,626 | 0.156% | No | No |
| TENNENBAUM SR LOAN III | Private Debt; | 15,980,392 | 0.149% | No | No |
| KLCP DOMESTIC FD III LP | Private Debt; | 15,030,206 | 0.140% | No | No |
| TCI REAL ESTATE PTRS FD IV | Private Debt; | 13,777,689 | 0.128% | No | Yes |
| BENEFIT STREET PTRS DISL | Private Debt; | 6,996,820 | 0.065% | No | No |
| TCI REP III | Private Debt; | 6,608,108 | 0.061% | No | Yes |
| CARL MARKS STRATEGIC O | Private Debt; | 4,319,025 | 0.040% | No | No |
| CENTERBRIDGE CREDIT PT | Private Debt; | 3,109,698 | 0.029% | No | No |
| TENNENBAUM DEBT OPP FD | Private Debt; | 215,951 | 0.002% | No | No |
| KAYNE ANDERSON MEZZANI | Private Debt; | 129,571 | 0.001% | No | No |
| AB EAFE 100% USDHEDGED | Developed Market; | 44,448,267 | 0.414% | No | No |
| AB INTERNATIONALDVLPD MARK | Developed Market; | $98,607,921 | 0.918% | No | No |
| ALLIANCE BERNSTEIN MSCI US | US Equity; | 1,201,223,764 | 11.177% | No | No |
| BURGUNDY EUROPE | Developed Market; | 86,281,931 | 0.803% | No | No |
| BURGUNDY PACIFIC | Developed Market; | $79,185,149 | 0.737% | No | No |
| CANTILLON EQUITY | Developed Market; | 333,175,248 | 3.100% | No | No |
| CEVIAN CAP II | Developed Market; | 272,292,327 | 2.534% | No | No |
| EARNEST SMID CAP VALUE | US Equity; | $155,755,693 | 1.449% | No | No |
| HARDING LOEVNER EM | Emerging Market; | 131,103,713 | 1.220% | No | No |
| HIGHCLERE | Developed Market; | 70,967,822 | 0.660% | No | No |
| NEUBERGER BERMAN US SCI | US Equity; | 103,090,099 | 0.959% | Yes | Yes |
| NIKKO INTL EQUITY | Developed Market; | 82,173,267 | 0.765% | Yes | Yes |
| POLUNIN EMERGING MARKE | Emerging Market; | 132,224,258 | 1.230% | No | Yes |
| SILCHESTER INTL VALUE | Developed Market; | 155,008,664 | 1.442% | No | No |
| SSGA - MSCI EM | Developed Market; | 113,922,030 | 1.060% | No | No |
| VALUEACT CAPITAL | US Equity; | 231,205,693 | 2.151% | No | No |
| WCM FOCUSED INTL OPPORTU | Developed Market; | 107,198,763 | 0.997% | No | No |
| WELLINGTON NATURAL GAS ENERGY | US Equity; | 64,991,584 | 0.605% | Yes | Yes |
| WELLINGTON EMSCSE | Emerging Market; | $115,789,604 | 1.077% | Yes | Yes |
| ABBOTT II | Private Equity; | 366,369,453 | 3.409% | No | No |
| ABBOTT III | Private Equity; | 99,691,472 | 0.928% | No | No |
| ABBOTT PRIVATE EQUITY | Private Equity; | 408,379,465 | 3.800% | No | No |
| ADAMS ST CO-INV FUND V | Private Equity; | 14,881,290 | 0.138% | No | No |
| ADAMS STREET CO | Private Equity; | 27,523,801 | 0.256% | No | No |
| FOUNDRY 2022 LP | Private Equity; | $9,086,805 | 0.085% | No | No |
| GROVE STREET CLOUDVEIL | Private Equity; | 343,981,671 | 3.201% | No | No |
| HILLHOUSE CAPITAL HEALTH | Private Equity; | 14,222,826 | 0.132% | No | No |
| HILLHOUSE FC GRW FD V LP | Private Equity; | 18,832,075 | 0.175% | No | No |
| HILLHOUSE FUND V LP | Private Equity; | 13,959,440 | 0.130% | No | No |
| BRIDGEWATER-PURE ALPH | Diversifying; | 253,576,107 | 2.359% | No | No |
| DIAMETER DISLOCATION FND | Diversifying; | 50,795,850 | 0.473% | No | No |
| DORSAL CAPITAL PARTNERS | Diversifying; | 140,898,012 | 1.311% | No | No |
| DORSAL-DSOF | Diversifying; | 73,976,496 | 0.688% | No | No |
| FLAT FOOTED HYBRID | Diversifying; | 29,630,912 | 0.276% | No | No |
| GMO EQUITY DISLOCATION | Diversifying; | $110,460,816 | 1.028% | Yes | No |
| GMO SYSTEMATIC GM | Diversifying; | 107,638,825 | 1.002% | Yes | No |
| HILLHOUSE-GAOLING FUND | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| JANCHOR OPPORTUNITIES III | Long/Short Equity and Opportunistic; | 8,869,117 | 0.083% | No | No |
| JANCHOR PAN ASIAN FUND | Long/Short Equity and Opportunistic; | 79,822,050 | 0.743% | No | No |
| JANCHOR PARTNERS OPP.US II | Long/Short Equity and Opportunistic; | 64,704,237 | 0.602% | No | No |
| LFL ADVISERS-MKT ALT | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| MEREWETHER | Diversifying; | 107,638,825 | 1.002% | No | No |
| NAYA FUND | Long/Short Equity and Opportunistic; | 140,696,441 | 1.309% | No | No |
| PAG CHINA DISLOCATION FUND | Diversifying; | 34,065,471 | 0.317% | No | No |
| TCI-CHILDREN’S INV FUND | Long/Short Equity and Opportunistic; | 230,597,032 | 2.146% | No | No |
| URANIUM | Diversifying; | 163,473,945 | 1.521% | No | No |
| WIND RIVER FUND | Long/Short Equity and Opportunistic; | 237,047,299 | 2.206% | No | No |
| ZIMMER | Diversifying; | 76,596,916 | 0.713% | No | No |
| ALINDA INFRASTRUCTURE | Infrastructure; | 277,323 | 0.003% | No | No |
| BLACKSTONE BREP VIII | Real Estate; | 22,324,520 | 0.208% | No | No |
| CENTERSQUARE REIT FUND | Real Estate; | 148,367,931 | 1.381% | No | Yes |
| KAYNE ANDERSON KAREP III | Real Estate; | 693,308 | 0.006% | No | No |
| MORAN II | Real Assets; | 396,572,227 | 3.690% | No | No |
| MORAN REAL ASSET FD III | Real Assets; | 244,737,756 | 2.277% | No | No |
| MORAN REAL ASSET FUN | Real Assets; | 352,893,818 | 3.284% | No | No |
| MS PRIME PROPERTY | Real Estate; | 131,589,875 | 1.224% | No | No |
| ORION NATURAL RESOURCE | Nature Resources; | 23,849,798 | 0.222% | No | No |
| RIDGEWOOD ENERGY FD III | Nature Resources; | 30,089,571 | 0.280% | Yes | No |
| RIDGEWOOD ENERGY II | Nature Resources; | 35,220,051 | 0.328% | Yes | No |
List of AMCs contracting with the Wyoming Judicial Pension Plan
The Wyoming Judicial Pension Plan, as a subfund of the Wyoming Retirement System (WRS), contracted with 85 asset management companies (AMCs) as of June 10, 2024. Of those companies or funds, nine were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Wyoming Judicial Pension Plan:[3]
| Wyoming Judicial Pension Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[147] | Climate Action 100+ signatory as of October 2024 |
| ALLIANCE CORE PLUS FIXED | Core Plus; | 136,610,439 | 1.271% | No | No |
| ALTUM CREDIT | Credit; | 167,849,003 | 1.562% | No | No |
| BEACH POINT CREDIT | Opportunistic Credit; | 170,491,071 | 1.586% | No | No |
| BRANDYWINE US FIXED INCO | Core Plus; | $146,246,215 | 1.361% | Yes | Yes |
| DIMENSIONAL US GOV’T | U.S. Government Debt; | 189,607,208 | 1.764% | No | No |
| DOUBLELINE US GOV’T | U.S. Government Debt; | 178,417,274 | 1.660% | No | No |
| INVESTMENT GRADE ETF | Core Plus; | 43,050,161 | 0.401% | No | No |
| PIMCO | Corporate Bonds; | 305,391,937 | 2.842% | No | No |
| SSGA US GOV. BOND | U.S. Government Debt; | 216,494,131 | 2.014% | No | No |
| MEADOWLARK FUND, L.P. | Private Debt; | 111,128,508 | 1.034% | No | No |
| KENNEDY LEWIS CAPTL PRTS | Private Debt; | 51,569,156 | 0.480% | No | No |
| JUNIPERUS INSURANCE FUND | Private Debt; | 44,788,287 | 0.417% | No | No |
| CARL MARKS ST OPPS III LP | Private Debt; | 41,592,209 | 0.387% | No | No |
| SILVER ROCK ONSHORE TAF | Private Debt; | 40,469,262 | 0.377% | No | No |
| PATHLIGHT CAP FUND II LP | Private Debt; | 37,316,374 | 0.347% | No | No |
| KSL COF II | Private Debt; | 22,199,787 | 0.207% | No | No |
| BENEFIT ST PTRS SSF II | Private Debt; | 16,714,626 | 0.156% | No | No |
| TENNENBAUM SR LOAN III | Private Debt; | 15,980,392 | 0.149% | No | No |
| KLCP DOMESTIC FD III LP | Private Debt; | 15,030,206 | 0.140% | No | No |
| TCI REAL ESTATE PTRS FD IV | Private Debt; | 13,777,689 | 0.128% | No | Yes |
| BENEFIT STREET PTRS DISL | Private Debt; | 6,996,820 | 0.065% | No | No |
| TCI REP III | Private Debt; | 6,608,108 | 0.061% | No | Yes |
| CARL MARKS STRATEGIC O | Private Debt; | 4,319,025 | 0.040% | No | No |
| CENTERBRIDGE CREDIT PT | Private Debt; | 3,109,698 | 0.029% | No | No |
| TENNENBAUM DEBT OPP FD | Private Debt; | 215,951 | 0.002% | No | No |
| KAYNE ANDERSON MEZZANI | Private Debt; | 129,571 | 0.001% | No | No |
| AB EAFE 100% USDHEDGED | Developed Market; | 44,448,267 | 0.414% | No | No |
| AB INTERNATIONALDVLPD MARK | Developed Market; | $98,607,921 | 0.918% | No | No |
| ALLIANCE BERNSTEIN MSCI US | US Equity; | 1,201,223,764 | 11.177% | No | No |
| BURGUNDY EUROPE | Developed Market; | 86,281,931 | 0.803% | No | No |
| BURGUNDY PACIFIC | Developed Market; | $79,185,149 | 0.737% | No | No |
| CANTILLON EQUITY | Developed Market; | 333,175,248 | 3.100% | No | No |
| CEVIAN CAP II | Developed Market; | 272,292,327 | 2.534% | No | No |
| EARNEST SMID CAP VALUE | US Equity; | $155,755,693 | 1.449% | No | No |
| HARDING LOEVNER EM | Emerging Market; | 131,103,713 | 1.220% | No | No |
| HIGHCLERE | Developed Market; | 70,967,822 | 0.660% | No | No |
| NEUBERGER BERMAN US SCI | US Equity; | 103,090,099 | 0.959% | Yes | Yes |
| NIKKO INTL EQUITY | Developed Market; | 82,173,267 | 0.765% | Yes | Yes |
| POLUNIN EMERGING MARKE | Emerging Market; | 132,224,258 | 1.230% | No | Yes |
| SILCHESTER INTL VALUE | Developed Market; | 155,008,664 | 1.442% | No | No |
| SSGA - MSCI EM | Developed Market; | 113,922,030 | 1.060% | No | No |
| VALUEACT CAPITAL | US Equity; | 231,205,693 | 2.151% | No | No |
| WCM FOCUSED INTL OPPORTU | Developed Market; | 107,198,763 | 0.997% | No | No |
| WELLINGTON NATURAL GAS ENERGY | US Equity; | 64,991,584 | 0.605% | Yes | Yes |
| WELLINGTON EMSCSE | Emerging Market; | $115,789,604 | 1.077% | Yes | Yes |
| ABBOTT II | Private Equity; | 366,369,453 | 3.409% | No | No |
| ABBOTT III | Private Equity; | 99,691,472 | 0.928% | No | No |
| ABBOTT PRIVATE EQUITY | Private Equity; | 408,379,465 | 3.800% | No | No |
| ADAMS ST CO-INV FUND V | Private Equity; | 14,881,290 | 0.138% | No | No |
| ADAMS STREET CO | Private Equity; | 27,523,801 | 0.256% | No | No |
| FOUNDRY 2022 LP | Private Equity; | $9,086,805 | 0.085% | No | No |
| GROVE STREET CLOUDVEIL | Private Equity; | 343,981,671 | 3.201% | No | No |
| HILLHOUSE CAPITAL HEALTH | Private Equity; | 14,222,826 | 0.132% | No | No |
| HILLHOUSE FC GRW FD V LP | Private Equity; | 18,832,075 | 0.175% | No | No |
| HILLHOUSE FUND V LP | Private Equity; | 13,959,440 | 0.130% | No | No |
| BRIDGEWATER-PURE ALPH | Diversifying; | 253,576,107 | 2.359% | No | No |
| DIAMETER DISLOCATION FND | Diversifying; | 50,795,850 | 0.473% | No | No |
| DORSAL CAPITAL PARTNERS | Diversifying; | 140,898,012 | 1.311% | No | No |
| DORSAL-DSOF | Diversifying; | 73,976,496 | 0.688% | No | No |
| FLAT FOOTED HYBRID | Diversifying; | 29,630,912 | 0.276% | No | No |
| GMO EQUITY DISLOCATION | Diversifying; | $110,460,816 | 1.028% | Yes | No |
| GMO SYSTEMATIC GM | Diversifying; | 107,638,825 | 1.002% | Yes | No |
| HILLHOUSE-GAOLING FUND | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| JANCHOR OPPORTUNITIES III | Long/Short Equity and Opportunistic; | 8,869,117 | 0.083% | No | No |
| JANCHOR PAN ASIAN FUND | Long/Short Equity and Opportunistic; | 79,822,050 | 0.743% | No | No |
| JANCHOR PARTNERS OPP.US II | Long/Short Equity and Opportunistic; | 64,704,237 | 0.602% | No | No |
| LFL ADVISERS-MKT ALT | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| MEREWETHER | Diversifying; | 107,638,825 | 1.002% | No | No |
| NAYA FUND | Long/Short Equity and Opportunistic; | 140,696,441 | 1.309% | No | No |
| PAG CHINA DISLOCATION FUND | Diversifying; | 34,065,471 | 0.317% | No | No |
| TCI-CHILDREN’S INV FUND | Long/Short Equity and Opportunistic; | 230,597,032 | 2.146% | No | No |
| URANIUM | Diversifying; | 163,473,945 | 1.521% | No | No |
| WIND RIVER FUND | Long/Short Equity and Opportunistic; | 237,047,299 | 2.206% | No | No |
| ZIMMER | Diversifying; | 76,596,916 | 0.713% | No | No |
| ALINDA INFRASTRUCTURE | Infrastructure; | 277,323 | 0.003% | No | No |
| BLACKSTONE BREP VIII | Real Estate; | 22,324,520 | 0.208% | No | No |
| CENTERSQUARE REIT FUND | Real Estate; | 148,367,931 | 1.381% | No | Yes |
| KAYNE ANDERSON KAREP III | Real Estate; | 693,308 | 0.006% | No | No |
| MORAN II | Real Assets; | 396,572,227 | 3.690% | No | No |
| MORAN REAL ASSET FD III | Real Assets; | 244,737,756 | 2.277% | No | No |
| MORAN REAL ASSET FUN | Real Assets; | 352,893,818 | 3.284% | No | No |
| MS PRIME PROPERTY | Real Estate; | 131,589,875 | 1.224% | No | No |
| ORION NATURAL RESOURCE | Nature Resources; | 23,849,798 | 0.222% | No | No |
| RIDGEWOOD ENERGY FD III | Nature Resources; | 30,089,571 | 0.280% | Yes | No |
| RIDGEWOOD ENERGY II | Nature Resources; | 35,220,051 | 0.328% | Yes | No |
List of AMCs contracting with the Wyoming Law Enforcement Pension Plan
The Wyoming Law Enforcement Pension Plan, as a subfund of the Wyoming Retirement System (WRS), contracted with 85 asset management companies (AMCs) as of June 10, 2024. Of those companies or funds, nine were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Wyoming Law Enforcement Pension Plan:[3]
| Wyoming Law Enforcement Pension Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[148] | Climate Action 100+ signatory as of October 2024 |
| ALLIANCE CORE PLUS FIXED | Core Plus; | 136,610,439 | 1.271% | No | No |
| ALTUM CREDIT | Credit; | 167,849,003 | 1.562% | No | No |
| BEACH POINT CREDIT | Opportunistic Credit; | 170,491,071 | 1.586% | No | No |
| BRANDYWINE US FIXED INCO | Core Plus; | $146,246,215 | 1.361% | Yes | Yes |
| DIMENSIONAL US GOV’T | U.S. Government Debt; | 189,607,208 | 1.764% | No | No |
| DOUBLELINE US GOV’T | U.S. Government Debt; | 178,417,274 | 1.660% | No | No |
| INVESTMENT GRADE ETF | Core Plus; | 43,050,161 | 0.401% | No | No |
| PIMCO | Corporate Bonds; | 305,391,937 | 2.842% | No | No |
| SSGA US GOV. BOND | U.S. Government Debt; | 216,494,131 | 2.014% | No | No |
| MEADOWLARK FUND, L.P. | Private Debt; | 111,128,508 | 1.034% | No | No |
| KENNEDY LEWIS CAPTL PRTS | Private Debt; | 51,569,156 | 0.480% | No | No |
| JUNIPERUS INSURANCE FUND | Private Debt; | 44,788,287 | 0.417% | No | No |
| CARL MARKS ST OPPS III LP | Private Debt; | 41,592,209 | 0.387% | No | No |
| SILVER ROCK ONSHORE TAF | Private Debt; | 40,469,262 | 0.377% | No | No |
| PATHLIGHT CAP FUND II LP | Private Debt; | 37,316,374 | 0.347% | No | No |
| KSL COF II | Private Debt; | 22,199,787 | 0.207% | No | No |
| BENEFIT ST PTRS SSF II | Private Debt; | 16,714,626 | 0.156% | No | No |
| TENNENBAUM SR LOAN III | Private Debt; | 15,980,392 | 0.149% | No | No |
| KLCP DOMESTIC FD III LP | Private Debt; | 15,030,206 | 0.140% | No | No |
| TCI REAL ESTATE PTRS FD IV | Private Debt; | 13,777,689 | 0.128% | No | Yes |
| BENEFIT STREET PTRS DISL | Private Debt; | 6,996,820 | 0.065% | No | No |
| TCI REP III | Private Debt; | 6,608,108 | 0.061% | No | Yes |
| CARL MARKS STRATEGIC O | Private Debt; | 4,319,025 | 0.040% | No | No |
| CENTERBRIDGE CREDIT PT | Private Debt; | 3,109,698 | 0.029% | No | No |
| TENNENBAUM DEBT OPP FD | Private Debt; | 215,951 | 0.002% | No | No |
| KAYNE ANDERSON MEZZANI | Private Debt; | 129,571 | 0.001% | No | No |
| AB EAFE 100% USDHEDGED | Developed Market; | 44,448,267 | 0.414% | No | No |
| AB INTERNATIONALDVLPD MARK | Developed Market; | $98,607,921 | 0.918% | No | No |
| ALLIANCE BERNSTEIN MSCI US | US Equity; | 1,201,223,764 | 11.177% | No | No |
| BURGUNDY EUROPE | Developed Market; | 86,281,931 | 0.803% | No | No |
| BURGUNDY PACIFIC | Developed Market; | $79,185,149 | 0.737% | No | No |
| CANTILLON EQUITY | Developed Market; | 333,175,248 | 3.100% | No | No |
| CEVIAN CAP II | Developed Market; | 272,292,327 | 2.534% | No | No |
| EARNEST SMID CAP VALUE | US Equity; | $155,755,693 | 1.449% | No | No |
| HARDING LOEVNER EM | Emerging Market; | 131,103,713 | 1.220% | No | No |
| HIGHCLERE | Developed Market; | 70,967,822 | 0.660% | No | No |
| NEUBERGER BERMAN US SCI | US Equity; | 103,090,099 | 0.959% | Yes | Yes |
| NIKKO INTL EQUITY | Developed Market; | 82,173,267 | 0.765% | Yes | Yes |
| POLUNIN EMERGING MARKE | Emerging Market; | 132,224,258 | 1.230% | No | Yes |
| SILCHESTER INTL VALUE | Developed Market; | 155,008,664 | 1.442% | No | No |
| SSGA - MSCI EM | Developed Market; | 113,922,030 | 1.060% | No | No |
| VALUEACT CAPITAL | US Equity; | 231,205,693 | 2.151% | No | No |
| WCM FOCUSED INTL OPPORTU | Developed Market; | 107,198,763 | 0.997% | No | No |
| WELLINGTON NATURAL GAS ENERGY | US Equity; | 64,991,584 | 0.605% | Yes | Yes |
| WELLINGTON EMSCSE | Emerging Market; | $115,789,604 | 1.077% | Yes | Yes |
| ABBOTT II | Private Equity; | 366,369,453 | 3.409% | No | No |
| ABBOTT III | Private Equity; | 99,691,472 | 0.928% | No | No |
| ABBOTT PRIVATE EQUITY | Private Equity; | 408,379,465 | 3.800% | No | No |
| ADAMS ST CO-INV FUND V | Private Equity; | 14,881,290 | 0.138% | No | No |
| ADAMS STREET CO | Private Equity; | 27,523,801 | 0.256% | No | No |
| FOUNDRY 2022 LP | Private Equity; | $9,086,805 | 0.085% | No | No |
| GROVE STREET CLOUDVEIL | Private Equity; | 343,981,671 | 3.201% | No | No |
| HILLHOUSE CAPITAL HEALTH | Private Equity; | 14,222,826 | 0.132% | No | No |
| HILLHOUSE FC GRW FD V LP | Private Equity; | 18,832,075 | 0.175% | No | No |
| HILLHOUSE FUND V LP | Private Equity; | 13,959,440 | 0.130% | No | No |
| BRIDGEWATER-PURE ALPH | Diversifying; | 253,576,107 | 2.359% | No | No |
| DIAMETER DISLOCATION FND | Diversifying; | 50,795,850 | 0.473% | No | No |
| DORSAL CAPITAL PARTNERS | Diversifying; | 140,898,012 | 1.311% | No | No |
| DORSAL-DSOF | Diversifying; | 73,976,496 | 0.688% | No | No |
| FLAT FOOTED HYBRID | Diversifying; | 29,630,912 | 0.276% | No | No |
| GMO EQUITY DISLOCATION | Diversifying; | $110,460,816 | 1.028% | Yes | No |
| GMO SYSTEMATIC GM | Diversifying; | 107,638,825 | 1.002% | Yes | No |
| HILLHOUSE-GAOLING FUND | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| JANCHOR OPPORTUNITIES III | Long/Short Equity and Opportunistic; | 8,869,117 | 0.083% | No | No |
| JANCHOR PAN ASIAN FUND | Long/Short Equity and Opportunistic; | 79,822,050 | 0.743% | No | No |
| JANCHOR PARTNERS OPP.US II | Long/Short Equity and Opportunistic; | 64,704,237 | 0.602% | No | No |
| LFL ADVISERS-MKT ALT | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| MEREWETHER | Diversifying; | 107,638,825 | 1.002% | No | No |
| NAYA FUND | Long/Short Equity and Opportunistic; | 140,696,441 | 1.309% | No | No |
| PAG CHINA DISLOCATION FUND | Diversifying; | 34,065,471 | 0.317% | No | No |
| TCI-CHILDREN’S INV FUND | Long/Short Equity and Opportunistic; | 230,597,032 | 2.146% | No | No |
| URANIUM | Diversifying; | 163,473,945 | 1.521% | No | No |
| WIND RIVER FUND | Long/Short Equity and Opportunistic; | 237,047,299 | 2.206% | No | No |
| ZIMMER | Diversifying; | 76,596,916 | 0.713% | No | No |
| ALINDA INFRASTRUCTURE | Infrastructure; | 277,323 | 0.003% | No | No |
| BLACKSTONE BREP VIII | Real Estate; | 22,324,520 | 0.208% | No | No |
| CENTERSQUARE REIT FUND | Real Estate; | 148,367,931 | 1.381% | No | Yes |
| KAYNE ANDERSON KAREP III | Real Estate; | 693,308 | 0.006% | No | No |
| MORAN II | Real Assets; | 396,572,227 | 3.690% | No | No |
| MORAN REAL ASSET FD III | Real Assets; | 244,737,756 | 2.277% | No | No |
| MORAN REAL ASSET FUN | Real Assets; | 352,893,818 | 3.284% | No | No |
| MS PRIME PROPERTY | Real Estate; | 131,589,875 | 1.224% | No | No |
| ORION NATURAL RESOURCE | Nature Resources; | 23,849,798 | 0.222% | No | No |
| RIDGEWOOD ENERGY FD III | Nature Resources; | 30,089,571 | 0.280% | Yes | No |
| RIDGEWOOD ENERGY II | Nature Resources; | 35,220,051 | 0.328% | Yes | No |
List of AMCs contracting with the Wyoming Paid Firefighter Pension Plan A
The Wyoming Paid Firefighter Pension Plan A, as a subfund of the Wyoming Retirement System (WRS), contracted with 85 asset management companies (AMCs) as of June 10, 2024. Of those companies or funds, nine were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Wyoming Paid Firefighter Pension Plan A:[3]
| Wyoming Paid Firefighter Pension Plan A asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[149] | Climate Action 100+ signatory as of October 2024 |
| ALLIANCE CORE PLUS FIXED | Core Plus; | 136,610,439 | 1.271% | No | No |
| ALTUM CREDIT | Credit; | 167,849,003 | 1.562% | No | No |
| BEACH POINT CREDIT | Opportunistic Credit; | 170,491,071 | 1.586% | No | No |
| BRANDYWINE US FIXED INCO | Core Plus; | $146,246,215 | 1.361% | Yes | Yes |
| DIMENSIONAL US GOV’T | U.S. Government Debt; | 189,607,208 | 1.764% | No | No |
| DOUBLELINE US GOV’T | U.S. Government Debt; | 178,417,274 | 1.660% | No | No |
| INVESTMENT GRADE ETF | Core Plus; | 43,050,161 | 0.401% | No | No |
| PIMCO | Corporate Bonds; | 305,391,937 | 2.842% | No | No |
| SSGA US GOV. BOND | U.S. Government Debt; | 216,494,131 | 2.014% | No | No |
| MEADOWLARK FUND, L.P. | Private Debt; | 111,128,508 | 1.034% | No | No |
| KENNEDY LEWIS CAPTL PRTS | Private Debt; | 51,569,156 | 0.480% | No | No |
| JUNIPERUS INSURANCE FUND | Private Debt; | 44,788,287 | 0.417% | No | No |
| CARL MARKS ST OPPS III LP | Private Debt; | 41,592,209 | 0.387% | No | No |
| SILVER ROCK ONSHORE TAF | Private Debt; | 40,469,262 | 0.377% | No | No |
| PATHLIGHT CAP FUND II LP | Private Debt; | 37,316,374 | 0.347% | No | No |
| KSL COF II | Private Debt; | 22,199,787 | 0.207% | No | No |
| BENEFIT ST PTRS SSF II | Private Debt; | 16,714,626 | 0.156% | No | No |
| TENNENBAUM SR LOAN III | Private Debt; | 15,980,392 | 0.149% | No | No |
| KLCP DOMESTIC FD III LP | Private Debt; | 15,030,206 | 0.140% | No | No |
| TCI REAL ESTATE PTRS FD IV | Private Debt; | 13,777,689 | 0.128% | No | Yes |
| BENEFIT STREET PTRS DISL | Private Debt; | 6,996,820 | 0.065% | No | No |
| TCI REP III | Private Debt; | 6,608,108 | 0.061% | No | Yes |
| CARL MARKS STRATEGIC O | Private Debt; | 4,319,025 | 0.040% | No | No |
| CENTERBRIDGE CREDIT PT | Private Debt; | 3,109,698 | 0.029% | No | No |
| TENNENBAUM DEBT OPP FD | Private Debt; | 215,951 | 0.002% | No | No |
| KAYNE ANDERSON MEZZANI | Private Debt; | 129,571 | 0.001% | No | No |
| AB EAFE 100% USDHEDGED | Developed Market; | 44,448,267 | 0.414% | No | No |
| AB INTERNATIONALDVLPD MARK | Developed Market; | $98,607,921 | 0.918% | No | No |
| ALLIANCE BERNSTEIN MSCI US | US Equity; | 1,201,223,764 | 11.177% | No | No |
| BURGUNDY EUROPE | Developed Market; | 86,281,931 | 0.803% | No | No |
| BURGUNDY PACIFIC | Developed Market; | $79,185,149 | 0.737% | No | No |
| CANTILLON EQUITY | Developed Market; | 333,175,248 | 3.100% | No | No |
| CEVIAN CAP II | Developed Market; | 272,292,327 | 2.534% | No | No |
| EARNEST SMID CAP VALUE | US Equity; | $155,755,693 | 1.449% | No | No |
| HARDING LOEVNER EM | Emerging Market; | 131,103,713 | 1.220% | No | No |
| HIGHCLERE | Developed Market; | 70,967,822 | 0.660% | No | No |
| NEUBERGER BERMAN US SCI | US Equity; | 103,090,099 | 0.959% | Yes | Yes |
| NIKKO INTL EQUITY | Developed Market; | 82,173,267 | 0.765% | Yes | Yes |
| POLUNIN EMERGING MARKE | Emerging Market; | 132,224,258 | 1.230% | No | Yes |
| SILCHESTER INTL VALUE | Developed Market; | 155,008,664 | 1.442% | No | No |
| SSGA - MSCI EM | Developed Market; | 113,922,030 | 1.060% | No | No |
| VALUEACT CAPITAL | US Equity; | 231,205,693 | 2.151% | No | No |
| WCM FOCUSED INTL OPPORTU | Developed Market; | 107,198,763 | 0.997% | No | No |
| WELLINGTON NATURAL GAS ENERGY | US Equity; | 64,991,584 | 0.605% | Yes | Yes |
| WELLINGTON EMSCSE | Emerging Market; | $115,789,604 | 1.077% | Yes | Yes |
| ABBOTT II | Private Equity; | 366,369,453 | 3.409% | No | No |
| ABBOTT III | Private Equity; | 99,691,472 | 0.928% | No | No |
| ABBOTT PRIVATE EQUITY | Private Equity; | 408,379,465 | 3.800% | No | No |
| ADAMS ST CO-INV FUND V | Private Equity; | 14,881,290 | 0.138% | No | No |
| ADAMS STREET CO | Private Equity; | 27,523,801 | 0.256% | No | No |
| FOUNDRY 2022 LP | Private Equity; | $9,086,805 | 0.085% | No | No |
| GROVE STREET CLOUDVEIL | Private Equity; | 343,981,671 | 3.201% | No | No |
| HILLHOUSE CAPITAL HEALTH | Private Equity; | 14,222,826 | 0.132% | No | No |
| HILLHOUSE FC GRW FD V LP | Private Equity; | 18,832,075 | 0.175% | No | No |
| HILLHOUSE FUND V LP | Private Equity; | 13,959,440 | 0.130% | No | No |
| BRIDGEWATER-PURE ALPH | Diversifying; | 253,576,107 | 2.359% | No | No |
| DIAMETER DISLOCATION FND | Diversifying; | 50,795,850 | 0.473% | No | No |
| DORSAL CAPITAL PARTNERS | Diversifying; | 140,898,012 | 1.311% | No | No |
| DORSAL-DSOF | Diversifying; | 73,976,496 | 0.688% | No | No |
| FLAT FOOTED HYBRID | Diversifying; | 29,630,912 | 0.276% | No | No |
| GMO EQUITY DISLOCATION | Diversifying; | $110,460,816 | 1.028% | Yes | No |
| GMO SYSTEMATIC GM | Diversifying; | 107,638,825 | 1.002% | Yes | No |
| HILLHOUSE-GAOLING FUND | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| JANCHOR OPPORTUNITIES III | Long/Short Equity and Opportunistic; | 8,869,117 | 0.083% | No | No |
| JANCHOR PAN ASIAN FUND | Long/Short Equity and Opportunistic; | 79,822,050 | 0.743% | No | No |
| JANCHOR PARTNERS OPP.US II | Long/Short Equity and Opportunistic; | 64,704,237 | 0.602% | No | No |
| LFL ADVISERS-MKT ALT | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| MEREWETHER | Diversifying; | 107,638,825 | 1.002% | No | No |
| NAYA FUND | Long/Short Equity and Opportunistic; | 140,696,441 | 1.309% | No | No |
| PAG CHINA DISLOCATION FUND | Diversifying; | 34,065,471 | 0.317% | No | No |
| TCI-CHILDREN’S INV FUND | Long/Short Equity and Opportunistic; | 230,597,032 | 2.146% | No | No |
| URANIUM | Diversifying; | 163,473,945 | 1.521% | No | No |
| WIND RIVER FUND | Long/Short Equity and Opportunistic; | 237,047,299 | 2.206% | No | No |
| ZIMMER | Diversifying; | 76,596,916 | 0.713% | No | No |
| ALINDA INFRASTRUCTURE | Infrastructure; | 277,323 | 0.003% | No | No |
| BLACKSTONE BREP VIII | Real Estate; | 22,324,520 | 0.208% | No | No |
| CENTERSQUARE REIT FUND | Real Estate; | 148,367,931 | 1.381% | No | Yes |
| KAYNE ANDERSON KAREP III | Real Estate; | 693,308 | 0.006% | No | No |
| MORAN II | Real Assets; | 396,572,227 | 3.690% | No | No |
| MORAN REAL ASSET FD III | Real Assets; | 244,737,756 | 2.277% | No | No |
| MORAN REAL ASSET FUN | Real Assets; | 352,893,818 | 3.284% | No | No |
| MS PRIME PROPERTY | Real Estate; | 131,589,875 | 1.224% | No | No |
| ORION NATURAL RESOURCE | Nature Resources; | 23,849,798 | 0.222% | No | No |
| RIDGEWOOD ENERGY FD III | Nature Resources; | 30,089,571 | 0.280% | Yes | No |
| RIDGEWOOD ENERGY II | Nature Resources; | 35,220,051 | 0.328% | Yes | No |
List of AMCs contracting with the Wyoming Paid Firefighter Pension Plan B
The Wyoming Paid Firefighter Pension Plan B, as a subfund of the Wyoming Retirement System (WRS), contracted with 85 asset management companies (AMCs) as of June 10, 2024. Of those companies or funds, nine were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Wyoming Paid Firefighter Pension Plan B:[3]
| Wyoming Paid Firefighter Pension Plan B asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[150] | Climate Action 100+ signatory as of October 2024 |
| ALLIANCE CORE PLUS FIXED | Core Plus; | 136,610,439 | 1.271% | No | No |
| ALTUM CREDIT | Credit; | 167,849,003 | 1.562% | No | No |
| BEACH POINT CREDIT | Opportunistic Credit; | 170,491,071 | 1.586% | No | No |
| BRANDYWINE US FIXED INCO | Core Plus; | $146,246,215 | 1.361% | Yes | Yes |
| DIMENSIONAL US GOV’T | U.S. Government Debt; | 189,607,208 | 1.764% | No | No |
| DOUBLELINE US GOV’T | U.S. Government Debt; | 178,417,274 | 1.660% | No | No |
| INVESTMENT GRADE ETF | Core Plus; | 43,050,161 | 0.401% | No | No |
| PIMCO | Corporate Bonds; | 305,391,937 | 2.842% | No | No |
| SSGA US GOV. BOND | U.S. Government Debt; | 216,494,131 | 2.014% | No | No |
| MEADOWLARK FUND, L.P. | Private Debt; | 111,128,508 | 1.034% | No | No |
| KENNEDY LEWIS CAPTL PRTS | Private Debt; | 51,569,156 | 0.480% | No | No |
| JUNIPERUS INSURANCE FUND | Private Debt; | 44,788,287 | 0.417% | No | No |
| CARL MARKS ST OPPS III LP | Private Debt; | 41,592,209 | 0.387% | No | No |
| SILVER ROCK ONSHORE TAF | Private Debt; | 40,469,262 | 0.377% | No | No |
| PATHLIGHT CAP FUND II LP | Private Debt; | 37,316,374 | 0.347% | No | No |
| KSL COF II | Private Debt; | 22,199,787 | 0.207% | No | No |
| BENEFIT ST PTRS SSF II | Private Debt; | 16,714,626 | 0.156% | No | No |
| TENNENBAUM SR LOAN III | Private Debt; | 15,980,392 | 0.149% | No | No |
| KLCP DOMESTIC FD III LP | Private Debt; | 15,030,206 | 0.140% | No | No |
| TCI REAL ESTATE PTRS FD IV | Private Debt; | 13,777,689 | 0.128% | No | Yes |
| BENEFIT STREET PTRS DISL | Private Debt; | 6,996,820 | 0.065% | No | No |
| TCI REP III | Private Debt; | 6,608,108 | 0.061% | No | Yes |
| CARL MARKS STRATEGIC O | Private Debt; | 4,319,025 | 0.040% | No | No |
| CENTERBRIDGE CREDIT PT | Private Debt; | 3,109,698 | 0.029% | No | No |
| TENNENBAUM DEBT OPP FD | Private Debt; | 215,951 | 0.002% | No | No |
| KAYNE ANDERSON MEZZANI | Private Debt; | 129,571 | 0.001% | No | No |
| AB EAFE 100% USDHEDGED | Developed Market; | 44,448,267 | 0.414% | No | No |
| AB INTERNATIONALDVLPD MARK | Developed Market; | $98,607,921 | 0.918% | No | No |
| ALLIANCE BERNSTEIN MSCI US | US Equity; | 1,201,223,764 | 11.177% | No | No |
| BURGUNDY EUROPE | Developed Market; | 86,281,931 | 0.803% | No | No |
| BURGUNDY PACIFIC | Developed Market; | $79,185,149 | 0.737% | No | No |
| CANTILLON EQUITY | Developed Market; | 333,175,248 | 3.100% | No | No |
| CEVIAN CAP II | Developed Market; | 272,292,327 | 2.534% | No | No |
| EARNEST SMID CAP VALUE | US Equity; | $155,755,693 | 1.449% | No | No |
| HARDING LOEVNER EM | Emerging Market; | 131,103,713 | 1.220% | No | No |
| HIGHCLERE | Developed Market; | 70,967,822 | 0.660% | No | No |
| NEUBERGER BERMAN US SCI | US Equity; | 103,090,099 | 0.959% | Yes | Yes |
| NIKKO INTL EQUITY | Developed Market; | 82,173,267 | 0.765% | Yes | Yes |
| POLUNIN EMERGING MARKE | Emerging Market; | 132,224,258 | 1.230% | No | Yes |
| SILCHESTER INTL VALUE | Developed Market; | 155,008,664 | 1.442% | No | No |
| SSGA - MSCI EM | Developed Market; | 113,922,030 | 1.060% | No | No |
| VALUEACT CAPITAL | US Equity; | 231,205,693 | 2.151% | No | No |
| WCM FOCUSED INTL OPPORTU | Developed Market; | 107,198,763 | 0.997% | No | No |
| WELLINGTON NATURAL GAS ENERGY | US Equity; | 64,991,584 | 0.605% | Yes | Yes |
| WELLINGTON EMSCSE | Emerging Market; | $115,789,604 | 1.077% | Yes | Yes |
| ABBOTT II | Private Equity; | 366,369,453 | 3.409% | No | No |
| ABBOTT III | Private Equity; | 99,691,472 | 0.928% | No | No |
| ABBOTT PRIVATE EQUITY | Private Equity; | 408,379,465 | 3.800% | No | No |
| ADAMS ST CO-INV FUND V | Private Equity; | 14,881,290 | 0.138% | No | No |
| ADAMS STREET CO | Private Equity; | 27,523,801 | 0.256% | No | No |
| FOUNDRY 2022 LP | Private Equity; | $9,086,805 | 0.085% | No | No |
| GROVE STREET CLOUDVEIL | Private Equity; | 343,981,671 | 3.201% | No | No |
| HILLHOUSE CAPITAL HEALTH | Private Equity; | 14,222,826 | 0.132% | No | No |
| HILLHOUSE FC GRW FD V LP | Private Equity; | 18,832,075 | 0.175% | No | No |
| HILLHOUSE FUND V LP | Private Equity; | 13,959,440 | 0.130% | No | No |
| BRIDGEWATER-PURE ALPH | Diversifying; | 253,576,107 | 2.359% | No | No |
| DIAMETER DISLOCATION FND | Diversifying; | 50,795,850 | 0.473% | No | No |
| DORSAL CAPITAL PARTNERS | Diversifying; | 140,898,012 | 1.311% | No | No |
| DORSAL-DSOF | Diversifying; | 73,976,496 | 0.688% | No | No |
| FLAT FOOTED HYBRID | Diversifying; | 29,630,912 | 0.276% | No | No |
| GMO EQUITY DISLOCATION | Diversifying; | $110,460,816 | 1.028% | Yes | No |
| GMO SYSTEMATIC GM | Diversifying; | 107,638,825 | 1.002% | Yes | No |
| HILLHOUSE-GAOLING FUND | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| JANCHOR OPPORTUNITIES III | Long/Short Equity and Opportunistic; | 8,869,117 | 0.083% | No | No |
| JANCHOR PAN ASIAN FUND | Long/Short Equity and Opportunistic; | 79,822,050 | 0.743% | No | No |
| JANCHOR PARTNERS OPP.US II | Long/Short Equity and Opportunistic; | 64,704,237 | 0.602% | No | No |
| LFL ADVISERS-MKT ALT | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| MEREWETHER | Diversifying; | 107,638,825 | 1.002% | No | No |
| NAYA FUND | Long/Short Equity and Opportunistic; | 140,696,441 | 1.309% | No | No |
| PAG CHINA DISLOCATION FUND | Diversifying; | 34,065,471 | 0.317% | No | No |
| TCI-CHILDREN’S INV FUND | Long/Short Equity and Opportunistic; | 230,597,032 | 2.146% | No | No |
| URANIUM | Diversifying; | 163,473,945 | 1.521% | No | No |
| WIND RIVER FUND | Long/Short Equity and Opportunistic; | 237,047,299 | 2.206% | No | No |
| ZIMMER | Diversifying; | 76,596,916 | 0.713% | No | No |
| ALINDA INFRASTRUCTURE | Infrastructure; | 277,323 | 0.003% | No | No |
| BLACKSTONE BREP VIII | Real Estate; | 22,324,520 | 0.208% | No | No |
| CENTERSQUARE REIT FUND | Real Estate; | 148,367,931 | 1.381% | No | Yes |
| KAYNE ANDERSON KAREP III | Real Estate; | 693,308 | 0.006% | No | No |
| MORAN II | Real Assets; | 396,572,227 | 3.690% | No | No |
| MORAN REAL ASSET FD III | Real Assets; | 244,737,756 | 2.277% | No | No |
| MORAN REAL ASSET FUN | Real Assets; | 352,893,818 | 3.284% | No | No |
| MS PRIME PROPERTY | Real Estate; | 131,589,875 | 1.224% | No | No |
| ORION NATURAL RESOURCE | Nature Resources; | 23,849,798 | 0.222% | No | No |
| RIDGEWOOD ENERGY FD III | Nature Resources; | 30,089,571 | 0.280% | Yes | No |
| RIDGEWOOD ENERGY II | Nature Resources; | 35,220,051 | 0.328% | Yes | No |
List of AMCs contracting with the Wyoming Public Employee Pension Plan
The Wyoming Public Employee Pension Plan, as a subfund of the Wyoming Retirement System (WRS), contracted with 85 asset management companies (AMCs) as of June 10, 2024. Of those companies or funds, nine were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Wyoming Public Employee Pension Plan:[3]
| Wyoming Public Employee Pension Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[151] | Climate Action 100+ signatory as of October 2024 |
| ALLIANCE CORE PLUS FIXED | Core Plus; | 136,610,439 | 1.271% | No | No |
| ALTUM CREDIT | Credit; | 167,849,003 | 1.562% | No | No |
| BEACH POINT CREDIT | Opportunistic Credit; | 170,491,071 | 1.586% | No | No |
| BRANDYWINE US FIXED INCO | Core Plus; | $146,246,215 | 1.361% | Yes | Yes |
| DIMENSIONAL US GOV’T | U.S. Government Debt; | 189,607,208 | 1.764% | No | No |
| DOUBLELINE US GOV’T | U.S. Government Debt; | 178,417,274 | 1.660% | No | No |
| INVESTMENT GRADE ETF | Core Plus; | 43,050,161 | 0.401% | No | No |
| PIMCO | Corporate Bonds; | 305,391,937 | 2.842% | No | No |
| SSGA US GOV. BOND | U.S. Government Debt; | 216,494,131 | 2.014% | No | No |
| MEADOWLARK FUND, L.P. | Private Debt; | 111,128,508 | 1.034% | No | No |
| KENNEDY LEWIS CAPTL PRTS | Private Debt; | 51,569,156 | 0.480% | No | No |
| JUNIPERUS INSURANCE FUND | Private Debt; | 44,788,287 | 0.417% | No | No |
| CARL MARKS ST OPPS III LP | Private Debt; | 41,592,209 | 0.387% | No | No |
| SILVER ROCK ONSHORE TAF | Private Debt; | 40,469,262 | 0.377% | No | No |
| PATHLIGHT CAP FUND II LP | Private Debt; | 37,316,374 | 0.347% | No | No |
| KSL COF II | Private Debt; | 22,199,787 | 0.207% | No | No |
| BENEFIT ST PTRS SSF II | Private Debt; | 16,714,626 | 0.156% | No | No |
| TENNENBAUM SR LOAN III | Private Debt; | 15,980,392 | 0.149% | No | No |
| KLCP DOMESTIC FD III LP | Private Debt; | 15,030,206 | 0.140% | No | No |
| TCI REAL ESTATE PTRS FD IV | Private Debt; | 13,777,689 | 0.128% | No | Yes |
| BENEFIT STREET PTRS DISL | Private Debt; | 6,996,820 | 0.065% | No | No |
| TCI REP III | Private Debt; | 6,608,108 | 0.061% | No | Yes |
| CARL MARKS STRATEGIC O | Private Debt; | 4,319,025 | 0.040% | No | No |
| CENTERBRIDGE CREDIT PT | Private Debt; | 3,109,698 | 0.029% | No | No |
| TENNENBAUM DEBT OPP FD | Private Debt; | 215,951 | 0.002% | No | No |
| KAYNE ANDERSON MEZZANI | Private Debt; | 129,571 | 0.001% | No | No |
| AB EAFE 100% USDHEDGED | Developed Market; | 44,448,267 | 0.414% | No | No |
| AB INTERNATIONALDVLPD MARK | Developed Market; | $98,607,921 | 0.918% | No | No |
| ALLIANCE BERNSTEIN MSCI US | US Equity; | 1,201,223,764 | 11.177% | No | No |
| BURGUNDY EUROPE | Developed Market; | 86,281,931 | 0.803% | No | No |
| BURGUNDY PACIFIC | Developed Market; | $79,185,149 | 0.737% | No | No |
| CANTILLON EQUITY | Developed Market; | 333,175,248 | 3.100% | No | No |
| CEVIAN CAP II | Developed Market; | 272,292,327 | 2.534% | No | No |
| EARNEST SMID CAP VALUE | US Equity; | $155,755,693 | 1.449% | No | No |
| HARDING LOEVNER EM | Emerging Market; | 131,103,713 | 1.220% | No | No |
| HIGHCLERE | Developed Market; | 70,967,822 | 0.660% | No | No |
| NEUBERGER BERMAN US SCI | US Equity; | 103,090,099 | 0.959% | Yes | Yes |
| NIKKO INTL EQUITY | Developed Market; | 82,173,267 | 0.765% | Yes | Yes |
| POLUNIN EMERGING MARKE | Emerging Market; | 132,224,258 | 1.230% | No | Yes |
| SILCHESTER INTL VALUE | Developed Market; | 155,008,664 | 1.442% | No | No |
| SSGA - MSCI EM | Developed Market; | 113,922,030 | 1.060% | No | No |
| VALUEACT CAPITAL | US Equity; | 231,205,693 | 2.151% | No | No |
| WCM FOCUSED INTL OPPORTU | Developed Market; | 107,198,763 | 0.997% | No | No |
| WELLINGTON NATURAL GAS ENERGY | US Equity; | 64,991,584 | 0.605% | Yes | Yes |
| WELLINGTON EMSCSE | Emerging Market; | $115,789,604 | 1.077% | Yes | Yes |
| ABBOTT II | Private Equity; | 366,369,453 | 3.409% | No | No |
| ABBOTT III | Private Equity; | 99,691,472 | 0.928% | No | No |
| ABBOTT PRIVATE EQUITY | Private Equity; | 408,379,465 | 3.800% | No | No |
| ADAMS ST CO-INV FUND V | Private Equity; | 14,881,290 | 0.138% | No | No |
| ADAMS STREET CO | Private Equity; | 27,523,801 | 0.256% | No | No |
| FOUNDRY 2022 LP | Private Equity; | $9,086,805 | 0.085% | No | No |
| GROVE STREET CLOUDVEIL | Private Equity; | 343,981,671 | 3.201% | No | No |
| HILLHOUSE CAPITAL HEALTH | Private Equity; | 14,222,826 | 0.132% | No | No |
| HILLHOUSE FC GRW FD V LP | Private Equity; | 18,832,075 | 0.175% | No | No |
| HILLHOUSE FUND V LP | Private Equity; | 13,959,440 | 0.130% | No | No |
| BRIDGEWATER-PURE ALPH | Diversifying; | 253,576,107 | 2.359% | No | No |
| DIAMETER DISLOCATION FND | Diversifying; | 50,795,850 | 0.473% | No | No |
| DORSAL CAPITAL PARTNERS | Diversifying; | 140,898,012 | 1.311% | No | No |
| DORSAL-DSOF | Diversifying; | 73,976,496 | 0.688% | No | No |
| FLAT FOOTED HYBRID | Diversifying; | 29,630,912 | 0.276% | No | No |
| GMO EQUITY DISLOCATION | Diversifying; | $110,460,816 | 1.028% | Yes | No |
| GMO SYSTEMATIC GM | Diversifying; | 107,638,825 | 1.002% | Yes | No |
| HILLHOUSE-GAOLING FUND | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| JANCHOR OPPORTUNITIES III | Long/Short Equity and Opportunistic; | 8,869,117 | 0.083% | No | No |
| JANCHOR PAN ASIAN FUND | Long/Short Equity and Opportunistic; | 79,822,050 | 0.743% | No | No |
| JANCHOR PARTNERS OPP.US II | Long/Short Equity and Opportunistic; | 64,704,237 | 0.602% | No | No |
| LFL ADVISERS-MKT ALT | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| MEREWETHER | Diversifying; | 107,638,825 | 1.002% | No | No |
| NAYA FUND | Long/Short Equity and Opportunistic; | 140,696,441 | 1.309% | No | No |
| PAG CHINA DISLOCATION FUND | Diversifying; | 34,065,471 | 0.317% | No | No |
| TCI-CHILDREN’S INV FUND | Long/Short Equity and Opportunistic; | 230,597,032 | 2.146% | No | No |
| URANIUM | Diversifying; | 163,473,945 | 1.521% | No | No |
| WIND RIVER FUND | Long/Short Equity and Opportunistic; | 237,047,299 | 2.206% | No | No |
| ZIMMER | Diversifying; | 76,596,916 | 0.713% | No | No |
| ALINDA INFRASTRUCTURE | Infrastructure; | 277,323 | 0.003% | No | No |
| BLACKSTONE BREP VIII | Real Estate; | 22,324,520 | 0.208% | No | No |
| CENTERSQUARE REIT FUND | Real Estate; | 148,367,931 | 1.381% | No | Yes |
| KAYNE ANDERSON KAREP III | Real Estate; | 693,308 | 0.006% | No | No |
| MORAN II | Real Assets; | 396,572,227 | 3.690% | No | No |
| MORAN REAL ASSET FD III | Real Assets; | 244,737,756 | 2.277% | No | No |
| MORAN REAL ASSET FUN | Real Assets; | 352,893,818 | 3.284% | No | No |
| MS PRIME PROPERTY | Real Estate; | 131,589,875 | 1.224% | No | No |
| ORION NATURAL RESOURCE | Nature Resources; | 23,849,798 | 0.222% | No | No |
| RIDGEWOOD ENERGY FD III | Nature Resources; | 30,089,571 | 0.280% | Yes | No |
| RIDGEWOOD ENERGY II | Nature Resources; | 35,220,051 | 0.328% | Yes | No |
List of AMCs contracting with the Wyoming State Highway Patrol, Game & Fish Warden, and Criminal Investigator Retirement Plan
The Wyoming State Highway Patrol, Game & Fish Warden, and Criminal Investigator Retirement Plan, as a subfund of the Wyoming Retirement System (WRS), contracted with 85 asset management companies (AMCs) as of June 10, 2024. Of those companies or funds, nine were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Wyoming State Highway Patrol, Game & Fish Warden, and Criminal Investigator Retirement Plan:[3]
| Wyoming State Highway Patrol, Game & Fish Warden, and Criminal Investigator Retirement Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[152] | Climate Action 100+ signatory as of October 2024 |
| ALLIANCE CORE PLUS FIXED | Core Plus; | 136,610,439 | 1.271% | No | No |
| ALTUM CREDIT | Credit; | 167,849,003 | 1.562% | No | No |
| BEACH POINT CREDIT | Opportunistic Credit; | 170,491,071 | 1.586% | No | No |
| BRANDYWINE US FIXED INCO | Core Plus; | $146,246,215 | 1.361% | Yes | Yes |
| DIMENSIONAL US GOV’T | U.S. Government Debt; | 189,607,208 | 1.764% | No | No |
| DOUBLELINE US GOV’T | U.S. Government Debt; | 178,417,274 | 1.660% | No | No |
| INVESTMENT GRADE ETF | Core Plus; | 43,050,161 | 0.401% | No | No |
| PIMCO | Corporate Bonds; | 305,391,937 | 2.842% | No | No |
| SSGA US GOV. BOND | U.S. Government Debt; | 216,494,131 | 2.014% | No | No |
| MEADOWLARK FUND, L.P. | Private Debt; | 111,128,508 | 1.034% | No | No |
| KENNEDY LEWIS CAPTL PRTS | Private Debt; | 51,569,156 | 0.480% | No | No |
| JUNIPERUS INSURANCE FUND | Private Debt; | 44,788,287 | 0.417% | No | No |
| CARL MARKS ST OPPS III LP | Private Debt; | 41,592,209 | 0.387% | No | No |
| SILVER ROCK ONSHORE TAF | Private Debt; | 40,469,262 | 0.377% | No | No |
| PATHLIGHT CAP FUND II LP | Private Debt; | 37,316,374 | 0.347% | No | No |
| KSL COF II | Private Debt; | 22,199,787 | 0.207% | No | No |
| BENEFIT ST PTRS SSF II | Private Debt; | 16,714,626 | 0.156% | No | No |
| TENNENBAUM SR LOAN III | Private Debt; | 15,980,392 | 0.149% | No | No |
| KLCP DOMESTIC FD III LP | Private Debt; | 15,030,206 | 0.140% | No | No |
| TCI REAL ESTATE PTRS FD IV | Private Debt; | 13,777,689 | 0.128% | No | Yes |
| BENEFIT STREET PTRS DISL | Private Debt; | 6,996,820 | 0.065% | No | No |
| TCI REP III | Private Debt; | 6,608,108 | 0.061% | No | Yes |
| CARL MARKS STRATEGIC O | Private Debt; | 4,319,025 | 0.040% | No | No |
| CENTERBRIDGE CREDIT PT | Private Debt; | 3,109,698 | 0.029% | No | No |
| TENNENBAUM DEBT OPP FD | Private Debt; | 215,951 | 0.002% | No | No |
| KAYNE ANDERSON MEZZANI | Private Debt; | 129,571 | 0.001% | No | No |
| AB EAFE 100% USDHEDGED | Developed Market; | 44,448,267 | 0.414% | No | No |
| AB INTERNATIONALDVLPD MARK | Developed Market; | $98,607,921 | 0.918% | No | No |
| ALLIANCE BERNSTEIN MSCI US | US Equity; | 1,201,223,764 | 11.177% | No | No |
| BURGUNDY EUROPE | Developed Market; | 86,281,931 | 0.803% | No | No |
| BURGUNDY PACIFIC | Developed Market; | $79,185,149 | 0.737% | No | No |
| CANTILLON EQUITY | Developed Market; | 333,175,248 | 3.100% | No | No |
| CEVIAN CAP II | Developed Market; | 272,292,327 | 2.534% | No | No |
| EARNEST SMID CAP VALUE | US Equity; | $155,755,693 | 1.449% | No | No |
| HARDING LOEVNER EM | Emerging Market; | 131,103,713 | 1.220% | No | No |
| HIGHCLERE | Developed Market; | 70,967,822 | 0.660% | No | No |
| NEUBERGER BERMAN US SCI | US Equity; | 103,090,099 | 0.959% | Yes | Yes |
| NIKKO INTL EQUITY | Developed Market; | 82,173,267 | 0.765% | Yes | Yes |
| POLUNIN EMERGING MARKE | Emerging Market; | 132,224,258 | 1.230% | No | Yes |
| SILCHESTER INTL VALUE | Developed Market; | 155,008,664 | 1.442% | No | No |
| SSGA - MSCI EM | Developed Market; | 113,922,030 | 1.060% | No | No |
| VALUEACT CAPITAL | US Equity; | 231,205,693 | 2.151% | No | No |
| WCM FOCUSED INTL OPPORTU | Developed Market; | 107,198,763 | 0.997% | No | No |
| WELLINGTON NATURAL GAS ENERGY | US Equity; | 64,991,584 | 0.605% | Yes | Yes |
| WELLINGTON EMSCSE | Emerging Market; | $115,789,604 | 1.077% | Yes | Yes |
| ABBOTT II | Private Equity; | 366,369,453 | 3.409% | No | No |
| ABBOTT III | Private Equity; | 99,691,472 | 0.928% | No | No |
| ABBOTT PRIVATE EQUITY | Private Equity; | 408,379,465 | 3.800% | No | No |
| ADAMS ST CO-INV FUND V | Private Equity; | 14,881,290 | 0.138% | No | No |
| ADAMS STREET CO | Private Equity; | 27,523,801 | 0.256% | No | No |
| FOUNDRY 2022 LP | Private Equity; | $9,086,805 | 0.085% | No | No |
| GROVE STREET CLOUDVEIL | Private Equity; | 343,981,671 | 3.201% | No | No |
| HILLHOUSE CAPITAL HEALTH | Private Equity; | 14,222,826 | 0.132% | No | No |
| HILLHOUSE FC GRW FD V LP | Private Equity; | 18,832,075 | 0.175% | No | No |
| HILLHOUSE FUND V LP | Private Equity; | 13,959,440 | 0.130% | No | No |
| BRIDGEWATER-PURE ALPH | Diversifying; | 253,576,107 | 2.359% | No | No |
| DIAMETER DISLOCATION FND | Diversifying; | 50,795,850 | 0.473% | No | No |
| DORSAL CAPITAL PARTNERS | Diversifying; | 140,898,012 | 1.311% | No | No |
| DORSAL-DSOF | Diversifying; | 73,976,496 | 0.688% | No | No |
| FLAT FOOTED HYBRID | Diversifying; | 29,630,912 | 0.276% | No | No |
| GMO EQUITY DISLOCATION | Diversifying; | $110,460,816 | 1.028% | Yes | No |
| GMO SYSTEMATIC GM | Diversifying; | 107,638,825 | 1.002% | Yes | No |
| HILLHOUSE-GAOLING FUND | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| JANCHOR OPPORTUNITIES III | Long/Short Equity and Opportunistic; | 8,869,117 | 0.083% | No | No |
| JANCHOR PAN ASIAN FUND | Long/Short Equity and Opportunistic; | 79,822,050 | 0.743% | No | No |
| JANCHOR PARTNERS OPP.US II | Long/Short Equity and Opportunistic; | 64,704,237 | 0.602% | No | No |
| LFL ADVISERS-MKT ALT | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| MEREWETHER | Diversifying; | 107,638,825 | 1.002% | No | No |
| NAYA FUND | Long/Short Equity and Opportunistic; | 140,696,441 | 1.309% | No | No |
| PAG CHINA DISLOCATION FUND | Diversifying; | 34,065,471 | 0.317% | No | No |
| TCI-CHILDREN’S INV FUND | Long/Short Equity and Opportunistic; | 230,597,032 | 2.146% | No | No |
| URANIUM | Diversifying; | 163,473,945 | 1.521% | No | No |
| WIND RIVER FUND | Long/Short Equity and Opportunistic; | 237,047,299 | 2.206% | No | No |
| ZIMMER | Diversifying; | 76,596,916 | 0.713% | No | No |
| ALINDA INFRASTRUCTURE | Infrastructure; | 277,323 | 0.003% | No | No |
| BLACKSTONE BREP VIII | Real Estate; | 22,324,520 | 0.208% | No | No |
| CENTERSQUARE REIT FUND | Real Estate; | 148,367,931 | 1.381% | No | Yes |
| KAYNE ANDERSON KAREP III | Real Estate; | 693,308 | 0.006% | No | No |
| MORAN II | Real Assets; | 396,572,227 | 3.690% | No | No |
| MORAN REAL ASSET FD III | Real Assets; | 244,737,756 | 2.277% | No | No |
| MORAN REAL ASSET FUN | Real Assets; | 352,893,818 | 3.284% | No | No |
| MS PRIME PROPERTY | Real Estate; | 131,589,875 | 1.224% | No | No |
| ORION NATURAL RESOURCE | Nature Resources; | 23,849,798 | 0.222% | No | No |
| RIDGEWOOD ENERGY FD III | Nature Resources; | 30,089,571 | 0.280% | Yes | No |
| RIDGEWOOD ENERGY II | Nature Resources; | 35,220,051 | 0.328% | Yes | No |
List of AMCs contracting with the Wyoming Volunteer Firefighter, EMT, and Search and Rescue Pension Plan
The Wyoming Volunteer Firefighter, EMT, and Search and Rescue Pension Plan, as a subfund of the Wyoming Retirement System (WRS), contracted with 85 asset management companies (AMCs) as of June 10, 2024. Of those companies or funds, nine were investor participants in Climate Action 100+, and nine were members of NZAM as of October 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Wyoming Volunteer Firefighter, EMT, and Search and Rescue Pension Plan:[3]
| Wyoming Volunteer Firefighter, EMT, and Search and Rescue Pension Plan asset management companies Click on a column header below to sort the list of asset managers. | |||||
|---|---|---|---|---|---|
| AMC name | Investment type | Assets under management | Percentage of total fund assets | NZAM Initiative signatory as of October 2024[153] | Climate Action 100+ signatory as of October 2024 |
| ALLIANCE CORE PLUS FIXED | Core Plus; | 136,610,439 | 1.271% | No | No |
| ALTUM CREDIT | Credit; | 167,849,003 | 1.562% | No | No |
| BEACH POINT CREDIT | Opportunistic Credit; | 170,491,071 | 1.586% | No | No |
| BRANDYWINE US FIXED INCO | Core Plus; | $146,246,215 | 1.361% | Yes | Yes |
| DIMENSIONAL US GOV’T | U.S. Government Debt; | 189,607,208 | 1.764% | No | No |
| DOUBLELINE US GOV’T | U.S. Government Debt; | 178,417,274 | 1.660% | No | No |
| INVESTMENT GRADE ETF | Core Plus; | 43,050,161 | 0.401% | No | No |
| PIMCO | Corporate Bonds; | 305,391,937 | 2.842% | No | No |
| SSGA US GOV. BOND | U.S. Government Debt; | 216,494,131 | 2.014% | No | No |
| MEADOWLARK FUND, L.P. | Private Debt; | 111,128,508 | 1.034% | No | No |
| KENNEDY LEWIS CAPTL PRTS | Private Debt; | 51,569,156 | 0.480% | No | No |
| JUNIPERUS INSURANCE FUND | Private Debt; | 44,788,287 | 0.417% | No | No |
| CARL MARKS ST OPPS III LP | Private Debt; | 41,592,209 | 0.387% | No | No |
| SILVER ROCK ONSHORE TAF | Private Debt; | 40,469,262 | 0.377% | No | No |
| PATHLIGHT CAP FUND II LP | Private Debt; | 37,316,374 | 0.347% | No | No |
| KSL COF II | Private Debt; | 22,199,787 | 0.207% | No | No |
| BENEFIT ST PTRS SSF II | Private Debt; | 16,714,626 | 0.156% | No | No |
| TENNENBAUM SR LOAN III | Private Debt; | 15,980,392 | 0.149% | No | No |
| KLCP DOMESTIC FD III LP | Private Debt; | 15,030,206 | 0.140% | No | No |
| TCI REAL ESTATE PTRS FD IV | Private Debt; | 13,777,689 | 0.128% | No | Yes |
| BENEFIT STREET PTRS DISL | Private Debt; | 6,996,820 | 0.065% | No | No |
| TCI REP III | Private Debt; | 6,608,108 | 0.061% | No | Yes |
| CARL MARKS STRATEGIC O | Private Debt; | 4,319,025 | 0.040% | No | No |
| CENTERBRIDGE CREDIT PT | Private Debt; | 3,109,698 | 0.029% | No | No |
| TENNENBAUM DEBT OPP FD | Private Debt; | 215,951 | 0.002% | No | No |
| KAYNE ANDERSON MEZZANI | Private Debt; | 129,571 | 0.001% | No | No |
| AB EAFE 100% USDHEDGED | Developed Market; | 44,448,267 | 0.414% | No | No |
| AB INTERNATIONALDVLPD MARK | Developed Market; | $98,607,921 | 0.918% | No | No |
| ALLIANCE BERNSTEIN MSCI US | US Equity; | 1,201,223,764 | 11.177% | No | No |
| BURGUNDY EUROPE | Developed Market; | 86,281,931 | 0.803% | No | No |
| BURGUNDY PACIFIC | Developed Market; | $79,185,149 | 0.737% | No | No |
| CANTILLON EQUITY | Developed Market; | 333,175,248 | 3.100% | No | No |
| CEVIAN CAP II | Developed Market; | 272,292,327 | 2.534% | No | No |
| EARNEST SMID CAP VALUE | US Equity; | $155,755,693 | 1.449% | No | No |
| HARDING LOEVNER EM | Emerging Market; | 131,103,713 | 1.220% | No | No |
| HIGHCLERE | Developed Market; | 70,967,822 | 0.660% | No | No |
| NEUBERGER BERMAN US SCI | US Equity; | 103,090,099 | 0.959% | Yes | Yes |
| NIKKO INTL EQUITY | Developed Market; | 82,173,267 | 0.765% | Yes | Yes |
| POLUNIN EMERGING MARKE | Emerging Market; | 132,224,258 | 1.230% | No | Yes |
| SILCHESTER INTL VALUE | Developed Market; | 155,008,664 | 1.442% | No | No |
| SSGA - MSCI EM | Developed Market; | 113,922,030 | 1.060% | No | No |
| VALUEACT CAPITAL | US Equity; | 231,205,693 | 2.151% | No | No |
| WCM FOCUSED INTL OPPORTU | Developed Market; | 107,198,763 | 0.997% | No | No |
| WELLINGTON NATURAL GAS ENERGY | US Equity; | 64,991,584 | 0.605% | Yes | Yes |
| WELLINGTON EMSCSE | Emerging Market; | $115,789,604 | 1.077% | Yes | Yes |
| ABBOTT II | Private Equity; | 366,369,453 | 3.409% | No | No |
| ABBOTT III | Private Equity; | 99,691,472 | 0.928% | No | No |
| ABBOTT PRIVATE EQUITY | Private Equity; | 408,379,465 | 3.800% | No | No |
| ADAMS ST CO-INV FUND V | Private Equity; | 14,881,290 | 0.138% | No | No |
| ADAMS STREET CO | Private Equity; | 27,523,801 | 0.256% | No | No |
| FOUNDRY 2022 LP | Private Equity; | $9,086,805 | 0.085% | No | No |
| GROVE STREET CLOUDVEIL | Private Equity; | 343,981,671 | 3.201% | No | No |
| HILLHOUSE CAPITAL HEALTH | Private Equity; | 14,222,826 | 0.132% | No | No |
| HILLHOUSE FC GRW FD V LP | Private Equity; | 18,832,075 | 0.175% | No | No |
| HILLHOUSE FUND V LP | Private Equity; | 13,959,440 | 0.130% | No | No |
| BRIDGEWATER-PURE ALPH | Diversifying; | 253,576,107 | 2.359% | No | No |
| DIAMETER DISLOCATION FND | Diversifying; | 50,795,850 | 0.473% | No | No |
| DORSAL CAPITAL PARTNERS | Diversifying; | 140,898,012 | 1.311% | No | No |
| DORSAL-DSOF | Diversifying; | 73,976,496 | 0.688% | No | No |
| FLAT FOOTED HYBRID | Diversifying; | 29,630,912 | 0.276% | No | No |
| GMO EQUITY DISLOCATION | Diversifying; | $110,460,816 | 1.028% | Yes | No |
| GMO SYSTEMATIC GM | Diversifying; | 107,638,825 | 1.002% | Yes | No |
| HILLHOUSE-GAOLING FUND | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| JANCHOR OPPORTUNITIES III | Long/Short Equity and Opportunistic; | 8,869,117 | 0.083% | No | No |
| JANCHOR PAN ASIAN FUND | Long/Short Equity and Opportunistic; | 79,822,050 | 0.743% | No | No |
| JANCHOR PARTNERS OPP.US II | Long/Short Equity and Opportunistic; | 64,704,237 | 0.602% | No | No |
| LFL ADVISERS-MKT ALT | Long/Short Equity and Opportunistic; | 52,811,558 | 0.491% | No | No |
| MEREWETHER | Diversifying; | 107,638,825 | 1.002% | No | No |
| NAYA FUND | Long/Short Equity and Opportunistic; | 140,696,441 | 1.309% | No | No |
| PAG CHINA DISLOCATION FUND | Diversifying; | 34,065,471 | 0.317% | No | No |
| TCI-CHILDREN’S INV FUND | Long/Short Equity and Opportunistic; | 230,597,032 | 2.146% | No | No |
| URANIUM | Diversifying; | 163,473,945 | 1.521% | No | No |
| WIND RIVER FUND | Long/Short Equity and Opportunistic; | 237,047,299 | 2.206% | No | No |
| ZIMMER | Diversifying; | 76,596,916 | 0.713% | No | No |
| ALINDA INFRASTRUCTURE | Infrastructure; | 277,323 | 0.003% | No | No |
| BLACKSTONE BREP VIII | Real Estate; | 22,324,520 | 0.208% | No | No |
| CENTERSQUARE REIT FUND | Real Estate; | 148,367,931 | 1.381% | No | Yes |
| KAYNE ANDERSON KAREP III | Real Estate; | 693,308 | 0.006% | No | No |
| MORAN II | Real Assets; | 396,572,227 | 3.690% | No | No |
| MORAN REAL ASSET FD III | Real Assets; | 244,737,756 | 2.277% | No | No |
| MORAN REAL ASSET FUN | Real Assets; | 352,893,818 | 3.284% | No | No |
| MS PRIME PROPERTY | Real Estate; | 131,589,875 | 1.224% | No | No |
| ORION NATURAL RESOURCE | Nature Resources; | 23,849,798 | 0.222% | No | No |
| RIDGEWOOD ENERGY FD III | Nature Resources; | 30,089,571 | 0.280% | Yes | No |
| RIDGEWOOD ENERGY II | Nature Resources; | 35,220,051 | 0.328% | Yes | No |
Public pension AMCs in Democratic trifectas
Click a link to a state below to learn more about its AMCs:
California
List of AMCs contracting with the California State Teachers' Retirement System
The California State Teachers' Retirement System denied to provide any details about the asset management companies (AMCs) it contracts with as of November 2022. It is unknown how many of these AMCs are investor participants in Climate Action 100+ or NZAM as of 2024.[3]
List of AMCs contracting with the California State Teachers' Retirement System
The California Cash Balance Benefit Program, as of a subfund of the California State Teachers Retirement System, contracted with 208 asset management companies (AMCs) as of June 30, 2022. Of those companies or funds, 21 were investor participants in Climate Action 100+, and 27 were members of NZAM. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the California State Teachers' Retirement System as of 2024:[3]
- AB CAS
- Aberdeen Standard Investments
- Acadian Asset Management (NZAM, Climate Action 100+)
- Ag. Funds
- AGF Investments America Inc (Climate Action 100+)
- Alphadyne
- AlphaSimplex
- AQR Defensive
- AQR EAFE Equity
- AQR EM Small Cap
- AQR Emerging Equity
- Arclight Co-Invest
- Arcmont CS
- Arcmont European DL Fund
- Ardian CO-Invest
- ARES Bank Loan
- Ares European DL Fund
- ARES SME FUND
- Ares SSG SLO II
- ARES SSG SLO III
- Arevon
- Argo
- Arrowstreet Capital
- Baillie Gifford Overseas Ltd (NZAM, Climate Action 100+)
- Basalt CO-Invest
- BCOM SWAP
- Bivium Capital Partners LLC
- BlackRock -- Enhanced (NZAM, Climate Action 100+)
- BlackRock EAFE + CA IMI (NZAM, Climate Action 100+)
- BlackRock High Yield (NZAM, Climate Action 100+)
- BlackRock LTPC (NZAM, Climate Action 100+)
- BlackRock Non-US EQ Transition 2 (NZAM, Climate Action 100+)
- BlackRock Realty (NZAM, Climate Action 100+)
- Blackrock Transition Mgmt (NZAM, Climate Action 100+)
- BR STYLE
- Bridgewater
- CalSTRS - CMBS
- CalSTRS -- Enhanced HLP
- CalSTRS -- Leverage Real Estate
- CalSTRS Buyout
- CalSTRS Core PE
- CalSTRS Core Plus
- CalSTRS Currency-Non-US Equity
- CalSTRS Debt Related
- CalSTRS Distribution-PE
- CalSTRS EAFE Canada
- CalSTRS Emerging Markets
- CalSTRS Equities
- CalSTRS Gender Diversity
- CalSTRS HY
- CalSTRS Infrastructure Private
- CalSTRS Low Carbon EM Index
- CalSTRS Low Carbon EX-US Index
- CalSTRS Low Carbon Index
- CalSTRS Low Carbon US Index
- CalSTRS MSCI Canada
- CalSTRS MSCI EAFE + Canada SC
- CALSTRS MSCI USA
- CalSTRS MSCI USA Custom DMF
- CALSTRS MSCI USA IMI
- CalSTRS MSCI World EX USA DMF
- CalSTRS Non-US EQ Transition Three
- CalSTRS Pac Basin
- CalSTRS RE Loans Receivable
- CalSTRS RE Public Investments
- CalSTRS Real Estate-Fixed Inc
- CalSTRS Russell 1000
- CalSTRS Russell 3000
- CalSTRS Russell RAFI Large Cap
- CalSTRS Russell TOP 50
- CalSTRS Special Mandate Buyout
- CalSTRS Special Mandate VC
- CalSTRS US Large Growth Beta
- CalSTRS USEQ Allocation
- CalSTRS USEQ Transition
- CalSTRS USEQ Transition 3
- CalSTRS Venture Capital
- Capital Dynamics CO-Invest
- Cartica Capital
- Castlelake Stable Yield
- CB Richard Ellis
- Centersquare REIT (Climate Action 100+)
- CIBC
- Clarion Partners LLC
- CMAP TT Fund Limited
- Corporate
- Credit Suisse BL (NZAM, Climate Action 100+)
- Debt Re Funds
- Debt Transition 1
- Debt Transition 2
- Debt Transition 3
- EAFE + Canada Small Cap
- EM Cash Equitization
- Emso
- EX-US LC Transition Readiness
- Fidelity (Climate Action 100+)
- FORT
- Fortress -- Public Equity
- GE Allocation
- GE Hybrid Transition
- Generation Inv Mgmt (NZAM, Climate Action 100+)
- Gepif CO-Invest
- Global Equity
- Golden Bridge
- Graham Capital
- Graticule
- H&W Large Cap Value
- Harbert
- Heitman Capital Management
- Hermes Global EM
- HPS Global Direct Fund
- HPS SSOF
- Impactive Sierra Fund LP
- IMPAX Leaders CalSTRS (NZAM, Climate Action 100+)
- Inflation Sensitive
- Inflation Sensitive Transition
- Infrastructure Overlay
- Innovative Strategies Transition
- International Transition
- Invesco Advisors (NZAM)
- Invesco Advisors (NZAM)
- INVESTCO Commodities
- IS Special Situations
- ISAM
- ISQ CO-INVEST
- J.P. Morgan EM Small Cap (NZAM)
- J.P. Morgan GEM Opportunities (NZAM)
- Jacobs Levy
- JP Morgan EAFE (NZAM)
- LaSalle (NZAM)
- Lazard Asset Mgmt -- EM (NZAM, Climate Action 100+)
- Lazard Asset Mgmt EAFE (NZAM, Climate Action 100+)
- Lee Overlay Partners Limited
- Legion Partners
- Legion Partners Co-Inv
- LEIA EAFE
- Lionstone
- LM Capital Group
- Long-Duration US Treasuries
- LYNX
- Macroa
- Millennium Global Investments
- Mondrian EAFE
- Mondrian EAFE Small
- Mondrian Investment Partners -- EM
- Non-US Special Situation -- P
- ORCC III
- ORO I
- Panagora Small Cap
- PIMCO Commodities
- Principal Capital Investors LL
- Principal EAFE Small
- Principal REIT
- Private Equity Opportunistic
- PRO EAFE
- Pyrford EAFE (NZAM, Climate Action 100+)
- Pzena Investment Management (NZAM)
- QMS
- RBC Global Focus Equity (Climate Action 100+)
- Red Mtn Capital Partners LP
- RMS
- RMS Transition
- Robeco (NZAM, Climate Action 100+)
- Schroder GEM Core Equity
- Schroder INTL Equity
- SER CAPITAL PARTNERS FUND I
- Silvercrest SMIDV
- SISS Transition Developed
- SISS Transition Global
- Special Situations A-One
- Sprott Private Lending Fund II
- Sprott Streaming and Royalties
- SSGA -- EM
- SSGA AQE EAFE Small
- SSGA EAFE + CA IMI
- SSGA EAFE Small Beta
- SSGA EM SMALL CAP
- SSGM EAFE Beta
- SSGM EM ESG Index
- Starboard Value
- Stepstone
- Sterling Capital Mgmt
- Stone Point Capital
- Stonepeak Co-Invest (NZAM)
- STRS - Futures Equitization-US
- STRS -- MBS Index Portfolio
- STRS -- Special Situations-R/E
- STRS Core Overlay
- STRS Credit
- STRS Interest Rate Products
- STRS Opportunistic Overlay
- STRS TAP
- STRS TOP 200
- STRS US MID Core
- STRS US Special Situation-A
- STRS US Special Situation-A2
- STRS--Futures Equitization Non-US
- T. Rowe Price International Inc (NZAM)
- Templeton-Fiduciary EAFE
- Timberland Accounts
- Trian Partners
- Trian Partners Co-Inv
- U.S. TIPS
- UBS (NZAM, Climate Action 100+)
- US LC Transition Readiness
- VISTA CO INV (NZAM)
- WAMCO
- Xponance
List of AMCs contracting with the California State Teachers' Retirement System
The California Defined Benefit Program, as of a subfund of the California State Teachers Retirement System, contracted with 208 asset management companies (AMCs) as of June 30, 2022. Of those companies or funds, 21 were investor participants in Climate Action 100+, and 27 were members of NZAM. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the California State Teachers' Retirement System as of 2024:[3]
- AB CAS
- Aberdeen Standard Investments
- Acadian Asset Management (NZAM, Climate Action 100+)
- Ag. Funds
- AGF Investments America Inc (Climate Action 100+)
- Alphadyne
- AlphaSimplex
- AQR Defensive
- AQR EAFE Equity
- AQR EM Small Cap
- AQR Emerging Equity
- Arclight Co-Invest
- Arcmont CS
- Arcmont European DL Fund
- Ardian CO-Invest
- ARES Bank Loan
- Ares European DL Fund
- ARES SME FUND
- Ares SSG SLO II
- ARES SSG SLO III
- Arevon
- Argo
- Arrowstreet Capital
- Baillie Gifford Overseas Ltd (NZAM, Climate Action 100+)
- Basalt CO-Invest
- BCOM SWAP
- Bivium Capital Partners LLC
- BlackRock -- Enhanced (NZAM, Climate Action 100+)
- BlackRock EAFE + CA IMI (NZAM, Climate Action 100+)
- BlackRock High Yield (NZAM, Climate Action 100+)
- BlackRock LTPC (NZAM, Climate Action 100+)
- BlackRock Non-US EQ Transition 2 (NZAM, Climate Action 100+)
- BlackRock Realty (NZAM, Climate Action 100+)
- Blackrock Transition Mgmt (NZAM, Climate Action 100+)
- BR STYLE
- Bridgewater
- CalSTRS - CMBS
- CalSTRS -- Enhanced HLP
- CalSTRS -- Leverage Real Estate
- CalSTRS Buyout
- CalSTRS Core PE
- CalSTRS Core Plus
- CalSTRS Currency-Non-US Equity
- CalSTRS Debt Related
- CalSTRS Distribution-PE
- CalSTRS EAFE Canada
- CalSTRS Emerging Markets
- CalSTRS Equities
- CalSTRS Gender Diversity
- CalSTRS HY
- CalSTRS Infrastructure Private
- CalSTRS Low Carbon EM Index
- CalSTRS Low Carbon EX-US Index
- CalSTRS Low Carbon Index
- CalSTRS Low Carbon US Index
- CalSTRS MSCI Canada
- CalSTRS MSCI EAFE + Canada SC
- CALSTRS MSCI USA
- CalSTRS MSCI USA Custom DMF
- CALSTRS MSCI USA IMI
- CalSTRS MSCI World EX USA DMF
- CalSTRS Non-US EQ Transition Three
- CalSTRS Pac Basin
- CalSTRS RE Loans Receivable
- CalSTRS RE Public Investments
- CalSTRS Real Estate-Fixed Inc
- CalSTRS Russell 1000
- CalSTRS Russell 3000
- CalSTRS Russell RAFI Large Cap
- CalSTRS Russell TOP 50
- CalSTRS Special Mandate Buyout
- CalSTRS Special Mandate VC
- CalSTRS US Large Growth Beta
- CalSTRS USEQ Allocation
- CalSTRS USEQ Transition
- CalSTRS USEQ Transition 3
- CalSTRS Venture Capital
- Capital Dynamics CO-Invest
- Cartica Capital
- Castlelake Stable Yield
- CB Richard Ellis
- Centersquare REIT (Climate Action 100+)
- CIBC
- Clarion Partners LLC
- CMAP TT Fund Limited
- Corporate
- Credit Suisse BL (NZAM, Climate Action 100+)
- Debt Re Funds
- Debt Transition 1
- Debt Transition 2
- Debt Transition 3
- EAFE + Canada Small Cap
- EM Cash Equitization
- Emso
- EX-US LC Transition Readiness
- Fidelity (Climate Action 100+)
- FORT
- Fortress -- Public Equity
- GE Allocation
- GE Hybrid Transition
- Generation Inv Mgmt (NZAM, Climate Action 100+)
- Gepif CO-Invest
- Global Equity
- Golden Bridge
- Graham Capital
- Graticule
- H&W Large Cap Value
- Harbert
- Heitman Capital Management
- Hermes Global EM
- HPS Global Direct Fund
- HPS SSOF
- Impactive Sierra Fund LP
- IMPAX Leaders CalSTRS (NZAM, Climate Action 100+)
- Inflation Sensitive
- Inflation Sensitive Transition
- Infrastructure Overlay
- Innovative Strategies Transition
- International Transition
- Invesco Advisors (NZAM)
- Invesco Advisors (NZAM)
- INVESTCO Commodities
- IS Special Situations
- ISAM
- ISQ CO-INVEST
- J.P. Morgan EM Small Cap (NZAM)
- J.P. Morgan GEM Opportunities (NZAM)
- Jacobs Levy
- JP Morgan EAFE (NZAM)
- LaSalle (NZAM)
- Lazard Asset Mgmt -- EM (NZAM, Climate Action 100+)
- Lazard Asset Mgmt EAFE (NZAM, Climate Action 100+)
- Lee Overlay Partners Limited
- Legion Partners
- Legion Partners Co-Inv
- LEIA EAFE
- Lionstone
- LM Capital Group
- Long-Duration US Treasuries
- LYNX
- Macroa
- Millennium Global Investments
- Mondrian EAFE
- Mondrian EAFE Small
- Mondrian Investment Partners -- EM
- Non-US Special Situation -- P
- ORCC III
- ORO I
- Panagora Small Cap
- PIMCO Commodities
- Principal Capital Investors LL
- Principal EAFE Small
- Principal REIT
- Private Equity Opportunistic
- PRO EAFE
- Pyrford EAFE (NZAM, Climate Action 100+)
- Pzena Investment Management (NZAM)
- QMS
- RBC Global Focus Equity (Climate Action 100+)
- Red Mtn Capital Partners LP
- RMS
- RMS Transition
- Robeco (NZAM, Climate Action 100+)
- Schroder GEM Core Equity
- Schroder INTL Equity
- SER CAPITAL PARTNERS FUND I
- Silvercrest SMIDV
- SISS Transition Developed
- SISS Transition Global
- Special Situations A-One
- Sprott Private Lending Fund II
- Sprott Streaming and Royalties
- SSGA -- EM
- SSGA AQE EAFE Small
- SSGA EAFE + CA IMI
- SSGA EAFE Small Beta
- SSGA EM SMALL CAP
- SSGM EAFE Beta
- SSGM EM ESG Index
- Starboard Value
- Stepstone
- Sterling Capital Mgmt
- Stone Point Capital
- Stonepeak Co-Invest (NZAM)
- STRS - Futures Equitization-US
- STRS -- MBS Index Portfolio
- STRS -- Special Situations-R/E
- STRS Core Overlay
- STRS Credit
- STRS Interest Rate Products
- STRS Opportunistic Overlay
- STRS TAP
- STRS TOP 200
- STRS US MID Core
- STRS US Special Situation-A
- STRS US Special Situation-A2
- STRS--Futures Equitization Non-US
- T. Rowe Price International Inc (NZAM)
- Templeton-Fiduciary EAFE
- Timberland Accounts
- Trian Partners
- Trian Partners Co-Inv
- U.S. TIPS
- UBS (NZAM, Climate Action 100+)
- US LC Transition Readiness
- VISTA CO INV (NZAM)
- WAMCO
- Xponance
List of AMCs contracting with the California State Teachers' Retirement System
The California Defined Benefit Supplement Program, is a subfund of the California State Teachers Retirement System, contracted with 208 asset management companies (AMCs) as of June 30, 2022. Of those companies or funds, 21 were investor participants in Climate Action 100+, and 27 were members of NZAM. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the California State Teachers' Retirement System as of 2024:[3]
- AB CAS
- Aberdeen Standard Investments
- Acadian Asset Management (NZAM, Climate Action 100+)
- Ag. Funds
- AGF Investments America Inc (Climate Action 100+)
- Alphadyne
- AlphaSimplex
- AQR Defensive
- AQR EAFE Equity
- AQR EM Small Cap
- AQR Emerging Equity
- Arclight Co-Invest
- Arcmont CS
- Arcmont European DL Fund
- Ardian CO-Invest
- ARES Bank Loan
- Ares European DL Fund
- ARES SME FUND
- Ares SSG SLO II
- ARES SSG SLO III
- Arevon
- Argo
- Arrowstreet Capital
- Baillie Gifford Overseas Ltd (NZAM, Climate Action 100+)
- Basalt CO-Invest
- BCOM SWAP
- Bivium Capital Partners LLC
- BlackRock -- Enhanced (NZAM, Climate Action 100+)
- BlackRock EAFE + CA IMI (NZAM, Climate Action 100+)
- BlackRock High Yield (NZAM, Climate Action 100+)
- BlackRock LTPC (NZAM, Climate Action 100+)
- BlackRock Non-US EQ Transition 2 (NZAM, Climate Action 100+)
- BlackRock Realty (NZAM, Climate Action 100+)
- Blackrock Transition Mgmt (NZAM, Climate Action 100+)
- BR STYLE
- Bridgewater
- CalSTRS - CMBS
- CalSTRS -- Enhanced HLP
- CalSTRS -- Leverage Real Estate
- CalSTRS Buyout
- CalSTRS Core PE
- CalSTRS Core Plus
- CalSTRS Currency-Non-US Equity
- CalSTRS Debt Related
- CalSTRS Distribution-PE
- CalSTRS EAFE Canada
- CalSTRS Emerging Markets
- CalSTRS Equities
- CalSTRS Gender Diversity
- CalSTRS HY
- CalSTRS Infrastructure Private
- CalSTRS Low Carbon EM Index
- CalSTRS Low Carbon EX-US Index
- CalSTRS Low Carbon Index
- CalSTRS Low Carbon US Index
- CalSTRS MSCI Canada
- CalSTRS MSCI EAFE + Canada SC
- CALSTRS MSCI USA
- CalSTRS MSCI USA Custom DMF
- CALSTRS MSCI USA IMI
- CalSTRS MSCI World EX USA DMF
- CalSTRS Non-US EQ Transition Three
- CalSTRS Pac Basin
- CalSTRS RE Loans Receivable
- CalSTRS RE Public Investments
- CalSTRS Real Estate-Fixed Inc
- CalSTRS Russell 1000
- CalSTRS Russell 3000
- CalSTRS Russell RAFI Large Cap
- CalSTRS Russell TOP 50
- CalSTRS Special Mandate Buyout
- CalSTRS Special Mandate VC
- CalSTRS US Large Growth Beta
- CalSTRS USEQ Allocation
- CalSTRS USEQ Transition
- CalSTRS USEQ Transition 3
- CalSTRS Venture Capital
- Capital Dynamics CO-Invest
- Cartica Capital
- Castlelake Stable Yield
- CB Richard Ellis
- Centersquare REIT (Climate Action 100+)
- CIBC
- Clarion Partners LLC
- CMAP TT Fund Limited
- Corporate
- Credit Suisse BL (NZAM, Climate Action 100+)
- Debt Re Funds
- Debt Transition 1
- Debt Transition 2
- Debt Transition 3
- EAFE + Canada Small Cap
- EM Cash Equitization
- Emso
- EX-US LC Transition Readiness
- Fidelity (Climate Action 100+)
- FORT
- Fortress -- Public Equity
- GE Allocation
- GE Hybrid Transition
- Generation Inv Mgmt (NZAM, Climate Action 100+)
- Gepif CO-Invest
- Global Equity
- Golden Bridge
- Graham Capital
- Graticule
- H&W Large Cap Value
- Harbert
- Heitman Capital Management
- Hermes Global EM
- HPS Global Direct Fund
- HPS SSOF
- Impactive Sierra Fund LP
- IMPAX Leaders CalSTRS (NZAM, Climate Action 100+)
- Inflation Sensitive
- Inflation Sensitive Transition
- Infrastructure Overlay
- Innovative Strategies Transition
- International Transition
- Invesco Advisors (NZAM)
- Invesco Advisors (NZAM)
- INVESTCO Commodities
- IS Special Situations
- ISAM
- ISQ CO-INVEST
- J.P. Morgan EM Small Cap (NZAM)
- J.P. Morgan GEM Opportunities (NZAM)
- Jacobs Levy
- JP Morgan EAFE (NZAM)
- LaSalle (NZAM)
- Lazard Asset Mgmt -- EM (NZAM, Climate Action 100+)
- Lazard Asset Mgmt EAFE (NZAM, Climate Action 100+)
- Lee Overlay Partners Limited
- Legion Partners
- Legion Partners Co-Inv
- LEIA EAFE
- Lionstone
- LM Capital Group
- Long-Duration US Treasuries
- LYNX
- Macroa
- Millennium Global Investments
- Mondrian EAFE
- Mondrian EAFE Small
- Mondrian Investment Partners -- EM
- Non-US Special Situation -- P
- ORCC III
- ORO I
- Panagora Small Cap
- PIMCO Commodities
- Principal Capital Investors LL
- Principal EAFE Small
- Principal REIT
- Private Equity Opportunistic
- PRO EAFE
- Pyrford EAFE (NZAM, Climate Action 100+)
- Pzena Investment Management (NZAM)
- QMS
- RBC Global Focus Equity (Climate Action 100+)
- Red Mtn Capital Partners LP
- RMS
- RMS Transition
- Robeco (NZAM, Climate Action 100+)
- Schroder GEM Core Equity
- Schroder INTL Equity
- SER CAPITAL PARTNERS FUND I
- Silvercrest SMIDV
- SISS Transition Developed
- SISS Transition Global
- Special Situations A-One
- Sprott Private Lending Fund II
- Sprott Streaming and Royalties
- SSGA -- EM
- SSGA AQE EAFE Small
- SSGA EAFE + CA IMI
- SSGA EAFE Small Beta
- SSGA EM SMALL CAP
- SSGM EAFE Beta
- SSGM EM ESG Index
- Starboard Value
- Stepstone
- Sterling Capital Mgmt
- Stone Point Capital
- Stonepeak Co-Invest (NZAM)
- STRS - Futures Equitization-US
- STRS -- MBS Index Portfolio
- STRS -- Special Situations-R/E
- STRS Core Overlay
- STRS Credit
- STRS Interest Rate Products
- STRS Opportunistic Overlay
- STRS TAP
- STRS TOP 200
- STRS US MID Core
- STRS US Special Situation-A
- STRS US Special Situation-A2
- STRS--Futures Equitization Non-US
- T. Rowe Price International Inc (NZAM)
- Templeton-Fiduciary EAFE
- Timberland Accounts
- Trian Partners
- Trian Partners Co-Inv
- U.S. TIPS
- UBS (NZAM, Climate Action 100+)
- US LC Transition Readiness
- VISTA CO INV (NZAM)
- WAMCO
- Xponance
List of AMCs contracting with the California Public Employees' Retirement System
The California Public Employees' Retirement System contracted with 491 asset management companies (AMCs) as of June 2021. Of those companies, 11 were investor participants in Climate Action 100+, and seven were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the California Public Employees' Retirement System::[3]
- Carlyle Havasu Coinvestment, LP.
- 57 Stars Global Opportunities Fund ii (CalPERS), LLC
- 57 Stars Global Opportunities Fund, LLC
- AACP AP Investors, LP.
- AACP China Growth Investors
- AACP India Investors B
- AACP India Investors C
- AACP India Venture Investors A
- Absolute Return Strategies
- Advent Global Technology II Limited Partnership
- Advent International GPE IX Limited Partnership
- Advent International GPE V-D, LP.
- Advent International GPE VI-A, LP.
- Advent International GPE VII-C, LP.
- Advent International GPE VIII-B Limited Partnership
- Affinity Asia Pacific Fund Ill LP.
- Aisling Capital II, LP
- Aisling Capital III, LP
- Alinda Infrastructure Fund II, LP.
- Alplnvest Secondaries Fund (onshore) VII, LP.
- Antares Credit Opportunities CA - LLC
- Antares Credit Opportunities CA LLC - Series 2
- Antares Credit Opportunities CA LLC - Series 3
- Antares Credit Opportunities CA LLC - Series 4
- AP DSB Co-Invest III, LP.
- AP IX Connect Co-Invest Holdings, LP.
- Apollo Co-Investors (MHE), LP.
- Apollo European Principal Finance Fund, LP.
- Apollo Investment Fund IX, LP
- Apollo Investment Fund V, LP.
- Apollo Investment Fund VI, LP.
- Apollo Investment Fund VII, LP.
- Apollo Investment Fund VIII, LP.
- Apollo Special Opportunities Managed Account, LP.
- ARA China Long Term Hold
- Archmore International Infrastructure Fund II (B), LP.
- Archmore International Infrastructure Fund II (C), LP.
- Arclight Energy Partners Fund IV, LP.
- Ares Capital Europe (ACE) V - Co-investment
- Ares Capital Europe V (D) Levered
- Ares Corporate Opportunities Fund II, LP.
- Ares Corporate Opportunities Fund Ill, LP.
- Ares Corporate Opportunities Fund V, LP.
- Ares Corporate Opportunities Fund VI, LP.
- Ares Corporate Opportunities Fund, LP.
- Ares Private Opportunities (CP), LP.
- Ares Senior Direct Lending Fund II
- Arrowstreet Global
- Arsenal Capital Partners Growth LP
- Arsenal Capital Partners VI LP
- ASF VIII B LP.
- Asia Alternatives Capital Partners II LP
- Asia Alternatives Capital Partners, LP
- Avatar International Investors, LP.
- Baillie Gifford (NZAM, Climate Action 100+)
- Baring Vostok Private Equity Fund IV LP./ Supplemental
- Base10 Partners Ill, LP.
- BDC Ill C LP
- BDC IV D LP
- BE VI 'H' LP.
- Bear Technology Fund, LP.
- Berkshire Fund X, LP.
- Berkshire Spectre Co-Investor, LP.
- Beyond SPV I, LP.
- Birch Hill Equity Partners (US) Ill, LP
- Birch Hill Equity Partners (US) IV, LP
- Blackstone Arches Co-Invest LP.
- Blackstone BioMed Life Science Real Estate LP.
- Blackstone Capital Partners V LP.
- Blackstone Capital Partners VI LP.
- Blackstone Capital Partners VII, LP.
- Blackstone Capital Partners VIII, LP.
- Blackstone Communications Partners I LP.
- Blackstone Core Equity Partners II, LP.
- Blackstone First Eagle Co-Invest LP.
- Blackstone GTS Co-Invest, LP.
- Blackstone Property Partners Europe, LP.**
- Blackstone Real Estate Debt Strategies IV -C L.P.
- Blackstone Tactical Opportunities Fund - C LP.
- Blackstone Tactical Opportunities Fund (KG Co-Invest) LP.
- Blackstone Tactical Opportunities Fund (T Four U Co-Invest) LP.
- Blackstone Tactical Opportunities Fund II - C LP.
- Blackstone Tactical Opportunities Fund III-C (Surge) LP.
- Blackstone Tactical Opportunities Fund III-C LP.
- Blackstone/ GSO Capital Solutions Fund, LP
- Bridgepoint Europe Ill 'C' LP.
- Bridgepoint Europe Ill 'D' LP
- Bridgepoint Europe IV 'B' LP.
- Bridgepoint Europe IV 'D' LP
- Bridgepoint Europe V
- BRV Lotus Fund III, LP.
- Butterfly Fund Ill, LP
- Cal East Solstice, LLC
- Cal PERS Asset Based Lending
- Cal PERS Emerging Markets Debt Transition
- Cal PERS HY Transition
- Cal PERS Securities Lending
- Cal PERS Senior Lending in Private CRE Debt
- Cal PERS Short Term
- Cal PERS Sovereign Bonds
- Cal PERS Spread & Treasury Transition
- Cal PERS Spread Opportunistic
- Cal PERS Spread Segment Dur Mgmt
- Cal PERS Structured Mortgage
- CalEast Canada Limited Partnership
- CalEast Industrial Investors, LLC
- California Asia Investors, LP.
- California Community Venture Fund, LLC
- California Emerging Ventures IV, LLC
- California Mezzanine Investment Fund, LP.
- California Partners, LP.
- CalPERS BB/B High Yield FOF
- CalPERS Cap Weighted Beta Rep
- CalPERS Cap Weighted Synthetic**
- CalPERS Cap Weighted Transition
- CalPERS Clean Energy & Technology Fund, LLC
- CalPERS Developed Small Cap Index
- CalPERS Direct Lending Financing
- CalPERS Emerging Market
- CalPERS Emerging Market Small Cap
- CalPERS Enhanced Return
- CalPERS External lnt'I Transition
- CalPERS Factor Weighted
- CalPERS Glbl All Cap Momentum
- CalPERS Global All Cap Quality
- CalPERS Global All Cap Value
- CalPERS Global All Cap Vol Adj
- CalPERS Governments
- CalPERS Holding Fund
- CalPERS Internal Holding GFI Fund
- CalPERS Internal lnt'I Transition
- CalPERS Investment Grade Corp
- CalPERS lnt'I Dev
- CalPERS Member Home Loan Program
- CalPERS MHLP
- CalPERS Non-Traditional High Yield
- CalPERS Total Fund Completion**
- CalPERS Total Fund Income
- CalPERS Treasury Synthetic**
- CalPERS US Enhanced
- CalPERS US FTSE Three-Thousand
- CalPERS Wellspring V, LP.
- CalWest CalPERS GIP
- Canyon Catalyst Fund II, LLC
- Capital Link Fund I, LLC
- Capital Link Fund II, LLC
- Capital Link Management, LLC
- Carlyle Asia Growth Partners IV, LP.
- Carlyle Asia Partners II, LP.
- Carlyle Asia Partners Ill, LP.
- Carlyle Asia Partners V, LP.
- Carlyle Europe Partners II, LP.
- Carlyle Europe Partners Ill, LP.
- Carlyle Europe Partners V, S.C.Sp.
- Carlyle Europe Technology Partners II, LP.
- Carlyle Global Financial Services Partners, LP.
- Carlyle Infrastructure Partners, LP.
- Carlyle Partners V, LP.
- Carlyle Partners VI, LP.
- Carlyle Partners VII, LP.
- Carlyle Partners VIII, LP.
- Carlyle Realty Partners Ill, LP.
- Carlyle Strategic Partners II, LP.
- Carlyle Strategic Partners IV, LP.
- Carlyle U.S. Equity Opportunities II, LP.
- Carlyle U.S. Growth Fund III, LP.
- Carlyle Venture Partners II, LP.
- Carlyle/Riverstone Global Energy and Power Fund III, LP.
- CCF II Industrial
- CCF III, LLC
- CCF Ill Industrial
- CCP 2020
- CD&R Value Building Partners I, LP.
- CDH Fund V, LP.
- Cedar Street Partners LP
- Centerbridge Capital Partners Ill, LP.
- Cerberus CAL II Partners, LP.
- Cerberus CAL Ill Partners, LP.
- Cerberus Cloud Partners, LP.
- Cerberus CP Partners LP
- Cerberus Institutional Partners V, LP.
- CIM Fund III, LP. (NZAM)
- CIM Infrastructure Fund, LP. (NZAM)
- Clayton, Dubilier & Rice Fund X, LP.
- Clayton, Dubilier & Rice Fund XI, LP.
- Clearlake Capital Partners Ill, LP
- Clearlake Capital Partners IV, LP.
- Clearlake Capital Partners V, LP.
- Clearlake Capital Partners VII, LP.
- Clearlake Opportunities Partners (P), LP.
- Clearwater Capital Partners Fund Ill, LP.
- Coller International Partners V-A, LP.
- Columbia High Yield (Climate Action 100+)
- Concession Investment Holdings, LLC
- CVC Capital Partners Asia V LP.
- CVC Capital Partners Strategic Opportunities Compounding Capital LP.
- CVC Capital Partners VI, LP. $
- CVC Capital Partners VII (A) LP. $
- CVC Capital Partners VIII (A) LP.
- CVC Credit Strategic Investment A LP.
- CVC European Equity Partners Ill LP
- CVC European Equity Partners IV (D) LP.
- CVC European Equity Partners Tandem Fund (B) LP.
- CVC European Equity Partners V (B) LP.
- DCP C Strategic Partners, LP
- DigitalBridge Partners II, LP
- Dragoneer Opportunities Fund VI, LP.
- DS Opportunities (C) LP
- DW Life Sciences Partners, LLC
- EMAlternatives Investments, LP.
- EQT IX (No.2) USD SCSp (NZAM)
- Federated Trade Finance (Climate Action 100+)
- First Reserve Fund XI, LP.
- First Reserve Fund XIII, LP
- Forecastle, LP.
- Fourth Street Partners - CPS LP.
- Francisco Partners Agility II, LP.
- Francisco Partners II, LP.
- Francisco Partners III, LP.
- Francisco Partners VI, LP.
- FSP - Base
- FSP - DT 2012 and Beyond
- GCM Grosvenor DEM II, LP.
- GCM Grosvenor DEM Ill, LP.
- GCM Grosvenor DEM, LP.
- General Atlantic Managed Account
- Genstar Capital Partners X, LP.
- Genstar X Opportunities Fund I, LP.
- GIP Aquarius Fund, SCSp
- Global Infrastructure Partners II, LP. (GIP II)
- Global Infrastructure Partners IV-A/B, LP.
- Golden Reef Infrastructure Trust**
- Gotham Office Realty Partnership
- GPE IX Forescout Co-Investment Limited Partnership
- GPE IX Gemstone Co-Investment SCSp
- GPE IX Gemstone Co-Investment-A SCSp
- GPE IX TKE Co-Investment Limited Partnership
- Grandval II, LP.
- Grandval, LP.
- GranTain Co-Invest LP.
- Green Equity Investors CF II, LP.
- Green Equity Investors CF, LP.
- Green Equity Investors V, LP.
- Green Equity Investors VIII, LP.
- Greenleaf Co-Invest Partners, LP.
- GRI - Base
- GRI - DT 2012 and Beyond
- GSO Capital Opportunities Fund II LP.
- GSO Capital Opportunities Fund LP.
- GSO Capital Solutions Fund II, LP.
- GSO Energy Partners-C II LP
- GSO Energy Partners-C LP
- H.I.G. Europe Middle Market LBO Fund, LP.
- H&F ARROW 1, LP.
- H&F Spock 1, LP.
- Harbert Gulf Pacific Power, LLC (HGPP)
- Harbert Infrastructure Fund VI, LP.
- Harbert Power Fund V, LP. (HPF V)
- HC Green Development Fund, LP.
- HC LTH LLC**
- HCB Interests II, LP.
- Hearthstone Housing Partners II, LLC
- Hellman & Friedman Capital Partners IX, LP.
- Hellman & Friedman Capital Partners VI
- Hellman & Friedman Capital Partners VII
- Hellman & Friedman Capital Partners VIII, LP.
- Hellman & Friedman Capital Partners X, LP.
- Highland CLN - Longhorn A
- Highland CLN - Longhorn B
- Hines European Development Fund, LP.
- ICV Partners II, LP.
- IIF Hedged LP
- IMI - Base -
- IMP - Base
- IMP - DT 2012 and Beyond
- IMP - ICMI
- IMP Abaca
- IMP DT 2012
- IMP Fairmont Residential Owner, LLC
- Insight Partners XI, LP. (Climate Action 100+)
- Insight Partners XII Buyout Annex Fund, LP. (Climate Action 100+)
- Insight Partners XII, LP. (Climate Action 100+)
- Insight Venture Partners Growth-Buyout Coinvestment Fund (B), LP. (Climate Action 100+)
- Insight Venture Partners IX, LP. (Climate Action 100+)
- Insight Venture Partners X, LP. (Climate Action 100+)
- Institutional Logistics Partners, LLC
- Ithaca LP.
- Ivy Investment Vehicle LDC (SWPM)
- Jade Equity Investors, LP.
- Karakoram Fund C, LP.
- Khosla Ventures Ill, LP.
- Khosla Ventures Seed, LP.
- KKR 2006 Fund LP.
- KKR Asian Fund II LP.
- KKR Asian Fund IV SCSp
- KKR Asian Fund LP.
- KKR European Fund II, LP.
- KKR European Fund Ill, LP.
- KKR European Fund V (USD) SCSp
- KKR Millennium Fund LP.
- KKR North America Fund XIII SCSp
- KKR Pebble Co-Invest LP.
- KM Corporate Partners Fund II, LP
- KPS Special Situations Fund Ill, LP
- KS Private Investors, LP.
- Land Management Company Resmark
- Legato
- Lightspeed Opportunity Fund II, LP
- Lightspeed Venture Partners Select V, L.P.
- Lightspeed Venture Partners XIV-A (Inception), L.P.
- Lightspeed Venture Partners XIV-B (Ignite), L.P.
- Lime Rock Partners IV AF, L.P.
- Lime Rock Partners IV, LP
- Lime Rock Partners V, L.P.
- Lincoln Timber LP.
- Lindsay Goldberg - Alpine Co-Inv. L.P.
- Lindsay Goldberg IV, L.P.
- Lindsay Goldberg V L.P.
- Lion Capital Fund II, L.P.
- LongRange Capital Fund I, L.P.
- LRC Fund I PNP Coinvest, L.P.
- Madison Dearborn Capital Partners V, L.P.
- Madison Dearborn Capital Partners VIII, LP
- MDCP Co-Investors (Tango), L.P.
- Middlefield Road Private Opportunities Fund, L.P.
- Minerva Partners, L.P.
- National Office Partners, LLC (CWP)
- Neptune Regional Transmission System, LLC
- New Mountain Partners II, L.P.
- New Mountain Partners Ill, L.P.
- New Mountain Partners VI, L.P.
- Newbridge Asia IV, L.P.
- NM Pacific, L.P.
- NM Vista Equity Partners Fund VII-Z, LP.
- NMP Ill Continuation Fund, L.P.
- Nomura High Yield (NZAM, Climate Action 100+)
- Nordic Bear SCSp
- North Haven - Infrastructure Partners II, LP.
- Oak Hill Capital Partners II, L.P.
- Oak Hill Capital Partners Ill, L.P.
- Oaktree Gilead Investment Fund, L.P.-Series A
- Oaktree Latigo Investment Fund, L.P.
- Oaktree Opportunities Fund Vlllb, L.P.
- OHA Black Bear Fund, L.P.
- OHA Co-Invest Opportunities Fund
- OHA Cred - it Opportunities CA (C), L.P.
- OHA Credit Solutions Fund II
- OHA Credit Solutions Fund II (CA Parallel)
- OHA Senior Private Lending Fund (CA 3)
- OHA Senior Private Lending Fund (CA 5)
- Onex Fox Ill LP
- Onex North Star Co-Invest LP
- Onex OD Co-Invest LP
- Onex Partners IV, L.P.
- Onex Partners V-B LP
- Onex SIG Co-Invest LP
- ORA Multifamily Investments I, LLC
- ORA Residential Investments l, L.P.
- Pacific Multifamily Investors, LLC
- PAG Asia I LP
- PAG Asia Ill LP
- PAGAC Drone Holding I LP
- Palladium Equity Partners Ill, LP.
- Palladium Equity Partners V, LP.
- Patria Brazilian Private Equity Fund V, LP.
- Permira Europe Ill
- Permira Growth Opportunities I LP. 1
- Permira Growth Opportunities II SCSP
- Permira IV LP.2
- Permira V, LP.
- Permira VI LP. 1
- Permira VII LP.1
- PIMCO DISCO Fund Ill LP
- PMI Tactical
- Project Metal Co-Invest Fund, LP.
- Project Stream Co-Invest Fund, LP.
- Proofpoint Co-Invest Fund, LP.
- Providence Equity Partners V
- Providence Equity Partners VI LP.
- PSG Encore LP.
- PSG V LP.
- Q-Street Capital, LP.
- RealPage Parent, LP
- Redwood Lane Capital, LP.
- Redwood Opportunities SCSp
- Riverstone Global Energy and Power Fund V, LP.
- Riverstone Global Energy and Power Fund VI, LP.
- Riverstone/Carlyle Global Energy and Power Fund IV, LP.
- Riverstone/Carlyle Renewable & Alternative Energy Fund II, LP.
- Riverwood Capital Partners (Parallel - A) LP.
- RSK Aggregator, LP.
- Sacramento Private Equity Partners, LP.
- Sacramento Venture Hines Base
- Sacramento Venture Hines DT
- SAIF Partners Ill LP.
- SAIF Partners IV LP.
- Samson Brunelle I, LP.
- Samson Hockey 1, LP.
- Samson Hockey Partners 1, LP.
- Samson Partners, LP.
- Samson Shield 1, LP.
- Sierra Partners, LP.
- Silver Lake Partners Ill, LP.
- Silver Lake Partners IV, LP.
- Silver Lake Partners V, LP.
- Silver Lake Partners VI, LP.
- Silver Lake Technology Investors IV, LP
- Silver Lake Technology Investors V, LP.
- Siris Partners Ill, LP.
- Siris Partners IV, LP.
- Sixth Street Cottonwood Strategic Holdings I, L.P.
- Sixth Street Fundamental Strategies Partners (A), L.P.
- SL SPV-1, LP.
- SL SPV-2, LP.
- SLP Emblem Co-Invest, LP.
- SLP Redwood Co-Invest, LP.
- Southern Diversified
- SPRINGBLUE A, LP.
- SPRINGBLUE B, LP.
- Standard Life MAC
- Stockbridge Hollywood Park Co-Investors, LP.
- Stockbridge Real Estate Fund II -B, LP.
- Stonepeak Infrastructure Fund IV LP (NZAM)
- Strategic Property - Fund Asia SCSP**
- Summit Partners Co-Invest (Indigo), LP.
- Summit Partners Growth Equity Fund X-A, LP.
- Sunrise Boulevard PE Partners LP.
- Sylvanus LLC**
- T-VI Co-Invest-A LP
- T-VIII Skopima Co-Invest LP
- TA Select Opportunities Fund II-A, LP.
- TA XIV-A, LP.
- Tailwind Capital Partners II, LP
- Tailwind Capital Partners III, LP.
- TCC Opportunities, LP.
- TCP II Co-Invest B, LP.
- TCV X, LP.
- TCV XI, LP.
- TechCore 2019
- The Rise Fund (A), LP.
- Thoma Bravo Fund XIV, LP.
- Thoma Bravo Fund XV, LP.
- Tiger Global Private Investment Partners XV, LP.
- Top Castle Sidecar VII, LP.
- Tower Bridge Infrastructure Partners, LP.**
- TowerBrook Investors II, LP.
- TowerBrook Investors IV (Onshore), LP.
- Towerbrook Investors V (Onshore) LP
- Towerbrook Structured Opportunities Fund (Onshore), LP.
- Towerbrook Structured Opportunities Fund II (Onshore) LP
- TPG Asia V, LP.
- TPG Asia VII (A), LP.
- TPG Biotechnology Partners II, LP.
- TPG Biotechnology Partners Ill, LP.
- TPG Golden Bear Partners, LP.
- TPG Growth - IV, LP.
- TPG Growth V, LP.
- TPG Healthcare Partners, LP.
- TPG Holdings LP
- TPG Partners IV, LP.
- TPG Partners V, LP.
- TPG Partners VI, LP.
- TPG Partners VIII, LP.
- TPG STAR, LP.
- Trident IX, LP.
- Trident VI
- Trident VII, L.P.
- Trident VIII, LP.
- Triton Fund IV LP.
- Triton Fund V, LP
- TSSP Adjacent Opportunities Partners (B), L.P.
- Valor Equity Partners IV LP.
- Vicente Capital Partners Growth Equity Fund, LP.
- VIP IV LP
- WCAS Blackjack Co-Investment LLC
- WCAS Spartan Co-Investment LLC
- WCAS XIII, LP.
- Wellington (NZAM, Climate Action 100+)
- Welsh, Carson, Anderson & Stowe XI, LP.
- Welsh, Carson, Anderson & Stowe XII, LP.
- West Street Co-Investment Partners (C), L.P.
- West Street Strategic Solutions Fund I-(C), L.P.
- West Street Strategic Solutions Fund I, L.P.
- Whitney Global Partners LP.
- Whitney Ranch Resmark
- Wigmore Street - (BDC Ill) LP
- Wigmore Street BDC IV Co-Investment No.1 LP
- Wigmore Street Co-investment No. 1 LP
- Wigmore Street VI Co-Investment No. 1 LP
- WLR Recovery Fund II, LP.
- WLR Recovery Fund Ill, LP.
- WLR Recovery Fund IV, LP.
- Xander Co-Investment
- Yucaipa American Alliance Fund I, LP.
- Yucaipa American Alliance Fund II, LP.
- Yucaipa Corporate Initiatives Fund I, LP.
- Yucaipa Corporate Initiatives Fund II, LP.
List of AMCs contracting with the California State Teachers' Retirement System
The California State Teachers Retirement System contracted with 208 asset management companies (AMCs) as of June 30, 2022. Of those companies or funds, 21 were investor participants in Climate Action 100+, and 27 were members of NZAM. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the California State Teachers' Retirement System as of 2024:[3]
- AB CAS
- Aberdeen Standard Investments
- Acadian Asset Management (NZAM, Climate Action 100+)
- Ag. Funds
- AGF Investments America Inc (Climate Action 100+)
- Alphadyne
- AlphaSimplex
- AQR Defensive
- AQR EAFE Equity
- AQR EM Small Cap
- AQR Emerging Equity
- Arclight Co-Invest
- Arcmont CS
- Arcmont European DL Fund
- Ardian CO-Invest
- ARES Bank Loan
- Ares European DL Fund
- ARES SME FUND
- Ares SSG SLO II
- ARES SSG SLO III
- Arevon
- Argo
- Arrowstreet Capital
- Baillie Gifford Overseas Ltd (NZAM, Climate Action 100+)
- Basalt CO-Invest
- BCOM SWAP
- Bivium Capital Partners LLC
- BlackRock -- Enhanced (NZAM, Climate Action 100+)
- BlackRock EAFE + CA IMI (NZAM, Climate Action 100+)
- BlackRock High Yield (NZAM, Climate Action 100+)
- BlackRock LTPC (NZAM, Climate Action 100+)
- BlackRock Non-US EQ Transition 2 (NZAM, Climate Action 100+)
- BlackRock Realty (NZAM, Climate Action 100+)
- Blackrock Transition Mgmt (NZAM, Climate Action 100+)
- BR STYLE
- Bridgewater
- CalSTRS - CMBS
- CalSTRS -- Enhanced HLP
- CalSTRS -- Leverage Real Estate
- CalSTRS Buyout
- CalSTRS Core PE
- CalSTRS Core Plus
- CalSTRS Currency-Non-US Equity
- CalSTRS Debt Related
- CalSTRS Distribution-PE
- CalSTRS EAFE Canada
- CalSTRS Emerging Markets
- CalSTRS Equities
- CalSTRS Gender Diversity
- CalSTRS HY
- CalSTRS Infrastructure Private
- CalSTRS Low Carbon EM Index
- CalSTRS Low Carbon EX-US Index
- CalSTRS Low Carbon Index
- CalSTRS Low Carbon US Index
- CalSTRS MSCI Canada
- CalSTRS MSCI EAFE + Canada SC
- CALSTRS MSCI USA
- CalSTRS MSCI USA Custom DMF
- CALSTRS MSCI USA IMI
- CalSTRS MSCI World EX USA DMF
- CalSTRS Non-US EQ Transition Three
- CalSTRS Pac Basin
- CalSTRS RE Loans Receivable
- CalSTRS RE Public Investments
- CalSTRS Real Estate-Fixed Inc
- CalSTRS Russell 1000
- CalSTRS Russell 3000
- CalSTRS Russell RAFI Large Cap
- CalSTRS Russell TOP 50
- CalSTRS Special Mandate Buyout
- CalSTRS Special Mandate VC
- CalSTRS US Large Growth Beta
- CalSTRS USEQ Allocation
- CalSTRS USEQ Transition
- CalSTRS USEQ Transition 3
- CalSTRS Venture Capital
- Capital Dynamics CO-Invest
- Cartica Capital
- Castlelake Stable Yield
- CB Richard Ellis
- Centersquare REIT (Climate Action 100+)
- CIBC
- Clarion Partners LLC
- CMAP TT Fund Limited
- Corporate
- Credit Suisse BL (NZAM, Climate Action 100+)
- Debt Re Funds
- Debt Transition 1
- Debt Transition 2
- Debt Transition 3
- EAFE + Canada Small Cap
- EM Cash Equitization
- Emso
- EX-US LC Transition Readiness
- Fidelity (Climate Action 100+)
- FORT
- Fortress -- Public Equity
- GE Allocation
- GE Hybrid Transition
- Generation Inv Mgmt (NZAM, Climate Action 100+)
- Gepif CO-Invest
- Global Equity
- Golden Bridge
- Graham Capital
- Graticule
- H&W Large Cap Value
- Harbert
- Heitman Capital Management
- Hermes Global EM
- HPS Global Direct Fund
- HPS SSOF
- Impactive Sierra Fund LP
- IMPAX Leaders CalSTRS (NZAM, Climate Action 100+)
- Inflation Sensitive
- Inflation Sensitive Transition
- Infrastructure Overlay
- Innovative Strategies Transition
- International Transition
- Invesco Advisors (NZAM)
- Invesco Advisors (NZAM)
- INVESTCO Commodities
- IS Special Situations
- ISAM
- ISQ CO-INVEST
- J.P. Morgan EM Small Cap (NZAM)
- J.P. Morgan GEM Opportunities (NZAM)
- Jacobs Levy
- JP Morgan EAFE (NZAM)
- LaSalle (NZAM)
- Lazard Asset Mgmt -- EM (NZAM, Climate Action 100+)
- Lazard Asset Mgmt EAFE (NZAM, Climate Action 100+)
- Lee Overlay Partners Limited
- Legion Partners
- Legion Partners Co-Inv
- LEIA EAFE
- Lionstone
- LM Capital Group
- Long-Duration US Treasuries
- LYNX
- Macroa
- Millennium Global Investments
- Mondrian EAFE
- Mondrian EAFE Small
- Mondrian Investment Partners -- EM
- Non-US Special Situation -- P
- ORCC III
- ORO I
- Panagora Small Cap
- PIMCO Commodities
- Principal Capital Investors LL
- Principal EAFE Small
- Principal REIT
- Private Equity Opportunistic
- PRO EAFE
- Pyrford EAFE (NZAM, Climate Action 100+)
- Pzena Investment Management (NZAM)
- QMS
- RBC Global Focus Equity (Climate Action 100+)
- Red Mtn Capital Partners LP
- RMS
- RMS Transition
- Robeco (NZAM, Climate Action 100+)
- Schroder GEM Core Equity
- Schroder INTL Equity
- SER CAPITAL PARTNERS FUND I
- Silvercrest SMIDV
- SISS Transition Developed
- SISS Transition Global
- Special Situations A-One
- Sprott Private Lending Fund II
- Sprott Streaming and Royalties
- SSGA -- EM
- SSGA AQE EAFE Small
- SSGA EAFE + CA IMI
- SSGA EAFE Small Beta
- SSGA EM SMALL CAP
- SSGM EAFE Beta
- SSGM EM ESG Index
- Starboard Value
- Stepstone
- Sterling Capital Mgmt
- Stone Point Capital
- Stonepeak Co-Invest (NZAM)
- STRS - Futures Equitization-US
- STRS -- MBS Index Portfolio
- STRS -- Special Situations-R/E
- STRS Core Overlay
- STRS Credit
- STRS Interest Rate Products
- STRS Opportunistic Overlay
- STRS TAP
- STRS TOP 200
- STRS US MID Core
- STRS US Special Situation-A
- STRS US Special Situation-A2
- STRS--Futures Equitization Non-US
- T. Rowe Price International Inc (NZAM)
- Templeton-Fiduciary EAFE
- Timberland Accounts
- Trian Partners
- Trian Partners Co-Inv
- U.S. TIPS
- UBS (NZAM, Climate Action 100+)
- US LC Transition Readiness
- VISTA CO INV (NZAM)
- WAMCO
- Xponance
Colorado
List of AMCs contracting with the Fire and Police Pension Association of Colorado
The Fire and Police Pension Association of Colorado contracted with 139 asset management companies (AMCs) or specific funds as of December 2021. Of those companies or funds, 10 were investor participants in Climate Action 100+, and eight were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Fire and Police Pension Association of Colorado as of 2023:[3]
- AKO Capital (Climate Action 100+)
- Alchemy Special Opportunities
- Alpha Petroleum (NZAM)
- Alphadyne Asset Management
- Alpine Investors
- Alta Partners
- American Securities
- ArcLight Energy Partners
- Arroyo Energy Investment Partners
- Ascribe Capital
- Autonomy Capital
- Baillie Gifford (NZAM, Climate Action 100+)
- Baker Brothers
- Banner Ridge Partners
- Barings (Climate Action 100+)
- Blackstone Capital Partners
- BLS Capital
- Blue Torch Capital
- BNP Paribas (NZAM, Climate Action 100+)
- Bowmark Capital Partners
- Brandywine Global Investment Management (NZAM, Climate Action 100+)
- BroadRiver Asset Management
- Catterton Partners
- Center Lane Partners
- Citadel Advisors
- Commonfund Capital
- Coral Tree Partners
- CORE Industrial Partners
- Crestline Investors
- Crosspoint Capital Partners
- CVC European Equity Partners
- DE Shaw Investment Management
- Dorsal Capital Management
- Driehaus Asset Management
- Dyal Capital
- Eagle Health Investments
- EIG Management Company
- Endeavour Capital
- Energy & Minerals Group
- Energy Capital Partners
- Energy Innovation Capital
- Farallon Capital Management
- Foundation Capital Management
- Garcia Hamilton Associates
- Gilde Buyout Partners
- GL Fund
- Goldman Sachs & Co (Climate Action 100+)
- Goodwater Capital
- Gradiente SGR
- Grand Alliance Asset Management
- Greenspring Associates
- H.I.G. Capital
- H2 Real Estate
- Heartwood Partners
- High Road Capital Partners
- Hudson Bay Capital Associates
- Incus Capital
- Insight Venture Partners (Climate Action 100+)
- J.H. Whitney
- Jackson Square Partners
- Janchor Partners
- JMI Equity
- JP Morgan Asset Management (NZAM)
- Kabouter Management
- Kayne Anderson Capital Advisors
- KCL Capital
- Kelso Investment Associates
- KPS Capital Partners
- Laurion Capital Management
- Littlejohn & Co.
- Locus Point Capital
- Loomis Sayles & Company
- Luxor Capital Partners
- Manulife Asset Management (Climate Action 100+)
- Mayfair Equity Partners
- Mellon Capital Management (Climate Action 100+)
- Mercato Partners
- Morgan Stanley Real Estate
- MVM Life Science Partners
- Natahala Capital Management
- Nautic Partners
- Neumeier Poma Investment Counsel
- New Enterprise Associates
- NGP Energy Capital Management
- Nordic Capital
- North Sky Capital
- Numeric Investors
- NVM Private Equity
- O'Brien-Staley Partners
- Orchard Global Assets Management
- Pacific Growth Investors
- Palestra Capital Partners
- Palladium Capital Management
- Palmer Square Capital Management
- Peak Rock Capital
- Periscope Equity
- Pharo Global Advisors Limited
- Prime Group Holdings
- Prudential Capital Group
- Prudential Real Estate Investors
- Quadria Capital
- Questa Capital Management
- Raven Capital Management
- RiverRock European Capital Partners (NZAM)
- Rivulet Capital Partners
- Roark Capital Partners
- Rosemawr Management
- Rosemont Investment Partners
- RREEF Alternative Investments
- Rubicon Technology Partners
- Russell Investments (NZAM, Climate Action 100+)
- Sachem Head Capital Management
- Scout Energy Partners
- Select Equity Group
- Shorelight Partners
- Southpoint Capital Advisors
- Spire Capital Partners
- State Street Global Advisors (NZAM)
- Stride Consumer Partners
- TA Associates
- Technology Crossover Ventures
- Texas Pacific Group
- The DWS Group
- The Raine Group
- Thomas McNerney & Partners
- Three Hill Capital Partners
- Transom Capital Group
- TVM Capital
- Ufenau Capital Partners
- Valar Ventures
- Velocis
- Venture Investment Managers
- Veritas Capital
- Voloridge Investment Management
- Walter Scott Partners
- Warren Equity Partners
- Wavecrest Growth Partners
- WorldQuant Qauntitative Strategies
- Yiheng Capital Partners
List of AMCs contracting with the Colorado Denver Public Schools Division Pensions
The Colorado Denver Public Schools Division Pensions, as a subfund of the Colorado Public Employees Retirement Association, contracted with 464 asset management companies (AMCs) as of December 2022. Of those companies or funds, 17 were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Denver Public Schools Division Pensions:[3]
- 1992 Multi-Strategy Fund, L.P. (Highbridge Capital)
- Acadian Asset Management (NZAM, Climate Action 100+)
- Accel Partners III
- Accel Partners IV
- Access Venture Partners IV, L.P.
- Advanced Technology Ventures IV
- Advanced Technology Ventures V
- Advanced Technology Ventures VI
- Advanced Technology Ventures VII
- AEW
- AIG Global Emerging Markets Fund
- AIG Global Emerging Markets Fund II
- American Rivers Fund
- APA Excelsior IV
- APA Excelsior V
- Apax Europe VI
- Apax Europe VII
- Apax Excelsior VI
- Apax US VII
- Apollo Credit Opportunity Fund III
- Apollo Distressed Investment Fund (DIF)
- Apollo Energy Opportunity Fund
- Apollo Investment Fund III
- Apollo Investment Fund IV
- Apollo Investment Fund IX
- Apollo Investment Fund V
- Apollo Investment Fund VI
- Apollo Investment Fund VII
- Apollo Investment Fund VIII
- Arclight Energy Partners Fund V
- Arclight Energy Partners Fund VI
- ARES
- Ares Corporate Opportunities Fund
- Ares Corporate Opportunities Fund II
- Ares Corporate Opportunities Fund III
- Ares Corporate Opportunities Fund IV, L.P.
- Ares Corporate Opportunities Fund V, L.P.
- Ares Energy Opportunities Fund
- Ares ICOF III
- Asia Pacific Growth Fund II
- Asia Pacific Growth Fund III
- Atlas Ventures VI (NZAM)
- Audax Mezzanine Fund III
- Avenue Asia Special Situations Fund III
- Avenue Asia Special Situations Fund IV
- Avenue Europe Special Situations Fund
- Avenue Europe Special Situations Fund II
- Avenue Special Situations Fund IV
- Avenue Special Situations Fund V
- Avenue Special Situations Fund VI
- Avista Capital Partners
- Avista Capital Partners II
- Avista Capital Partners III
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- Barings (Climate Action 100+)
- Basalt Infrastructure Partners III
- BC European Capital IX
- BC European Capital X
- BC European Capital XI
- Beacon Energy II
- BlackRock (NZAM, Climate Action 100+)
- Blackrock Multi-Alternative Opportunities Fund (A) (NZAM, Climate Action 100+)
- Blackstone Capital Partners II
- Blackstone Capital Partners III
- Blackstone Capital Partners IV
- Blackstone Capital Partners V
- Blackstone Capital Partners VI
- Blackstone Capital Partners VII
- Blackstone Capital Partners VIII
- Blackstone Communications Partners
- Blackstone Energy Partners II L.P.
- Blackstone Real Estate Partners
- Blackstone Tactical Opportunities Fund
- Blackstone Tactical Opportunities Fund II
- Blackstone Tactical Opportunities Fund III
- Blackstone Tactical Opportunities Fund IV, L.P.
- Brantley Venture Partners II
- Brantley Venture Partners III
- Brentwood Associates Private Equity III
- Brentwood Associates Private Equity IV
- Brentwood Associates Private Equity V, L.P.
- Brentwood Associates Private Equity VI, L.P.
- Bridgewater Pure Alpha Major Markets, LLC
- Calmwater Real Estate Credit Fund IV
- Calmwater US Real Estate Credit Fund III
- Capitol Hill Co-Investment Fund L.P.
- Carlyle Aviation SASOF III
- Carlyle Aviation SASOF V, LP
- Carlyle Strategic Partners IV, L.P.
- CB Richard Ellis
- Centennial Business Development Fund
- Centennial Fund II
- Centennial Fund III
- Centennial Fund IV
- Centennial Fund Ltd
- Centennial Fund V
- Centennial Fund VI
- Centennial Ventures VII
- CMEA VI
- CMEA VII
- Coller International Partners IV
- Coller International Partners V, L.P.
- Coller International Partners VI, L.P.
- Coller International Partners VII, L.P.
- Coller International Partners VIII, L.P.
- Colorado Mile High Fund
- Colorado PERA Co-Investment 2000
- Colorado PERA Co-Investment 2001
- Colorado PERA Co-Investment 2002
- Colorado PERA Co-Investment 2021
- Colorado Venture Management III
- Colorado Venture Management IV
- Columbia Capital Equity Partners II
- Columbia Capital Equity Partners III
- Columbia Capital Equity Partners IV
- Columbine Venture Fund II
- Comvest Investment Partners IV
- Comvest Investment Partners V
- Courage Music Partners II, LP
- Court Square Capital Partners
- Court Square Capital Partners III
- Coventry
- CRG Partners III - Parallel Fund "A"
- CRG Partners IV
- Crow
- CVC European Equity Partners II
- CVC European Equity Partners III
- CVC European Equity Partners IV (D)
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VIII
- Cypress Merchant Banking Partners
- Cypress Merchant Banking Partners II
- DLJ Merchant Banking Partners II
- DLJ Merchant Banking Partners III
- Doughty Hanson & Co Fund II
- Doughty Hanson & Co Fund III
- Doughty Hanson & Co Technology Fund
- Dover Street VII
- DRA Advisors
- Edison Venture Fund VI
- Edison Venture Fund VI
- Elevation Partners LP
- Enterprise Partners VI
- Equitable Capital Private Inc & Equity Fund II
- Equitable Deal Flow Fund
- Euroknights III
- Euroknights IV
- Euroknights V
- Euroknights VI
- European Asset Value Fund II, LP
- ExodusPoint Partners Fund, LP
- Exxel Capital Partners VI
- Farallon Special Situations Fund II
- Focus Ventures II
- Forstmann Little Equity V
- Forstmann Little Equity VI
- Forstmann Little Equity VII
- Forstmann Little MBO VIII
- Forstmann Little Sub Debt & Equity V
- Forstmann Little Sub Debt & Equity VI
- Forstmann Little Sub Debt & Equity VII
- Fortress Credit Opportunities Fund
- Fortress Credit Opportunities Fund II
- Fortress Credit Opportunities Fund III
- Fortress Credit Opportunities Fund IV
- Fortress Credit Opportunities Fund V
- Fortress Credit Opportunities Fund V Expansion
- Founders Equity SBIC I
- Foundry Group Next 2018, L.P.
- Foundry Group Next, L.P.
- Four Corners Farmland Fund
- Francisco Partners
- Francisco Partners Agility II
- Francisco Partners II
- Francisco Partners III
- Francisco Partners IV
- Francisco Partners SP
- Francisco Partners V
- Francisco Partners VI
- Franklin Capital Associates III
- Galen Partners IV
- Galen Partners V
- Gateway Venture Partners III
- GC Equity Partners Fund II, L.P.
- Genstar Capital Partners IX
- Genstar Capital Partners VI
- Genstar Capital Partners VII
- Genstar Capital Partners VIII
- Genstar Capital Partners X
- Geocapital III
- Glendon Opportunities Fund, L.P.
- Global Energy and Power Infrastructure Fund III
- Goldman Sachs Special Opportunities Asia Fund (Climate Action 100+)
- Gordon Morris Investment Partnership
- Grey Mountain Partners II
- Grey Mountain Partners III
- Grotech Partners III
- Grotech Partners IV
- Gryphon Partners II
- GSO Capital Solutions Fund
- GSO Capital Solutions Fund II
- GSO Capital Solutions Fund III
- Haddington Energy Partners III
- Hancock Timber
- HarbourVest III
- HarbourVest International Private Equity Partners
- HarbourVest International VI - Partnership
- HarbourVest Intl Private Equity Partners III - Direct
- HarbourVest Intl Private Equity Partners III - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partnership IV - Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Partnership
- HarbourVest Intl Pvt Equity Ptnrs III-Direct
- HarbourVest Intl Pvt Equity Ptnrs III-Partnership
- HarbourVest IV-Direct
- HarbourVest IV-Partnership
- HarbourVest Partners VI - Partnership Buyout
- HarbourVest Partners VII Buyout
- HarbourVest Partners VII-Venture Partnership Fund
- HarbourVest V-Direct
- HarbourVest V-Partnership
- HarbourVest VI-Direct
- HarbourVest VI-Partnership
- HarbourVest VII-Venture Partnership Fund
- Hayfin SOF II USD
- Headland Private Equity Fund 3
- Headland Private Equity Fund 6
- Hellman & Friedman Capital Partners X
- Hg Genesis 9 (NZAM)
- HgCapital 6
- HgCapital 7
- Hicks Muse Tate & Furst Equity Fund III
- Hicks Muse Tate & Furst Equity Fund IV
- Highland Capital Partners VI
- Highland Capital Partners VII
- HMTF Latin America
- HMTF Latin America II
- HSBC Private Equity Fund II (NZAM, Climate Action 100+)
- Hudson Bay Fund LP
- Insight Equity I (Climate Action 100+)
- Insight Partners XI (Climate Action 100+)
- Insight Partners XII (Climate Action 100+)
- Insight Venture Partners IX (Climate Action 100+)
- Insight Venture Partners X (Climate Action 100+)
- Institutional Venture Partners XI
- Institutional Venture Partners XII
- Invesco (NZAM)
- ISQ GIF III Co-Investment Fund
- ISQ Global Infrastructure Fund III
- ITU Ventures Colorado I
- ITU Ventures III
- ITU Ventures West I
- Jamestown
- JC Flowers II
- Jefferson Partners Fund IV
- JK&B Capital III
- JK&B Capital IV
- JLL Partners IV
- JLL Partners V
- JLL Partners VI
- JLL Partners VII
- JLL Partners VIII
- Joseph Littlejohn & Levy Fund
- Joseph Littlejohn & Levy Fund II
- Joseph LIttlejohn & Levy Fund III
- JP Morgan (NZAM)
- Kelso Investment Associates IX, L.P.
- Kelso Investment Associates X, L.P.
- Kirkoswald Global Macro Fund LP
- Kirtland Capital Partners IV
- KPS Special Situations Fund II
- KPS Special Situations Fund III
- KPS Special Situations Fund III - Supplemental
- L&B Realty Advisors
- LADEN Co-Investment Fund, L.P.
- LaSalle (NZAM)
- Lazard (NZAM, Climate Action 100+)
- Leapfrog Ventures II
- Lehman Brothers Merchant Banking Partnership
- Lehman Brothers Merchant Banking Partnership II
- Lexington Capital Partners IX, L.P.
- Lexington Capital Partners VIII, L.P.
- Lexington Co-Investment Partners III
- Lexington Co-Investment Partners IV-B
- Lexington Co-Investment Partners V, L.P.
- Lighthouse Capital Partners VI
- Lime Rock II
- Lime Rock III
- Lime Rock IV
- Lime Rock V
- Lime Rock VI
- Lime Rock VII
- Lime Rock VIII
- LLR Equity Partners II
- LLR Equity Partners III
- LLR Equity Partners IV
- LLR Equity Partners V
- LLR Equity Partners VI
- LMR Fund, L.P.
- Longitude Prime Fund, L.P.
- Longtitude Venture Partners
- Longtitude Venture Partners II
- Longtitude Venture Partners III
- Longtitude Venture Partners IV
- Marlin Equity IV
- Marlin Equity V
- Marlin Heritage II
- Marlin Heritage, L.P.
- MBK Partners Special Situations II
- McCowen DeLeeuw IV
- Media/Communications Partners II
- Miller Global Properties
- Mobius/Softbank Technology Ventures V
- Mobius/Softbank Technology Ventures VI
- Mohr Davidow Ventures III
- Mohr Davidow Ventures IV
- Mondrian Investment Partners Limited
- Montauk TriGuard VI
- Montauk TriGuard VII
- Montauk TriGuard VIII
- Morgan Holland Fund II
- Morgan Holland One Liberty III
- Morgan Stanley
- Morgenthaler Venture Partners V
- Morgenthaler Venture Partners VI
- Nazem & Company III
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- Noson Lawen Partners
- Nuveen (Climate Action 100+)
- OHA CLO Enhanced Equity Fund
- OHA CLO Enhanced Equity Fund II
- OHA Tactical Investment Fund
- Orion European
- OVP Venture Partners
- Pacven Walden Ventures V
- Pacven Walden Ventures VI
- Pegasus Partners II
- Pegasus Partners III
- Pegasus Partners IV
- Pegasus Partners V
- Peloton
- Peloton II
- Peloton III
- PERA Internal Management
- Permira Europe III
- Permira V L.P.
- Permira VI L.P.
- Permira VII L.P.
- PGIM
- Pharo Gaia Fund Ltd.
- Phillips-Smith Specialty Retail Group III
- Phoenix Equity Partners 2010
- Phoenix Equity Partners II
- Phoenix Equity Partners III
- Phoenix Equity Partners IV
- Phoenix Equity Partners V (Phoenix Equity 2006)
- Pinnacle Arcadia Cattle Partners I, LP
- PMI Mezzanine Fund
- Polar Multi-Strategy Fund (Climate Action 100+)
- Portfolio Advisors Private Equity Fund IV
- Portfolio Advisors Private Equity Fund V
- Principal Real Estate Investors
- Raine Partners II LP
- Raine Partners III, LP
- Rho Ventures V
- Rocky Mountain Mezzanine II
- Rokos Global Macro Fund Ltd.
- RREEF
- Schroder Investment Management
- Sequel II
- Sequel III
- Sequel Ventures
- Shepherd Ventures II
- Signature Natural Resources Fund, LLC
- Siguler Guff Fund II
- Siguler Guff Fund III
- Sixth Street Agriculture Partners
- Sixth Street TAO 3.0
- Sixth Street TAO 4.0
- Sixth Street TAO 5.0
- SP Duet Investors
- SP Sia Investors
- Spectrum Equity Investors III
- Spectrum Equity Investors IV
- Sprout Capital IX
- SSG Capital Partners V, L.P.
- SSG Secured Lending Opportunities II
- SSG Secured Lending Opportunities III
- Stafford Infrastructure Secondaries Fund IV (NZAM)
- Strategic Partners II
- Strategic Partners III
- Strategic Partners IV
- Strategic Partners IX
- Strategic Partners V
- Strategic Partners VI
- Strategic Partners VII
- Strategic Partners VIII
- Strategic Value Special Situations Fund V
- Summit Partners Growth Equity IX
- Summit Partners Growth Equity VIII
- Summit Partners Growth Equity X
- SunTX Capital Partners II GP
- SunTX Fulcrum Fund
- Taiga Special Opportunities DAC
- Technology Crossover Ventures I
- Technology Crossover Ventures II
- Technology Crossover Ventures IV
- Technology Crossover Ventures IX
- Technology Crossover Ventures V
- Technology Crossover Ventures VI
- Technology Crossover Ventures VII
- Technology Crossover Ventures VIII
- Technology Crossover Ventures X
- Technology Crossover Ventures XI
- Technology for Information and Entertainment III
- Tenaska Power Fund II
- Terra Firma Capital Partners III
- TPG Growth IV, L.P.
- TPG Growth V, L.P.
- TSG 4
- TSG 5
- TSG 6
- TSG 7A
- TSG 7B
- TSG 8
- TVV Equity Investors II
- UBS Realty Investors (NZAM, Climate Action 100+)
- USAA
- Venture Strategy Partners II
- Versa Capital Fund I
- Versa Capital Fund II
- W Capital Partners III, L.P.
- W Capital Partners IV, L.P.
- Warburg Pincus China-Southeast Asia II
- Warburg Pincus Energy, L.P.
- Warburg Pincus Equity Partners
- Warburg Pincus Financial Sector II, L.P.
- Warburg Pincus Global Growth, L.P.
- Warburg Pincus International Partners
- Warburg Pincus Private Equity IX
- Warburg Pincus Private Equity VIII
- Warburg Pincus Private Equity X
- Warburg Pincus Private Equity XI
- Warburg Pincus Private Equity XI, L.P.
- Warburg Pincus Private Equity XII, L.P.
- Warburg Pincus Ventures
- Warburg Pincus Ventures International
- Wellspring Capital Partners III
- Wellspring Capital Partners IV
- Wellspring Capital Partners V
- Wellspring Capital Partners VI
- Westbrook
- Westphere Latin America PE Growth Fund II
- Westphere South America PE Growth Fund
- William Blair & Co. (Climate Action 100+)
- Windjammer Mezzanine and Equity Fund II
- Windjammer Senior Equity Fund III
- Windjammer Senior Equity Fund IV
- Z Capital Special Situations Fund II
List of AMCs contracting with the Colorado Judicial Division Pension
The Colorado Judicial Division Pension, as a subfund of the Colorado Public Employees Retirement Association, contracted with 464 asset management companies (AMCs) as of December 2022. Of those companies or funds, 17 were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Judicial Division Pension:[3]
- 1992 Multi-Strategy Fund, L.P. (Highbridge Capital)
- Acadian Asset Management (NZAM, Climate Action 100+)
- Accel Partners III
- Accel Partners IV
- Access Venture Partners IV, L.P.
- Advanced Technology Ventures IV
- Advanced Technology Ventures V
- Advanced Technology Ventures VI
- Advanced Technology Ventures VII
- AEW
- AIG Global Emerging Markets Fund
- AIG Global Emerging Markets Fund II
- American Rivers Fund
- APA Excelsior IV
- APA Excelsior V
- Apax Europe VI
- Apax Europe VII
- Apax Excelsior VI
- Apax US VII
- Apollo Credit Opportunity Fund III
- Apollo Distressed Investment Fund (DIF)
- Apollo Energy Opportunity Fund
- Apollo Investment Fund III
- Apollo Investment Fund IV
- Apollo Investment Fund IX
- Apollo Investment Fund V
- Apollo Investment Fund VI
- Apollo Investment Fund VII
- Apollo Investment Fund VIII
- Arclight Energy Partners Fund V
- Arclight Energy Partners Fund VI
- ARES
- Ares Corporate Opportunities Fund
- Ares Corporate Opportunities Fund II
- Ares Corporate Opportunities Fund III
- Ares Corporate Opportunities Fund IV, L.P.
- Ares Corporate Opportunities Fund V, L.P.
- Ares Energy Opportunities Fund
- Ares ICOF III
- Asia Pacific Growth Fund II
- Asia Pacific Growth Fund III
- Atlas Ventures VI (NZAM)
- Audax Mezzanine Fund III
- Avenue Asia Special Situations Fund III
- Avenue Asia Special Situations Fund IV
- Avenue Europe Special Situations Fund
- Avenue Europe Special Situations Fund II
- Avenue Special Situations Fund IV
- Avenue Special Situations Fund V
- Avenue Special Situations Fund VI
- Avista Capital Partners
- Avista Capital Partners II
- Avista Capital Partners III
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- Barings (Climate Action 100+)
- Basalt Infrastructure Partners III
- BC European Capital IX
- BC European Capital X
- BC European Capital XI
- Beacon Energy II
- BlackRock (NZAM, Climate Action 100+)
- Blackrock Multi-Alternative Opportunities Fund (A) (NZAM, Climate Action 100+)
- Blackstone Capital Partners II
- Blackstone Capital Partners III
- Blackstone Capital Partners IV
- Blackstone Capital Partners V
- Blackstone Capital Partners VI
- Blackstone Capital Partners VII
- Blackstone Capital Partners VIII
- Blackstone Communications Partners
- Blackstone Energy Partners II L.P.
- Blackstone Real Estate Partners
- Blackstone Tactical Opportunities Fund
- Blackstone Tactical Opportunities Fund II
- Blackstone Tactical Opportunities Fund III
- Blackstone Tactical Opportunities Fund IV, L.P.
- Brantley Venture Partners II
- Brantley Venture Partners III
- Brentwood Associates Private Equity III
- Brentwood Associates Private Equity IV
- Brentwood Associates Private Equity V, L.P.
- Brentwood Associates Private Equity VI, L.P.
- Bridgewater Pure Alpha Major Markets, LLC
- Calmwater Real Estate Credit Fund IV
- Calmwater US Real Estate Credit Fund III
- Capitol Hill Co-Investment Fund L.P.
- Carlyle Aviation SASOF III
- Carlyle Aviation SASOF V, LP
- Carlyle Strategic Partners IV, L.P.
- CB Richard Ellis
- Centennial Business Development Fund
- Centennial Fund II
- Centennial Fund III
- Centennial Fund IV
- Centennial Fund Ltd
- Centennial Fund V
- Centennial Fund VI
- Centennial Ventures VII
- CMEA VI
- CMEA VII
- Coller International Partners IV
- Coller International Partners V, L.P.
- Coller International Partners VI, L.P.
- Coller International Partners VII, L.P.
- Coller International Partners VIII, L.P.
- Colorado Mile High Fund
- Colorado PERA Co-Investment 2000
- Colorado PERA Co-Investment 2001
- Colorado PERA Co-Investment 2002
- Colorado PERA Co-Investment 2021
- Colorado Venture Management III
- Colorado Venture Management IV
- Columbia Capital Equity Partners II
- Columbia Capital Equity Partners III
- Columbia Capital Equity Partners IV
- Columbine Venture Fund II
- Comvest Investment Partners IV
- Comvest Investment Partners V
- Courage Music Partners II, LP
- Court Square Capital Partners
- Court Square Capital Partners III
- Coventry
- CRG Partners III - Parallel Fund "A"
- CRG Partners IV
- Crow
- CVC European Equity Partners II
- CVC European Equity Partners III
- CVC European Equity Partners IV (D)
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VIII
- Cypress Merchant Banking Partners
- Cypress Merchant Banking Partners II
- DLJ Merchant Banking Partners II
- DLJ Merchant Banking Partners III
- Doughty Hanson & Co Fund II
- Doughty Hanson & Co Fund III
- Doughty Hanson & Co Technology Fund
- Dover Street VII
- DRA Advisors
- Edison Venture Fund VI
- Edison Venture Fund VI
- Elevation Partners LP
- Enterprise Partners VI
- Equitable Capital Private Inc & Equity Fund II
- Equitable Deal Flow Fund
- Euroknights III
- Euroknights IV
- Euroknights V
- Euroknights VI
- European Asset Value Fund II, LP
- ExodusPoint Partners Fund, LP
- Exxel Capital Partners VI
- Farallon Special Situations Fund II
- Focus Ventures II
- Forstmann Little Equity V
- Forstmann Little Equity VI
- Forstmann Little Equity VII
- Forstmann Little MBO VIII
- Forstmann Little Sub Debt & Equity V
- Forstmann Little Sub Debt & Equity VI
- Forstmann Little Sub Debt & Equity VII
- Fortress Credit Opportunities Fund
- Fortress Credit Opportunities Fund II
- Fortress Credit Opportunities Fund III
- Fortress Credit Opportunities Fund IV
- Fortress Credit Opportunities Fund V
- Fortress Credit Opportunities Fund V Expansion
- Founders Equity SBIC I
- Foundry Group Next 2018, L.P.
- Foundry Group Next, L.P.
- Four Corners Farmland Fund
- Francisco Partners
- Francisco Partners Agility II
- Francisco Partners II
- Francisco Partners III
- Francisco Partners IV
- Francisco Partners SP
- Francisco Partners V
- Francisco Partners VI
- Franklin Capital Associates III
- Galen Partners IV
- Galen Partners V
- Gateway Venture Partners III
- GC Equity Partners Fund II, L.P.
- Genstar Capital Partners IX
- Genstar Capital Partners VI
- Genstar Capital Partners VII
- Genstar Capital Partners VIII
- Genstar Capital Partners X
- Geocapital III
- Glendon Opportunities Fund, L.P.
- Global Energy and Power Infrastructure Fund III
- Goldman Sachs Special Opportunities Asia Fund (Climate Action 100+)
- Gordon Morris Investment Partnership
- Grey Mountain Partners II
- Grey Mountain Partners III
- Grotech Partners III
- Grotech Partners IV
- Gryphon Partners II
- GSO Capital Solutions Fund
- GSO Capital Solutions Fund II
- GSO Capital Solutions Fund III
- Haddington Energy Partners III
- Hancock Timber
- HarbourVest III
- HarbourVest International Private Equity Partners
- HarbourVest International VI - Partnership
- HarbourVest Intl Private Equity Partners III - Direct
- HarbourVest Intl Private Equity Partners III - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partnership IV - Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Partnership
- HarbourVest Intl Pvt Equity Ptnrs III-Direct
- HarbourVest Intl Pvt Equity Ptnrs III-Partnership
- HarbourVest IV-Direct
- HarbourVest IV-Partnership
- HarbourVest Partners VI - Partnership Buyout
- HarbourVest Partners VII Buyout
- HarbourVest Partners VII-Venture Partnership Fund
- HarbourVest V-Direct
- HarbourVest V-Partnership
- HarbourVest VI-Direct
- HarbourVest VI-Partnership
- HarbourVest VII-Venture Partnership Fund
- Hayfin SOF II USD
- Headland Private Equity Fund 3
- Headland Private Equity Fund 6
- Hellman & Friedman Capital Partners X
- Hg Genesis 9 (NZAM)
- HgCapital 6
- HgCapital 7
- Hicks Muse Tate & Furst Equity Fund III
- Hicks Muse Tate & Furst Equity Fund IV
- Highland Capital Partners VI
- Highland Capital Partners VII
- HMTF Latin America
- HMTF Latin America II
- HSBC Private Equity Fund II (NZAM, Climate Action 100+)
- Hudson Bay Fund LP
- Insight Equity I (Climate Action 100+)
- Insight Partners XI (Climate Action 100+)
- Insight Partners XII (Climate Action 100+)
- Insight Venture Partners IX (Climate Action 100+)
- Insight Venture Partners X (Climate Action 100+)
- Institutional Venture Partners XI
- Institutional Venture Partners XII
- Invesco (NZAM)
- ISQ GIF III Co-Investment Fund
- ISQ Global Infrastructure Fund III
- ITU Ventures Colorado I
- ITU Ventures III
- ITU Ventures West I
- Jamestown
- JC Flowers II
- Jefferson Partners Fund IV
- JK&B Capital III
- JK&B Capital IV
- JLL Partners IV
- JLL Partners V
- JLL Partners VI
- JLL Partners VII
- JLL Partners VIII
- Joseph Littlejohn & Levy Fund
- Joseph Littlejohn & Levy Fund II
- Joseph LIttlejohn & Levy Fund III
- JP Morgan (NZAM)
- Kelso Investment Associates IX, L.P.
- Kelso Investment Associates X, L.P.
- Kirkoswald Global Macro Fund LP
- Kirtland Capital Partners IV
- KPS Special Situations Fund II
- KPS Special Situations Fund III
- KPS Special Situations Fund III - Supplemental
- L&B Realty Advisors
- LADEN Co-Investment Fund, L.P.
- LaSalle (NZAM)
- Lazard (NZAM, Climate Action 100+)
- Leapfrog Ventures II
- Lehman Brothers Merchant Banking Partnership
- Lehman Brothers Merchant Banking Partnership II
- Lexington Capital Partners IX, L.P.
- Lexington Capital Partners VIII, L.P.
- Lexington Co-Investment Partners III
- Lexington Co-Investment Partners IV-B
- Lexington Co-Investment Partners V, L.P.
- Lighthouse Capital Partners VI
- Lime Rock II
- Lime Rock III
- Lime Rock IV
- Lime Rock V
- Lime Rock VI
- Lime Rock VII
- Lime Rock VIII
- LLR Equity Partners II
- LLR Equity Partners III
- LLR Equity Partners IV
- LLR Equity Partners V
- LLR Equity Partners VI
- LMR Fund, L.P.
- Longitude Prime Fund, L.P.
- Longtitude Venture Partners
- Longtitude Venture Partners II
- Longtitude Venture Partners III
- Longtitude Venture Partners IV
- Marlin Equity IV
- Marlin Equity V
- Marlin Heritage II
- Marlin Heritage, L.P.
- MBK Partners Special Situations II
- McCowen DeLeeuw IV
- Media/Communications Partners II
- Miller Global Properties
- Mobius/Softbank Technology Ventures V
- Mobius/Softbank Technology Ventures VI
- Mohr Davidow Ventures III
- Mohr Davidow Ventures IV
- Mondrian Investment Partners Limited
- Montauk TriGuard VI
- Montauk TriGuard VII
- Montauk TriGuard VIII
- Morgan Holland Fund II
- Morgan Holland One Liberty III
- Morgan Stanley
- Morgenthaler Venture Partners V
- Morgenthaler Venture Partners VI
- Nazem & Company III
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- Noson Lawen Partners
- Nuveen (Climate Action 100+)
- OHA CLO Enhanced Equity Fund
- OHA CLO Enhanced Equity Fund II
- OHA Tactical Investment Fund
- Orion European
- OVP Venture Partners
- Pacven Walden Ventures V
- Pacven Walden Ventures VI
- Pegasus Partners II
- Pegasus Partners III
- Pegasus Partners IV
- Pegasus Partners V
- Peloton
- Peloton II
- Peloton III
- PERA Internal Management
- Permira Europe III
- Permira V L.P.
- Permira VI L.P.
- Permira VII L.P.
- PGIM
- Pharo Gaia Fund Ltd.
- Phillips-Smith Specialty Retail Group III
- Phoenix Equity Partners 2010
- Phoenix Equity Partners II
- Phoenix Equity Partners III
- Phoenix Equity Partners IV
- Phoenix Equity Partners V (Phoenix Equity 2006)
- Pinnacle Arcadia Cattle Partners I, LP
- PMI Mezzanine Fund
- Polar Multi-Strategy Fund (Climate Action 100+)
- Portfolio Advisors Private Equity Fund IV
- Portfolio Advisors Private Equity Fund V
- Principal Real Estate Investors
- Raine Partners II LP
- Raine Partners III, LP
- Rho Ventures V
- Rocky Mountain Mezzanine II
- Rokos Global Macro Fund Ltd.
- RREEF
- Schroder Investment Management
- Sequel II
- Sequel III
- Sequel Ventures
- Shepherd Ventures II
- Signature Natural Resources Fund, LLC
- Siguler Guff Fund II
- Siguler Guff Fund III
- Sixth Street Agriculture Partners
- Sixth Street TAO 3.0
- Sixth Street TAO 4.0
- Sixth Street TAO 5.0
- SP Duet Investors
- SP Sia Investors
- Spectrum Equity Investors III
- Spectrum Equity Investors IV
- Sprout Capital IX
- SSG Capital Partners V, L.P.
- SSG Secured Lending Opportunities II
- SSG Secured Lending Opportunities III
- Stafford Infrastructure Secondaries Fund IV (NZAM)
- Strategic Partners II
- Strategic Partners III
- Strategic Partners IV
- Strategic Partners IX
- Strategic Partners V
- Strategic Partners VI
- Strategic Partners VII
- Strategic Partners VIII
- Strategic Value Special Situations Fund V
- Summit Partners Growth Equity IX
- Summit Partners Growth Equity VIII
- Summit Partners Growth Equity X
- SunTX Capital Partners II GP
- SunTX Fulcrum Fund
- Taiga Special Opportunities DAC
- Technology Crossover Ventures I
- Technology Crossover Ventures II
- Technology Crossover Ventures IV
- Technology Crossover Ventures IX
- Technology Crossover Ventures V
- Technology Crossover Ventures VI
- Technology Crossover Ventures VII
- Technology Crossover Ventures VIII
- Technology Crossover Ventures X
- Technology Crossover Ventures XI
- Technology for Information and Entertainment III
- Tenaska Power Fund II
- Terra Firma Capital Partners III
- TPG Growth IV, L.P.
- TPG Growth V, L.P.
- TSG 4
- TSG 5
- TSG 6
- TSG 7A
- TSG 7B
- TSG 8
- TVV Equity Investors II
- UBS Realty Investors (NZAM, Climate Action 100+)
- USAA
- Venture Strategy Partners II
- Versa Capital Fund I
- Versa Capital Fund II
- W Capital Partners III, L.P.
- W Capital Partners IV, L.P.
- Warburg Pincus China-Southeast Asia II
- Warburg Pincus Energy, L.P.
- Warburg Pincus Equity Partners
- Warburg Pincus Financial Sector II, L.P.
- Warburg Pincus Global Growth, L.P.
- Warburg Pincus International Partners
- Warburg Pincus Private Equity IX
- Warburg Pincus Private Equity VIII
- Warburg Pincus Private Equity X
- Warburg Pincus Private Equity XI
- Warburg Pincus Private Equity XI, L.P.
- Warburg Pincus Private Equity XII, L.P.
- Warburg Pincus Ventures
- Warburg Pincus Ventures International
- Wellspring Capital Partners III
- Wellspring Capital Partners IV
- Wellspring Capital Partners V
- Wellspring Capital Partners VI
- Westbrook
- Westphere Latin America PE Growth Fund II
- Westphere South America PE Growth Fund
- William Blair & Co. (Climate Action 100+)
- Windjammer Mezzanine and Equity Fund II
- Windjammer Senior Equity Fund III
- Windjammer Senior Equity Fund IV
- Z Capital Special Situations Fund II
List of AMCs contracting with the Colorado Local Government Division Pension
The Colorado Local Government Division Pension, as a subfund of the Colorado Public Employees Retirement Association, contracted with 464 asset management companies (AMCs) as of December 2022. Of those companies or funds, 17 were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Local Government Division Pension:[3]
- 1992 Multi-Strategy Fund, L.P. (Highbridge Capital)
- Acadian Asset Management (NZAM, Climate Action 100+)
- Accel Partners III
- Accel Partners IV
- Access Venture Partners IV, L.P.
- Advanced Technology Ventures IV
- Advanced Technology Ventures V
- Advanced Technology Ventures VI
- Advanced Technology Ventures VII
- AEW
- AIG Global Emerging Markets Fund
- AIG Global Emerging Markets Fund II
- American Rivers Fund
- APA Excelsior IV
- APA Excelsior V
- Apax Europe VI
- Apax Europe VII
- Apax Excelsior VI
- Apax US VII
- Apollo Credit Opportunity Fund III
- Apollo Distressed Investment Fund (DIF)
- Apollo Energy Opportunity Fund
- Apollo Investment Fund III
- Apollo Investment Fund IV
- Apollo Investment Fund IX
- Apollo Investment Fund V
- Apollo Investment Fund VI
- Apollo Investment Fund VII
- Apollo Investment Fund VIII
- Arclight Energy Partners Fund V
- Arclight Energy Partners Fund VI
- ARES
- Ares Corporate Opportunities Fund
- Ares Corporate Opportunities Fund II
- Ares Corporate Opportunities Fund III
- Ares Corporate Opportunities Fund IV, L.P.
- Ares Corporate Opportunities Fund V, L.P.
- Ares Energy Opportunities Fund
- Ares ICOF III
- Asia Pacific Growth Fund II
- Asia Pacific Growth Fund III
- Atlas Ventures VI (NZAM)
- Audax Mezzanine Fund III
- Avenue Asia Special Situations Fund III
- Avenue Asia Special Situations Fund IV
- Avenue Europe Special Situations Fund
- Avenue Europe Special Situations Fund II
- Avenue Special Situations Fund IV
- Avenue Special Situations Fund V
- Avenue Special Situations Fund VI
- Avista Capital Partners
- Avista Capital Partners II
- Avista Capital Partners III
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- Barings (Climate Action 100+)
- Basalt Infrastructure Partners III
- BC European Capital IX
- BC European Capital X
- BC European Capital XI
- Beacon Energy II
- BlackRock (NZAM, Climate Action 100+)
- Blackrock Multi-Alternative Opportunities Fund (A) (NZAM, Climate Action 100+)
- Blackstone Capital Partners II
- Blackstone Capital Partners III
- Blackstone Capital Partners IV
- Blackstone Capital Partners V
- Blackstone Capital Partners VI
- Blackstone Capital Partners VII
- Blackstone Capital Partners VIII
- Blackstone Communications Partners
- Blackstone Energy Partners II L.P.
- Blackstone Real Estate Partners
- Blackstone Tactical Opportunities Fund
- Blackstone Tactical Opportunities Fund II
- Blackstone Tactical Opportunities Fund III
- Blackstone Tactical Opportunities Fund IV, L.P.
- Brantley Venture Partners II
- Brantley Venture Partners III
- Brentwood Associates Private Equity III
- Brentwood Associates Private Equity IV
- Brentwood Associates Private Equity V, L.P.
- Brentwood Associates Private Equity VI, L.P.
- Bridgewater Pure Alpha Major Markets, LLC
- Calmwater Real Estate Credit Fund IV
- Calmwater US Real Estate Credit Fund III
- Capitol Hill Co-Investment Fund L.P.
- Carlyle Aviation SASOF III
- Carlyle Aviation SASOF V, LP
- Carlyle Strategic Partners IV, L.P.
- CB Richard Ellis
- Centennial Business Development Fund
- Centennial Fund II
- Centennial Fund III
- Centennial Fund IV
- Centennial Fund Ltd
- Centennial Fund V
- Centennial Fund VI
- Centennial Ventures VII
- CMEA VI
- CMEA VII
- Coller International Partners IV
- Coller International Partners V, L.P.
- Coller International Partners VI, L.P.
- Coller International Partners VII, L.P.
- Coller International Partners VIII, L.P.
- Colorado Mile High Fund
- Colorado PERA Co-Investment 2000
- Colorado PERA Co-Investment 2001
- Colorado PERA Co-Investment 2002
- Colorado PERA Co-Investment 2021
- Colorado Venture Management III
- Colorado Venture Management IV
- Columbia Capital Equity Partners II
- Columbia Capital Equity Partners III
- Columbia Capital Equity Partners IV
- Columbine Venture Fund II
- Comvest Investment Partners IV
- Comvest Investment Partners V
- Courage Music Partners II, LP
- Court Square Capital Partners
- Court Square Capital Partners III
- Coventry
- CRG Partners III - Parallel Fund "A"
- CRG Partners IV
- Crow
- CVC European Equity Partners II
- CVC European Equity Partners III
- CVC European Equity Partners IV (D)
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VIII
- Cypress Merchant Banking Partners
- Cypress Merchant Banking Partners II
- DLJ Merchant Banking Partners II
- DLJ Merchant Banking Partners III
- Doughty Hanson & Co Fund II
- Doughty Hanson & Co Fund III
- Doughty Hanson & Co Technology Fund
- Dover Street VII
- DRA Advisors
- Edison Venture Fund VI
- Edison Venture Fund VI
- Elevation Partners LP
- Enterprise Partners VI
- Equitable Capital Private Inc & Equity Fund II
- Equitable Deal Flow Fund
- Euroknights III
- Euroknights IV
- Euroknights V
- Euroknights VI
- European Asset Value Fund II, LP
- ExodusPoint Partners Fund, LP
- Exxel Capital Partners VI
- Farallon Special Situations Fund II
- Focus Ventures II
- Forstmann Little Equity V
- Forstmann Little Equity VI
- Forstmann Little Equity VII
- Forstmann Little MBO VIII
- Forstmann Little Sub Debt & Equity V
- Forstmann Little Sub Debt & Equity VI
- Forstmann Little Sub Debt & Equity VII
- Fortress Credit Opportunities Fund
- Fortress Credit Opportunities Fund II
- Fortress Credit Opportunities Fund III
- Fortress Credit Opportunities Fund IV
- Fortress Credit Opportunities Fund V
- Fortress Credit Opportunities Fund V Expansion
- Founders Equity SBIC I
- Foundry Group Next 2018, L.P.
- Foundry Group Next, L.P.
- Four Corners Farmland Fund
- Francisco Partners
- Francisco Partners Agility II
- Francisco Partners II
- Francisco Partners III
- Francisco Partners IV
- Francisco Partners SP
- Francisco Partners V
- Francisco Partners VI
- Franklin Capital Associates III
- Galen Partners IV
- Galen Partners V
- Gateway Venture Partners III
- GC Equity Partners Fund II, L.P.
- Genstar Capital Partners IX
- Genstar Capital Partners VI
- Genstar Capital Partners VII
- Genstar Capital Partners VIII
- Genstar Capital Partners X
- Geocapital III
- Glendon Opportunities Fund, L.P.
- Global Energy and Power Infrastructure Fund III
- Goldman Sachs Special Opportunities Asia Fund (Climate Action 100+)
- Gordon Morris Investment Partnership
- Grey Mountain Partners II
- Grey Mountain Partners III
- Grotech Partners III
- Grotech Partners IV
- Gryphon Partners II
- GSO Capital Solutions Fund
- GSO Capital Solutions Fund II
- GSO Capital Solutions Fund III
- Haddington Energy Partners III
- Hancock Timber
- HarbourVest III
- HarbourVest International Private Equity Partners
- HarbourVest International VI - Partnership
- HarbourVest Intl Private Equity Partners III - Direct
- HarbourVest Intl Private Equity Partners III - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partnership IV - Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Partnership
- HarbourVest Intl Pvt Equity Ptnrs III-Direct
- HarbourVest Intl Pvt Equity Ptnrs III-Partnership
- HarbourVest IV-Direct
- HarbourVest IV-Partnership
- HarbourVest Partners VI - Partnership Buyout
- HarbourVest Partners VII Buyout
- HarbourVest Partners VII-Venture Partnership Fund
- HarbourVest V-Direct
- HarbourVest V-Partnership
- HarbourVest VI-Direct
- HarbourVest VI-Partnership
- HarbourVest VII-Venture Partnership Fund
- Hayfin SOF II USD
- Headland Private Equity Fund 3
- Headland Private Equity Fund 6
- Hellman & Friedman Capital Partners X
- Hg Genesis 9 (NZAM)
- HgCapital 6
- HgCapital 7
- Hicks Muse Tate & Furst Equity Fund III
- Hicks Muse Tate & Furst Equity Fund IV
- Highland Capital Partners VI
- Highland Capital Partners VII
- HMTF Latin America
- HMTF Latin America II
- HSBC Private Equity Fund II (NZAM, Climate Action 100+)
- Hudson Bay Fund LP
- Insight Equity I (Climate Action 100+)
- Insight Partners XI (Climate Action 100+)
- Insight Partners XII (Climate Action 100+)
- Insight Venture Partners IX (Climate Action 100+)
- Insight Venture Partners X (Climate Action 100+)
- Institutional Venture Partners XI
- Institutional Venture Partners XII
- Invesco (NZAM)
- ISQ GIF III Co-Investment Fund
- ISQ Global Infrastructure Fund III
- ITU Ventures Colorado I
- ITU Ventures III
- ITU Ventures West I
- Jamestown
- JC Flowers II
- Jefferson Partners Fund IV
- JK&B Capital III
- JK&B Capital IV
- JLL Partners IV
- JLL Partners V
- JLL Partners VI
- JLL Partners VII
- JLL Partners VIII
- Joseph Littlejohn & Levy Fund
- Joseph Littlejohn & Levy Fund II
- Joseph LIttlejohn & Levy Fund III
- JP Morgan (NZAM)
- Kelso Investment Associates IX, L.P.
- Kelso Investment Associates X, L.P.
- Kirkoswald Global Macro Fund LP
- Kirtland Capital Partners IV
- KPS Special Situations Fund II
- KPS Special Situations Fund III
- KPS Special Situations Fund III - Supplemental
- L&B Realty Advisors
- LADEN Co-Investment Fund, L.P.
- LaSalle (NZAM)
- Lazard (NZAM, Climate Action 100+)
- Leapfrog Ventures II
- Lehman Brothers Merchant Banking Partnership
- Lehman Brothers Merchant Banking Partnership II
- Lexington Capital Partners IX, L.P.
- Lexington Capital Partners VIII, L.P.
- Lexington Co-Investment Partners III
- Lexington Co-Investment Partners IV-B
- Lexington Co-Investment Partners V, L.P.
- Lighthouse Capital Partners VI
- Lime Rock II
- Lime Rock III
- Lime Rock IV
- Lime Rock V
- Lime Rock VI
- Lime Rock VII
- Lime Rock VIII
- LLR Equity Partners II
- LLR Equity Partners III
- LLR Equity Partners IV
- LLR Equity Partners V
- LLR Equity Partners VI
- LMR Fund, L.P.
- Longitude Prime Fund, L.P.
- Longtitude Venture Partners
- Longtitude Venture Partners II
- Longtitude Venture Partners III
- Longtitude Venture Partners IV
- Marlin Equity IV
- Marlin Equity V
- Marlin Heritage II
- Marlin Heritage, L.P.
- MBK Partners Special Situations II
- McCowen DeLeeuw IV
- Media/Communications Partners II
- Miller Global Properties
- Mobius/Softbank Technology Ventures V
- Mobius/Softbank Technology Ventures VI
- Mohr Davidow Ventures III
- Mohr Davidow Ventures IV
- Mondrian Investment Partners Limited
- Montauk TriGuard VI
- Montauk TriGuard VII
- Montauk TriGuard VIII
- Morgan Holland Fund II
- Morgan Holland One Liberty III
- Morgan Stanley
- Morgenthaler Venture Partners V
- Morgenthaler Venture Partners VI
- Nazem & Company III
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- Noson Lawen Partners
- Nuveen (Climate Action 100+)
- OHA CLO Enhanced Equity Fund
- OHA CLO Enhanced Equity Fund II
- OHA Tactical Investment Fund
- Orion European
- OVP Venture Partners
- Pacven Walden Ventures V
- Pacven Walden Ventures VI
- Pegasus Partners II
- Pegasus Partners III
- Pegasus Partners IV
- Pegasus Partners V
- Peloton
- Peloton II
- Peloton III
- PERA Internal Management
- Permira Europe III
- Permira V L.P.
- Permira VI L.P.
- Permira VII L.P.
- PGIM
- Pharo Gaia Fund Ltd.
- Phillips-Smith Specialty Retail Group III
- Phoenix Equity Partners 2010
- Phoenix Equity Partners II
- Phoenix Equity Partners III
- Phoenix Equity Partners IV
- Phoenix Equity Partners V (Phoenix Equity 2006)
- Pinnacle Arcadia Cattle Partners I, LP
- PMI Mezzanine Fund
- Polar Multi-Strategy Fund (Climate Action 100+)
- Portfolio Advisors Private Equity Fund IV
- Portfolio Advisors Private Equity Fund V
- Principal Real Estate Investors
- Raine Partners II LP
- Raine Partners III, LP
- Rho Ventures V
- Rocky Mountain Mezzanine II
- Rokos Global Macro Fund Ltd.
- RREEF
- Schroder Investment Management
- Sequel II
- Sequel III
- Sequel Ventures
- Shepherd Ventures II
- Signature Natural Resources Fund, LLC
- Siguler Guff Fund II
- Siguler Guff Fund III
- Sixth Street Agriculture Partners
- Sixth Street TAO 3.0
- Sixth Street TAO 4.0
- Sixth Street TAO 5.0
- SP Duet Investors
- SP Sia Investors
- Spectrum Equity Investors III
- Spectrum Equity Investors IV
- Sprout Capital IX
- SSG Capital Partners V, L.P.
- SSG Secured Lending Opportunities II
- SSG Secured Lending Opportunities III
- Stafford Infrastructure Secondaries Fund IV (NZAM)
- Strategic Partners II
- Strategic Partners III
- Strategic Partners IV
- Strategic Partners IX
- Strategic Partners V
- Strategic Partners VI
- Strategic Partners VII
- Strategic Partners VIII
- Strategic Value Special Situations Fund V
- Summit Partners Growth Equity IX
- Summit Partners Growth Equity VIII
- Summit Partners Growth Equity X
- SunTX Capital Partners II GP
- SunTX Fulcrum Fund
- Taiga Special Opportunities DAC
- Technology Crossover Ventures I
- Technology Crossover Ventures II
- Technology Crossover Ventures IV
- Technology Crossover Ventures IX
- Technology Crossover Ventures V
- Technology Crossover Ventures VI
- Technology Crossover Ventures VII
- Technology Crossover Ventures VIII
- Technology Crossover Ventures X
- Technology Crossover Ventures XI
- Technology for Information and Entertainment III
- Tenaska Power Fund II
- Terra Firma Capital Partners III
- TPG Growth IV, L.P.
- TPG Growth V, L.P.
- TSG 4
- TSG 5
- TSG 6
- TSG 7A
- TSG 7B
- TSG 8
- TVV Equity Investors II
- UBS Realty Investors (NZAM, Climate Action 100+)
- USAA
- Venture Strategy Partners II
- Versa Capital Fund I
- Versa Capital Fund II
- W Capital Partners III, L.P.
- W Capital Partners IV, L.P.
- Warburg Pincus China-Southeast Asia II
- Warburg Pincus Energy, L.P.
- Warburg Pincus Equity Partners
- Warburg Pincus Financial Sector II, L.P.
- Warburg Pincus Global Growth, L.P.
- Warburg Pincus International Partners
- Warburg Pincus Private Equity IX
- Warburg Pincus Private Equity VIII
- Warburg Pincus Private Equity X
- Warburg Pincus Private Equity XI
- Warburg Pincus Private Equity XI, L.P.
- Warburg Pincus Private Equity XII, L.P.
- Warburg Pincus Ventures
- Warburg Pincus Ventures International
- Wellspring Capital Partners III
- Wellspring Capital Partners IV
- Wellspring Capital Partners V
- Wellspring Capital Partners VI
- Westbrook
- Westphere Latin America PE Growth Fund II
- Westphere South America PE Growth Fund
- William Blair & Co. (Climate Action 100+)
- Windjammer Mezzanine and Equity Fund II
- Windjammer Senior Equity Fund III
- Windjammer Senior Equity Fund IV
- Z Capital Special Situations Fund II
List of AMCs contracting with the Colorado Public Employees Retirement Association
The Colorado Public Employees Retirement Association contracted with 464 asset management companies (AMCs) as of December 2022. Of those companies or funds, 17 were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Public Employees Retirement Association:[3]
- 1992 Multi-Strategy Fund, L.P. (Highbridge Capital)
- Acadian Asset Management (NZAM, Climate Action 100+)
- Accel Partners III
- Accel Partners IV
- Access Venture Partners IV, L.P.
- Advanced Technology Ventures IV
- Advanced Technology Ventures V
- Advanced Technology Ventures VI
- Advanced Technology Ventures VII
- AEW
- AIG Global Emerging Markets Fund
- AIG Global Emerging Markets Fund II
- American Rivers Fund
- APA Excelsior IV
- APA Excelsior V
- Apax Europe VI
- Apax Europe VII
- Apax Excelsior VI
- Apax US VII
- Apollo Credit Opportunity Fund III
- Apollo Distressed Investment Fund (DIF)
- Apollo Energy Opportunity Fund
- Apollo Investment Fund III
- Apollo Investment Fund IV
- Apollo Investment Fund IX
- Apollo Investment Fund V
- Apollo Investment Fund VI
- Apollo Investment Fund VII
- Apollo Investment Fund VIII
- Arclight Energy Partners Fund V
- Arclight Energy Partners Fund VI
- ARES
- Ares Corporate Opportunities Fund
- Ares Corporate Opportunities Fund II
- Ares Corporate Opportunities Fund III
- Ares Corporate Opportunities Fund IV, L.P.
- Ares Corporate Opportunities Fund V, L.P.
- Ares Energy Opportunities Fund
- Ares ICOF III
- Asia Pacific Growth Fund II
- Asia Pacific Growth Fund III
- Atlas Ventures VI (NZAM)
- Audax Mezzanine Fund III
- Avenue Asia Special Situations Fund III
- Avenue Asia Special Situations Fund IV
- Avenue Europe Special Situations Fund
- Avenue Europe Special Situations Fund II
- Avenue Special Situations Fund IV
- Avenue Special Situations Fund V
- Avenue Special Situations Fund VI
- Avista Capital Partners
- Avista Capital Partners II
- Avista Capital Partners III
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- Barings (Climate Action 100+)
- Basalt Infrastructure Partners III
- BC European Capital IX
- BC European Capital X
- BC European Capital XI
- Beacon Energy II
- BlackRock (NZAM, Climate Action 100+)
- Blackrock Multi-Alternative Opportunities Fund (A) (NZAM, Climate Action 100+)
- Blackstone Capital Partners II
- Blackstone Capital Partners III
- Blackstone Capital Partners IV
- Blackstone Capital Partners V
- Blackstone Capital Partners VI
- Blackstone Capital Partners VII
- Blackstone Capital Partners VIII
- Blackstone Communications Partners
- Blackstone Energy Partners II L.P.
- Blackstone Real Estate Partners
- Blackstone Tactical Opportunities Fund
- Blackstone Tactical Opportunities Fund II
- Blackstone Tactical Opportunities Fund III
- Blackstone Tactical Opportunities Fund IV, L.P.
- Brantley Venture Partners II
- Brantley Venture Partners III
- Brentwood Associates Private Equity III
- Brentwood Associates Private Equity IV
- Brentwood Associates Private Equity V, L.P.
- Brentwood Associates Private Equity VI, L.P.
- Bridgewater Pure Alpha Major Markets, LLC
- Calmwater Real Estate Credit Fund IV
- Calmwater US Real Estate Credit Fund III
- Capitol Hill Co-Investment Fund L.P.
- Carlyle Aviation SASOF III
- Carlyle Aviation SASOF V, LP
- Carlyle Strategic Partners IV, L.P.
- CB Richard Ellis
- Centennial Business Development Fund
- Centennial Fund II
- Centennial Fund III
- Centennial Fund IV
- Centennial Fund Ltd
- Centennial Fund V
- Centennial Fund VI
- Centennial Ventures VII
- CMEA VI
- CMEA VII
- Coller International Partners IV
- Coller International Partners V, L.P.
- Coller International Partners VI, L.P.
- Coller International Partners VII, L.P.
- Coller International Partners VIII, L.P.
- Colorado Mile High Fund
- Colorado PERA Co-Investment 2000
- Colorado PERA Co-Investment 2001
- Colorado PERA Co-Investment 2002
- Colorado PERA Co-Investment 2021
- Colorado Venture Management III
- Colorado Venture Management IV
- Columbia Capital Equity Partners II
- Columbia Capital Equity Partners III
- Columbia Capital Equity Partners IV
- Columbine Venture Fund II
- Comvest Investment Partners IV
- Comvest Investment Partners V
- Courage Music Partners II, LP
- Court Square Capital Partners
- Court Square Capital Partners III
- Coventry
- CRG Partners III - Parallel Fund "A"
- CRG Partners IV
- Crow
- CVC European Equity Partners II
- CVC European Equity Partners III
- CVC European Equity Partners IV (D)
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VIII
- Cypress Merchant Banking Partners
- Cypress Merchant Banking Partners II
- DLJ Merchant Banking Partners II
- DLJ Merchant Banking Partners III
- Doughty Hanson & Co Fund II
- Doughty Hanson & Co Fund III
- Doughty Hanson & Co Technology Fund
- Dover Street VII
- DRA Advisors
- Edison Venture Fund VI
- Edison Venture Fund VI
- Elevation Partners LP
- Enterprise Partners VI
- Equitable Capital Private Inc & Equity Fund II
- Equitable Deal Flow Fund
- Euroknights III
- Euroknights IV
- Euroknights V
- Euroknights VI
- European Asset Value Fund II, LP
- ExodusPoint Partners Fund, LP
- Exxel Capital Partners VI
- Farallon Special Situations Fund II
- Focus Ventures II
- Forstmann Little Equity V
- Forstmann Little Equity VI
- Forstmann Little Equity VII
- Forstmann Little MBO VIII
- Forstmann Little Sub Debt & Equity V
- Forstmann Little Sub Debt & Equity VI
- Forstmann Little Sub Debt & Equity VII
- Fortress Credit Opportunities Fund
- Fortress Credit Opportunities Fund II
- Fortress Credit Opportunities Fund III
- Fortress Credit Opportunities Fund IV
- Fortress Credit Opportunities Fund V
- Fortress Credit Opportunities Fund V Expansion
- Founders Equity SBIC I
- Foundry Group Next 2018, L.P.
- Foundry Group Next, L.P.
- Four Corners Farmland Fund
- Francisco Partners
- Francisco Partners Agility II
- Francisco Partners II
- Francisco Partners III
- Francisco Partners IV
- Francisco Partners SP
- Francisco Partners V
- Francisco Partners VI
- Franklin Capital Associates III
- Galen Partners IV
- Galen Partners V
- Gateway Venture Partners III
- GC Equity Partners Fund II, L.P.
- Genstar Capital Partners IX
- Genstar Capital Partners VI
- Genstar Capital Partners VII
- Genstar Capital Partners VIII
- Genstar Capital Partners X
- Geocapital III
- Glendon Opportunities Fund, L.P.
- Global Energy and Power Infrastructure Fund III
- Goldman Sachs Special Opportunities Asia Fund (Climate Action 100+)
- Gordon Morris Investment Partnership
- Grey Mountain Partners II
- Grey Mountain Partners III
- Grotech Partners III
- Grotech Partners IV
- Gryphon Partners II
- GSO Capital Solutions Fund
- GSO Capital Solutions Fund II
- GSO Capital Solutions Fund III
- Haddington Energy Partners III
- Hancock Timber
- HarbourVest III
- HarbourVest International Private Equity Partners
- HarbourVest International VI - Partnership
- HarbourVest Intl Private Equity Partners III - Direct
- HarbourVest Intl Private Equity Partners III - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partnership IV - Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Partnership
- HarbourVest Intl Pvt Equity Ptnrs III-Direct
- HarbourVest Intl Pvt Equity Ptnrs III-Partnership
- HarbourVest IV-Direct
- HarbourVest IV-Partnership
- HarbourVest Partners VI - Partnership Buyout
- HarbourVest Partners VII Buyout
- HarbourVest Partners VII-Venture Partnership Fund
- HarbourVest V-Direct
- HarbourVest V-Partnership
- HarbourVest VI-Direct
- HarbourVest VI-Partnership
- HarbourVest VII-Venture Partnership Fund
- Hayfin SOF II USD
- Headland Private Equity Fund 3
- Headland Private Equity Fund 6
- Hellman & Friedman Capital Partners X
- Hg Genesis 9 (NZAM)
- HgCapital 6
- HgCapital 7
- Hicks Muse Tate & Furst Equity Fund III
- Hicks Muse Tate & Furst Equity Fund IV
- Highland Capital Partners VI
- Highland Capital Partners VII
- HMTF Latin America
- HMTF Latin America II
- HSBC Private Equity Fund II (NZAM, Climate Action 100+)
- Hudson Bay Fund LP
- Insight Equity I (Climate Action 100+)
- Insight Partners XI (Climate Action 100+)
- Insight Partners XII (Climate Action 100+)
- Insight Venture Partners IX (Climate Action 100+)
- Insight Venture Partners X (Climate Action 100+)
- Institutional Venture Partners XI
- Institutional Venture Partners XII
- Invesco (NZAM)
- ISQ GIF III Co-Investment Fund
- ISQ Global Infrastructure Fund III
- ITU Ventures Colorado I
- ITU Ventures III
- ITU Ventures West I
- Jamestown
- JC Flowers II
- Jefferson Partners Fund IV
- JK&B Capital III
- JK&B Capital IV
- JLL Partners IV
- JLL Partners V
- JLL Partners VI
- JLL Partners VII
- JLL Partners VIII
- Joseph Littlejohn & Levy Fund
- Joseph Littlejohn & Levy Fund II
- Joseph LIttlejohn & Levy Fund III
- JP Morgan (NZAM)
- Kelso Investment Associates IX, L.P.
- Kelso Investment Associates X, L.P.
- Kirkoswald Global Macro Fund LP
- Kirtland Capital Partners IV
- KPS Special Situations Fund II
- KPS Special Situations Fund III
- KPS Special Situations Fund III - Supplemental
- L&B Realty Advisors
- LADEN Co-Investment Fund, L.P.
- LaSalle (NZAM)
- Lazard (NZAM, Climate Action 100+)
- Leapfrog Ventures II
- Lehman Brothers Merchant Banking Partnership
- Lehman Brothers Merchant Banking Partnership II
- Lexington Capital Partners IX, L.P.
- Lexington Capital Partners VIII, L.P.
- Lexington Co-Investment Partners III
- Lexington Co-Investment Partners IV-B
- Lexington Co-Investment Partners V, L.P.
- Lighthouse Capital Partners VI
- Lime Rock II
- Lime Rock III
- Lime Rock IV
- Lime Rock V
- Lime Rock VI
- Lime Rock VII
- Lime Rock VIII
- LLR Equity Partners II
- LLR Equity Partners III
- LLR Equity Partners IV
- LLR Equity Partners V
- LLR Equity Partners VI
- LMR Fund, L.P.
- Longitude Prime Fund, L.P.
- Longtitude Venture Partners
- Longtitude Venture Partners II
- Longtitude Venture Partners III
- Longtitude Venture Partners IV
- Marlin Equity IV
- Marlin Equity V
- Marlin Heritage II
- Marlin Heritage, L.P.
- MBK Partners Special Situations II
- McCowen DeLeeuw IV
- Media/Communications Partners II
- Miller Global Properties
- Mobius/Softbank Technology Ventures V
- Mobius/Softbank Technology Ventures VI
- Mohr Davidow Ventures III
- Mohr Davidow Ventures IV
- Mondrian Investment Partners Limited
- Montauk TriGuard VI
- Montauk TriGuard VII
- Montauk TriGuard VIII
- Morgan Holland Fund II
- Morgan Holland One Liberty III
- Morgan Stanley
- Morgenthaler Venture Partners V
- Morgenthaler Venture Partners VI
- Nazem & Company III
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- Noson Lawen Partners
- Nuveen (Climate Action 100+)
- OHA CLO Enhanced Equity Fund
- OHA CLO Enhanced Equity Fund II
- OHA Tactical Investment Fund
- Orion European
- OVP Venture Partners
- Pacven Walden Ventures V
- Pacven Walden Ventures VI
- Pegasus Partners II
- Pegasus Partners III
- Pegasus Partners IV
- Pegasus Partners V
- Peloton
- Peloton II
- Peloton III
- PERA Internal Management
- Permira Europe III
- Permira V L.P.
- Permira VI L.P.
- Permira VII L.P.
- PGIM
- Pharo Gaia Fund Ltd.
- Phillips-Smith Specialty Retail Group III
- Phoenix Equity Partners 2010
- Phoenix Equity Partners II
- Phoenix Equity Partners III
- Phoenix Equity Partners IV
- Phoenix Equity Partners V (Phoenix Equity 2006)
- Pinnacle Arcadia Cattle Partners I, LP
- PMI Mezzanine Fund
- Polar Multi-Strategy Fund (Climate Action 100+)
- Portfolio Advisors Private Equity Fund IV
- Portfolio Advisors Private Equity Fund V
- Principal Real Estate Investors
- Raine Partners II LP
- Raine Partners III, LP
- Rho Ventures V
- Rocky Mountain Mezzanine II
- Rokos Global Macro Fund Ltd.
- RREEF
- Schroder Investment Management
- Sequel II
- Sequel III
- Sequel Ventures
- Shepherd Ventures II
- Signature Natural Resources Fund, LLC
- Siguler Guff Fund II
- Siguler Guff Fund III
- Sixth Street Agriculture Partners
- Sixth Street TAO 3.0
- Sixth Street TAO 4.0
- Sixth Street TAO 5.0
- SP Duet Investors
- SP Sia Investors
- Spectrum Equity Investors III
- Spectrum Equity Investors IV
- Sprout Capital IX
- SSG Capital Partners V, L.P.
- SSG Secured Lending Opportunities II
- SSG Secured Lending Opportunities III
- Stafford Infrastructure Secondaries Fund IV (NZAM)
- Strategic Partners II
- Strategic Partners III
- Strategic Partners IV
- Strategic Partners IX
- Strategic Partners V
- Strategic Partners VI
- Strategic Partners VII
- Strategic Partners VIII
- Strategic Value Special Situations Fund V
- Summit Partners Growth Equity IX
- Summit Partners Growth Equity VIII
- Summit Partners Growth Equity X
- SunTX Capital Partners II GP
- SunTX Fulcrum Fund
- Taiga Special Opportunities DAC
- Technology Crossover Ventures I
- Technology Crossover Ventures II
- Technology Crossover Ventures IV
- Technology Crossover Ventures IX
- Technology Crossover Ventures V
- Technology Crossover Ventures VI
- Technology Crossover Ventures VII
- Technology Crossover Ventures VIII
- Technology Crossover Ventures X
- Technology Crossover Ventures XI
- Technology for Information and Entertainment III
- Tenaska Power Fund II
- Terra Firma Capital Partners III
- TPG Growth IV, L.P.
- TPG Growth V, L.P.
- TSG 4
- TSG 5
- TSG 6
- TSG 7A
- TSG 7B
- TSG 8
- TVV Equity Investors II
- UBS Realty Investors (NZAM, Climate Action 100+)
- USAA
- Venture Strategy Partners II
- Versa Capital Fund I
- Versa Capital Fund II
- W Capital Partners III, L.P.
- W Capital Partners IV, L.P.
- Warburg Pincus China-Southeast Asia II
- Warburg Pincus Energy, L.P.
- Warburg Pincus Equity Partners
- Warburg Pincus Financial Sector II, L.P.
- Warburg Pincus Global Growth, L.P.
- Warburg Pincus International Partners
- Warburg Pincus Private Equity IX
- Warburg Pincus Private Equity VIII
- Warburg Pincus Private Equity X
- Warburg Pincus Private Equity XI
- Warburg Pincus Private Equity XI, L.P.
- Warburg Pincus Private Equity XII, L.P.
- Warburg Pincus Ventures
- Warburg Pincus Ventures International
- Wellspring Capital Partners III
- Wellspring Capital Partners IV
- Wellspring Capital Partners V
- Wellspring Capital Partners VI
- Westbrook
- Westphere Latin America PE Growth Fund II
- Westphere South America PE Growth Fund
- William Blair & Co. (Climate Action 100+)
- Windjammer Mezzanine and Equity Fund II
- Windjammer Senior Equity Fund III
- Windjammer Senior Equity Fund IV
- Z Capital Special Situations Fund II
List of AMCs contracting with the Colorado School Division Pension
The Colorado School Division Pension, as a subfund of the Colorado Public Employees Retirement Association, contracted with 464 asset management companies (AMCs) as of December 2022. Of those companies or funds, 17 were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado School Division Pension:[3]
- 1992 Multi-Strategy Fund, L.P. (Highbridge Capital)
- Acadian Asset Management (NZAM, Climate Action 100+)
- Accel Partners III
- Accel Partners IV
- Access Venture Partners IV, L.P.
- Advanced Technology Ventures IV
- Advanced Technology Ventures V
- Advanced Technology Ventures VI
- Advanced Technology Ventures VII
- AEW
- AIG Global Emerging Markets Fund
- AIG Global Emerging Markets Fund II
- American Rivers Fund
- APA Excelsior IV
- APA Excelsior V
- Apax Europe VI
- Apax Europe VII
- Apax Excelsior VI
- Apax US VII
- Apollo Credit Opportunity Fund III
- Apollo Distressed Investment Fund (DIF)
- Apollo Energy Opportunity Fund
- Apollo Investment Fund III
- Apollo Investment Fund IV
- Apollo Investment Fund IX
- Apollo Investment Fund V
- Apollo Investment Fund VI
- Apollo Investment Fund VII
- Apollo Investment Fund VIII
- Arclight Energy Partners Fund V
- Arclight Energy Partners Fund VI
- ARES
- Ares Corporate Opportunities Fund
- Ares Corporate Opportunities Fund II
- Ares Corporate Opportunities Fund III
- Ares Corporate Opportunities Fund IV, L.P.
- Ares Corporate Opportunities Fund V, L.P.
- Ares Energy Opportunities Fund
- Ares ICOF III
- Asia Pacific Growth Fund II
- Asia Pacific Growth Fund III
- Atlas Ventures VI (NZAM)
- Audax Mezzanine Fund III
- Avenue Asia Special Situations Fund III
- Avenue Asia Special Situations Fund IV
- Avenue Europe Special Situations Fund
- Avenue Europe Special Situations Fund II
- Avenue Special Situations Fund IV
- Avenue Special Situations Fund V
- Avenue Special Situations Fund VI
- Avista Capital Partners
- Avista Capital Partners II
- Avista Capital Partners III
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- Barings (Climate Action 100+)
- Basalt Infrastructure Partners III
- BC European Capital IX
- BC European Capital X
- BC European Capital XI
- Beacon Energy II
- BlackRock (NZAM, Climate Action 100+)
- Blackrock Multi-Alternative Opportunities Fund (A) (NZAM, Climate Action 100+)
- Blackstone Capital Partners II
- Blackstone Capital Partners III
- Blackstone Capital Partners IV
- Blackstone Capital Partners V
- Blackstone Capital Partners VI
- Blackstone Capital Partners VII
- Blackstone Capital Partners VIII
- Blackstone Communications Partners
- Blackstone Energy Partners II L.P.
- Blackstone Real Estate Partners
- Blackstone Tactical Opportunities Fund
- Blackstone Tactical Opportunities Fund II
- Blackstone Tactical Opportunities Fund III
- Blackstone Tactical Opportunities Fund IV, L.P.
- Brantley Venture Partners II
- Brantley Venture Partners III
- Brentwood Associates Private Equity III
- Brentwood Associates Private Equity IV
- Brentwood Associates Private Equity V, L.P.
- Brentwood Associates Private Equity VI, L.P.
- Bridgewater Pure Alpha Major Markets, LLC
- Calmwater Real Estate Credit Fund IV
- Calmwater US Real Estate Credit Fund III
- Capitol Hill Co-Investment Fund L.P.
- Carlyle Aviation SASOF III
- Carlyle Aviation SASOF V, LP
- Carlyle Strategic Partners IV, L.P.
- CB Richard Ellis
- Centennial Business Development Fund
- Centennial Fund II
- Centennial Fund III
- Centennial Fund IV
- Centennial Fund Ltd
- Centennial Fund V
- Centennial Fund VI
- Centennial Ventures VII
- CMEA VI
- CMEA VII
- Coller International Partners IV
- Coller International Partners V, L.P.
- Coller International Partners VI, L.P.
- Coller International Partners VII, L.P.
- Coller International Partners VIII, L.P.
- Colorado Mile High Fund
- Colorado PERA Co-Investment 2000
- Colorado PERA Co-Investment 2001
- Colorado PERA Co-Investment 2002
- Colorado PERA Co-Investment 2021
- Colorado Venture Management III
- Colorado Venture Management IV
- Columbia Capital Equity Partners II
- Columbia Capital Equity Partners III
- Columbia Capital Equity Partners IV
- Columbine Venture Fund II
- Comvest Investment Partners IV
- Comvest Investment Partners V
- Courage Music Partners II, LP
- Court Square Capital Partners
- Court Square Capital Partners III
- Coventry
- CRG Partners III - Parallel Fund "A"
- CRG Partners IV
- Crow
- CVC European Equity Partners II
- CVC European Equity Partners III
- CVC European Equity Partners IV (D)
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VIII
- Cypress Merchant Banking Partners
- Cypress Merchant Banking Partners II
- DLJ Merchant Banking Partners II
- DLJ Merchant Banking Partners III
- Doughty Hanson & Co Fund II
- Doughty Hanson & Co Fund III
- Doughty Hanson & Co Technology Fund
- Dover Street VII
- DRA Advisors
- Edison Venture Fund VI
- Edison Venture Fund VI
- Elevation Partners LP
- Enterprise Partners VI
- Equitable Capital Private Inc & Equity Fund II
- Equitable Deal Flow Fund
- Euroknights III
- Euroknights IV
- Euroknights V
- Euroknights VI
- European Asset Value Fund II, LP
- ExodusPoint Partners Fund, LP
- Exxel Capital Partners VI
- Farallon Special Situations Fund II
- Focus Ventures II
- Forstmann Little Equity V
- Forstmann Little Equity VI
- Forstmann Little Equity VII
- Forstmann Little MBO VIII
- Forstmann Little Sub Debt & Equity V
- Forstmann Little Sub Debt & Equity VI
- Forstmann Little Sub Debt & Equity VII
- Fortress Credit Opportunities Fund
- Fortress Credit Opportunities Fund II
- Fortress Credit Opportunities Fund III
- Fortress Credit Opportunities Fund IV
- Fortress Credit Opportunities Fund V
- Fortress Credit Opportunities Fund V Expansion
- Founders Equity SBIC I
- Foundry Group Next 2018, L.P.
- Foundry Group Next, L.P.
- Four Corners Farmland Fund
- Francisco Partners
- Francisco Partners Agility II
- Francisco Partners II
- Francisco Partners III
- Francisco Partners IV
- Francisco Partners SP
- Francisco Partners V
- Francisco Partners VI
- Franklin Capital Associates III
- Galen Partners IV
- Galen Partners V
- Gateway Venture Partners III
- GC Equity Partners Fund II, L.P.
- Genstar Capital Partners IX
- Genstar Capital Partners VI
- Genstar Capital Partners VII
- Genstar Capital Partners VIII
- Genstar Capital Partners X
- Geocapital III
- Glendon Opportunities Fund, L.P.
- Global Energy and Power Infrastructure Fund III
- Goldman Sachs Special Opportunities Asia Fund (Climate Action 100+)
- Gordon Morris Investment Partnership
- Grey Mountain Partners II
- Grey Mountain Partners III
- Grotech Partners III
- Grotech Partners IV
- Gryphon Partners II
- GSO Capital Solutions Fund
- GSO Capital Solutions Fund II
- GSO Capital Solutions Fund III
- Haddington Energy Partners III
- Hancock Timber
- HarbourVest III
- HarbourVest International Private Equity Partners
- HarbourVest International VI - Partnership
- HarbourVest Intl Private Equity Partners III - Direct
- HarbourVest Intl Private Equity Partners III - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partnership IV - Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Partnership
- HarbourVest Intl Pvt Equity Ptnrs III-Direct
- HarbourVest Intl Pvt Equity Ptnrs III-Partnership
- HarbourVest IV-Direct
- HarbourVest IV-Partnership
- HarbourVest Partners VI - Partnership Buyout
- HarbourVest Partners VII Buyout
- HarbourVest Partners VII-Venture Partnership Fund
- HarbourVest V-Direct
- HarbourVest V-Partnership
- HarbourVest VI-Direct
- HarbourVest VI-Partnership
- HarbourVest VII-Venture Partnership Fund
- Hayfin SOF II USD
- Headland Private Equity Fund 3
- Headland Private Equity Fund 6
- Hellman & Friedman Capital Partners X
- Hg Genesis 9 (NZAM)
- HgCapital 6
- HgCapital 7
- Hicks Muse Tate & Furst Equity Fund III
- Hicks Muse Tate & Furst Equity Fund IV
- Highland Capital Partners VI
- Highland Capital Partners VII
- HMTF Latin America
- HMTF Latin America II
- HSBC Private Equity Fund II (NZAM, Climate Action 100+)
- Hudson Bay Fund LP
- Insight Equity I (Climate Action 100+)
- Insight Partners XI (Climate Action 100+)
- Insight Partners XII (Climate Action 100+)
- Insight Venture Partners IX (Climate Action 100+)
- Insight Venture Partners X (Climate Action 100+)
- Institutional Venture Partners XI
- Institutional Venture Partners XII
- Invesco (NZAM)
- ISQ GIF III Co-Investment Fund
- ISQ Global Infrastructure Fund III
- ITU Ventures Colorado I
- ITU Ventures III
- ITU Ventures West I
- Jamestown
- JC Flowers II
- Jefferson Partners Fund IV
- JK&B Capital III
- JK&B Capital IV
- JLL Partners IV
- JLL Partners V
- JLL Partners VI
- JLL Partners VII
- JLL Partners VIII
- Joseph Littlejohn & Levy Fund
- Joseph Littlejohn & Levy Fund II
- Joseph LIttlejohn & Levy Fund III
- JP Morgan (NZAM)
- Kelso Investment Associates IX, L.P.
- Kelso Investment Associates X, L.P.
- Kirkoswald Global Macro Fund LP
- Kirtland Capital Partners IV
- KPS Special Situations Fund II
- KPS Special Situations Fund III
- KPS Special Situations Fund III - Supplemental
- L&B Realty Advisors
- LADEN Co-Investment Fund, L.P.
- LaSalle (NZAM)
- Lazard (NZAM, Climate Action 100+)
- Leapfrog Ventures II
- Lehman Brothers Merchant Banking Partnership
- Lehman Brothers Merchant Banking Partnership II
- Lexington Capital Partners IX, L.P.
- Lexington Capital Partners VIII, L.P.
- Lexington Co-Investment Partners III
- Lexington Co-Investment Partners IV-B
- Lexington Co-Investment Partners V, L.P.
- Lighthouse Capital Partners VI
- Lime Rock II
- Lime Rock III
- Lime Rock IV
- Lime Rock V
- Lime Rock VI
- Lime Rock VII
- Lime Rock VIII
- LLR Equity Partners II
- LLR Equity Partners III
- LLR Equity Partners IV
- LLR Equity Partners V
- LLR Equity Partners VI
- LMR Fund, L.P.
- Longitude Prime Fund, L.P.
- Longtitude Venture Partners
- Longtitude Venture Partners II
- Longtitude Venture Partners III
- Longtitude Venture Partners IV
- Marlin Equity IV
- Marlin Equity V
- Marlin Heritage II
- Marlin Heritage, L.P.
- MBK Partners Special Situations II
- McCowen DeLeeuw IV
- Media/Communications Partners II
- Miller Global Properties
- Mobius/Softbank Technology Ventures V
- Mobius/Softbank Technology Ventures VI
- Mohr Davidow Ventures III
- Mohr Davidow Ventures IV
- Mondrian Investment Partners Limited
- Montauk TriGuard VI
- Montauk TriGuard VII
- Montauk TriGuard VIII
- Morgan Holland Fund II
- Morgan Holland One Liberty III
- Morgan Stanley
- Morgenthaler Venture Partners V
- Morgenthaler Venture Partners VI
- Nazem & Company III
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- Noson Lawen Partners
- Nuveen (Climate Action 100+)
- OHA CLO Enhanced Equity Fund
- OHA CLO Enhanced Equity Fund II
- OHA Tactical Investment Fund
- Orion European
- OVP Venture Partners
- Pacven Walden Ventures V
- Pacven Walden Ventures VI
- Pegasus Partners II
- Pegasus Partners III
- Pegasus Partners IV
- Pegasus Partners V
- Peloton
- Peloton II
- Peloton III
- PERA Internal Management
- Permira Europe III
- Permira V L.P.
- Permira VI L.P.
- Permira VII L.P.
- PGIM
- Pharo Gaia Fund Ltd.
- Phillips-Smith Specialty Retail Group III
- Phoenix Equity Partners 2010
- Phoenix Equity Partners II
- Phoenix Equity Partners III
- Phoenix Equity Partners IV
- Phoenix Equity Partners V (Phoenix Equity 2006)
- Pinnacle Arcadia Cattle Partners I, LP
- PMI Mezzanine Fund
- Polar Multi-Strategy Fund (Climate Action 100+)
- Portfolio Advisors Private Equity Fund IV
- Portfolio Advisors Private Equity Fund V
- Principal Real Estate Investors
- Raine Partners II LP
- Raine Partners III, LP
- Rho Ventures V
- Rocky Mountain Mezzanine II
- Rokos Global Macro Fund Ltd.
- RREEF
- Schroder Investment Management
- Sequel II
- Sequel III
- Sequel Ventures
- Shepherd Ventures II
- Signature Natural Resources Fund, LLC
- Siguler Guff Fund II
- Siguler Guff Fund III
- Sixth Street Agriculture Partners
- Sixth Street TAO 3.0
- Sixth Street TAO 4.0
- Sixth Street TAO 5.0
- SP Duet Investors
- SP Sia Investors
- Spectrum Equity Investors III
- Spectrum Equity Investors IV
- Sprout Capital IX
- SSG Capital Partners V, L.P.
- SSG Secured Lending Opportunities II
- SSG Secured Lending Opportunities III
- Stafford Infrastructure Secondaries Fund IV (NZAM)
- Strategic Partners II
- Strategic Partners III
- Strategic Partners IV
- Strategic Partners IX
- Strategic Partners V
- Strategic Partners VI
- Strategic Partners VII
- Strategic Partners VIII
- Strategic Value Special Situations Fund V
- Summit Partners Growth Equity IX
- Summit Partners Growth Equity VIII
- Summit Partners Growth Equity X
- SunTX Capital Partners II GP
- SunTX Fulcrum Fund
- Taiga Special Opportunities DAC
- Technology Crossover Ventures I
- Technology Crossover Ventures II
- Technology Crossover Ventures IV
- Technology Crossover Ventures IX
- Technology Crossover Ventures V
- Technology Crossover Ventures VI
- Technology Crossover Ventures VII
- Technology Crossover Ventures VIII
- Technology Crossover Ventures X
- Technology Crossover Ventures XI
- Technology for Information and Entertainment III
- Tenaska Power Fund II
- Terra Firma Capital Partners III
- TPG Growth IV, L.P.
- TPG Growth V, L.P.
- TSG 4
- TSG 5
- TSG 6
- TSG 7A
- TSG 7B
- TSG 8
- TVV Equity Investors II
- UBS Realty Investors (NZAM, Climate Action 100+)
- USAA
- Venture Strategy Partners II
- Versa Capital Fund I
- Versa Capital Fund II
- W Capital Partners III, L.P.
- W Capital Partners IV, L.P.
- Warburg Pincus China-Southeast Asia II
- Warburg Pincus Energy, L.P.
- Warburg Pincus Equity Partners
- Warburg Pincus Financial Sector II, L.P.
- Warburg Pincus Global Growth, L.P.
- Warburg Pincus International Partners
- Warburg Pincus Private Equity IX
- Warburg Pincus Private Equity VIII
- Warburg Pincus Private Equity X
- Warburg Pincus Private Equity XI
- Warburg Pincus Private Equity XI, L.P.
- Warburg Pincus Private Equity XII, L.P.
- Warburg Pincus Ventures
- Warburg Pincus Ventures International
- Wellspring Capital Partners III
- Wellspring Capital Partners IV
- Wellspring Capital Partners V
- Wellspring Capital Partners VI
- Westbrook
- Westphere Latin America PE Growth Fund II
- Westphere South America PE Growth Fund
- William Blair & Co. (Climate Action 100+)
- Windjammer Mezzanine and Equity Fund II
- Windjammer Senior Equity Fund III
- Windjammer Senior Equity Fund IV
- Z Capital Special Situations Fund II
List of AMCs contracting with the Colorado Springs New Hire Pension Plan
The Colorado Springs New Hire Pension Plan, is a subfund of the Fire and Police Pension Association of Colorado, which contracted with 139 asset management companies (AMCs) as of December 2021. Of those companies, 10 were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Springs New Hire Pension Plan as of 2023:[3]
- AKO Capital (Climate Action 100+)
- Alchemy Special Opportunities
- Alpha Petroleum (NZAM)
- Alphadyne Asset Management
- Alpine Investors
- Alta Partners
- American Securities
- ArcLight Energy Partners
- Arroyo Energy Investment Partners
- Ascribe Capital
- Autonomy Capital
- Baillie Gifford (NZAM, Climate Action 100+)
- Baker Brothers
- Banner Ridge Partners
- Barings (Climate Action 100+)
- Blackstone Capital Partners
- BLS Capital
- Blue Torch Capital
- BNP Paribas (NZAM, Climate Action 100+)
- Bowmark Capital Partners
- Brandywine Global Investment Management (NZAM, Climate Action 100+)
- BroadRiver Asset Management
- Catterton Partners
- Center Lane Partners
- Citadel Advisors
- Commonfund Capital
- Coral Tree Partners
- CORE Industrial Partners
- Crestline Investors
- Crosspoint Capital Partners
- CVC European Equity Partners
- DE Shaw Investment Management
- Dorsal Capital Management
- Driehaus Asset Management
- Dyal Capital
- Eagle Health Investments
- EIG Management Company
- Endeavour Capital
- Energy & Minerals Group
- Energy Capital Partners
- Energy Innovation Capital
- Farallon Capital Management
- Foundation Capital Management
- Garcia Hamilton Associates
- Gilde Buyout Partners
- GL Fund
- Goldman Sachs & Co (Climate Action 100+)
- Goodwater Capital
- Gradiente SGR
- Grand Alliance Asset Management
- Greenspring Associates
- H.I.G. Capital
- H2 Real Estate
- Heartwood Partners
- High Road Capital Partners
- Hudson Bay Capital Associates
- Incus Capital
- Insight Venture Partners (Climate Action 100+)
- J.H. Whitney
- Jackson Square Partners
- Janchor Partners
- JMI Equity
- JP Morgan Asset Management (NZAM)
- Kabouter Management
- Kayne Anderson Capital Advisors
- KCL Capital
- Kelso Investment Associates
- KPS Capital Partners
- Laurion Capital Management
- Littlejohn & Co.
- Locus Point Capital
- Loomis Sayles & Company
- Luxor Capital Partners
- Manulife Asset Management (Climate Action 100+)
- Mayfair Equity Partners
- Mellon Capital Management (Climate Action 100+)
- Mercato Partners
- Morgan Stanley Real Estate
- MVM Life Science Partners
- Natahala Capital Management
- Nautic Partners
- Neumeier Poma Investment Counsel
- New Enterprise Associates
- NGP Energy Capital Management
- Nordic Capital
- North Sky Capital
- Numeric Investors
- NVM Private Equity
- O'Brien-Staley Partners
- Orchard Global Assets Management
- Pacific Growth Investors
- Palestra Capital Partners
- Palladium Capital Management
- Palmer Square Capital Management
- Peak Rock Capital
- Periscope Equity
- Pharo Global Advisors Limited
- Prime Group Holdings
- Prudential Capital Group
- Prudential Real Estate Investors
- Quadria Capital
- Questa Capital Management
- Raven Capital Management
- RiverRock European Capital Partners (NZAM)
- Rivulet Capital Partners
- Roark Capital Partners
- Rosemawr Management
- Rosemont Investment Partners
- RREEF Alternative Investments
- Rubicon Technology Partners
- Russell Investments (NZAM, Climate Action 100+)
- Sachem Head Capital Management
- Scout Energy Partners
- Select Equity Group
- Shorelight Partners
- Southpoint Capital Advisors
- Spire Capital Partners
- State Street Global Advisors (NZAM)
- Stride Consumer Partners
- TA Associates
- Technology Crossover Ventures
- Texas Pacific Group
- The DWS Group
- The Raine Group
- Thomas McNerney & Partners
- Three Hill Capital Partners
- Transom Capital Group
- TVM Capital
- Ufenau Capital Partners
- Valar Ventures
- Velocis
- Venture Investment Managers
- Veritas Capital
- Voloridge Investment Management
- Walter Scott Partners
- Warren Equity Partners
- Wavecrest Growth Partners
- WorldQuant Qauntitative Strategies
- Yiheng Capital Partners
List of AMCs contracting with the Colorado State Division Pension
The Colorado State Division Pension, as a subfund of the Colorado Public Employees Retirement Association, contracted with 464 asset management companies (AMCs) as of December 2022. Of those companies or funds, 17 were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado State Division Pension:[3]
- 1992 Multi-Strategy Fund, L.P. (Highbridge Capital)
- Acadian Asset Management (NZAM, Climate Action 100+)
- Accel Partners III
- Accel Partners IV
- Access Venture Partners IV, L.P.
- Advanced Technology Ventures IV
- Advanced Technology Ventures V
- Advanced Technology Ventures VI
- Advanced Technology Ventures VII
- AEW
- AIG Global Emerging Markets Fund
- AIG Global Emerging Markets Fund II
- American Rivers Fund
- APA Excelsior IV
- APA Excelsior V
- Apax Europe VI
- Apax Europe VII
- Apax Excelsior VI
- Apax US VII
- Apollo Credit Opportunity Fund III
- Apollo Distressed Investment Fund (DIF)
- Apollo Energy Opportunity Fund
- Apollo Investment Fund III
- Apollo Investment Fund IV
- Apollo Investment Fund IX
- Apollo Investment Fund V
- Apollo Investment Fund VI
- Apollo Investment Fund VII
- Apollo Investment Fund VIII
- Arclight Energy Partners Fund V
- Arclight Energy Partners Fund VI
- ARES
- Ares Corporate Opportunities Fund
- Ares Corporate Opportunities Fund II
- Ares Corporate Opportunities Fund III
- Ares Corporate Opportunities Fund IV, L.P.
- Ares Corporate Opportunities Fund V, L.P.
- Ares Energy Opportunities Fund
- Ares ICOF III
- Asia Pacific Growth Fund II
- Asia Pacific Growth Fund III
- Atlas Ventures VI (NZAM)
- Audax Mezzanine Fund III
- Avenue Asia Special Situations Fund III
- Avenue Asia Special Situations Fund IV
- Avenue Europe Special Situations Fund
- Avenue Europe Special Situations Fund II
- Avenue Special Situations Fund IV
- Avenue Special Situations Fund V
- Avenue Special Situations Fund VI
- Avista Capital Partners
- Avista Capital Partners II
- Avista Capital Partners III
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- Barings (Climate Action 100+)
- Basalt Infrastructure Partners III
- BC European Capital IX
- BC European Capital X
- BC European Capital XI
- Beacon Energy II
- BlackRock (NZAM, Climate Action 100+)
- Blackrock Multi-Alternative Opportunities Fund (A) (NZAM, Climate Action 100+)
- Blackstone Capital Partners II
- Blackstone Capital Partners III
- Blackstone Capital Partners IV
- Blackstone Capital Partners V
- Blackstone Capital Partners VI
- Blackstone Capital Partners VII
- Blackstone Capital Partners VIII
- Blackstone Communications Partners
- Blackstone Energy Partners II L.P.
- Blackstone Real Estate Partners
- Blackstone Tactical Opportunities Fund
- Blackstone Tactical Opportunities Fund II
- Blackstone Tactical Opportunities Fund III
- Blackstone Tactical Opportunities Fund IV, L.P.
- Brantley Venture Partners II
- Brantley Venture Partners III
- Brentwood Associates Private Equity III
- Brentwood Associates Private Equity IV
- Brentwood Associates Private Equity V, L.P.
- Brentwood Associates Private Equity VI, L.P.
- Bridgewater Pure Alpha Major Markets, LLC
- Calmwater Real Estate Credit Fund IV
- Calmwater US Real Estate Credit Fund III
- Capitol Hill Co-Investment Fund L.P.
- Carlyle Aviation SASOF III
- Carlyle Aviation SASOF V, LP
- Carlyle Strategic Partners IV, L.P.
- CB Richard Ellis
- Centennial Business Development Fund
- Centennial Fund II
- Centennial Fund III
- Centennial Fund IV
- Centennial Fund Ltd
- Centennial Fund V
- Centennial Fund VI
- Centennial Ventures VII
- CMEA VI
- CMEA VII
- Coller International Partners IV
- Coller International Partners V, L.P.
- Coller International Partners VI, L.P.
- Coller International Partners VII, L.P.
- Coller International Partners VIII, L.P.
- Colorado Mile High Fund
- Colorado PERA Co-Investment 2000
- Colorado PERA Co-Investment 2001
- Colorado PERA Co-Investment 2002
- Colorado PERA Co-Investment 2021
- Colorado Venture Management III
- Colorado Venture Management IV
- Columbia Capital Equity Partners II
- Columbia Capital Equity Partners III
- Columbia Capital Equity Partners IV
- Columbine Venture Fund II
- Comvest Investment Partners IV
- Comvest Investment Partners V
- Courage Music Partners II, LP
- Court Square Capital Partners
- Court Square Capital Partners III
- Coventry
- CRG Partners III - Parallel Fund "A"
- CRG Partners IV
- Crow
- CVC European Equity Partners II
- CVC European Equity Partners III
- CVC European Equity Partners IV (D)
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VIII
- Cypress Merchant Banking Partners
- Cypress Merchant Banking Partners II
- DLJ Merchant Banking Partners II
- DLJ Merchant Banking Partners III
- Doughty Hanson & Co Fund II
- Doughty Hanson & Co Fund III
- Doughty Hanson & Co Technology Fund
- Dover Street VII
- DRA Advisors
- Edison Venture Fund VI
- Edison Venture Fund VI
- Elevation Partners LP
- Enterprise Partners VI
- Equitable Capital Private Inc & Equity Fund II
- Equitable Deal Flow Fund
- Euroknights III
- Euroknights IV
- Euroknights V
- Euroknights VI
- European Asset Value Fund II, LP
- ExodusPoint Partners Fund, LP
- Exxel Capital Partners VI
- Farallon Special Situations Fund II
- Focus Ventures II
- Forstmann Little Equity V
- Forstmann Little Equity VI
- Forstmann Little Equity VII
- Forstmann Little MBO VIII
- Forstmann Little Sub Debt & Equity V
- Forstmann Little Sub Debt & Equity VI
- Forstmann Little Sub Debt & Equity VII
- Fortress Credit Opportunities Fund
- Fortress Credit Opportunities Fund II
- Fortress Credit Opportunities Fund III
- Fortress Credit Opportunities Fund IV
- Fortress Credit Opportunities Fund V
- Fortress Credit Opportunities Fund V Expansion
- Founders Equity SBIC I
- Foundry Group Next 2018, L.P.
- Foundry Group Next, L.P.
- Four Corners Farmland Fund
- Francisco Partners
- Francisco Partners Agility II
- Francisco Partners II
- Francisco Partners III
- Francisco Partners IV
- Francisco Partners SP
- Francisco Partners V
- Francisco Partners VI
- Franklin Capital Associates III
- Galen Partners IV
- Galen Partners V
- Gateway Venture Partners III
- GC Equity Partners Fund II, L.P.
- Genstar Capital Partners IX
- Genstar Capital Partners VI
- Genstar Capital Partners VII
- Genstar Capital Partners VIII
- Genstar Capital Partners X
- Geocapital III
- Glendon Opportunities Fund, L.P.
- Global Energy and Power Infrastructure Fund III
- Goldman Sachs Special Opportunities Asia Fund (Climate Action 100+)
- Gordon Morris Investment Partnership
- Grey Mountain Partners II
- Grey Mountain Partners III
- Grotech Partners III
- Grotech Partners IV
- Gryphon Partners II
- GSO Capital Solutions Fund
- GSO Capital Solutions Fund II
- GSO Capital Solutions Fund III
- Haddington Energy Partners III
- Hancock Timber
- HarbourVest III
- HarbourVest International Private Equity Partners
- HarbourVest International VI - Partnership
- HarbourVest Intl Private Equity Partners III - Direct
- HarbourVest Intl Private Equity Partners III - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partners IV - Partnership
- HarbourVest Intl Private Equity Partnership IV - Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Direct
- HarbourVest Intl Pvt Equity Ptnrs II-Partnership
- HarbourVest Intl Pvt Equity Ptnrs III-Direct
- HarbourVest Intl Pvt Equity Ptnrs III-Partnership
- HarbourVest IV-Direct
- HarbourVest IV-Partnership
- HarbourVest Partners VI - Partnership Buyout
- HarbourVest Partners VII Buyout
- HarbourVest Partners VII-Venture Partnership Fund
- HarbourVest V-Direct
- HarbourVest V-Partnership
- HarbourVest VI-Direct
- HarbourVest VI-Partnership
- HarbourVest VII-Venture Partnership Fund
- Hayfin SOF II USD
- Headland Private Equity Fund 3
- Headland Private Equity Fund 6
- Hellman & Friedman Capital Partners X
- Hg Genesis 9 (NZAM)
- HgCapital 6
- HgCapital 7
- Hicks Muse Tate & Furst Equity Fund III
- Hicks Muse Tate & Furst Equity Fund IV
- Highland Capital Partners VI
- Highland Capital Partners VII
- HMTF Latin America
- HMTF Latin America II
- HSBC Private Equity Fund II (NZAM, Climate Action 100+)
- Hudson Bay Fund LP
- Insight Equity I (Climate Action 100+)
- Insight Partners XI (Climate Action 100+)
- Insight Partners XII (Climate Action 100+)
- Insight Venture Partners IX (Climate Action 100+)
- Insight Venture Partners X (Climate Action 100+)
- Institutional Venture Partners XI
- Institutional Venture Partners XII
- Invesco (NZAM)
- ISQ GIF III Co-Investment Fund
- ISQ Global Infrastructure Fund III
- ITU Ventures Colorado I
- ITU Ventures III
- ITU Ventures West I
- Jamestown
- JC Flowers II
- Jefferson Partners Fund IV
- JK&B Capital III
- JK&B Capital IV
- JLL Partners IV
- JLL Partners V
- JLL Partners VI
- JLL Partners VII
- JLL Partners VIII
- Joseph Littlejohn & Levy Fund
- Joseph Littlejohn & Levy Fund II
- Joseph LIttlejohn & Levy Fund III
- JP Morgan (NZAM)
- Kelso Investment Associates IX, L.P.
- Kelso Investment Associates X, L.P.
- Kirkoswald Global Macro Fund LP
- Kirtland Capital Partners IV
- KPS Special Situations Fund II
- KPS Special Situations Fund III
- KPS Special Situations Fund III - Supplemental
- L&B Realty Advisors
- LADEN Co-Investment Fund, L.P.
- LaSalle (NZAM)
- Lazard (NZAM, Climate Action 100+)
- Leapfrog Ventures II
- Lehman Brothers Merchant Banking Partnership
- Lehman Brothers Merchant Banking Partnership II
- Lexington Capital Partners IX, L.P.
- Lexington Capital Partners VIII, L.P.
- Lexington Co-Investment Partners III
- Lexington Co-Investment Partners IV-B
- Lexington Co-Investment Partners V, L.P.
- Lighthouse Capital Partners VI
- Lime Rock II
- Lime Rock III
- Lime Rock IV
- Lime Rock V
- Lime Rock VI
- Lime Rock VII
- Lime Rock VIII
- LLR Equity Partners II
- LLR Equity Partners III
- LLR Equity Partners IV
- LLR Equity Partners V
- LLR Equity Partners VI
- LMR Fund, L.P.
- Longitude Prime Fund, L.P.
- Longtitude Venture Partners
- Longtitude Venture Partners II
- Longtitude Venture Partners III
- Longtitude Venture Partners IV
- Marlin Equity IV
- Marlin Equity V
- Marlin Heritage II
- Marlin Heritage, L.P.
- MBK Partners Special Situations II
- McCowen DeLeeuw IV
- Media/Communications Partners II
- Miller Global Properties
- Mobius/Softbank Technology Ventures V
- Mobius/Softbank Technology Ventures VI
- Mohr Davidow Ventures III
- Mohr Davidow Ventures IV
- Mondrian Investment Partners Limited
- Montauk TriGuard VI
- Montauk TriGuard VII
- Montauk TriGuard VIII
- Morgan Holland Fund II
- Morgan Holland One Liberty III
- Morgan Stanley
- Morgenthaler Venture Partners V
- Morgenthaler Venture Partners VI
- Nazem & Company III
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- Noson Lawen Partners
- Nuveen (Climate Action 100+)
- OHA CLO Enhanced Equity Fund
- OHA CLO Enhanced Equity Fund II
- OHA Tactical Investment Fund
- Orion European
- OVP Venture Partners
- Pacven Walden Ventures V
- Pacven Walden Ventures VI
- Pegasus Partners II
- Pegasus Partners III
- Pegasus Partners IV
- Pegasus Partners V
- Peloton
- Peloton II
- Peloton III
- PERA Internal Management
- Permira Europe III
- Permira V L.P.
- Permira VI L.P.
- Permira VII L.P.
- PGIM
- Pharo Gaia Fund Ltd.
- Phillips-Smith Specialty Retail Group III
- Phoenix Equity Partners 2010
- Phoenix Equity Partners II
- Phoenix Equity Partners III
- Phoenix Equity Partners IV
- Phoenix Equity Partners V (Phoenix Equity 2006)
- Pinnacle Arcadia Cattle Partners I, LP
- PMI Mezzanine Fund
- Polar Multi-Strategy Fund (Climate Action 100+)
- Portfolio Advisors Private Equity Fund IV
- Portfolio Advisors Private Equity Fund V
- Principal Real Estate Investors
- Raine Partners II LP
- Raine Partners III, LP
- Rho Ventures V
- Rocky Mountain Mezzanine II
- Rokos Global Macro Fund Ltd.
- RREEF
- Schroder Investment Management
- Sequel II
- Sequel III
- Sequel Ventures
- Shepherd Ventures II
- Signature Natural Resources Fund, LLC
- Siguler Guff Fund II
- Siguler Guff Fund III
- Sixth Street Agriculture Partners
- Sixth Street TAO 3.0
- Sixth Street TAO 4.0
- Sixth Street TAO 5.0
- SP Duet Investors
- SP Sia Investors
- Spectrum Equity Investors III
- Spectrum Equity Investors IV
- Sprout Capital IX
- SSG Capital Partners V, L.P.
- SSG Secured Lending Opportunities II
- SSG Secured Lending Opportunities III
- Stafford Infrastructure Secondaries Fund IV (NZAM)
- Strategic Partners II
- Strategic Partners III
- Strategic Partners IV
- Strategic Partners IX
- Strategic Partners V
- Strategic Partners VI
- Strategic Partners VII
- Strategic Partners VIII
- Strategic Value Special Situations Fund V
- Summit Partners Growth Equity IX
- Summit Partners Growth Equity VIII
- Summit Partners Growth Equity X
- SunTX Capital Partners II GP
- SunTX Fulcrum Fund
- Taiga Special Opportunities DAC
- Technology Crossover Ventures I
- Technology Crossover Ventures II
- Technology Crossover Ventures IV
- Technology Crossover Ventures IX
- Technology Crossover Ventures V
- Technology Crossover Ventures VI
- Technology Crossover Ventures VII
- Technology Crossover Ventures VIII
- Technology Crossover Ventures X
- Technology Crossover Ventures XI
- Technology for Information and Entertainment III
- Tenaska Power Fund II
- Terra Firma Capital Partners III
- TPG Growth IV, L.P.
- TPG Growth V, L.P.
- TSG 4
- TSG 5
- TSG 6
- TSG 7A
- TSG 7B
- TSG 8
- TVV Equity Investors II
- UBS Realty Investors (NZAM, Climate Action 100+)
- USAA
- Venture Strategy Partners II
- Versa Capital Fund I
- Versa Capital Fund II
- W Capital Partners III, L.P.
- W Capital Partners IV, L.P.
- Warburg Pincus China-Southeast Asia II
- Warburg Pincus Energy, L.P.
- Warburg Pincus Equity Partners
- Warburg Pincus Financial Sector II, L.P.
- Warburg Pincus Global Growth, L.P.
- Warburg Pincus International Partners
- Warburg Pincus Private Equity IX
- Warburg Pincus Private Equity VIII
- Warburg Pincus Private Equity X
- Warburg Pincus Private Equity XI
- Warburg Pincus Private Equity XI, L.P.
- Warburg Pincus Private Equity XII, L.P.
- Warburg Pincus Ventures
- Warburg Pincus Ventures International
- Wellspring Capital Partners III
- Wellspring Capital Partners IV
- Wellspring Capital Partners V
- Wellspring Capital Partners VI
- Westbrook
- Westphere Latin America PE Growth Fund II
- Westphere South America PE Growth Fund
- William Blair & Co. (Climate Action 100+)
- Windjammer Mezzanine and Equity Fund II
- Windjammer Senior Equity Fund III
- Windjammer Senior Equity Fund IV
- Z Capital Special Situations Fund II
List of AMCs contracting with the Colorado Statewide Death and Disability Plan
The Colorado Statewide Death and Disability Plan, is a subfund of the Fire and Police Pension Association of Colorado, which contracted with 139 asset management companies (AMCs) as of December 2021. Of those companies, 10 were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Statewide Death and Disability Plan as of 2023:[3]
- AKO Capital (Climate Action 100+)
- Alchemy Special Opportunities
- Alpha Petroleum (NZAM)
- Alphadyne Asset Management
- Alpine Investors
- Alta Partners
- American Securities
- ArcLight Energy Partners
- Arroyo Energy Investment Partners
- Ascribe Capital
- Autonomy Capital
- Baillie Gifford (NZAM, Climate Action 100+)
- Baker Brothers
- Banner Ridge Partners
- Barings (Climate Action 100+)
- Blackstone Capital Partners
- BLS Capital
- Blue Torch Capital
- BNP Paribas (NZAM, Climate Action 100+)
- Bowmark Capital Partners
- Brandywine Global Investment Management (NZAM, Climate Action 100+)
- BroadRiver Asset Management
- Catterton Partners
- Center Lane Partners
- Citadel Advisors
- Commonfund Capital
- Coral Tree Partners
- CORE Industrial Partners
- Crestline Investors
- Crosspoint Capital Partners
- CVC European Equity Partners
- DE Shaw Investment Management
- Dorsal Capital Management
- Driehaus Asset Management
- Dyal Capital
- Eagle Health Investments
- EIG Management Company
- Endeavour Capital
- Energy & Minerals Group
- Energy Capital Partners
- Energy Innovation Capital
- Farallon Capital Management
- Foundation Capital Management
- Garcia Hamilton Associates
- Gilde Buyout Partners
- GL Fund
- Goldman Sachs & Co (Climate Action 100+)
- Goodwater Capital
- Gradiente SGR
- Grand Alliance Asset Management
- Greenspring Associates
- H.I.G. Capital
- H2 Real Estate
- Heartwood Partners
- High Road Capital Partners
- Hudson Bay Capital Associates
- Incus Capital
- Insight Venture Partners (Climate Action 100+)
- J.H. Whitney
- Jackson Square Partners
- Janchor Partners
- JMI Equity
- JP Morgan Asset Management (NZAM)
- Kabouter Management
- Kayne Anderson Capital Advisors
- KCL Capital
- Kelso Investment Associates
- KPS Capital Partners
- Laurion Capital Management
- Littlejohn & Co.
- Locus Point Capital
- Loomis Sayles & Company
- Luxor Capital Partners
- Manulife Asset Management (Climate Action 100+)
- Mayfair Equity Partners
- Mellon Capital Management (Climate Action 100+)
- Mercato Partners
- Morgan Stanley Real Estate
- MVM Life Science Partners
- Natahala Capital Management
- Nautic Partners
- Neumeier Poma Investment Counsel
- New Enterprise Associates
- NGP Energy Capital Management
- Nordic Capital
- North Sky Capital
- Numeric Investors
- NVM Private Equity
- O'Brien-Staley Partners
- Orchard Global Assets Management
- Pacific Growth Investors
- Palestra Capital Partners
- Palladium Capital Management
- Palmer Square Capital Management
- Peak Rock Capital
- Periscope Equity
- Pharo Global Advisors Limited
- Prime Group Holdings
- Prudential Capital Group
- Prudential Real Estate Investors
- Quadria Capital
- Questa Capital Management
- Raven Capital Management
- RiverRock European Capital Partners (NZAM)
- Rivulet Capital Partners
- Roark Capital Partners
- Rosemawr Management
- Rosemont Investment Partners
- RREEF Alternative Investments
- Rubicon Technology Partners
- Russell Investments (NZAM, Climate Action 100+)
- Sachem Head Capital Management
- Scout Energy Partners
- Select Equity Group
- Shorelight Partners
- Southpoint Capital Advisors
- Spire Capital Partners
- State Street Global Advisors (NZAM)
- Stride Consumer Partners
- TA Associates
- Technology Crossover Ventures
- Texas Pacific Group
- The DWS Group
- The Raine Group
- Thomas McNerney & Partners
- Three Hill Capital Partners
- Transom Capital Group
- TVM Capital
- Ufenau Capital Partners
- Valar Ventures
- Velocis
- Venture Investment Managers
- Veritas Capital
- Voloridge Investment Management
- Walter Scott Partners
- Warren Equity Partners
- Wavecrest Growth Partners
- WorldQuant Qauntitative Strategies
- Yiheng Capital Partners
List of AMCs contracting with the Colorado Statewide Defined Benefit Plan
The Colorado Statewide Defined Benefit Plan, is a subfund of the Fire and Police Pension Association of Colorado, which contracted with 139 asset management companies (AMCs) as of December 2021. Of those companies, 10 were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Statewide Defined Benefit Plan as of 2023:[3]
- AKO Capital (Climate Action 100+)
- Alchemy Special Opportunities
- Alpha Petroleum (NZAM)
- Alphadyne Asset Management
- Alpine Investors
- Alta Partners
- American Securities
- ArcLight Energy Partners
- Arroyo Energy Investment Partners
- Ascribe Capital
- Autonomy Capital
- Baillie Gifford (NZAM, Climate Action 100+)
- Baker Brothers
- Banner Ridge Partners
- Barings (Climate Action 100+)
- Blackstone Capital Partners
- BLS Capital
- Blue Torch Capital
- BNP Paribas (NZAM, Climate Action 100+)
- Bowmark Capital Partners
- Brandywine Global Investment Management (NZAM, Climate Action 100+)
- BroadRiver Asset Management
- Catterton Partners
- Center Lane Partners
- Citadel Advisors
- Commonfund Capital
- Coral Tree Partners
- CORE Industrial Partners
- Crestline Investors
- Crosspoint Capital Partners
- CVC European Equity Partners
- DE Shaw Investment Management
- Dorsal Capital Management
- Driehaus Asset Management
- Dyal Capital
- Eagle Health Investments
- EIG Management Company
- Endeavour Capital
- Energy & Minerals Group
- Energy Capital Partners
- Energy Innovation Capital
- Farallon Capital Management
- Foundation Capital Management
- Garcia Hamilton Associates
- Gilde Buyout Partners
- GL Fund
- Goldman Sachs & Co (Climate Action 100+)
- Goodwater Capital
- Gradiente SGR
- Grand Alliance Asset Management
- Greenspring Associates
- H.I.G. Capital
- H2 Real Estate
- Heartwood Partners
- High Road Capital Partners
- Hudson Bay Capital Associates
- Incus Capital
- Insight Venture Partners (Climate Action 100+)
- J.H. Whitney
- Jackson Square Partners
- Janchor Partners
- JMI Equity
- JP Morgan Asset Management (NZAM)
- Kabouter Management
- Kayne Anderson Capital Advisors
- KCL Capital
- Kelso Investment Associates
- KPS Capital Partners
- Laurion Capital Management
- Littlejohn & Co.
- Locus Point Capital
- Loomis Sayles & Company
- Luxor Capital Partners
- Manulife Asset Management (Climate Action 100+)
- Mayfair Equity Partners
- Mellon Capital Management (Climate Action 100+)
- Mercato Partners
- Morgan Stanley Real Estate
- MVM Life Science Partners
- Natahala Capital Management
- Nautic Partners
- Neumeier Poma Investment Counsel
- New Enterprise Associates
- NGP Energy Capital Management
- Nordic Capital
- North Sky Capital
- Numeric Investors
- NVM Private Equity
- O'Brien-Staley Partners
- Orchard Global Assets Management
- Pacific Growth Investors
- Palestra Capital Partners
- Palladium Capital Management
- Palmer Square Capital Management
- Peak Rock Capital
- Periscope Equity
- Pharo Global Advisors Limited
- Prime Group Holdings
- Prudential Capital Group
- Prudential Real Estate Investors
- Quadria Capital
- Questa Capital Management
- Raven Capital Management
- RiverRock European Capital Partners (NZAM)
- Rivulet Capital Partners
- Roark Capital Partners
- Rosemawr Management
- Rosemont Investment Partners
- RREEF Alternative Investments
- Rubicon Technology Partners
- Russell Investments (NZAM, Climate Action 100+)
- Sachem Head Capital Management
- Scout Energy Partners
- Select Equity Group
- Shorelight Partners
- Southpoint Capital Advisors
- Spire Capital Partners
- State Street Global Advisors (NZAM)
- Stride Consumer Partners
- TA Associates
- Technology Crossover Ventures
- Texas Pacific Group
- The DWS Group
- The Raine Group
- Thomas McNerney & Partners
- Three Hill Capital Partners
- Transom Capital Group
- TVM Capital
- Ufenau Capital Partners
- Valar Ventures
- Velocis
- Venture Investment Managers
- Veritas Capital
- Voloridge Investment Management
- Walter Scott Partners
- Warren Equity Partners
- Wavecrest Growth Partners
- WorldQuant Qauntitative Strategies
- Yiheng Capital Partners
List of AMCs contracting with the Colorado Statewide Hybrid Plan
The Colorado Statewide Hybrid Plan, is a subfund of the Fire and Police Pension Association of Colorado, which contracted with 139 asset management companies (AMCs) as of December 2021. Of those companies, 10 were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Statewide Hybrid Plan as of 2023:[3]
- AKO Capital (Climate Action 100+)
- Alchemy Special Opportunities
- Alpha Petroleum (NZAM)
- Alphadyne Asset Management
- Alpine Investors
- Alta Partners
- American Securities
- ArcLight Energy Partners
- Arroyo Energy Investment Partners
- Ascribe Capital
- Autonomy Capital
- Baillie Gifford (NZAM, Climate Action 100+)
- Baker Brothers
- Banner Ridge Partners
- Barings (Climate Action 100+)
- Blackstone Capital Partners
- BLS Capital
- Blue Torch Capital
- BNP Paribas (NZAM, Climate Action 100+)
- Bowmark Capital Partners
- Brandywine Global Investment Management (NZAM, Climate Action 100+)
- BroadRiver Asset Management
- Catterton Partners
- Center Lane Partners
- Citadel Advisors
- Commonfund Capital
- Coral Tree Partners
- CORE Industrial Partners
- Crestline Investors
- Crosspoint Capital Partners
- CVC European Equity Partners
- DE Shaw Investment Management
- Dorsal Capital Management
- Driehaus Asset Management
- Dyal Capital
- Eagle Health Investments
- EIG Management Company
- Endeavour Capital
- Energy & Minerals Group
- Energy Capital Partners
- Energy Innovation Capital
- Farallon Capital Management
- Foundation Capital Management
- Garcia Hamilton Associates
- Gilde Buyout Partners
- GL Fund
- Goldman Sachs & Co (Climate Action 100+)
- Goodwater Capital
- Gradiente SGR
- Grand Alliance Asset Management
- Greenspring Associates
- H.I.G. Capital
- H2 Real Estate
- Heartwood Partners
- High Road Capital Partners
- Hudson Bay Capital Associates
- Incus Capital
- Insight Venture Partners (Climate Action 100+)
- J.H. Whitney
- Jackson Square Partners
- Janchor Partners
- JMI Equity
- JP Morgan Asset Management (NZAM)
- Kabouter Management
- Kayne Anderson Capital Advisors
- KCL Capital
- Kelso Investment Associates
- KPS Capital Partners
- Laurion Capital Management
- Littlejohn & Co.
- Locus Point Capital
- Loomis Sayles & Company
- Luxor Capital Partners
- Manulife Asset Management (Climate Action 100+)
- Mayfair Equity Partners
- Mellon Capital Management (Climate Action 100+)
- Mercato Partners
- Morgan Stanley Real Estate
- MVM Life Science Partners
- Natahala Capital Management
- Nautic Partners
- Neumeier Poma Investment Counsel
- New Enterprise Associates
- NGP Energy Capital Management
- Nordic Capital
- North Sky Capital
- Numeric Investors
- NVM Private Equity
- O'Brien-Staley Partners
- Orchard Global Assets Management
- Pacific Growth Investors
- Palestra Capital Partners
- Palladium Capital Management
- Palmer Square Capital Management
- Peak Rock Capital
- Periscope Equity
- Pharo Global Advisors Limited
- Prime Group Holdings
- Prudential Capital Group
- Prudential Real Estate Investors
- Quadria Capital
- Questa Capital Management
- Raven Capital Management
- RiverRock European Capital Partners (NZAM)
- Rivulet Capital Partners
- Roark Capital Partners
- Rosemawr Management
- Rosemont Investment Partners
- RREEF Alternative Investments
- Rubicon Technology Partners
- Russell Investments (NZAM, Climate Action 100+)
- Sachem Head Capital Management
- Scout Energy Partners
- Select Equity Group
- Shorelight Partners
- Southpoint Capital Advisors
- Spire Capital Partners
- State Street Global Advisors (NZAM)
- Stride Consumer Partners
- TA Associates
- Technology Crossover Ventures
- Texas Pacific Group
- The DWS Group
- The Raine Group
- Thomas McNerney & Partners
- Three Hill Capital Partners
- Transom Capital Group
- TVM Capital
- Ufenau Capital Partners
- Valar Ventures
- Velocis
- Venture Investment Managers
- Veritas Capital
- Voloridge Investment Management
- Walter Scott Partners
- Warren Equity Partners
- Wavecrest Growth Partners
- WorldQuant Qauntitative Strategies
- Yiheng Capital Partners
List of AMCs contracting with the Colorado Statewide Money Purchase Plan
The Colorado Statewide Money Purchase Plan, is a subfund of the Fire and Police Pension Association of Colorado, which contracted with 139 asset management companies (AMCs) as of December 2021. Of those companies, 10 were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Colorado Statewide Money Purchase Plan as of 2023:[3]
- AKO Capital (Climate Action 100+)
- Alchemy Special Opportunities
- Alpha Petroleum (NZAM)
- Alphadyne Asset Management
- Alpine Investors
- Alta Partners
- American Securities
- ArcLight Energy Partners
- Arroyo Energy Investment Partners
- Ascribe Capital
- Autonomy Capital
- Baillie Gifford (NZAM, Climate Action 100+)
- Baker Brothers
- Banner Ridge Partners
- Barings (Climate Action 100+)
- Blackstone Capital Partners
- BLS Capital
- Blue Torch Capital
- BNP Paribas (NZAM, Climate Action 100+)
- Bowmark Capital Partners
- Brandywine Global Investment Management (NZAM, Climate Action 100+)
- BroadRiver Asset Management
- Catterton Partners
- Center Lane Partners
- Citadel Advisors
- Commonfund Capital
- Coral Tree Partners
- CORE Industrial Partners
- Crestline Investors
- Crosspoint Capital Partners
- CVC European Equity Partners
- DE Shaw Investment Management
- Dorsal Capital Management
- Driehaus Asset Management
- Dyal Capital
- Eagle Health Investments
- EIG Management Company
- Endeavour Capital
- Energy & Minerals Group
- Energy Capital Partners
- Energy Innovation Capital
- Farallon Capital Management
- Foundation Capital Management
- Garcia Hamilton Associates
- Gilde Buyout Partners
- GL Fund
- Goldman Sachs & Co (Climate Action 100+)
- Goodwater Capital
- Gradiente SGR
- Grand Alliance Asset Management
- Greenspring Associates
- H.I.G. Capital
- H2 Real Estate
- Heartwood Partners
- High Road Capital Partners
- Hudson Bay Capital Associates
- Incus Capital
- Insight Venture Partners (Climate Action 100+)
- J.H. Whitney
- Jackson Square Partners
- Janchor Partners
- JMI Equity
- JP Morgan Asset Management (NZAM)
- Kabouter Management
- Kayne Anderson Capital Advisors
- KCL Capital
- Kelso Investment Associates
- KPS Capital Partners
- Laurion Capital Management
- Littlejohn & Co.
- Locus Point Capital
- Loomis Sayles & Company
- Luxor Capital Partners
- Manulife Asset Management (Climate Action 100+)
- Mayfair Equity Partners
- Mellon Capital Management (Climate Action 100+)
- Mercato Partners
- Morgan Stanley Real Estate
- MVM Life Science Partners
- Natahala Capital Management
- Nautic Partners
- Neumeier Poma Investment Counsel
- New Enterprise Associates
- NGP Energy Capital Management
- Nordic Capital
- North Sky Capital
- Numeric Investors
- NVM Private Equity
- O'Brien-Staley Partners
- Orchard Global Assets Management
- Pacific Growth Investors
- Palestra Capital Partners
- Palladium Capital Management
- Palmer Square Capital Management
- Peak Rock Capital
- Periscope Equity
- Pharo Global Advisors Limited
- Prime Group Holdings
- Prudential Capital Group
- Prudential Real Estate Investors
- Quadria Capital
- Questa Capital Management
- Raven Capital Management
- RiverRock European Capital Partners (NZAM)
- Rivulet Capital Partners
- Roark Capital Partners
- Rosemawr Management
- Rosemont Investment Partners
- RREEF Alternative Investments
- Rubicon Technology Partners
- Russell Investments (NZAM, Climate Action 100+)
- Sachem Head Capital Management
- Scout Energy Partners
- Select Equity Group
- Shorelight Partners
- Southpoint Capital Advisors
- Spire Capital Partners
- State Street Global Advisors (NZAM)
- Stride Consumer Partners
- TA Associates
- Technology Crossover Ventures
- Texas Pacific Group
- The DWS Group
- The Raine Group
- Thomas McNerney & Partners
- Three Hill Capital Partners
- Transom Capital Group
- TVM Capital
- Ufenau Capital Partners
- Valar Ventures
- Velocis
- Venture Investment Managers
- Veritas Capital
- Voloridge Investment Management
- Walter Scott Partners
- Warren Equity Partners
- Wavecrest Growth Partners
- WorldQuant Qauntitative Strategies
- Yiheng Capital Partners
Connecticut
List of AMCs contracting with the Connecticut Judges, Family Support Magistrates, and Compensation Commissioners Retirement System
The Connecticut Judges, Family Support Magistrates, and Compensation Commissioners Retirement System contracted with 198 asset management companies (AMCs), as of December 30, 2021. Of those companies or funds, 14 were investor participants in Climate Action 100+, and 26 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Connecticut State Employees Retirement Fund:[3]
- Aberdeen
- Acadian Asset Management (NZAM, Climate Action 100+)
- Advent Capital
- Aldrich I, L.P.
- Altaris Constellation Partners IV, L.P.
- Altaris Health Partners II, L.P.
- Altaris Health Partners III, L.P.
- Altaris Health Partners IV, L.P.
- Altaris Health Partners V, L.P.
- American Realty Advisors
- Anchorage
- Apollo Investment Fund VIII, L.P.
- Apollo IX, L.P.
- Arclight Energy Partners V, L.P.
- Arclight VI, L.P.
- Ares Real Estate
- Arga Investment Mgt. (Climate Action 100+)
- Artemis Real Estate Partners Income & Growth Fund, L.P. (NZAM, Climate Action 100+)
- Attucks Asset Management
- Attucks Asset Management
- Attucks Asset Management
- Audax Mezzanine III, L.P.
- Balance Point III, L.P.
- Basis, L.P.
- BC European Capital X, L.P.
- BlackRock Financial Management, Inc. (NZAM, Climate Action 100+)
- Blackrock REIT (NZAM, Climate Action 100+)
- Blackstone BioMed Life Science Real Estate, L.P.
- Blackstone Real Estate Partner Europe III, L.P.
- Blackstone Real Estate Partners EURO V, L.P.
- Blackstone Real Estate Partners VIII, L.P.
- Blackstone Real Estate VI, L.P.
- Blackstone Renewable III L.P.
- Boston Ventures VII, L.P.
- Calamos Advisors
- Carlyle Property Investors, L.P.
- Castlelake II, L.P.
- Causeway Capital
- Clarion Lion Industrial Trust
- Clearlake Capital Partners III, L.P.
- Clearlake Capital Partners IV, L.P.
- Clearlake Capital Partners V, L.P.
- Clearlake Capital Partners VI, L.P.
- Clearlake Flagship Plus L.P.
- Clearlake Icon Partners IV B, L.P.
- Clearlake Opportunity Partners II L.P
- Columbia Management Investment Advisers, LLC (Climate Action 100+)
- Connecticut Growth Capital, L.P.
- Connecticut Horizon Legacy, L.P.
- Conning-Goodwin Capital
- Constitution Fund V - C, L.P.
- Constitution Fund V - D, L.P.
- Constitution Fund V - E, L.P.
- Constitution Fund V, L.P.
- Cornerstone Patriot Fund, L.P.
- Court Square Capital Partners II, L.P.
- Court Square Capital Partners III, L.P.
- Covenant Apartment Fund VIII, L.P.
- Covenant IX, L.P.
- Covenant X, L.P.
- Crescendo III, L.P.
- Cresent II
- Crow Hldgs Realty Partners VII, L.P.
- Crow Hldgs Realty Partners VIII, L.P.
- CS/CT Cleantech Opp Fund, L.P.
- CT Emerging M-2 Private Equity, L.P.
- Cypress Acquisition Prtnrs Retail Fund, L.P.
- DDJ Capital Management, LLC
- Dover Street X, L.P
- Driehaus Capital Mgt.
- Eaton Vance
- Energy Fund XV, L.P.
- EQT VIII, L.P. (NZAM)
- Ethos Private Equity Fund V, L.P. ?? (NZAM)
- Fairview Constitution II, L.P.
- Fairview Constitution III, L.P.
- Fairview Constitution IV, L.P.
- Fiera Capital (NZAM, Climate Action 100+)
- Fortress Credit Opportunity Fund V
- Fortress Lending Fund II
- Freeman CT Horizon, L.P.
- FS Equity Partners V, L.P.
- FS Equity Partners VI, L.P.
- GarMark Partners II, L.P.
- GENNX360 Capital Partners II, L.P.
- Georgian Partners Growth Fund V L.P.
- Gerding Edlen Green Cities II, L.P.
- Gerding IV, L.P.
- Gerding REF III, L.P.
- Global Infrastructure Partners V, L.P.
- GQG Partners
- Grain Comm Opp Fund III L.P.
- GS Private Middle Market Credit II, LLC
- GS West Street CT Private Credit Partnership, L.P.
- GS West Street Senior Credit Partners III, L.P.
- Hart Realty Advisors
- Hg Genesis 9, L.P. (NZAM)
- Hg Saturn II, L.P. (NZAM)
- Hollyport Secondary Opportunities Fund VII, L.P.
- Homestead Capital USA Farmland Fund III, L.P.
- ICG Europe Fund VII, L.P. (NZAM)
- Icon Partners IV B, L.P.
- ICV Partners II, L.P.
- IL & FS India Realty Fund II, LLC
- Insight Partners Opportunities Fund I, L.P. (Climate Action 100+)
- IPI Partners II, LLC
- Ironwood Mezzanine Fund IV, L.P.
- ISQ II, L.P.
- JFL Equity Investors III, L.P.
- JFL Equity Investors V, L.P.
- JFL IV, L.P.
- K5 Private Investors, L.P.
- KKR 2006 Fund, L.P.
- KKR Millennium Fund, L.P.
- Landmark Equity Partners XIV, L.P.
- Landmark Equity Partners XV, L.P.
- Landmark Equity Partners XVI, L.P.
- Landmark RE Partners VII, L.P.
- Landmark VIII REF, L.P.
- Lazard Asset Mgt. (NZAM, Climate Action 100+)
- Leeds Equity Partners V, L.P.
- Leeds Equity Partners VI, L.P.
- Levine Leichtman Capital Partners IV, L.P.
- Levine Leichtman Capital Partners V, L.P.
- Lone Star Real Estate Part II, L.P.
- Longfellow
- Mesirow IV, L.P.
- Nomura Corporation Research & Asset Management, Inc. (NZAM, Climate Action 100+)
- Northern Trust Transition - Russell 2000/2500 (NZAM, Climate Action 100+)
- Nutmeg Opportunities Fund I, L.P.
- Nutmeg Opportunities Fund II, L.P.
- Oak Street RE Net Lease Fund, L.P.
- One Rock Capital Partners III, L.P.
- OSP Value Fund III, L.P.
- Payden & Rygel (NZAM, Climate Action 100+)
- Pegasus Partners IV, L.P.
- Pegasus Partners V, L.P.
- Penzence DC RE Fund II, L.P.
- PIMCO
- Pinebridge Global Emerging Markets Fund, L.P. (NZAM)
- Prime Property Fund, LLC
- PRISA
- Prudence Crandall III Rock Creek Limited Partnership
- Prudence Crandall IV-D Liquid, K2 Limited Partnership
- Prudence Crandall IV, K2 Limited Partnership
- Pugh Capital
- RFE Investment Partners VII, L.P.
- RFE Investments Partners VIII, L.P.
- RhumbLine Advisers
- Rockpoint Real Estate Fund VI, L.P.
- Rockwood Capital VI, L. P.
- Rockwood Capital VII, L. P.
- Schroders Investment Mgt. (Climate Action 100+)
- Secondary Overflow Fund IV, L.P.
- Shenkman Capital Management, Inc. $
- Siris IV, L.P.
- Starwood Opportunity Fund IX, L.P.
- Starwood Opportunity Fund VII, L.P.
- Starwood Opportunity Fund VIII, L.P.
- Starwood Opportunity Fund X, L.P.
- Starwood XI REF, L.P.
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Transition - Russell 2000 (NZAM)
- Stellex Capital Partners Fund II L.P.
- Syndicated Communications V, L.P.
- T. Rowe Price Associates (NZAM)
- TA XI, L.P.
- The Constitution Liquidating Fund, L.P.
- The RockCreek Group (NZAM)
- Thomas H. Lee Equity Fund VI, L.P.
- Thomas Welles Fund I Limited Partnership
- Torchlight Debt Fund VII, L.P.
- TruAmerica Workforce Housing Fund I-A, L.P.
- TSSP Adjacent Opportunities B, L.P.
- UBS-Trumbull Property Fund L.P.
- UBS-Trumbull Property G&I (TPG)
- UBS-Trumbull Property Income, L.P.
- USAA Eagle RE Fund, L.P.
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vistria Fund III, L.P.
- Waterton Residential Property Venture XIV, L.P.
- Wellington (NZAM, Climate Action 100+)
- Wellspring Capital Partners V, L.P.
- Wellspring Capital Partners VI, L.P.
- Welsh Carson Anderson & Stowe XI, L.P.
- Welsh Carson Anderson & Stowe XII, L.P.
- Welsh Carson Anderson & Stowe XIII, L.P.
- WLR IV PPIP Co Invest L.P.
- WLR Recovery Fund IV, L.P.
- Xponance Inc. Active
- Xponance Inc. Passive
- Yucaipa American Alliance Fund II, L.P.
- Yucaipa American Alliance Fund III, L.P.
List of AMCs contracting with the Connecticut Municipal Employees Retirement System - Fund B
The Connecticut Municipal Employees Retirement System - Fund B contracted with 198 asset management companies (AMCs), as of December 30, 2021. Of those companies or funds, 14 were investor participants in Climate Action 100+, and 26 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Connecticut State Employees Retirement Fund:[3]
- Aberdeen
- Acadian Asset Management (NZAM, Climate Action 100+)
- Advent Capital
- Aldrich I, L.P.
- Altaris Constellation Partners IV, L.P.
- Altaris Health Partners II, L.P.
- Altaris Health Partners III, L.P.
- Altaris Health Partners IV, L.P.
- Altaris Health Partners V, L.P.
- American Realty Advisors
- Anchorage
- Apollo Investment Fund VIII, L.P.
- Apollo IX, L.P.
- Arclight Energy Partners V, L.P.
- Arclight VI, L.P.
- Ares Real Estate
- Arga Investment Mgt. (Climate Action 100+)
- Artemis Real Estate Partners Income & Growth Fund, L.P. (NZAM, Climate Action 100+)
- Attucks Asset Management
- Attucks Asset Management
- Attucks Asset Management
- Audax Mezzanine III, L.P.
- Balance Point III, L.P.
- Basis, L.P.
- BC European Capital X, L.P.
- BlackRock Financial Management, Inc. (NZAM, Climate Action 100+)
- Blackrock REIT (NZAM, Climate Action 100+)
- Blackstone BioMed Life Science Real Estate, L.P.
- Blackstone Real Estate Partner Europe III, L.P.
- Blackstone Real Estate Partners EURO V, L.P.
- Blackstone Real Estate Partners VIII, L.P.
- Blackstone Real Estate VI, L.P.
- Blackstone Renewable III L.P.
- Boston Ventures VII, L.P.
- Calamos Advisors
- Carlyle Property Investors, L.P.
- Castlelake II, L.P.
- Causeway Capital
- Clarion Lion Industrial Trust
- Clearlake Capital Partners III, L.P.
- Clearlake Capital Partners IV, L.P.
- Clearlake Capital Partners V, L.P.
- Clearlake Capital Partners VI, L.P.
- Clearlake Flagship Plus L.P.
- Clearlake Icon Partners IV B, L.P.
- Clearlake Opportunity Partners II L.P
- Columbia Management Investment Advisers, LLC (Climate Action 100+)
- Connecticut Growth Capital, L.P.
- Connecticut Horizon Legacy, L.P.
- Conning-Goodwin Capital
- Constitution Fund V - C, L.P.
- Constitution Fund V - D, L.P.
- Constitution Fund V - E, L.P.
- Constitution Fund V, L.P.
- Cornerstone Patriot Fund, L.P.
- Court Square Capital Partners II, L.P.
- Court Square Capital Partners III, L.P.
- Covenant Apartment Fund VIII, L.P.
- Covenant IX, L.P.
- Covenant X, L.P.
- Crescendo III, L.P.
- Cresent II
- Crow Hldgs Realty Partners VII, L.P.
- Crow Hldgs Realty Partners VIII, L.P.
- CS/CT Cleantech Opp Fund, L.P.
- CT Emerging M-2 Private Equity, L.P.
- Cypress Acquisition Prtnrs Retail Fund, L.P.
- DDJ Capital Management, LLC
- Dover Street X, L.P
- Driehaus Capital Mgt.
- Eaton Vance
- Energy Fund XV, L.P.
- EQT VIII, L.P. (NZAM)
- Ethos Private Equity Fund V, L.P. ?? (NZAM)
- Fairview Constitution II, L.P.
- Fairview Constitution III, L.P.
- Fairview Constitution IV, L.P.
- Fiera Capital (NZAM, Climate Action 100+)
- Fortress Credit Opportunity Fund V
- Fortress Lending Fund II
- Freeman CT Horizon, L.P.
- FS Equity Partners V, L.P.
- FS Equity Partners VI, L.P.
- GarMark Partners II, L.P.
- GENNX360 Capital Partners II, L.P.
- Georgian Partners Growth Fund V L.P.
- Gerding Edlen Green Cities II, L.P.
- Gerding IV, L.P.
- Gerding REF III, L.P.
- Global Infrastructure Partners V, L.P.
- GQG Partners
- Grain Comm Opp Fund III L.P.
- GS Private Middle Market Credit II, LLC
- GS West Street CT Private Credit Partnership, L.P.
- GS West Street Senior Credit Partners III, L.P.
- Hart Realty Advisors
- Hg Genesis 9, L.P. (NZAM)
- Hg Saturn II, L.P. (NZAM)
- Hollyport Secondary Opportunities Fund VII, L.P.
- Homestead Capital USA Farmland Fund III, L.P.
- ICG Europe Fund VII, L.P. (NZAM)
- Icon Partners IV B, L.P.
- ICV Partners II, L.P.
- IL & FS India Realty Fund II, LLC
- Insight Partners Opportunities Fund I, L.P. (Climate Action 100+)
- IPI Partners II, LLC
- Ironwood Mezzanine Fund IV, L.P.
- ISQ II, L.P.
- JFL Equity Investors III, L.P.
- JFL Equity Investors V, L.P.
- JFL IV, L.P.
- K5 Private Investors, L.P.
- KKR 2006 Fund, L.P.
- KKR Millennium Fund, L.P.
- Landmark Equity Partners XIV, L.P.
- Landmark Equity Partners XV, L.P.
- Landmark Equity Partners XVI, L.P.
- Landmark RE Partners VII, L.P.
- Landmark VIII REF, L.P.
- Lazard Asset Mgt. (NZAM, Climate Action 100+)
- Leeds Equity Partners V, L.P.
- Leeds Equity Partners VI, L.P.
- Levine Leichtman Capital Partners IV, L.P.
- Levine Leichtman Capital Partners V, L.P.
- Lone Star Real Estate Part II, L.P.
- Longfellow
- Mesirow IV, L.P.
- Nomura Corporation Research & Asset Management, Inc. (NZAM, Climate Action 100+)
- Northern Trust Transition - Russell 2000/2500 (NZAM, Climate Action 100+)
- Nutmeg Opportunities Fund I, L.P.
- Nutmeg Opportunities Fund II, L.P.
- Oak Street RE Net Lease Fund, L.P.
- One Rock Capital Partners III, L.P.
- OSP Value Fund III, L.P.
- Payden & Rygel (NZAM, Climate Action 100+)
- Pegasus Partners IV, L.P.
- Pegasus Partners V, L.P.
- Penzence DC RE Fund II, L.P.
- PIMCO
- Pinebridge Global Emerging Markets Fund, L.P. (NZAM)
- Prime Property Fund, LLC
- PRISA
- Prudence Crandall III Rock Creek Limited Partnership
- Prudence Crandall IV-D Liquid, K2 Limited Partnership
- Prudence Crandall IV, K2 Limited Partnership
- Pugh Capital
- RFE Investment Partners VII, L.P.
- RFE Investments Partners VIII, L.P.
- RhumbLine Advisers
- Rockpoint Real Estate Fund VI, L.P.
- Rockwood Capital VI, L. P.
- Rockwood Capital VII, L. P.
- Schroders Investment Mgt. (Climate Action 100+)
- Secondary Overflow Fund IV, L.P.
- Shenkman Capital Management, Inc. $
- Siris IV, L.P.
- Starwood Opportunity Fund IX, L.P.
- Starwood Opportunity Fund VII, L.P.
- Starwood Opportunity Fund VIII, L.P.
- Starwood Opportunity Fund X, L.P.
- Starwood XI REF, L.P.
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Transition - Russell 2000 (NZAM)
- Stellex Capital Partners Fund II L.P.
- Syndicated Communications V, L.P.
- T. Rowe Price Associates (NZAM)
- TA XI, L.P.
- The Constitution Liquidating Fund, L.P.
- The RockCreek Group (NZAM)
- Thomas H. Lee Equity Fund VI, L.P.
- Thomas Welles Fund I Limited Partnership
- Torchlight Debt Fund VII, L.P.
- TruAmerica Workforce Housing Fund I-A, L.P.
- TSSP Adjacent Opportunities B, L.P.
- UBS-Trumbull Property Fund L.P.
- UBS-Trumbull Property G&I (TPG)
- UBS-Trumbull Property Income, L.P.
- USAA Eagle RE Fund, L.P.
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vistria Fund III, L.P.
- Waterton Residential Property Venture XIV, L.P.
- Wellington (NZAM, Climate Action 100+)
- Wellspring Capital Partners V, L.P.
- Wellspring Capital Partners VI, L.P.
- Welsh Carson Anderson & Stowe XI, L.P.
- Welsh Carson Anderson & Stowe XII, L.P.
- Welsh Carson Anderson & Stowe XIII, L.P.
- WLR IV PPIP Co Invest L.P.
- WLR Recovery Fund IV, L.P.
- Xponance Inc. Active
- Xponance Inc. Passive
- Yucaipa American Alliance Fund II, L.P.
- Yucaipa American Alliance Fund III, L.P.
List of AMCs contracting with the Connecticut Police Officers and Firefighters Survivors’ Benefit Fund
The Connecticut Police Officers and Firefighters Survivors’ Benefit Fund contracted with 198 asset management companies (AMCs), as of December 30, 2021. Of those companies or funds, 14 were investor participants in Climate Action 100+, and 26 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Connecticut State Employees Retirement Fund:[3]
- Aberdeen
- Acadian Asset Management (NZAM, Climate Action 100+)
- Advent Capital
- Aldrich I, L.P.
- Altaris Constellation Partners IV, L.P.
- Altaris Health Partners II, L.P.
- Altaris Health Partners III, L.P.
- Altaris Health Partners IV, L.P.
- Altaris Health Partners V, L.P.
- American Realty Advisors
- Anchorage
- Apollo Investment Fund VIII, L.P.
- Apollo IX, L.P.
- Arclight Energy Partners V, L.P.
- Arclight VI, L.P.
- Ares Real Estate
- Arga Investment Mgt. (Climate Action 100+)
- Artemis Real Estate Partners Income & Growth Fund, L.P. (NZAM, Climate Action 100+)
- Attucks Asset Management
- Attucks Asset Management
- Attucks Asset Management
- Audax Mezzanine III, L.P.
- Balance Point III, L.P.
- Basis, L.P.
- BC European Capital X, L.P.
- BlackRock Financial Management, Inc. (NZAM, Climate Action 100+)
- Blackrock REIT (NZAM, Climate Action 100+)
- Blackstone BioMed Life Science Real Estate, L.P.
- Blackstone Real Estate Partner Europe III, L.P.
- Blackstone Real Estate Partners EURO V, L.P.
- Blackstone Real Estate Partners VIII, L.P.
- Blackstone Real Estate VI, L.P.
- Blackstone Renewable III L.P.
- Boston Ventures VII, L.P.
- Calamos Advisors
- Carlyle Property Investors, L.P.
- Castlelake II, L.P.
- Causeway Capital
- Clarion Lion Industrial Trust
- Clearlake Capital Partners III, L.P.
- Clearlake Capital Partners IV, L.P.
- Clearlake Capital Partners V, L.P.
- Clearlake Capital Partners VI, L.P.
- Clearlake Flagship Plus L.P.
- Clearlake Icon Partners IV B, L.P.
- Clearlake Opportunity Partners II L.P
- Columbia Management Investment Advisers, LLC (Climate Action 100+)
- Connecticut Growth Capital, L.P.
- Connecticut Horizon Legacy, L.P.
- Conning-Goodwin Capital
- Constitution Fund V - C, L.P.
- Constitution Fund V - D, L.P.
- Constitution Fund V - E, L.P.
- Constitution Fund V, L.P.
- Cornerstone Patriot Fund, L.P.
- Court Square Capital Partners II, L.P.
- Court Square Capital Partners III, L.P.
- Covenant Apartment Fund VIII, L.P.
- Covenant IX, L.P.
- Covenant X, L.P.
- Crescendo III, L.P.
- Cresent II
- Crow Hldgs Realty Partners VII, L.P.
- Crow Hldgs Realty Partners VIII, L.P.
- CS/CT Cleantech Opp Fund, L.P.
- CT Emerging M-2 Private Equity, L.P.
- Cypress Acquisition Prtnrs Retail Fund, L.P.
- DDJ Capital Management, LLC
- Dover Street X, L.P
- Driehaus Capital Mgt.
- Eaton Vance
- Energy Fund XV, L.P.
- EQT VIII, L.P. (NZAM)
- Ethos Private Equity Fund V, L.P. ?? (NZAM)
- Fairview Constitution II, L.P.
- Fairview Constitution III, L.P.
- Fairview Constitution IV, L.P.
- Fiera Capital (NZAM, Climate Action 100+)
- Fortress Credit Opportunity Fund V
- Fortress Lending Fund II
- Freeman CT Horizon, L.P.
- FS Equity Partners V, L.P.
- FS Equity Partners VI, L.P.
- GarMark Partners II, L.P.
- GENNX360 Capital Partners II, L.P.
- Georgian Partners Growth Fund V L.P.
- Gerding Edlen Green Cities II, L.P.
- Gerding IV, L.P.
- Gerding REF III, L.P.
- Global Infrastructure Partners V, L.P.
- GQG Partners
- Grain Comm Opp Fund III L.P.
- GS Private Middle Market Credit II, LLC
- GS West Street CT Private Credit Partnership, L.P.
- GS West Street Senior Credit Partners III, L.P.
- Hart Realty Advisors
- Hg Genesis 9, L.P. (NZAM)
- Hg Saturn II, L.P. (NZAM)
- Hollyport Secondary Opportunities Fund VII, L.P.
- Homestead Capital USA Farmland Fund III, L.P.
- ICG Europe Fund VII, L.P. (NZAM)
- Icon Partners IV B, L.P.
- ICV Partners II, L.P.
- IL & FS India Realty Fund II, LLC
- Insight Partners Opportunities Fund I, L.P. (Climate Action 100+)
- IPI Partners II, LLC
- Ironwood Mezzanine Fund IV, L.P.
- ISQ II, L.P.
- JFL Equity Investors III, L.P.
- JFL Equity Investors V, L.P.
- JFL IV, L.P.
- K5 Private Investors, L.P.
- KKR 2006 Fund, L.P.
- KKR Millennium Fund, L.P.
- Landmark Equity Partners XIV, L.P.
- Landmark Equity Partners XV, L.P.
- Landmark Equity Partners XVI, L.P.
- Landmark RE Partners VII, L.P.
- Landmark VIII REF, L.P.
- Lazard Asset Mgt. (NZAM, Climate Action 100+)
- Leeds Equity Partners V, L.P.
- Leeds Equity Partners VI, L.P.
- Levine Leichtman Capital Partners IV, L.P.
- Levine Leichtman Capital Partners V, L.P.
- Lone Star Real Estate Part II, L.P.
- Longfellow
- Mesirow IV, L.P.
- Nomura Corporation Research & Asset Management, Inc. (NZAM, Climate Action 100+)
- Northern Trust Transition - Russell 2000/2500 (NZAM, Climate Action 100+)
- Nutmeg Opportunities Fund I, L.P.
- Nutmeg Opportunities Fund II, L.P.
- Oak Street RE Net Lease Fund, L.P.
- One Rock Capital Partners III, L.P.
- OSP Value Fund III, L.P.
- Payden & Rygel (NZAM, Climate Action 100+)
- Pegasus Partners IV, L.P.
- Pegasus Partners V, L.P.
- Penzence DC RE Fund II, L.P.
- PIMCO
- Pinebridge Global Emerging Markets Fund, L.P. (NZAM)
- Prime Property Fund, LLC
- PRISA
- Prudence Crandall III Rock Creek Limited Partnership
- Prudence Crandall IV-D Liquid, K2 Limited Partnership
- Prudence Crandall IV, K2 Limited Partnership
- Pugh Capital
- RFE Investment Partners VII, L.P.
- RFE Investments Partners VIII, L.P.
- RhumbLine Advisers
- Rockpoint Real Estate Fund VI, L.P.
- Rockwood Capital VI, L. P.
- Rockwood Capital VII, L. P.
- Schroders Investment Mgt. (Climate Action 100+)
- Secondary Overflow Fund IV, L.P.
- Shenkman Capital Management, Inc. $
- Siris IV, L.P.
- Starwood Opportunity Fund IX, L.P.
- Starwood Opportunity Fund VII, L.P.
- Starwood Opportunity Fund VIII, L.P.
- Starwood Opportunity Fund X, L.P.
- Starwood XI REF, L.P.
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Transition - Russell 2000 (NZAM)
- Stellex Capital Partners Fund II L.P.
- Syndicated Communications V, L.P.
- T. Rowe Price Associates (NZAM)
- TA XI, L.P.
- The Constitution Liquidating Fund, L.P.
- The RockCreek Group (NZAM)
- Thomas H. Lee Equity Fund VI, L.P.
- Thomas Welles Fund I Limited Partnership
- Torchlight Debt Fund VII, L.P.
- TruAmerica Workforce Housing Fund I-A, L.P.
- TSSP Adjacent Opportunities B, L.P.
- UBS-Trumbull Property Fund L.P.
- UBS-Trumbull Property G&I (TPG)
- UBS-Trumbull Property Income, L.P.
- USAA Eagle RE Fund, L.P.
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vistria Fund III, L.P.
- Waterton Residential Property Venture XIV, L.P.
- Wellington (NZAM, Climate Action 100+)
- Wellspring Capital Partners V, L.P.
- Wellspring Capital Partners VI, L.P.
- Welsh Carson Anderson & Stowe XI, L.P.
- Welsh Carson Anderson & Stowe XII, L.P.
- Welsh Carson Anderson & Stowe XIII, L.P.
- WLR IV PPIP Co Invest L.P.
- WLR Recovery Fund IV, L.P.
- Xponance Inc. Active
- Xponance Inc. Passive
- Yucaipa American Alliance Fund II, L.P.
- Yucaipa American Alliance Fund III, L.P.
List of AMCs contracting with the Connecticut Probate Judges and Employees Retirement Fund
The Connecticut Probate Judges and Employees Retirement Fund contracted with 198 asset management companies (AMCs), as of December 30, 2021. Of those companies or funds, 14 were investor participants in Climate Action 100+, and 26 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Connecticut State Employees Retirement Fund:[3]
- Aberdeen
- Acadian Asset Management (NZAM, Climate Action 100+)
- Advent Capital
- Aldrich I, L.P.
- Altaris Constellation Partners IV, L.P.
- Altaris Health Partners II, L.P.
- Altaris Health Partners III, L.P.
- Altaris Health Partners IV, L.P.
- Altaris Health Partners V, L.P.
- American Realty Advisors
- Anchorage
- Apollo Investment Fund VIII, L.P.
- Apollo IX, L.P.
- Arclight Energy Partners V, L.P.
- Arclight VI, L.P.
- Ares Real Estate
- Arga Investment Mgt. (Climate Action 100+)
- Artemis Real Estate Partners Income & Growth Fund, L.P. (NZAM, Climate Action 100+)
- Attucks Asset Management
- Attucks Asset Management
- Attucks Asset Management
- Audax Mezzanine III, L.P.
- Balance Point III, L.P.
- Basis, L.P.
- BC European Capital X, L.P.
- BlackRock Financial Management, Inc. (NZAM, Climate Action 100+)
- Blackrock REIT (NZAM, Climate Action 100+)
- Blackstone BioMed Life Science Real Estate, L.P.
- Blackstone Real Estate Partner Europe III, L.P.
- Blackstone Real Estate Partners EURO V, L.P.
- Blackstone Real Estate Partners VIII, L.P.
- Blackstone Real Estate VI, L.P.
- Blackstone Renewable III L.P.
- Boston Ventures VII, L.P.
- Calamos Advisors
- Carlyle Property Investors, L.P.
- Castlelake II, L.P.
- Causeway Capital
- Clarion Lion Industrial Trust
- Clearlake Capital Partners III, L.P.
- Clearlake Capital Partners IV, L.P.
- Clearlake Capital Partners V, L.P.
- Clearlake Capital Partners VI, L.P.
- Clearlake Flagship Plus L.P.
- Clearlake Icon Partners IV B, L.P.
- Clearlake Opportunity Partners II L.P
- Columbia Management Investment Advisers, LLC (Climate Action 100+)
- Connecticut Growth Capital, L.P.
- Connecticut Horizon Legacy, L.P.
- Conning-Goodwin Capital
- Constitution Fund V - C, L.P.
- Constitution Fund V - D, L.P.
- Constitution Fund V - E, L.P.
- Constitution Fund V, L.P.
- Cornerstone Patriot Fund, L.P.
- Court Square Capital Partners II, L.P.
- Court Square Capital Partners III, L.P.
- Covenant Apartment Fund VIII, L.P.
- Covenant IX, L.P.
- Covenant X, L.P.
- Crescendo III, L.P.
- Cresent II
- Crow Hldgs Realty Partners VII, L.P.
- Crow Hldgs Realty Partners VIII, L.P.
- CS/CT Cleantech Opp Fund, L.P.
- CT Emerging M-2 Private Equity, L.P.
- Cypress Acquisition Prtnrs Retail Fund, L.P.
- DDJ Capital Management, LLC
- Dover Street X, L.P
- Driehaus Capital Mgt.
- Eaton Vance
- Energy Fund XV, L.P.
- EQT VIII, L.P. (NZAM)
- Ethos Private Equity Fund V, L.P. ?? (NZAM)
- Fairview Constitution II, L.P.
- Fairview Constitution III, L.P.
- Fairview Constitution IV, L.P.
- Fiera Capital (NZAM, Climate Action 100+)
- Fortress Credit Opportunity Fund V
- Fortress Lending Fund II
- Freeman CT Horizon, L.P.
- FS Equity Partners V, L.P.
- FS Equity Partners VI, L.P.
- GarMark Partners II, L.P.
- GENNX360 Capital Partners II, L.P.
- Georgian Partners Growth Fund V L.P.
- Gerding Edlen Green Cities II, L.P.
- Gerding IV, L.P.
- Gerding REF III, L.P.
- Global Infrastructure Partners V, L.P.
- GQG Partners
- Grain Comm Opp Fund III L.P.
- GS Private Middle Market Credit II, LLC
- GS West Street CT Private Credit Partnership, L.P.
- GS West Street Senior Credit Partners III, L.P.
- Hart Realty Advisors
- Hg Genesis 9, L.P. (NZAM)
- Hg Saturn II, L.P. (NZAM)
- Hollyport Secondary Opportunities Fund VII, L.P.
- Homestead Capital USA Farmland Fund III, L.P.
- ICG Europe Fund VII, L.P. (NZAM)
- Icon Partners IV B, L.P.
- ICV Partners II, L.P.
- IL & FS India Realty Fund II, LLC
- Insight Partners Opportunities Fund I, L.P. (Climate Action 100+)
- IPI Partners II, LLC
- Ironwood Mezzanine Fund IV, L.P.
- ISQ II, L.P.
- JFL Equity Investors III, L.P.
- JFL Equity Investors V, L.P.
- JFL IV, L.P.
- K5 Private Investors, L.P.
- KKR 2006 Fund, L.P.
- KKR Millennium Fund, L.P.
- Landmark Equity Partners XIV, L.P.
- Landmark Equity Partners XV, L.P.
- Landmark Equity Partners XVI, L.P.
- Landmark RE Partners VII, L.P.
- Landmark VIII REF, L.P.
- Lazard Asset Mgt. (NZAM, Climate Action 100+)
- Leeds Equity Partners V, L.P.
- Leeds Equity Partners VI, L.P.
- Levine Leichtman Capital Partners IV, L.P.
- Levine Leichtman Capital Partners V, L.P.
- Lone Star Real Estate Part II, L.P.
- Longfellow
- Mesirow IV, L.P.
- Nomura Corporation Research & Asset Management, Inc. (NZAM, Climate Action 100+)
- Northern Trust Transition - Russell 2000/2500 (NZAM, Climate Action 100+)
- Nutmeg Opportunities Fund I, L.P.
- Nutmeg Opportunities Fund II, L.P.
- Oak Street RE Net Lease Fund, L.P.
- One Rock Capital Partners III, L.P.
- OSP Value Fund III, L.P.
- Payden & Rygel (NZAM, Climate Action 100+)
- Pegasus Partners IV, L.P.
- Pegasus Partners V, L.P.
- Penzence DC RE Fund II, L.P.
- PIMCO
- Pinebridge Global Emerging Markets Fund, L.P. (NZAM)
- Prime Property Fund, LLC
- PRISA
- Prudence Crandall III Rock Creek Limited Partnership
- Prudence Crandall IV-D Liquid, K2 Limited Partnership
- Prudence Crandall IV, K2 Limited Partnership
- Pugh Capital
- RFE Investment Partners VII, L.P.
- RFE Investments Partners VIII, L.P.
- RhumbLine Advisers
- Rockpoint Real Estate Fund VI, L.P.
- Rockwood Capital VI, L. P.
- Rockwood Capital VII, L. P.
- Schroders Investment Mgt. (Climate Action 100+)
- Secondary Overflow Fund IV, L.P.
- Shenkman Capital Management, Inc. $
- Siris IV, L.P.
- Starwood Opportunity Fund IX, L.P.
- Starwood Opportunity Fund VII, L.P.
- Starwood Opportunity Fund VIII, L.P.
- Starwood Opportunity Fund X, L.P.
- Starwood XI REF, L.P.
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Transition - Russell 2000 (NZAM)
- Stellex Capital Partners Fund II L.P.
- Syndicated Communications V, L.P.
- T. Rowe Price Associates (NZAM)
- TA XI, L.P.
- The Constitution Liquidating Fund, L.P.
- The RockCreek Group (NZAM)
- Thomas H. Lee Equity Fund VI, L.P.
- Thomas Welles Fund I Limited Partnership
- Torchlight Debt Fund VII, L.P.
- TruAmerica Workforce Housing Fund I-A, L.P.
- TSSP Adjacent Opportunities B, L.P.
- UBS-Trumbull Property Fund L.P.
- UBS-Trumbull Property G&I (TPG)
- UBS-Trumbull Property Income, L.P.
- USAA Eagle RE Fund, L.P.
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vistria Fund III, L.P.
- Waterton Residential Property Venture XIV, L.P.
- Wellington (NZAM, Climate Action 100+)
- Wellspring Capital Partners V, L.P.
- Wellspring Capital Partners VI, L.P.
- Welsh Carson Anderson & Stowe XI, L.P.
- Welsh Carson Anderson & Stowe XII, L.P.
- Welsh Carson Anderson & Stowe XIII, L.P.
- WLR IV PPIP Co Invest L.P.
- WLR Recovery Fund IV, L.P.
- Xponance Inc. Active
- Xponance Inc. Passive
- Yucaipa American Alliance Fund II, L.P.
- Yucaipa American Alliance Fund III, L.P.
List of AMCs contracting with the Connecticut State Employees Retirement Commission
The Connecticut State Employees Retirement Commission contracted with 198 asset management companies (AMCs), as of December 30, 2021. Of those companies or funds, 14 were investor participants in Climate Action 100+, and 26 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Connecticut State Employees Retirement Fund:[3]
- Aberdeen
- Acadian Asset Management (NZAM, Climate Action 100+)
- Advent Capital
- Aldrich I, L.P.
- Altaris Constellation Partners IV, L.P.
- Altaris Health Partners II, L.P.
- Altaris Health Partners III, L.P.
- Altaris Health Partners IV, L.P.
- Altaris Health Partners V, L.P.
- American Realty Advisors
- Anchorage
- Apollo Investment Fund VIII, L.P.
- Apollo IX, L.P.
- Arclight Energy Partners V, L.P.
- Arclight VI, L.P.
- Ares Real Estate
- Arga Investment Mgt. (Climate Action 100+)
- Artemis Real Estate Partners Income & Growth Fund, L.P. (NZAM, Climate Action 100+)
- Attucks Asset Management
- Attucks Asset Management
- Attucks Asset Management
- Audax Mezzanine III, L.P.
- Balance Point III, L.P.
- Basis, L.P.
- BC European Capital X, L.P.
- BlackRock Financial Management, Inc. (NZAM, Climate Action 100+)
- Blackrock REIT (NZAM, Climate Action 100+)
- Blackstone BioMed Life Science Real Estate, L.P.
- Blackstone Real Estate Partner Europe III, L.P.
- Blackstone Real Estate Partners EURO V, L.P.
- Blackstone Real Estate Partners VIII, L.P.
- Blackstone Real Estate VI, L.P.
- Blackstone Renewable III L.P.
- Boston Ventures VII, L.P.
- Calamos Advisors
- Carlyle Property Investors, L.P.
- Castlelake II, L.P.
- Causeway Capital
- Clarion Lion Industrial Trust
- Clearlake Capital Partners III, L.P.
- Clearlake Capital Partners IV, L.P.
- Clearlake Capital Partners V, L.P.
- Clearlake Capital Partners VI, L.P.
- Clearlake Flagship Plus L.P.
- Clearlake Icon Partners IV B, L.P.
- Clearlake Opportunity Partners II L.P
- Columbia Management Investment Advisers, LLC (Climate Action 100+)
- Connecticut Growth Capital, L.P.
- Connecticut Horizon Legacy, L.P.
- Conning-Goodwin Capital
- Constitution Fund V - C, L.P.
- Constitution Fund V - D, L.P.
- Constitution Fund V - E, L.P.
- Constitution Fund V, L.P.
- Cornerstone Patriot Fund, L.P.
- Court Square Capital Partners II, L.P.
- Court Square Capital Partners III, L.P.
- Covenant Apartment Fund VIII, L.P.
- Covenant IX, L.P.
- Covenant X, L.P.
- Crescendo III, L.P.
- Cresent II
- Crow Hldgs Realty Partners VII, L.P.
- Crow Hldgs Realty Partners VIII, L.P.
- CS/CT Cleantech Opp Fund, L.P.
- CT Emerging M-2 Private Equity, L.P.
- Cypress Acquisition Prtnrs Retail Fund, L.P.
- DDJ Capital Management, LLC
- Dover Street X, L.P
- Driehaus Capital Mgt.
- Eaton Vance
- Energy Fund XV, L.P.
- EQT VIII, L.P. (NZAM)
- Ethos Private Equity Fund V, L.P. ?? (NZAM)
- Fairview Constitution II, L.P.
- Fairview Constitution III, L.P.
- Fairview Constitution IV, L.P.
- Fiera Capital (NZAM, Climate Action 100+)
- Fortress Credit Opportunity Fund V
- Fortress Lending Fund II
- Freeman CT Horizon, L.P.
- FS Equity Partners V, L.P.
- FS Equity Partners VI, L.P.
- GarMark Partners II, L.P.
- GENNX360 Capital Partners II, L.P.
- Georgian Partners Growth Fund V L.P.
- Gerding Edlen Green Cities II, L.P.
- Gerding IV, L.P.
- Gerding REF III, L.P.
- Global Infrastructure Partners V, L.P.
- GQG Partners
- Grain Comm Opp Fund III L.P.
- GS Private Middle Market Credit II, LLC
- GS West Street CT Private Credit Partnership, L.P.
- GS West Street Senior Credit Partners III, L.P.
- Hart Realty Advisors
- Hg Genesis 9, L.P. (NZAM)
- Hg Saturn II, L.P. (NZAM)
- Hollyport Secondary Opportunities Fund VII, L.P.
- Homestead Capital USA Farmland Fund III, L.P.
- ICG Europe Fund VII, L.P. (NZAM)
- Icon Partners IV B, L.P.
- ICV Partners II, L.P.
- IL & FS India Realty Fund II, LLC
- Insight Partners Opportunities Fund I, L.P. (Climate Action 100+)
- IPI Partners II, LLC
- Ironwood Mezzanine Fund IV, L.P.
- ISQ II, L.P.
- JFL Equity Investors III, L.P.
- JFL Equity Investors V, L.P.
- JFL IV, L.P.
- K5 Private Investors, L.P.
- KKR 2006 Fund, L.P.
- KKR Millennium Fund, L.P.
- Landmark Equity Partners XIV, L.P.
- Landmark Equity Partners XV, L.P.
- Landmark Equity Partners XVI, L.P.
- Landmark RE Partners VII, L.P.
- Landmark VIII REF, L.P.
- Lazard Asset Mgt. (NZAM, Climate Action 100+)
- Leeds Equity Partners V, L.P.
- Leeds Equity Partners VI, L.P.
- Levine Leichtman Capital Partners IV, L.P.
- Levine Leichtman Capital Partners V, L.P.
- Lone Star Real Estate Part II, L.P.
- Longfellow
- Mesirow IV, L.P.
- Nomura Corporation Research & Asset Management, Inc. (NZAM, Climate Action 100+)
- Northern Trust Transition - Russell 2000/2500 (NZAM, Climate Action 100+)
- Nutmeg Opportunities Fund I, L.P.
- Nutmeg Opportunities Fund II, L.P.
- Oak Street RE Net Lease Fund, L.P.
- One Rock Capital Partners III, L.P.
- OSP Value Fund III, L.P.
- Payden & Rygel (NZAM, Climate Action 100+)
- Pegasus Partners IV, L.P.
- Pegasus Partners V, L.P.
- Penzence DC RE Fund II, L.P.
- PIMCO
- Pinebridge Global Emerging Markets Fund, L.P. (NZAM)
- Prime Property Fund, LLC
- PRISA
- Prudence Crandall III Rock Creek Limited Partnership
- Prudence Crandall IV-D Liquid, K2 Limited Partnership
- Prudence Crandall IV, K2 Limited Partnership
- Pugh Capital
- RFE Investment Partners VII, L.P.
- RFE Investments Partners VIII, L.P.
- RhumbLine Advisers
- Rockpoint Real Estate Fund VI, L.P.
- Rockwood Capital VI, L. P.
- Rockwood Capital VII, L. P.
- Schroders Investment Mgt. (Climate Action 100+)
- Secondary Overflow Fund IV, L.P.
- Shenkman Capital Management, Inc. $
- Siris IV, L.P.
- Starwood Opportunity Fund IX, L.P.
- Starwood Opportunity Fund VII, L.P.
- Starwood Opportunity Fund VIII, L.P.
- Starwood Opportunity Fund X, L.P.
- Starwood XI REF, L.P.
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Transition - Russell 2000 (NZAM)
- Stellex Capital Partners Fund II L.P.
- Syndicated Communications V, L.P.
- T. Rowe Price Associates (NZAM)
- TA XI, L.P.
- The Constitution Liquidating Fund, L.P.
- The RockCreek Group (NZAM)
- Thomas H. Lee Equity Fund VI, L.P.
- Thomas Welles Fund I Limited Partnership
- Torchlight Debt Fund VII, L.P.
- TruAmerica Workforce Housing Fund I-A, L.P.
- TSSP Adjacent Opportunities B, L.P.
- UBS-Trumbull Property Fund L.P.
- UBS-Trumbull Property G&I (TPG)
- UBS-Trumbull Property Income, L.P.
- USAA Eagle RE Fund, L.P.
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vistria Fund III, L.P.
- Waterton Residential Property Venture XIV, L.P.
- Wellington (NZAM, Climate Action 100+)
- Wellspring Capital Partners V, L.P.
- Wellspring Capital Partners VI, L.P.
- Welsh Carson Anderson & Stowe XI, L.P.
- Welsh Carson Anderson & Stowe XII, L.P.
- Welsh Carson Anderson & Stowe XIII, L.P.
- WLR IV PPIP Co Invest L.P.
- WLR Recovery Fund IV, L.P.
- Xponance Inc. Active
- Xponance Inc. Passive
- Yucaipa American Alliance Fund II, L.P.
- Yucaipa American Alliance Fund III, L.P.
List of AMCs contracting with the Connecticut Teachers' Retirement Board
The Connecticut Teachers' Retirement Board contracted with 198 asset management companies (AMCs), as of December 30, 2021. Of those companies or funds, 14 were investor participants in Climate Action 100+, and 26 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Connecticut State Employees Retirement Fund:[3]
- Aberdeen
- Acadian Asset Management (NZAM, Climate Action 100+)
- Advent Capital
- Aldrich I, L.P.
- Altaris Constellation Partners IV, L.P.
- Altaris Health Partners II, L.P.
- Altaris Health Partners III, L.P.
- Altaris Health Partners IV, L.P.
- Altaris Health Partners V, L.P.
- American Realty Advisors
- Anchorage
- Apollo Investment Fund VIII, L.P.
- Apollo IX, L.P.
- Arclight Energy Partners V, L.P.
- Arclight VI, L.P.
- Ares Real Estate
- Arga Investment Mgt. (Climate Action 100+)
- Artemis Real Estate Partners Income & Growth Fund, L.P. (NZAM, Climate Action 100+)
- Attucks Asset Management
- Attucks Asset Management
- Attucks Asset Management
- Audax Mezzanine III, L.P.
- Balance Point III, L.P.
- Basis, L.P.
- BC European Capital X, L.P.
- BlackRock Financial Management, Inc. (NZAM, Climate Action 100+)
- Blackrock REIT (NZAM, Climate Action 100+)
- Blackstone BioMed Life Science Real Estate, L.P.
- Blackstone Real Estate Partner Europe III, L.P.
- Blackstone Real Estate Partners EURO V, L.P.
- Blackstone Real Estate Partners VIII, L.P.
- Blackstone Real Estate VI, L.P.
- Blackstone Renewable III L.P.
- Boston Ventures VII, L.P.
- Calamos Advisors
- Carlyle Property Investors, L.P.
- Castlelake II, L.P.
- Causeway Capital
- Clarion Lion Industrial Trust
- Clearlake Capital Partners III, L.P.
- Clearlake Capital Partners IV, L.P.
- Clearlake Capital Partners V, L.P.
- Clearlake Capital Partners VI, L.P.
- Clearlake Flagship Plus L.P.
- Clearlake Icon Partners IV B, L.P.
- Clearlake Opportunity Partners II L.P
- Columbia Management Investment Advisers, LLC (Climate Action 100+)
- Connecticut Growth Capital, L.P.
- Connecticut Horizon Legacy, L.P.
- Conning-Goodwin Capital
- Constitution Fund V - C, L.P.
- Constitution Fund V - D, L.P.
- Constitution Fund V - E, L.P.
- Constitution Fund V, L.P.
- Cornerstone Patriot Fund, L.P.
- Court Square Capital Partners II, L.P.
- Court Square Capital Partners III, L.P.
- Covenant Apartment Fund VIII, L.P.
- Covenant IX, L.P.
- Covenant X, L.P.
- Crescendo III, L.P.
- Cresent II
- Crow Hldgs Realty Partners VII, L.P.
- Crow Hldgs Realty Partners VIII, L.P.
- CS/CT Cleantech Opp Fund, L.P.
- CT Emerging M-2 Private Equity, L.P.
- Cypress Acquisition Prtnrs Retail Fund, L.P.
- DDJ Capital Management, LLC
- Dover Street X, L.P
- Driehaus Capital Mgt.
- Eaton Vance
- Energy Fund XV, L.P.
- EQT VIII, L.P. (NZAM)
- Ethos Private Equity Fund V, L.P. ?? (NZAM)
- Fairview Constitution II, L.P.
- Fairview Constitution III, L.P.
- Fairview Constitution IV, L.P.
- Fiera Capital (NZAM, Climate Action 100+)
- Fortress Credit Opportunity Fund V
- Fortress Lending Fund II
- Freeman CT Horizon, L.P.
- FS Equity Partners V, L.P.
- FS Equity Partners VI, L.P.
- GarMark Partners II, L.P.
- GENNX360 Capital Partners II, L.P.
- Georgian Partners Growth Fund V L.P.
- Gerding Edlen Green Cities II, L.P.
- Gerding IV, L.P.
- Gerding REF III, L.P.
- Global Infrastructure Partners V, L.P.
- GQG Partners
- Grain Comm Opp Fund III L.P.
- GS Private Middle Market Credit II, LLC
- GS West Street CT Private Credit Partnership, L.P.
- GS West Street Senior Credit Partners III, L.P.
- Hart Realty Advisors
- Hg Genesis 9, L.P. (NZAM)
- Hg Saturn II, L.P. (NZAM)
- Hollyport Secondary Opportunities Fund VII, L.P.
- Homestead Capital USA Farmland Fund III, L.P.
- ICG Europe Fund VII, L.P. (NZAM)
- Icon Partners IV B, L.P.
- ICV Partners II, L.P.
- IL & FS India Realty Fund II, LLC
- Insight Partners Opportunities Fund I, L.P. (Climate Action 100+)
- IPI Partners II, LLC
- Ironwood Mezzanine Fund IV, L.P.
- ISQ II, L.P.
- JFL Equity Investors III, L.P.
- JFL Equity Investors V, L.P.
- JFL IV, L.P.
- K5 Private Investors, L.P.
- KKR 2006 Fund, L.P.
- KKR Millennium Fund, L.P.
- Landmark Equity Partners XIV, L.P.
- Landmark Equity Partners XV, L.P.
- Landmark Equity Partners XVI, L.P.
- Landmark RE Partners VII, L.P.
- Landmark VIII REF, L.P.
- Lazard Asset Mgt. (NZAM, Climate Action 100+)
- Leeds Equity Partners V, L.P.
- Leeds Equity Partners VI, L.P.
- Levine Leichtman Capital Partners IV, L.P.
- Levine Leichtman Capital Partners V, L.P.
- Lone Star Real Estate Part II, L.P.
- Longfellow
- Mesirow IV, L.P.
- Nomura Corporation Research & Asset Management, Inc. (NZAM, Climate Action 100+)
- Northern Trust Transition - Russell 2000/2500 (NZAM, Climate Action 100+)
- Nutmeg Opportunities Fund I, L.P.
- Nutmeg Opportunities Fund II, L.P.
- Oak Street RE Net Lease Fund, L.P.
- One Rock Capital Partners III, L.P.
- OSP Value Fund III, L.P.
- Payden & Rygel (NZAM, Climate Action 100+)
- Pegasus Partners IV, L.P.
- Pegasus Partners V, L.P.
- Penzence DC RE Fund II, L.P.
- PIMCO
- Pinebridge Global Emerging Markets Fund, L.P. (NZAM)
- Prime Property Fund, LLC
- PRISA
- Prudence Crandall III Rock Creek Limited Partnership
- Prudence Crandall IV-D Liquid, K2 Limited Partnership
- Prudence Crandall IV, K2 Limited Partnership
- Pugh Capital
- RFE Investment Partners VII, L.P.
- RFE Investments Partners VIII, L.P.
- RhumbLine Advisers
- Rockpoint Real Estate Fund VI, L.P.
- Rockwood Capital VI, L. P.
- Rockwood Capital VII, L. P.
- Schroders Investment Mgt. (Climate Action 100+)
- Secondary Overflow Fund IV, L.P.
- Shenkman Capital Management, Inc. $
- Siris IV, L.P.
- Starwood Opportunity Fund IX, L.P.
- Starwood Opportunity Fund VII, L.P.
- Starwood Opportunity Fund VIII, L.P.
- Starwood Opportunity Fund X, L.P.
- Starwood XI REF, L.P.
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- State Street Transition - Russell 2000 (NZAM)
- Stellex Capital Partners Fund II L.P.
- Syndicated Communications V, L.P.
- T. Rowe Price Associates (NZAM)
- TA XI, L.P.
- The Constitution Liquidating Fund, L.P.
- The RockCreek Group (NZAM)
- Thomas H. Lee Equity Fund VI, L.P.
- Thomas Welles Fund I Limited Partnership
- Torchlight Debt Fund VII, L.P.
- TruAmerica Workforce Housing Fund I-A, L.P.
- TSSP Adjacent Opportunities B, L.P.
- UBS-Trumbull Property Fund L.P.
- UBS-Trumbull Property G&I (TPG)
- UBS-Trumbull Property Income, L.P.
- USAA Eagle RE Fund, L.P.
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vistria Fund III, L.P.
- Waterton Residential Property Venture XIV, L.P.
- Wellington (NZAM, Climate Action 100+)
- Wellspring Capital Partners V, L.P.
- Wellspring Capital Partners VI, L.P.
- Welsh Carson Anderson & Stowe XI, L.P.
- Welsh Carson Anderson & Stowe XII, L.P.
- Welsh Carson Anderson & Stowe XIII, L.P.
- WLR IV PPIP Co Invest L.P.
- WLR Recovery Fund IV, L.P.
- Xponance Inc. Active
- Xponance Inc. Passive
- Yucaipa American Alliance Fund II, L.P.
- Yucaipa American Alliance Fund III, L.P.
Delaware
List of AMCs contracting with the Delaware Closed State Police Plan
The Closed State Police Plan is a subfund of the Delaware Public Employee Retirement System, which contracted with 38 asset management companies (AMCs) as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Delaware Public Employee Retirement System:[3]
- Accel Partners
- Advanced Technology Ventures
- Allegis Capital
- Angelo, Gordon & Co
- Atalaya Capital Management
- Baillie Gifford (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Centerbridge Partners
- Cherry Tree Ventures
- Dodge and Cox
- DoubleLine Capital
- Drive Capital
- Flagship Pioneering
- Focused Investors
- GQG Partners LLC
- Highclere International Investors LLC
- IDG Capital Partners
- Kiltearn Global Equity
- Lightstone Ventures
- Liquid Realty Partners
- Main Post Capital
- Marcus Capital Partners
- MeriTech Capital Partners
- Northern Trust (NZAM, Climate Action 100+)
- Oaktree Capital Management
- One Liberty Ventures
- ONSET Enterprise Associates
- Orbis Investments
- Peppertree Capital Management
- Riverstone
- Summit Partners
- T. Rowe Price Associates (NZAM)
- The Carlyle Group
- Trident Capital
- Vanguard
- Viking Global Investors
- Vision Ridge
- Wellington Management Company (NZAM, Climate Action 100+)
List of AMCs contracting with the Delaware County and Municipal Plan - General
The Delaware County and Municipal Plan - General is a subfund of the Delaware Public Employee Retirement System, which contracted with 38 asset management companies (AMCs) as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Delaware Public Employee Retirement System:[3]
- Accel Partners
- Advanced Technology Ventures
- Allegis Capital
- Angelo, Gordon & Co
- Atalaya Capital Management
- Baillie Gifford (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Centerbridge Partners
- Cherry Tree Ventures
- Dodge and Cox
- DoubleLine Capital
- Drive Capital
- Flagship Pioneering
- Focused Investors
- GQG Partners LLC
- Highclere International Investors LLC
- IDG Capital Partners
- Kiltearn Global Equity
- Lightstone Ventures
- Liquid Realty Partners
- Main Post Capital
- Marcus Capital Partners
- MeriTech Capital Partners
- Northern Trust (NZAM, Climate Action 100+)
- Oaktree Capital Management
- One Liberty Ventures
- ONSET Enterprise Associates
- Orbis Investments
- Peppertree Capital Management
- Riverstone
- Summit Partners
- T. Rowe Price Associates (NZAM)
- The Carlyle Group
- Trident Capital
- Vanguard
- Viking Global Investors
- Vision Ridge
- Wellington Management Company (NZAM, Climate Action 100+)
List of AMCs contracting with the Delaware County and Municipal Police and Fire Plan
The Delaware County and Municipal Police and Fire Plan is a subfund of the Delaware Public Employee Retirement System, which contracted with 38 asset management companies (AMCs) as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Delaware Public Employee Retirement System:[3]
- Accel Partners
- Advanced Technology Ventures
- Allegis Capital
- Angelo, Gordon & Co
- Atalaya Capital Management
- Baillie Gifford (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Centerbridge Partners
- Cherry Tree Ventures
- Dodge and Cox
- DoubleLine Capital
- Drive Capital
- Flagship Pioneering
- Focused Investors
- GQG Partners LLC
- Highclere International Investors LLC
- IDG Capital Partners
- Kiltearn Global Equity
- Lightstone Ventures
- Liquid Realty Partners
- Main Post Capital
- Marcus Capital Partners
- MeriTech Capital Partners
- Northern Trust (NZAM, Climate Action 100+)
- Oaktree Capital Management
- One Liberty Ventures
- ONSET Enterprise Associates
- Orbis Investments
- Peppertree Capital Management
- Riverstone
- Summit Partners
- T. Rowe Price Associates (NZAM)
- The Carlyle Group
- Trident Capital
- Vanguard
- Viking Global Investors
- Vision Ridge
- Wellington Management Company (NZAM, Climate Action 100+)
List of AMCs contracting with the Delaware Diamond State Port Corp Plan
The Delaware Diamond State Port Corp Plan is a subfund of the Delaware Public Employee Retirement System, which contracted with 38 asset management companies (AMCs) as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Delaware Public Employee Retirement System:[3]
- Accel Partners
- Advanced Technology Ventures
- Allegis Capital
- Angelo, Gordon & Co
- Atalaya Capital Management
- Baillie Gifford (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Centerbridge Partners
- Cherry Tree Ventures
- Dodge and Cox
- DoubleLine Capital
- Drive Capital
- Flagship Pioneering
- Focused Investors
- GQG Partners LLC
- Highclere International Investors LLC
- IDG Capital Partners
- Kiltearn Global Equity
- Lightstone Ventures
- Liquid Realty Partners
- Main Post Capital
- Marcus Capital Partners
- MeriTech Capital Partners
- Northern Trust (NZAM, Climate Action 100+)
- Oaktree Capital Management
- One Liberty Ventures
- ONSET Enterprise Associates
- Orbis Investments
- Peppertree Capital Management
- Riverstone
- Summit Partners
- T. Rowe Price Associates (NZAM)
- The Carlyle Group
- Trident Capital
- Vanguard
- Viking Global Investors
- Vision Ridge
- Wellington Management Company (NZAM, Climate Action 100+)
List of AMCs contracting with the Delaware New State Police Pension Plan
The Delaware New State Police Pension Plan is a subfund of the Delaware Public Employee Retirement System, which contracted with 38 asset management companies (AMCs) as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Delaware Public Employee Retirement System:[3]
- Accel Partners
- Advanced Technology Ventures
- Allegis Capital
- Angelo, Gordon & Co
- Atalaya Capital Management
- Baillie Gifford (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Centerbridge Partners
- Cherry Tree Ventures
- Dodge and Cox
- DoubleLine Capital
- Drive Capital
- Flagship Pioneering
- Focused Investors
- GQG Partners LLC
- Highclere International Investors LLC
- IDG Capital Partners
- Kiltearn Global Equity
- Lightstone Ventures
- Liquid Realty Partners
- Main Post Capital
- Marcus Capital Partners
- MeriTech Capital Partners
- Northern Trust (NZAM, Climate Action 100+)
- Oaktree Capital Management
- One Liberty Ventures
- ONSET Enterprise Associates
- Orbis Investments
- Peppertree Capital Management
- Riverstone
- Summit Partners
- T. Rowe Price Associates (NZAM)
- The Carlyle Group
- Trident Capital
- Vanguard
- Viking Global Investors
- Vision Ridge
- Wellington Management Company (NZAM, Climate Action 100+)
List of AMCs contracting with the Delaware Public Employee Retirement System
The Delaware Revised Judicial Plan is a subfund of the Delaware Public Employee Retirement System, which contracted with 38 asset management companies (AMCs) as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Delaware Public Employee Retirement System:[3]
- Accel Partners
- Advanced Technology Ventures
- Allegis Capital
- Angelo, Gordon & Co
- Atalaya Capital Management
- Baillie Gifford (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Centerbridge Partners
- Cherry Tree Ventures
- Dodge and Cox
- DoubleLine Capital
- Drive Capital
- Flagship Pioneering
- Focused Investors
- GQG Partners LLC
- Highclere International Investors LLC
- IDG Capital Partners
- Kiltearn Global Equity
- Lightstone Ventures
- Liquid Realty Partners
- Main Post Capital
- Marcus Capital Partners
- MeriTech Capital Partners
- Northern Trust (NZAM, Climate Action 100+)
- Oaktree Capital Management
- One Liberty Ventures
- ONSET Enterprise Associates
- Orbis Investments
- Peppertree Capital Management
- Riverstone
- Summit Partners
- T. Rowe Price Associates (NZAM)
- The Carlyle Group
- Trident Capital
- Vanguard
- Viking Global Investors
- Vision Ridge
- Wellington Management Company (NZAM, Climate Action 100+)
List of AMCs contracting with the Delaware State Employees' Pension Plan
The Delaware State Employees' Pension Plan is a subfund of the Delaware Public Employee Retirement System, which contracted with 38 asset management companies (AMCs) as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Delaware Revised Judicial Plans:[3]
- Accel Partners
- Advanced Technology Ventures
- Allegis Capital
- Angelo, Gordon & Co
- Atalaya Capital Management
- Baillie Gifford (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Centerbridge Partners
- Cherry Tree Ventures
- Dodge and Cox
- DoubleLine Capital
- Drive Capital
- Flagship Pioneering
- Focused Investors
- GQG Partners LLC
- Highclere International Investors LLC
- IDG Capital Partners
- Kiltearn Global Equity
- Lightstone Ventures
- Liquid Realty Partners
- Main Post Capital
- Marcus Capital Partners
- MeriTech Capital Partners
- Northern Trust (NZAM, Climate Action 100+)
- Oaktree Capital Management
- One Liberty Ventures
- ONSET Enterprise Associates
- Orbis Investments
- Peppertree Capital Management
- Riverstone
- Summit Partners
- T. Rowe Price Associates (NZAM)
- The Carlyle Group
- Trident Capital
- Vanguard
- Viking Global Investors
- Vision Ridge
- Wellington Management Company (NZAM, Climate Action 100+)
List of AMCs contracting with the Delaware Volunteer Firemen Pension Fund
The Delaware Volunteer Firemen Pension Fund is a subfund of the Delaware Public Employee Retirement System, which contracted with 38 asset management companies (AMCs) as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Delaware Public Employee Retirement System:[3]
- Accel Partners
- Advanced Technology Ventures
- Allegis Capital
- Angelo, Gordon & Co
- Atalaya Capital Management
- Baillie Gifford (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Centerbridge Partners
- Cherry Tree Ventures
- Dodge and Cox
- DoubleLine Capital
- Drive Capital
- Flagship Pioneering
- Focused Investors
- GQG Partners LLC
- Highclere International Investors LLC
- IDG Capital Partners
- Kiltearn Global Equity
- Lightstone Ventures
- Liquid Realty Partners
- Main Post Capital
- Marcus Capital Partners
- MeriTech Capital Partners
- Northern Trust (NZAM, Climate Action 100+)
- Oaktree Capital Management
- One Liberty Ventures
- ONSET Enterprise Associates
- Orbis Investments
- Peppertree Capital Management
- Riverstone
- Summit Partners
- T. Rowe Price Associates (NZAM)
- The Carlyle Group
- Trident Capital
- Vanguard
- Viking Global Investors
- Vision Ridge
- Wellington Management Company (NZAM, Climate Action 100+)
Hawaii
List of AMCs contracting with the State of Hawaii Employees’ Retirement System
The State of Hawaii Employees’ Retirement System (ERS) contracted with 199 asset management companies (AMCs) or specific funds as of June 20, 2020. Of those companies, 41 were investor participants in Climate Action 100+, and 52 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERS:[154]
- AllianceBernstein AQR (NZAM, Climate Action 100+)
- Almanac
- Angelo Gordon
- AQR
- Bank of Hawaii Hamilton Lane
- Blackrock (NZAM, Climate Action 100+)
- Blackrock (NZAM, Climate Action 100+)
- Blacksand Capital
- Blackstone Realty
- Cabot Industrial
- Carval Credit Kayne Anderson
- CB Richard Ellis
- Cerebus
- CIBC WORLD MKTS INC, TORONTO (WGDB)
- CIMB GK SECURITIES PTE LTD, SINGAPORE
- CITADEL SECURITIES INSTL LLC, CHICAGO
- CITATION GROUP BCC CLRG, NEW YORK
- CITIBANK NA, LONDON
- CITIBANK NY (MER)
- CITIGROUP GBL MKTS INC, TAIPEI
- CITIGROUP GBL MKTS/SALOMON, NEW YORK
- CITIGROUP GLOBAL MARKETS LTD, LONDON
- CITIGROUP GLOBAL MARKETS, INC., NEW YORK
- CLSA AUSTRALIA PTY LTD, SYDNEY
- COWEN AND CO LLC, NEW YORK
- CREDIT LYONNAIS SEC, SEOUL
- CREDIT LYONNAIS SECS (ASIA), HONG KONG
- CREDIT LYONNAIS SECS ASIA LTD, TAIPEI
- CREDIT LYONNAIS SECS, SINGAPORE
- CREDIT SUISSE (EUROPE), LONDON (NZAM, Climate Action 100+)
- CREDIT SUISSE (EUROPE), SEOUL (NZAM, Climate Action 100+)
- CREDIT SUISSE (HK) LIMITED, HONG KONG (NZAM, Climate Action 100+)
- CREDIT SUISSE, NEW YORK (CSUS) (NZAM, Climate Action 100+)
- CREDIT SUISSE, TAIPEI (NZAM, Climate Action 100+)
- D CARNEGIE AB, STOCKHOLM
- DAIWA SECS (HK) LTD, HONG KONG (NZAM, Climate Action 100+)
- DAIWA SECS AMER INC, NEW YORK (NZAM, Climate Action 100+)
- DAIWA SECS SMBC CATHAY CO, TAIPEI (NZAM, Climate Action 100+)
- DRA
- EJF
- EXANE, PARIS (EXANFRPP)
- FIDELITY CAPITAL MARKETS, NEW YORK
- First Hawaiian Bank I Squared
- Fortress Japan
- Gateway
- Geode
- GOLDMAN SACHS & CO, NY (Climate Action 100+)
- GOLDMAN SACHS INTL, LONDON (GSILGB2X) (Climate Action 100+)
- GOLDMAN SACHS INTL, NY (Climate Action 100+)
- GOODBODY STOCKBROKERS, DUBLIN
- GUGGENHEIM CAPITAL MARKETS LLC, NEW YORK
- H/2
- HAITONG INTL SEC CO LTD, HONG KONG
- Hamilton Lane
- Heitman Capital Management
- Heitman Capital Management
- HPS Credit Kohlberg Kravis Roberts
- HSBC BANK PLC (MIDLAND BK)(JAC), LONDON (NZAM, Climate Action 100+)
- HSBC BANK PLC (MIDLAND BK)(XXX), LONDON (NZAM, Climate Action 100+)
- HSBC SECS INC, NEW YORK (NZAM, Climate Action 100+)
- HSBC SECURITIES (USA) INC, NEW YORK (NZAM, Climate Action 100+)
- I Squared
- ICBC FINCL SVCS, NEW YORK
- INSTINET AUSTRALIA CLEARING SERV, SYDNEY
- INSTINET CLEARING SER INC, NEW YORK
- INSTINET CORP, NEW YORK
- INSTINET EUROPE LIMITED, LONDON
- INSTINET PACIFIC LTD, HONG KONG
- Invesco Realty Advisors (NZAM)
- INVESTMENT TECH GROUP INC, NEW YORK
- INVESTMENT TECHNOLOGY GROUP LTD,DUBLIN
- ISI GROUP INC, NEW YORK
- ITG AUSTRALIA LTD, MELBOURNE
- ITG INC, NEW YORK
- J P MORGAN SEC LTD/STOCK LENDING, LONDON (NZAM)
- J P MORGAN SEC, SYDNEY (NZAM)
- J P MORGAN SECS INC, NEW YORK (NZAM)
- J P MORGAN SECS LTD, LONDON (NZAM)
- J P MORGAN SECURITIES INC, BROOKLYN (NZAM)
- J.P MORGAN SECURITIES INC, NEW YORK (NZAM)
- J.P. MORGAN SECURITIES LLC, NEW YORK (NZAM)
- J.P. MORGAN SECURITIES, HONG KONG (NZAM)
- J.P.MORGAN AG, FRANKFURT (NZAM)
- JANE STREET EXECUTION SERVICES, NEW YORK
- JANNEY MONTGOMERY SCOTT, PHILADELPHIA
- JEFFERIES & CO INC, NEW YORK
- JEFFERIES & CO LTD, LONDON
- JMP SECURITIES, SAN FRANCISCO
- JONESTRADING INST SVCS LLC, NEW YORK
- JP MORGAN BROKING (HK) LTD, HONG KONG (NZAM)
- JP MORGAN SECS (FAR EAST) LTD, SEOUL (NZAM)
- JP MORGAN SECS (TAIWAN) LTD, TAIWAN (NZAM)
- JP MORGAN SECS, SINGAPORE (NZAM)
- JPMORGAN SECURITIES INC, NEW YORK (NZAM)
- Kayne Anderson
- KEEFE BRUYETTE + WOODS INC, NEW YORK
- KEYBANC CAPITAL MARKETS INC, NEW YORK
- KIM ENG SEC LTD, HONG KONG
- KNIGHT EQUITY MARKETS LP, NEW YORK
- Kohlberg Kravis Roberts
- Kohlberg Kravis Roberts
- Landmark
- LaSalle Investment Management (NZAM)
- Legal and General Investment Management (NZAM, Climate Action 100+)
- LIQUIDNET ASIA LTD, HONG KONG
- LIQUIDNET EUROPE LIMITED, LONDON
- LIQUIDNET INC, NEW YORK
- Lone Star
- Longview Gateway
- LOOP CAPITAL MARKETS, JERSEY CITY
- Lowe Enterprises
- LUMINEX TRADING AND ANALYTICS, BOSTON
- MACQUARIE BANK LIMITED, SYDNEY (NZAM, Climate Action 100+)
- MACQUARIE BANK LTD, HONG KONG (NZAM, Climate Action 100+)
- MACQUARIE CAPITAL LTD, LONDON (NZAM, Climate Action 100+)
- MACQUARIE SECS USA INC, NEW YORK (NZAM, Climate Action 100+)
- MACQUARIE SECURITIES LIMITED, HONG KONG (NZAM, Climate Action 100+)
- MERRILL LYNCH & CO INC ATLAS GLOBAL, NY
- MERRILL LYNCH GILTS LTD, LONDON
- MERRILL LYNCH INTL LONDON EQUITIES
- MERRILL LYNCH PIERCE FENNER SMITH INC NY
- MERRILL LYNCH PIERCE FENNER, TAIWAN
- MERRILL LYNCH PIERCE FENNER, WILMINGTON
- MERRILL LYNCH, SYDNEY
- Mesa West Capital
- MIRAE ASSET SECURITIES, SEOUL (NZAM, Climate Action 100+)
- MITSUBISHI UFJ SECURITIES, NEW YORK
- MIZUHO SECURITIES USA INC. NEW YORK
- MORGAN STANLEY & CO INC, NY
- MORGAN STANLEY & CO INTL LTD, SEOUL
- MORGAN STANLEY & CO INTL LTD, TAPEI
- MORGAN STANLEY & CO, LONDON (MSLNGB2X)
- MORGAN STANLEY EUROPE SE, FRANKFURT
- NATIONAL FINL SVCS CORP, NEW YORK
- NEEDHAM & CO, NEW YORK
- NESBITT BURNS, TORONTO (NTDT)
- Neuberger (NZAM, Climate Action 100+)
- Neuberger Berman (NZAM, Climate Action 100+)
- NUMIS SECURITIES LTD, LONDON
- ODDO ET CIE, PARIS (Climate Action 100+)
- OLIVETREE SECURITIES LTD, LONDON
- OPPENHEIMER & CO INC, NEW YORK
- OTHER
- Pacific Investment Management Company LaSalle Investment Management
- PERSHING LLC, JERSEY CITY
- PERSHING SECURITIES LTD, LONDON
- PIPER JAFFRAY & CO., JERSEY CITY
- Prudential
- RAYMOND JAMES & ASSOC INC, ST PETERSBURG
- RBC CAPITAL MARKETS LLC, NEW YORK (Climate Action 100+)
- RBC DOMINION SECS INC, TORONTO (DOMA) (Climate Action 100+)
- REDBURN PARTNERS LLP, LONDON
- Robeco Starwood (NZAM, Climate Action 100+)
- ROYAL BANK OF CANADA EUROPE LTD, LONDON
- S G WARBURG, SEOUL
- SAMSUNG SECS, SEOUL
- SANFORD C BERNSTEIN & CO INC, LONDON
- SCOTIA CAPITAL (USA) INC, NEW YORK
- SCOTIA CAPITAL INC, NEW YORK
- SCOTIA CAPITAL MKTS, TORONTO
- SG AMERICAS SECURITIES LLC, NEW YORK
- SG SEC (LONDON) LTD, LONDON
- SG SEC (LONDON) LTD, TAIPEI
- SG SECURITIES, HONG KONG
- SIDOTI AND COMPANY LLC, NEW YORK
- Silverrock Credit Lone Star
- SKANDINAVISKA ENSKILDA BANKEN, COPENHAGE
- SMBC SECURITIES, INC NEW YORK
- SOCIETE GENERALE LONDON BRANCH, LONDON (NZAM)
- SOCIETE GENERALE, PARIS (NZAM)
- Stafford Partners (NZAM)
- Starwood
- STEPHENS INC, LITTLE ROCK
- STIFEL NICOLAUS
- SVENSKA HANDELSBANKEN, STOCKHOLM
- TOBAM
- Torchlight
- TORONTO DOMINION SEC, TORONTO
- UBS AG LONDON BRANCH, LONDON (NZAM, Climate Action 100+)
- UBS EQUITIES, LONDON (NZAM, Climate Action 100+)
- UBS EUROPE SE, FRANKFURT AM MAIN (NZAM, Climate Action 100+)
- UBS SECURITIES CANADA, TORONTO (BWIT) (NZAM, Climate Action 100+)
- UBS SECURITIES LLC, STAMFORD (NZAM, Climate Action 100+)
- UBS WARBURG ASIA LTD, HONG KONG (NZAM, Climate Action 100+)
- UBS WARBURG AUSTRALIA EQUITIES, SYDNEY (NZAM, Climate Action 100+)
- UBS WARBURG SEC,TAIWAN (NZAM, Climate Action 100+)
- VIRTU AMERICAS LLC, JERSEY CITY
- WALL ST ACCESS, NEW YORK
- WALL STREET ACCESS, JERSEY CITY
- Wasatch Geode
- WEEDEN & CO, NEW YORK
- Wellington Neuberger Berman (NZAM, Climate Action 100+)
- WELLS FARGO SECURITIES LLC, CHARLOTTE
- WELLS FARGO SECURITIES, LLC, NEW YORK
- Western Asset Management Company
- WILLIAM BLAIR & CO, CHICAGO (Climate Action 100+)
- WILLIAMS CAPITAL GROUP LP, JERSEY CITY
- WOORI INVESTMENT & SECURITIES, SEOUL
- XP INVESTIMENTOS CCTVM SA,RIO DE JANEIRO
Illinois
List of AMCs contracting with the Teachers' Retirement System of Illinois
The Teachers' Retirement System of Illinois (TRS) contracted with 179 asset management companies (AMCs) or specific funds as of June 1, 2022. Of those companies, eight were investor participants in Climate Action 100+, and 18 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with TRS:[155]
- A & M Capital Partners II, L.P
- Acadian Asset Management, L.L.C. (NZAM, Climate Action 100+)
- Advent International GPE VII-C Limited Partnership
- Advent International GPE VIII-B-2 Limited Partnership
- Altaris Constellation Partners IV, L.P
- Altaris Health Partners IV, L.P.
- Altaris Health Partners V, L.P.
- Apollo Investment Fund IX, L.P.
- Apollo Investment Fund VI, L.P.
- Apollo Investment Fund VII, L.P.
- Apollo Investment Fund VIII Annex A
- Apollo Investment Fund VIII, L.P.
- Apollo Lincoln Private Credit Fund, L.P
- AQR Capital Management, L.L.C.
- Arlington V, L.P.
- Arrowstreet Capital, L.P
- Astorg VI, SLP (NZAM)
- Astorg VII, SLP (NZAM)
- Aurora Equity Partners VI, L.P.
- Avance Investment Partners, L.P.
- Axiom International Investors (Climate Action 100+)
- Bain Relish Investor, L.P.
- Battery Ventures XI-A Side Fund, L.P.
- Battery Ventures XI-A, L.P.
- Bertram Growth Capital IV, L.P.
- Blackstone Capital Partners VI Annex A
- Bregal Sagemount III-B, L.P. (NZAM)
- Bregal Unternehmerkapital III-A SCSp (NZAM)
- Carlyle/Riverstone Global Energy and Power Fund III, L.P
- Clearlake Capital Partners II, L.P.
- Clearlake Capital Partners III, L.P.
- Clearlake Capital Partners IV, L.P.
- Clearlake Capital Partners V, L.P
- Clearlake Capital Partners VI, L.P
- Clearlake Flagship Plus Partners, L.P
- Clearlake Opportunities Partners (P), L.P
- Edgewater Growth Capital Partners II, L.P
- Edgewater Growth Capital Partners III, L.P
- Edgewater Growth Capital Partners, L.P
- EIF United States Power Fund IV, L.P.
- Emerald Advisors, Inc.
- Energy Capital Partners II Annex A
- EQT IX (No. 2) USD SCSp (NZAM)
- EQT Midmarket Europe, L.P (NZAM)
- EQT VI, L.P. (NZAM)
- EQT VII, L.P. (NZAM)
- EQT VIII, L.P. (NZAM)
- FinTech Collective Fund III, L.P
- Grain Communications Opportunity Fund II, L.P.
- Grain Communications Opportunity Fund III, L.P
- Grain Communications Opportunity Fund, L.P.
- Grandeur Peak Global Advisors, L.L.C.
- Granite Ventures II, L.P.
- Greenspring IL Master 2.0, L.P.
- Greenspring IL Master, L.P.
- Greenspring IL Special II, L.P
- Greenspring IL Special, L.P.
- GTCR Fund VIII, L.P.
- Harvest Partners Structured Capital Fund II, L.P.
- ICV Partners II, L.P.
- ICV Partners III, L.P.
- ICV Partners IV, L.P.
- IL Asia Investors, L.P.
- Inflexion Buyout Partnership V, L.P.
- Inflexion Enterprise Fund V (No. 1), L.P.
- Inflexion Partnership Capital II, L.P
- Inflexion Supplemental Fund V (No. 1), L.P.
- Insight Opportunities Fund I Annex A (Climate Action 100+)
- Insight Partners Opportunities Fund I, L.P. (Climate Action 100+)
- Institutional Venture Partners XV, L.P.
- Institutional Venture Partners XVI, L.P.
- J.P. Morgan Investment Management, Inc. (NZAM)
- JMI Equity Fund VII, L.P.
- JMI Equity Fund VIII-A, L.P.
- Lightspeed Venture Partners IX, L.P.
- Lightspeed Venture Partners Select II, L.P.
- Lightspeed Venture Partners Select, L.P.
- Lightspeed Venture Partners X, L.P.
- Lightspeed Venture Partners XI, L.P
- Littlejohn Fund IV, L.P.
- LiveOak Venture Partners I, L.P
- Longitude Venture Partners II, L.P.
- Longitude Venture Partners III, L.P.
- LSV Asset Management
- Madison Dearborn Capital Partners VII, L.P.
- Marlin Equity V, L.P.
- MBK Partners Fund II, L.P.
- MBK Partners Fund III Annex B
- MBK Partners Fund III, L.P
- MBK Partners Fund IV, L.P.
- MBK Partners Fund V, L.P.
- Mill Point Capital Partners II, L.P.
- Morgan Creek Partners Asia, L.P.
- New Enterprise Associates 15, L.P.
- New Enterprise Associates 16, L.P.
- New Mountain Partners III, L.P
- New Mountain Partners IV, L.P.
- New Mountain Partners V, L.P.
- New Mountain Partners VI, L.P.
- NGP Natural Resources IX Annex A
- NGP Natural Resources X, L.P.
- NGP Natural Resources XI, L.P.
- NGP Natural Resources XII, L.P
- Northern Trust Investments, Inc. (NZAM, Climate Action 100+)
- Oaktree European Principal Fund III, L.P.
- Oaktree Opportunities Fund IX, L.P.
- Oaktree Opportunities Fund VIII, L.P
- Oaktree Opportunities Fund Xb, L.P
- OceanSound Partners Fund, L.P
- OCM European Principal Opportunities Fund II, L.P.
- OCM Opportunities Fund VIIb, L.P
- Palladium Equity Partners IV, L.P.
- Pamlico Capital V, L.P.
- Parthenon Investors IV Annex A
- Parthenon Investors IV, L.P.
- Parthenon Investors V, L.P.
- Parthenon Investors VI, L.P.
- Providence Equity Partners VI Annex A
- Providence Equity Partners VI International, L.P.
- Providence Equity Partners VII, L.P.
- RCP Multi-Fund Feeder SBO 1.0, L.P.
- RCP SBO Fund II, L.P
- RCP SBO Fund, L.P
- RCP SBO Opportunities Fund, L.P
- Rhone Capital V Annex A
- Rhone Partners IV, L.P.
- Rhone Partners V, L.P.
- RhumbLine Advisors, L.P
- RhumbLine Advisors, L.P.
- Ridgemont Annex A
- Ridgemont Equity Partners III, L.P.
- Riverstone Global Energy and Power Fund V Annex A
- Riverstone Global Energy and Power Fund V, L.P.
- Riverstone Global Energy and Power Fund VI, L.P.
- Riverstone/Carlyle Global Energy and Power Fund IV, L.P
- RRJ Capital Master Fund III, L.P
- Scale Venture Partners V, L.P
- Scale Venture Partners VII, L.P.
- Shasta Ventures, L.P.
- Silver Lake Alpine, L.P.
- Silver Lake Partners III, L.P.
- Silver Lake Partners IV, L.P.
- Silver Lake Partners V, L.P.
- Silver Lake Partners VI, L.P.
- Siris Partners II, L.P.
- Siris Partners III, L.P
- Siris Partners IV, L.P.
- SK Capital Catalyst Fund I, L.P.
- SK Capital Partners V-A, L.P
- Sofinnova Venture Partners IX, L.P.
- Sofinnova Venture Partners VIII, L.P
- Sofinnova Venture Partners X, L.P.
- StarVest Partners II, L.P.
- Stellex Capital Partners II, L.P.
- Strategic Global Advisors (Climate Action 100+)
- Sunstone Partners I, L.P.
- Sunstone Partners II, L.P.
- T. Rowe Price Associates, Inc. (NZAM)
- TA Select Opportunities Fund-A, L.P.
- TA XII-A, L.P.
- TA XIII, L.P.
- TDR Capital IV 'A', L.P.
- The Baring Asia Private Equity Fund V, L.P.
- The Baring Asia Private Equity Fund VI, L.P.1
- Trident V, L.P.
- Trident VI, L.P.
- Trident VII, L.P.
- Trident VIII, L.P.
- Trustbridge Partners IV, L.P.
- TSG 8, L.P.
- Veritas Capital Fund IV, L.P.
- Veritas Capital Fund V, L.P.
- Veritas Capital Fund VI, L.P.
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Foundation Fund III, L.P. (NZAM)
- Vista Foundation Fund IV, L.P. (NZAM)
- Wasatch Advisors
- ZMC III, L.P.
List of AMCs contracting with the Illinois General Assembly Retirement System
Research regarding AMCs contracting with Illinois General Assembly Retirement System (GARS) is pending.
List of AMCs contracting with the Illinois Judges' Retirement System
Research regarding the AMCs contracting with the Illinois Judges' Retirement System (JRS) is pending.
List of AMCs contracting with the State Employees' Retirement System
The State Employees' Retirement System (SERS) contracted with 117 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 18 were investor participants in Climate Action 100+, and 12 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with SERS:[156]
- ADAMS FUND SERIES LLC - OWNERSHIP SERIES
- ADVENT INTERNATIONAL GPE VI-A
- AKO EUROPEAN LONG - CLASS A1 SHARES
- AKO EUROPEAN LONG-ONLY PARTNERS LP (Climate Action 100+)
- AMERICAN SECURITIES PARTNERS VIII LP (Climate Action 100+)
- AMULET CAPITAL FUND II LP (Climate Action 100+)
- BANNEKER PARTNERS FUND I LP
- BLACKROCK EM GLBL DIV IDX FD C (NZAM)
- BLACKROCK EMERGING MKTS SMALL CAP EQ (NZAM)
- BLACKROCK MSCI EMERGING MARKETS FREE (NZAM)
- BLACKROCK MSCI USA MINIMUM VOLATILITY (NZAM)
- BLACKROCK MSCI USA MOMENTUM INDEX RSL (NZAM)
- BLACKROCK MSCI USA QUALITY INDEX RSL (NZAM)
- BLACKROCK MSCI USA VALUE WEIGHTED INDEX (NZAM)
- BLACKROCK MSCI WORLD EX USA INDEX FUN (NZAM, Climate Action 100+)
- BLACKROCK MSCI WORLD EX USA SMALL CA (NZAM, Climate Action 100+)
- BLACKROCK US TREASURY INFLATION-LINKE (NZAM, Climate Action 100+)
- BLACKSTONE CAP PTRS VI (Climate Action 100+)
- BLACKSTONE CAPITAL PARTNERS V-AC LP (Climate Action 100+)
- BLACKSTONE CAPITAL PARTNERS VIII (Climate Action 100+)
- BOSTON MILLENNIA PTRS II (Climate Action 100+)
- BVIP FUND VIII LP (Climate Action 100+)
- C-KY Container Investment LP Interest (Climate Action 100+)
- CANTILLON GLOBAL EQUITY LP (Climate Action 100+)
- CLEARLAKE CAPITAL PARTNERS III LP
- CLEARLAKE CAPITAL PARTNERS IV LP
- CLEARLAKE CAPITAL PARTNERS V LP
- CLEARLAKE CAPITAL PARTNERS VI LP
- COATUE LONG ONLY PARTNERS LP
- CORNELL CAPITAL PARTNERS LP
- COURT SQUARE CAPITAL PARTNERS II
- COURT SQUARE CAPITAL PARTNERS III
- DIGITAL ALPHA FUND II LP
- DURABLE CAPITAL ONSHORE FUND LP
- EGERTON INVESTMENT PARTNERS
- FERNBRIDGE CAPITAL ONSHORE FUND LP
- FRANKLIN PARK INTERNATIONAL FUND
- FRANKLIN PARK VENTURE FUND SERIES
- GEORGETOWN EQUITY ALTERNATIVES FUND LLC
- GEORGETOWN OPPORTUNISTIC FUND SERIES LLC
- GQG PARTNERS EMERGING MARKETS EQUITY
- GRIDIRON CAPITAL FUND IV LP
- HAMILTON LANE VENTURE CAPITAL FUND SERIES
- HILLHOUSE CHINA VALUE FEEDER, LTD. CL A
- HILLHOUSE CHINA VALUE FUND LP (Climate Action 100+)
- HOPEWELL VENTURES
- Insight Partners
- INSIGHT PARTNERS FUND X FOLLOW-ON FUND
- INSIGHT PARTNERS XI LP
- INSIGHT VENTURE PARTNERS X LP
- INTERWEST PARTNERS VIII
- ISBI US TREASURY U/A
- JFL EQUITY INVESTORS IV LP
- JFL EQUITY INVESTORS V LP
- K4 Private Investors
- KALORAMA SEPARATE ACCOUNT TIGER GLOBAL
- KALORAMA SEPRATE ACCOUNT ICHICGO SEGREGATED
- KELSO INVESTMENT ASSOCIATES X LP
- KKR CARDINAL CREDIT OPPORTUNITIES FUND
- KPS SPECIAL SITUATIONS FUND III LP
- KPS SPECIAL SITUATIONS FUND IV LP
- KPS SPECIAL SITUATIONS FUND V LP
- LANCASTER EUROPEAN EQUITY, LP
- LEVINE LEICHTMAN CAPITAL PARTNERS V LP
- MADISON DEARBORN CAP PTRS IV
- MADISON DEARBORN CAP PTRS V
- MADISON DEARBORN CAPITAL PARTNERS VI
- MIDDLEGROUND MOBILITY OPPORTUNITY FUND
- NEPTUNE CO-INVEST LP
- NEWVIEW CAPITAL FUND II LP
- Oak HC/FT Partners IV L.P.
- ODYSSEY INVESTMENT PARTNERS FUND V
- PARVUS EUROPEAN OPP FUND
- PCPRE-US IVD AGGREGATOR LP (Climate Action 100+)
- PLATINUM EQUITY CAPITAL PARTNERS IV LP (Climate Action 100+)
- PLATINUM EQUITY CAPITAL PARTNERS V LP (Climate Action 100+)
- POST ROAD SPECIAL OPPORTUNITY FUND II LP
- PRAESIDIUM STRATEGIC OPPORTUNITIES FUND
- PRINCETON EQUITY PARTNERS I LP
- RIVERSIDE CAPITAL APPRECIATION FUND V
- RIVERSIDE FUND IV
- RIVERSIDE FUND V LP
- ROARK CAPITAL PARTNERS V (T) LP
- RUSSEL MIDCAP INDEX FUND C
- S KY PROTON LP
- S&P SMALL CAP 600 EQUITY INDEX FUND C
- SCP PRIVATE EQUITY PTRS II
- SEVENTH CINVEN FUND NO.
- SILCHESTER INTERNATIONAL VALUE EQUITY
- STERLING CAPITAL PARTNERS III LP
- SUMMIT PARTNERS PRIVATE EQUITY FUND
- SUMMIT VENTURES VI-A
- TA XI LP
- TCV XI LP
- THE CHILDREN’S INVNT FD CL D1
- THE CHILDRENS INVNT FD CL H1
- THE WINDACRE PART INTL FD LTD CL
- THINK INDIA OPPORTUNITIES FUND, LP, LP
- THOMA BRAVO DISCOVER FUND III LP
- THOMAS H. LEE EQUITY FUND VIII LP (Climate Action 100+)
- TL VENTURES V (Climate Action 100+)
- TPG TECH ADJACENCIES LP (Climate Action 100+)
- US DEBT INDEX FUND C (Climate Action 100+)
- VALOR EQUITY PARTNERS III LP (Climate Action 100+)
- VISTA EQUITY PARTNERS FUND VII LP (NZAM, Climate Action 100+)
- VISTA EQUITY PARTNERS V LP (NZAM, Climate Action 100+)
- WARBURG PINCUS EQUITY PARTNERS
- WARBURG PINCUS PRIVATE EQUITY IX
- WARBURG PINCUS PRIVATE EQUITY VIII
- WARBURG PINCUS PRIVATE EQUITY X
- WAUD CAPITAL PARTNERS QP V LP
- WELSH CARSON ANDERSON & STOWE XI
- WHITESPRUCE FUND LP
- WICKS CAPITAL PARTNERS IV LP
- WILLIAM BLAIR EMERGING MARKETS SMALL
- WIND POINT PARTNERS V
- ZMC III LP
List of AMCs contracting with the State Universities Retirement System
The State Universities Retirement System (SURS) contracted with 104 asset management companies (AMCs) or specific funds as of June 30, 2023. Of those companies, 10 were investor participants in Climate Action 100+, and 14 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with SURS:[157]
- Adams Street Partners (NZAM)
- Advent International (NZAM)
- Aksia (NZAM)
- Alinda Capital Partners
- Altaris Capital Partners (NZAM)
- Ares Management
- Ariel Investments
- Aspect Capital
- Ativo Capital Management
- Avance Investment Management
- Basel() Partners
- Basis Investment Group
- Bivium Capital Partners
- BlackRock (NZAM, Climate Action 100+)
- Blackstone Group
- Blue Vista Capital Management
- Brasa Capital Management
- Bregal Sagemount
- Brookfield Asset Management
- Cabot Properties
- Campbell & Company
- Carlyle Property Partners
- Channing Capital Management
- Clarion Partners
- Clearlake Capital Partners
- Cortec Group
- Crayhill Capital Management
- Credit Suisse Asset Management
- Crow Holdings Realty Partners
- Dune Real Estate Partners
- EARNEST Partners
- Ember Infrastructure Partners
- Fairview Capital Partners
- Fortress Capital Formation
- Franklin Templeton Real Estate Advisors
- Garcia Hamilton 8 Associates
- GGV Capital
- GI Partners
- Gladius Capital Management
- GlobeFlex Capital
- GQG Partners
- Great Hill Equity Partners
- Greenbriar Equity Group
- Harvest Partners
- Heitman Capital Management
- Hg Capital
- Homestead Capital
- IFM Investors (NZAM, Climate Action 100+)
- Inflexion Private Equity Partners
- JP Morgan Asset Management
- LM Capital Group
- Lombard Odier Asset Management (NZAM, Climate Action 100+)
- Long Wharf Capital
- Longpoint Realty Partners
- LongTail Alpha
- Macquarie Infrastructure Partners (NZAM, Climate Action 100+)
- MBK Partners
- Meketa Investment Group
- Mesirow Financial Investment Management
- Mondrian Investment Partners
- Muller and Monroe Asset Management
- Nautic Partners
- Neuberger Berman (NZAM, Climate Action 100+)
- Neuberger Berman Private Credit (NZAM, Climate Action 100+)
- Newport Capital Partners
- Nipun Capital
- Nordic Capital
- Northern Trust Asset Management
- Oak HCFT Partners
- Oaktree Capital Management
- OceanSound Partners
- One Equity Partners
- One River Asset Management
- One Rock Capital
- Orchid Asia Group
- Pacific Alternative Asset Management Company
- Pacific Investment Management Company
- PAI Partners
- Pantheon Ventures
- Parametric Portfolio Associates (NZAM, Climate Action 100+)
- Prolog is
- Pugh Capital Management
- Ramirez Asset Management
- Reverence Capital Partners
- RhumbLine Advisers
- Rubicon Technology Partners
- Silver Point Specialty Credit
- Silver Rock Financial
- Solstein Capital
- State Street Global Advisors
- Stellex Capital Management
- StepStone Group
- Strategic Global Advisors
- T Rowe Price
- Thoma Bravo
- Torchlight Investors
- TorreyCove CoInvestment
- Turning Rock Partners
- UBS Realty Investors (NZAM, Climate Action 100+)
- Versor Investments
- Wellington Management Company (NZAM, Climate Action 100+)
- Westbrook Partners
- William Blair (NZAM, Climate Action 100+)
- Xponance
List of AMCs contracting with the Chicago Teachers' Pension Fund
The Chicago Teachers' Pension Fund (CTPF) contracted with 61 asset management companies (AMCs) or specific funds. Ballotpedia could not identify the date of the most recent update regarding the AMCs CTFP contracted with. Of those companies, 10 were investor participants in Climate Action 100+, and 11 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with CTPF:[158]
- Adams Street Partners
- Ariel Investments
- Blackstone Real Estate Debt
- BMO Global Asset Management (NZAM, Climate Action 100+)
- Brookfield Infrastructure (NZAM)
- Canida & Habacht
- Capri Capital
- Channing Capital Management
- Cityview (Southwest MF Partners)
- Clarion Lion Industrial Trust
- Dimensional Fund Advisors
- DV Urban
- EARNEST Partners (Emerging)
- Earnest Partners (International Value)
- EMREFF (Franklin Templeton)
- Europa
- Fortress Japan
- Fortress Japan II
- Fremont Realty
- Garcia Hamilton & Associates, L.P.
- Green Oak
- HarbourVest Partners
- Hispania Capital Partners
- Hudson Realty
- IC Berkeley
- ICV Capital Partners
- Intercontinental
- Ivy Investments
- JP Morgan Infrastructure (NZAM)
- JP Morgan Strategic (NZAM)
- Kohlberg Kravis Roberts & Co (KKR)
- LaSalle Property (NZAM)
- Lazard Asset Management (NZAM, Climate Action 100+)
- LM Capital Taplin
- Macquarie European Infrastructure (NZAM, Climate Action 100+)
- Macquarie Infrastructure (NZAM, Climate Action 100+)
- Mesirow Financial Partners
- ML Asian
- Morgan Stanley Investment Management
- Muller & Monroe Asset Management
- Newport Capital
- Northern Trust Company (NZAM, Climate Action 100+)
- Oak Street Real Estate
- Palladium Equity Partners
- Pantheon Venture
- Pharos Capital Group
- Phocas Financial Corporation
- Prudential Real Estate Investors
- Pugh Capital Management, Inc.
- Rhumbline Advisors
- RLJ Equity Partners
- Strategic Global Advisors (Climate Action 100+)
- Syncom Venture Partners
- The Bank of New York Mellon
- UBS Trumbull Property Fund (NZAM, Climate Action 100+)
- Urban America
- Walton Street
- Western Asset Management
- William Blair & Co. (International All Cap Growth) (Climate Action 100+)
- William Blair & Co. (Small Cap) (Climate Action 100+)
- Zevenbergen Capital Management
Maine
List of AMCs contracting with the Maine Consolidated Plan for Participating Local Districts
The Maine Consolidated Plan for Participating Local Districts (the plan) is a sub-fund under the Maine Public Employees Retirement System (MainePERS). MainePERS administers the plan, among other retirement and benefit plans for the governmental workers of Maine. The plan does not contract with its own AMCs; the AMCs for MainePERS account for all the pension plans it administers.
MainePERS contracted with 203 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, four were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MainePERS:[159]
- ABRY Advanced Securities Fund II (NZAM)
- ABRY Advanced Securities Fund III (NZAM)
- ABRY Heritage (NZAM)
- ABRY Senior Equity IV (NZAM)
- ABRY Senior Equity V (NZAM)
- ABRY VII (NZAM)
- ABRY VIII
- ACM Fund II
- ACM Permanent Crops
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- Advent LAPEF VI
- Affinity Asia Pacific IV
- Affinity Asia Pacific V
- AG Direct Lending II
- AG Direct Lending III
- AG Direct Lending IV
- Alinda Infrastructure Fund II
- AMERRA Agri Fund III
- Angelo Gordon Net Lease IV
- AQR Liquid Enhanced Alternative Premia
- ArcLight Energy Partners V
- ArcLight Energy Partners VI
- ARES Capital Europe IV
- ARES Capital Europe V
- Aspect Core Diversified
- Audax
- Bain Capital Venture 2021
- Bain Capital Venture III
- Barings Real Estate Asia II (NZAM, Climate Action 100+)
- Berkshire IX
- Berkshire VIII
- Black Bear Asset Management (NZAM)
- BlackRock (NZAM, Climate Action 100+)
- Blackstone Cap VI
- Blackstone Cap VII
- Blackstone Property Partners
- Blackstone RE Partners IX
- Blackstone RE Partners VII
- Blackstone RE Partners VIII
- Bridgewater Pure Alpha
- Brookfield Infrastructure Fund II
- Brookfield Infrastructure Fund III
- Cambridge Associates
- Carlyle Asia Partners Fund III
- Carlyle Asia Partners Fund IV
- Carlyle Asia Partners Fund V
- Carlyle Global Infrastructure Opportunity Fund
- Carlyle Infrastructure Fund
- Carlyle Power Partners II
- Centerbridge Capital Partners III
- Charterhouse IX
- Charterhouse VIII
- Charterhouse X
- Co-Investments
- Cube Infrastructure Fund
- CVC Capital Partner VI
- CVC Capital Partner VII
- Denham Mining Fund
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund VIII
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- EnCap Flatrock Midstream III
- EnCap Flatrock Midstream IV
- EQT Infrastructure Fund III
- EQT Infrastructure Fund IV
- EQT Real Estate II
- FORT Global Contrarian Fund
- General Catalyst Group X - Early Venture
- General Catalyst Group X - Endurance
- General Catalyst Group X - Growth Venture
- GIP Spectrum Fund
- Global Energy & Power Infrastructure Fund I (NZAM)
- Global Energy & Power Infrastructure Fund II (NZAM)
- Global Infrastructure Partners Fund (NZAM)
- Global Infrastructure Partners Fund II (NZAM)
- Global Infrastructure Partners Fund III (NZAM)
- Global Infrastructure Partners Fund IV (NZAM)
- GTCR X
- GTCR XI
- GTCR XII
- Harrison Street Core Property Fund
- HBK Multi-Strategy
- Hellman & Friedman IX
- Hellman & Friedman VII
- Hellman & Friedman VIII
- HIG Bayside Loan Opportunity II
- HIG Bayside Loan Opportunity III (Europe)
- HIG Brazil & Latin America
- HIG Buyouts II
- HIG Buyouts III
- HIG Capital Partners V
- HIG Europe Capital II
- HIG Middle Market LBO Fund II
- HIG Middle Market LBO Fund III
- High Street IV
- High Street V
- High Street VI
- Homestead Farmland II
- Homestead Farmland III
- Inflexion Buyout Fund IV
- Inflexion Partnership Capital Fund I
- Inflexion Supplemental Fund IV
- Invesco Real Estate Asia IV (NZAM)
- Invesco US Income (NZAM)
- IPI Data Center Partners I
- IPI Data Center Partners II
- Kelso Investment Associates IX
- Kelso Investment Associates VIII
- Kelso Investment Associates X
- KKR Americas XII
- KKR Infrastructure
- KKR Infrastructure II
- KKR Infrastructure III
- KKR North America XI
- KKR REPA I
- KKR REPA II
- KKR REPE
- KKR REPE II
- KKR Special Situations
- KKR Special Situations II
- Meridiam Infrastructure Europe I (Secondary)
- Meridiam Infrastructure Europe I Class B (Secondary)
- Meridiam Infrastructure Europe II (Secondary)
- Meridiam Infrastructure Europe II Class B (Secondary)
- Meridiam Infrastructure Europe III
- Meridiam Infrastructure North America II
- Meridiam Infrastructure North America II (CIP)
- Meridiam Infrastructure North America II (Secondary)
- Meridiam Infrastructure North America III
- Mesa West Core
- Northbridge Strategic Fund II
- Oaktree Opportunity Fund VIII
- ONCAP IV
- Onex Partners III
- Onex Partners IV
- Onex Partners V
- Orion Mine Finance II
- Owl Rock
- Owl Rock III
- Paine Schwartz Partners IV
- Paine Schwartz Partners V
- Pathlight Capital II
- Prima Advisors Mortgage Fund
- Prudential Senior Housing V
- Rhone Partners V
- Riverside Capital Appreciation VI
- Riverside Micro Cap Fund III
- Riverside Micro Cap Fund IV
- Riverside Micro Cap Fund IV-B
- Riverside Micro Cap Fund V
- Rubenstein Partners III
- SCP Private Corporate Lending Fund
- SCP SF Debt Fund
- Shoreview Capital III
- Shoreview Capital IV
- Silver Creek Aggregate Reserves Fund I
- Silver Point Specialty Credit II
- Smart Markets
- Sovereign Capital IV
- Stonepeak Infrastructure II
- Stonepeak Infrastructure III
- Summit Credit Partners II
- Summit Europe III
- Summit GE IX
- Summit GE VIII
- Summit GE X
- Summit VC III
- Summit VC IV
- Summit VC V
- Taurus Mining Finance
- Taurus Mining Finance Annex
- Taurus Mining Finance II
- TCP Direct Lending VIII
- TCV IX
- TCV VIII
- TCV X
- TCV XI
- Teays River
- Technology Impact Fund
- Technology Impact Fund II
- Technology Impact Growth Fund
- Thoma Bravo Special Opportunities Fund II
- Thoma Bravo XI
- Thoma Bravo XII
- Thoma Bravo XIII
- Tillridge Global Agribusiness II
- Twin Creeks Timber
- US Farming Realty III
- Walton Street VII
- Walton Street VIII
- Water Street Healthcare III (NZAM, Climate Action 100+)
- Water Street Healthcare IV (NZAM, Climate Action 100+)
- Wayzata Opportunities III
- Westbrook IX
- Westbrook X
- Westbrook XI
- Windham Capital
- Windham Risk Premia
- Wynnchurch Capital IV
- Wynnchurch Capital V
List of AMCs contracting with the Maine Judicial Retirement Program
The Maine Judicial Retirement Program (the program) is a sub-fund under the Maine Public Employees Retirement System (MainePERS). MainePERS administers the program, among other retirement and benefit plans for the governmental workers of Maine. The program does not contract with its own AMCs; the AMCs for MainePERS account for all the pension plans it administers.
MainePERS contracted with 203 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, four were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MainePERS:[160]
- ABRY Advanced Securities Fund II (NZAM)
- ABRY Advanced Securities Fund III (NZAM)
- ABRY Heritage (NZAM)
- ABRY Senior Equity IV (NZAM)
- ABRY Senior Equity V (NZAM)
- ABRY VII (NZAM)
- ABRY VIII
- ACM Fund II
- ACM Permanent Crops
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- Advent LAPEF VI
- Affinity Asia Pacific IV
- Affinity Asia Pacific V
- AG Direct Lending II
- AG Direct Lending III
- AG Direct Lending IV
- Alinda Infrastructure Fund II
- AMERRA Agri Fund III
- Angelo Gordon Net Lease IV
- AQR Liquid Enhanced Alternative Premia
- ArcLight Energy Partners V
- ArcLight Energy Partners VI
- ARES Capital Europe IV
- ARES Capital Europe V
- Aspect Core Diversified
- Audax
- Bain Capital Venture 2021
- Bain Capital Venture III
- Barings Real Estate Asia II (NZAM, Climate Action 100+)
- Berkshire IX
- Berkshire VIII
- Black Bear Asset Management (NZAM)
- BlackRock (NZAM, Climate Action 100+)
- Blackstone Cap VI
- Blackstone Cap VII
- Blackstone Property Partners
- Blackstone RE Partners IX
- Blackstone RE Partners VII
- Blackstone RE Partners VIII
- Bridgewater Pure Alpha
- Brookfield Infrastructure Fund II
- Brookfield Infrastructure Fund III
- Cambridge Associates
- Carlyle Asia Partners Fund III
- Carlyle Asia Partners Fund IV
- Carlyle Asia Partners Fund V
- Carlyle Global Infrastructure Opportunity Fund
- Carlyle Infrastructure Fund
- Carlyle Power Partners II
- Centerbridge Capital Partners III
- Charterhouse IX
- Charterhouse VIII
- Charterhouse X
- Co-Investments
- Cube Infrastructure Fund
- CVC Capital Partner VI
- CVC Capital Partner VII
- Denham Mining Fund
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund VIII
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- EnCap Flatrock Midstream III
- EnCap Flatrock Midstream IV
- EQT Infrastructure Fund III
- EQT Infrastructure Fund IV
- EQT Real Estate II
- FORT Global Contrarian Fund
- General Catalyst Group X - Early Venture
- General Catalyst Group X - Endurance
- General Catalyst Group X - Growth Venture
- GIP Spectrum Fund
- Global Energy & Power Infrastructure Fund I (NZAM)
- Global Energy & Power Infrastructure Fund II (NZAM)
- Global Infrastructure Partners Fund (NZAM)
- Global Infrastructure Partners Fund II (NZAM)
- Global Infrastructure Partners Fund III (NZAM)
- Global Infrastructure Partners Fund IV (NZAM)
- GTCR X
- GTCR XI
- GTCR XII
- Harrison Street Core Property Fund
- HBK Multi-Strategy
- Hellman & Friedman IX
- Hellman & Friedman VII
- Hellman & Friedman VIII
- HIG Bayside Loan Opportunity II
- HIG Bayside Loan Opportunity III (Europe)
- HIG Brazil & Latin America
- HIG Buyouts II
- HIG Buyouts III
- HIG Capital Partners V
- HIG Europe Capital II
- HIG Middle Market LBO Fund II
- HIG Middle Market LBO Fund III
- High Street IV
- High Street V
- High Street VI
- Homestead Farmland II
- Homestead Farmland III
- Inflexion Buyout Fund IV
- Inflexion Partnership Capital Fund I
- Inflexion Supplemental Fund IV
- Invesco Real Estate Asia IV (NZAM)
- Invesco US Income (NZAM)
- IPI Data Center Partners I
- IPI Data Center Partners II
- Kelso Investment Associates IX
- Kelso Investment Associates VIII
- Kelso Investment Associates X
- KKR Americas XII
- KKR Infrastructure
- KKR Infrastructure II
- KKR Infrastructure III
- KKR North America XI
- KKR REPA I
- KKR REPA II
- KKR REPE
- KKR REPE II
- KKR Special Situations
- KKR Special Situations II
- Meridiam Infrastructure Europe I (Secondary)
- Meridiam Infrastructure Europe I Class B (Secondary)
- Meridiam Infrastructure Europe II (Secondary)
- Meridiam Infrastructure Europe II Class B (Secondary)
- Meridiam Infrastructure Europe III
- Meridiam Infrastructure North America II
- Meridiam Infrastructure North America II (CIP)
- Meridiam Infrastructure North America II (Secondary)
- Meridiam Infrastructure North America III
- Mesa West Core
- Northbridge Strategic Fund II
- Oaktree Opportunity Fund VIII
- ONCAP IV
- Onex Partners III
- Onex Partners IV
- Onex Partners V
- Orion Mine Finance II
- Owl Rock
- Owl Rock III
- Paine Schwartz Partners IV
- Paine Schwartz Partners V
- Pathlight Capital II
- Prima Advisors Mortgage Fund
- Prudential Senior Housing V
- Rhone Partners V
- Riverside Capital Appreciation VI
- Riverside Micro Cap Fund III
- Riverside Micro Cap Fund IV
- Riverside Micro Cap Fund IV-B
- Riverside Micro Cap Fund V
- Rubenstein Partners III
- SCP Private Corporate Lending Fund
- SCP SF Debt Fund
- Shoreview Capital III
- Shoreview Capital IV
- Silver Creek Aggregate Reserves Fund I
- Silver Point Specialty Credit II
- Smart Markets
- Sovereign Capital IV
- Stonepeak Infrastructure II
- Stonepeak Infrastructure III
- Summit Credit Partners II
- Summit Europe III
- Summit GE IX
- Summit GE VIII
- Summit GE X
- Summit VC III
- Summit VC IV
- Summit VC V
- Taurus Mining Finance
- Taurus Mining Finance Annex
- Taurus Mining Finance II
- TCP Direct Lending VIII
- TCV IX
- TCV VIII
- TCV X
- TCV XI
- Teays River
- Technology Impact Fund
- Technology Impact Fund II
- Technology Impact Growth Fund
- Thoma Bravo Special Opportunities Fund II
- Thoma Bravo XI
- Thoma Bravo XII
- Thoma Bravo XIII
- Tillridge Global Agribusiness II
- Twin Creeks Timber
- US Farming Realty III
- Walton Street VII
- Walton Street VIII
- Water Street Healthcare III (NZAM, Climate Action 100+)
- Water Street Healthcare IV (NZAM, Climate Action 100+)
- Wayzata Opportunities III
- Westbrook IX
- Westbrook X
- Westbrook XI
- Windham Capital
- Windham Risk Premia
- Wynnchurch Capital IV
- Wynnchurch Capital V
List of AMCs contracting with the Maine Legislative Retirement Program
The Maine Legislative Retirement Program (the program) is a sub-fund under the Maine Public Employees Retirement System (MainePERS). MainePERS administers the program, among other retirement and benefit plans for the governmental workers of Maine. The program does not contract with its own AMCs; the AMCs for MainePERS account for all the pension plans it administers.
MainePERS contracted with 203 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, four were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MainePERS:[161]
- ABRY Advanced Securities Fund II (NZAM)
- ABRY Advanced Securities Fund III (NZAM)
- ABRY Heritage (NZAM)
- ABRY Senior Equity IV (NZAM)
- ABRY Senior Equity V (NZAM)
- ABRY VII (NZAM)
- ABRY VIII
- ACM Fund II
- ACM Permanent Crops
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- Advent LAPEF VI
- Affinity Asia Pacific IV
- Affinity Asia Pacific V
- AG Direct Lending II
- AG Direct Lending III
- AG Direct Lending IV
- Alinda Infrastructure Fund II
- AMERRA Agri Fund III
- Angelo Gordon Net Lease IV
- AQR Liquid Enhanced Alternative Premia
- ArcLight Energy Partners V
- ArcLight Energy Partners VI
- ARES Capital Europe IV
- ARES Capital Europe V
- Aspect Core Diversified
- Audax
- Bain Capital Venture 2021
- Bain Capital Venture III
- Barings Real Estate Asia II (NZAM, Climate Action 100+)
- Berkshire IX
- Berkshire VIII
- Black Bear Asset Management (NZAM)
- BlackRock (NZAM, Climate Action 100+)
- Blackstone Cap VI
- Blackstone Cap VII
- Blackstone Property Partners
- Blackstone RE Partners IX
- Blackstone RE Partners VII
- Blackstone RE Partners VIII
- Bridgewater Pure Alpha
- Brookfield Infrastructure Fund II
- Brookfield Infrastructure Fund III
- Cambridge Associates
- Carlyle Asia Partners Fund III
- Carlyle Asia Partners Fund IV
- Carlyle Asia Partners Fund V
- Carlyle Global Infrastructure Opportunity Fund
- Carlyle Infrastructure Fund
- Carlyle Power Partners II
- Centerbridge Capital Partners III
- Charterhouse IX
- Charterhouse VIII
- Charterhouse X
- Co-Investments
- Cube Infrastructure Fund
- CVC Capital Partner VI
- CVC Capital Partner VII
- Denham Mining Fund
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund VIII
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- EnCap Flatrock Midstream III
- EnCap Flatrock Midstream IV
- EQT Infrastructure Fund III
- EQT Infrastructure Fund IV
- EQT Real Estate II
- FORT Global Contrarian Fund
- General Catalyst Group X - Early Venture
- General Catalyst Group X - Endurance
- General Catalyst Group X - Growth Venture
- GIP Spectrum Fund
- Global Energy & Power Infrastructure Fund I (NZAM)
- Global Energy & Power Infrastructure Fund II (NZAM)
- Global Infrastructure Partners Fund (NZAM)
- Global Infrastructure Partners Fund II (NZAM)
- Global Infrastructure Partners Fund III (NZAM)
- Global Infrastructure Partners Fund IV (NZAM)
- GTCR X
- GTCR XI
- GTCR XII
- Harrison Street Core Property Fund
- HBK Multi-Strategy
- Hellman & Friedman IX
- Hellman & Friedman VII
- Hellman & Friedman VIII
- HIG Bayside Loan Opportunity II
- HIG Bayside Loan Opportunity III (Europe)
- HIG Brazil & Latin America
- HIG Buyouts II
- HIG Buyouts III
- HIG Capital Partners V
- HIG Europe Capital II
- HIG Middle Market LBO Fund II
- HIG Middle Market LBO Fund III
- High Street IV
- High Street V
- High Street VI
- Homestead Farmland II
- Homestead Farmland III
- Inflexion Buyout Fund IV
- Inflexion Partnership Capital Fund I
- Inflexion Supplemental Fund IV
- Invesco Real Estate Asia IV (NZAM)
- Invesco US Income (NZAM)
- IPI Data Center Partners I
- IPI Data Center Partners II
- Kelso Investment Associates IX
- Kelso Investment Associates VIII
- Kelso Investment Associates X
- KKR Americas XII
- KKR Infrastructure
- KKR Infrastructure II
- KKR Infrastructure III
- KKR North America XI
- KKR REPA I
- KKR REPA II
- KKR REPE
- KKR REPE II
- KKR Special Situations
- KKR Special Situations II
- Meridiam Infrastructure Europe I (Secondary)
- Meridiam Infrastructure Europe I Class B (Secondary)
- Meridiam Infrastructure Europe II (Secondary)
- Meridiam Infrastructure Europe II Class B (Secondary)
- Meridiam Infrastructure Europe III
- Meridiam Infrastructure North America II
- Meridiam Infrastructure North America II (CIP)
- Meridiam Infrastructure North America II (Secondary)
- Meridiam Infrastructure North America III
- Mesa West Core
- Northbridge Strategic Fund II
- Oaktree Opportunity Fund VIII
- ONCAP IV
- Onex Partners III
- Onex Partners IV
- Onex Partners V
- Orion Mine Finance II
- Owl Rock
- Owl Rock III
- Paine Schwartz Partners IV
- Paine Schwartz Partners V
- Pathlight Capital II
- Prima Advisors Mortgage Fund
- Prudential Senior Housing V
- Rhone Partners V
- Riverside Capital Appreciation VI
- Riverside Micro Cap Fund III
- Riverside Micro Cap Fund IV
- Riverside Micro Cap Fund IV-B
- Riverside Micro Cap Fund V
- Rubenstein Partners III
- SCP Private Corporate Lending Fund
- SCP SF Debt Fund
- Shoreview Capital III
- Shoreview Capital IV
- Silver Creek Aggregate Reserves Fund I
- Silver Point Specialty Credit II
- Smart Markets
- Sovereign Capital IV
- Stonepeak Infrastructure II
- Stonepeak Infrastructure III
- Summit Credit Partners II
- Summit Europe III
- Summit GE IX
- Summit GE VIII
- Summit GE X
- Summit VC III
- Summit VC IV
- Summit VC V
- Taurus Mining Finance
- Taurus Mining Finance Annex
- Taurus Mining Finance II
- TCP Direct Lending VIII
- TCV IX
- TCV VIII
- TCV X
- TCV XI
- Teays River
- Technology Impact Fund
- Technology Impact Fund II
- Technology Impact Growth Fund
- Thoma Bravo Special Opportunities Fund II
- Thoma Bravo XI
- Thoma Bravo XII
- Thoma Bravo XIII
- Tillridge Global Agribusiness II
- Twin Creeks Timber
- US Farming Realty III
- Walton Street VII
- Walton Street VIII
- Water Street Healthcare III (NZAM, Climate Action 100+)
- Water Street Healthcare IV (NZAM, Climate Action 100+)
- Wayzata Opportunities III
- Westbrook IX
- Westbrook X
- Westbrook XI
- Windham Capital
- Windham Risk Premia
- Wynnchurch Capital IV
- Wynnchurch Capital V
List of AMCs contracting with the Maine State Employee and Teacher Retirement Program
The Maine State Employee and Teacher Retirement Program (the program) is a sub-fund under the Maine Public Employees Retirement System (MainePERS). MainePERS administers the program, among other retirement and benefit plans for the governmental workers of Maine. The program does not contract with its own AMCs; the AMCs for MainePERS account for all the pension plans it administers.
MainePERS contracted with 203 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, four were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MainePERS:[162]
- ABRY Advanced Securities Fund II (NZAM)
- ABRY Advanced Securities Fund III (NZAM)
- ABRY Heritage (NZAM)
- ABRY Senior Equity IV (NZAM)
- ABRY Senior Equity V (NZAM)
- ABRY VII (NZAM)
- ABRY VIII
- ACM Fund II
- ACM Permanent Crops
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- Advent LAPEF VI
- Affinity Asia Pacific IV
- Affinity Asia Pacific V
- AG Direct Lending II
- AG Direct Lending III
- AG Direct Lending IV
- Alinda Infrastructure Fund II
- AMERRA Agri Fund III
- Angelo Gordon Net Lease IV
- AQR Liquid Enhanced Alternative Premia
- ArcLight Energy Partners V
- ArcLight Energy Partners VI
- ARES Capital Europe IV
- ARES Capital Europe V
- Aspect Core Diversified
- Audax
- Bain Capital Venture 2021
- Bain Capital Venture III
- Barings Real Estate Asia II (NZAM, Climate Action 100+)
- Berkshire IX
- Berkshire VIII
- Black Bear Asset Management (NZAM)
- BlackRock (NZAM, Climate Action 100+)
- Blackstone Cap VI
- Blackstone Cap VII
- Blackstone Property Partners
- Blackstone RE Partners IX
- Blackstone RE Partners VII
- Blackstone RE Partners VIII
- Bridgewater Pure Alpha
- Brookfield Infrastructure Fund II
- Brookfield Infrastructure Fund III
- Cambridge Associates
- Carlyle Asia Partners Fund III
- Carlyle Asia Partners Fund IV
- Carlyle Asia Partners Fund V
- Carlyle Global Infrastructure Opportunity Fund
- Carlyle Infrastructure Fund
- Carlyle Power Partners II
- Centerbridge Capital Partners III
- Charterhouse IX
- Charterhouse VIII
- Charterhouse X
- Co-Investments
- Cube Infrastructure Fund
- CVC Capital Partner VI
- CVC Capital Partner VII
- Denham Mining Fund
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund VIII
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- EnCap Flatrock Midstream III
- EnCap Flatrock Midstream IV
- EQT Infrastructure Fund III
- EQT Infrastructure Fund IV
- EQT Real Estate II
- FORT Global Contrarian Fund
- General Catalyst Group X - Early Venture
- General Catalyst Group X - Endurance
- General Catalyst Group X - Growth Venture
- GIP Spectrum Fund
- Global Energy & Power Infrastructure Fund I (NZAM)
- Global Energy & Power Infrastructure Fund II (NZAM)
- Global Infrastructure Partners Fund (NZAM)
- Global Infrastructure Partners Fund II (NZAM)
- Global Infrastructure Partners Fund III (NZAM)
- Global Infrastructure Partners Fund IV (NZAM)
- GTCR X
- GTCR XI
- GTCR XII
- Harrison Street Core Property Fund
- HBK Multi-Strategy
- Hellman & Friedman IX
- Hellman & Friedman VII
- Hellman & Friedman VIII
- HIG Bayside Loan Opportunity II
- HIG Bayside Loan Opportunity III (Europe)
- HIG Brazil & Latin America
- HIG Buyouts II
- HIG Buyouts III
- HIG Capital Partners V
- HIG Europe Capital II
- HIG Middle Market LBO Fund II
- HIG Middle Market LBO Fund III
- High Street IV
- High Street V
- High Street VI
- Homestead Farmland II
- Homestead Farmland III
- Inflexion Buyout Fund IV
- Inflexion Partnership Capital Fund I
- Inflexion Supplemental Fund IV
- Invesco Real Estate Asia IV (NZAM)
- Invesco US Income (NZAM)
- IPI Data Center Partners I
- IPI Data Center Partners II
- Kelso Investment Associates IX
- Kelso Investment Associates VIII
- Kelso Investment Associates X
- KKR Americas XII
- KKR Infrastructure
- KKR Infrastructure II
- KKR Infrastructure III
- KKR North America XI
- KKR REPA I
- KKR REPA II
- KKR REPE
- KKR REPE II
- KKR Special Situations
- KKR Special Situations II
- Meridiam Infrastructure Europe I (Secondary)
- Meridiam Infrastructure Europe I Class B (Secondary)
- Meridiam Infrastructure Europe II (Secondary)
- Meridiam Infrastructure Europe II Class B (Secondary)
- Meridiam Infrastructure Europe III
- Meridiam Infrastructure North America II
- Meridiam Infrastructure North America II (CIP)
- Meridiam Infrastructure North America II (Secondary)
- Meridiam Infrastructure North America III
- Mesa West Core
- Northbridge Strategic Fund II
- Oaktree Opportunity Fund VIII
- ONCAP IV
- Onex Partners III
- Onex Partners IV
- Onex Partners V
- Orion Mine Finance II
- Owl Rock
- Owl Rock III
- Paine Schwartz Partners IV
- Paine Schwartz Partners V
- Pathlight Capital II
- Prima Advisors Mortgage Fund
- Prudential Senior Housing V
- Rhone Partners V
- Riverside Capital Appreciation VI
- Riverside Micro Cap Fund III
- Riverside Micro Cap Fund IV
- Riverside Micro Cap Fund IV-B
- Riverside Micro Cap Fund V
- Rubenstein Partners III
- SCP Private Corporate Lending Fund
- SCP SF Debt Fund
- Shoreview Capital III
- Shoreview Capital IV
- Silver Creek Aggregate Reserves Fund I
- Silver Point Specialty Credit II
- Smart Markets
- Sovereign Capital IV
- Stonepeak Infrastructure II
- Stonepeak Infrastructure III
- Summit Credit Partners II
- Summit Europe III
- Summit GE IX
- Summit GE VIII
- Summit GE X
- Summit VC III
- Summit VC IV
- Summit VC V
- Taurus Mining Finance
- Taurus Mining Finance Annex
- Taurus Mining Finance II
- TCP Direct Lending VIII
- TCV IX
- TCV VIII
- TCV X
- TCV XI
- Teays River
- Technology Impact Fund
- Technology Impact Fund II
- Technology Impact Growth Fund
- Thoma Bravo Special Opportunities Fund II
- Thoma Bravo XI
- Thoma Bravo XII
- Thoma Bravo XIII
- Tillridge Global Agribusiness II
- Twin Creeks Timber
- US Farming Realty III
- Walton Street VII
- Walton Street VIII
- Water Street Healthcare III (NZAM, Climate Action 100+)
- Water Street Healthcare IV (NZAM, Climate Action 100+)
- Wayzata Opportunities III
- Westbrook IX
- Westbrook X
- Westbrook XI
- Windham Capital
- Windham Risk Premia
- Wynnchurch Capital IV
- Wynnchurch Capital V
Maryland
List of AMCs contracting with the Maryland Employees' Pension System
The Maryland Employees' Pension System (EPS) is a sub-fund under the Maryland State Retirement and Pension System (MSRPS). MSRPS administers EPS, among other retirement and benefit plans for the governmental workers of Maryland. EPS does not contract with its own AMCs; the AMCs for MSRPS account for all the pension plans it administers.
MSRPS contracted with 31 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, six were investor participants in Climate Action 100+, and five were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with EPS:[163]
- AQR Capital Management, LLC
- Artisan Partners Limited Partnership
- Attucks Asset Management, LLC
- Axiom International Investors (Climate Action 100+)
- Baillie Gifford & Company (NZAM, Climate Action 100+)
- Brown Capital Management
- Capital Prospects, LLC
- Credit Suisse Asset Management (NZAM, Climate Action 100+)
- DE Shaw & Co., LP
- Dimensional Fund Advisors, Inc.
- Dodge & Cox
- Double Line US Securitized
- Durable Capital Partners
- Equity Long Short
- FIS Group, Inc.
- Internally Managed
- Leading Edge Invest. Advisors, LLC
- Longview Partners Ltd.
- Marshall Wace (Climate Action 100+)
- MetLife Investment Management
- Pacific Investment Management Company
- Pine Bridge Investments LLC
- Polunin Capital Management (Climate Action 100+)
- Record Currency Management
- RhumbLine Advisors
- RWC Partners Emerging Markets
- State Street Global Advisors (NZAM)
- T. Rowe Price Associates, Inc. (NZAM)
- TT International (NZAM, Climate Action 100+)
- Western Asset Management
- Westwood Global Investment
List of AMCs contracting with the Maryland Judges' Retirement System
The Maryland Judges' Retirement System (JRS) is a sub-fund under the Maryland State Retirement and Pension System (MSRPS). MSRPS administers JRS, among other retirement and benefit plans for the governmental workers of Maryland. JRS does not contract with its own AMCs; the AMCs for MSRPS account for all the pension plans it administers.
MSRPS contracted with 31 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, six were investor participants in Climate Action 100+, and five were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MSRPS:[164]
- AQR Capital Management, LLC
- Artisan Partners Limited Partnership
- Attucks Asset Management, LLC
- Axiom International Investors (Climate Action 100+)
- Baillie Gifford & Company (NZAM, Climate Action 100+)
- Brown Capital Management
- Capital Prospects, LLC
- Credit Suisse Asset Management (NZAM, Climate Action 100+)
- DE Shaw & Co., LP
- Dimensional Fund Advisors, Inc.
- Dodge & Cox
- Double Line US Securitized
- Durable Capital Partners
- Equity Long Short
- FIS Group, Inc.
- Internally Managed
- Leading Edge Invest. Advisors, LLC
- Longview Partners Ltd.
- Marshall Wace (Climate Action 100+)
- MetLife Investment Management
- Pacific Investment Management Company
- Pine Bridge Investments LLC
- Polunin Capital Management (Climate Action 100+)
- Record Currency Management
- RhumbLine Advisors
- RWC Partners Emerging Markets
- State Street Global Advisors (NZAM)
- T. Rowe Price Associates, Inc. (NZAM)
- TT International (NZAM, Climate Action 100+)
- Western Asset Management
- Westwood Global Investment
List of AMCs contracting with the Maryland Law Enforcement Officers’ Pension System
The Maryland Law Enforcement Officers’ Pension System (LEOPS) is a sub-fund under the Maryland State Retirement and Pension System (MSRPS). MSRPS administers LEOPS, among other retirement and benefit plans for the governmental workers of Maryland. LEOPS does not contract with its own AMCs; the AMCs for MSRPS account for all the pension plans it administers.
MSRPS contracted with 31 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, six were investor participants in Climate Action 100+, and five were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MSRPS:[165]
- AQR Capital Management, LLC
- Artisan Partners Limited Partnership
- Attucks Asset Management, LLC
- Axiom International Investors (Climate Action 100+)
- Baillie Gifford & Company (NZAM, Climate Action 100+)
- Brown Capital Management
- Capital Prospects, LLC
- Credit Suisse Asset Management (NZAM, Climate Action 100+)
- DE Shaw & Co., LP
- Dimensional Fund Advisors, Inc.
- Dodge & Cox
- Double Line US Securitized
- Durable Capital Partners
- Equity Long Short
- FIS Group, Inc.
- Internally Managed
- Leading Edge Invest. Advisors, LLC
- Longview Partners Ltd.
- Marshall Wace (Climate Action 100+)
- MetLife Investment Management
- Pacific Investment Management Company
- Pine Bridge Investments LLC
- Polunin Capital Management (Climate Action 100+)
- Record Currency Management
- RhumbLine Advisors
- RWC Partners Emerging Markets
- State Street Global Advisors (NZAM)
- T. Rowe Price Associates, Inc. (NZAM)
- TT International (NZAM, Climate Action 100+)
- Western Asset Management
- Westwood Global Investment
List of AMCs contracting with the Maryland Local Correctional Officers’ Retirement System
The Maryland Local Correctional Officers’ Retirement System (CORS) is a sub-fund under the Maryland State Retirement and Pension System (MSRPS). MSRPS administers CORS, among other retirement and benefit plans for the governmental workers of Maryland. CORS does not contract with its own AMCs; the AMCs for MSRPS account for all the pension plans it administers.
MSRPS contracted with 31 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, six were investor participants in Climate Action 100+, and five were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MSRPS:[166]
- AQR Capital Management, LLC
- Artisan Partners Limited Partnership
- Attucks Asset Management, LLC
- Axiom International Investors (Climate Action 100+)
- Baillie Gifford & Company (NZAM, Climate Action 100+)
- Brown Capital Management
- Capital Prospects, LLC
- Credit Suisse Asset Management (NZAM, Climate Action 100+)
- DE Shaw & Co., LP
- Dimensional Fund Advisors, Inc.
- Dodge & Cox
- Double Line US Securitized
- Durable Capital Partners
- Equity Long Short
- FIS Group, Inc.
- Internally Managed
- Leading Edge Invest. Advisors, LLC
- Longview Partners Ltd.
- Marshall Wace (Climate Action 100+)
- MetLife Investment Management
- Pacific Investment Management Company
- Pine Bridge Investments LLC
- Polunin Capital Management (Climate Action 100+)
- Record Currency Management
- RhumbLine Advisors
- RWC Partners Emerging Markets
- State Street Global Advisors (NZAM)
- T. Rowe Price Associates, Inc. (NZAM)
- TT International (NZAM, Climate Action 100+)
- Western Asset Management
- Westwood Global Investment
List of AMCs contracting with the Maryland State Police Retirement System
The Maryland State Police Retirement System (SPRS) is a sub-fund under the Maryland State Retirement and Pension System (MSRPS). MSRPS administers SPRS, among other retirement and benefit plans for the governmental workers of Maryland. SPRS does not contract with its own AMCs; the AMCs for MSRPS account for all the pension plans it administers.
MSRPS contracted with 31 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, six were investor participants in Climate Action 100+, and five were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MSRPS:[167]
- AQR Capital Management, LLC
- Artisan Partners Limited Partnership
- Attucks Asset Management, LLC
- Axiom International Investors (Climate Action 100+)
- Baillie Gifford & Company (NZAM, Climate Action 100+)
- Brown Capital Management
- Capital Prospects, LLC
- Credit Suisse Asset Management (NZAM, Climate Action 100+)
- DE Shaw & Co., LP
- Dimensional Fund Advisors, Inc.
- Dodge & Cox
- Double Line US Securitized
- Durable Capital Partners
- Equity Long Short
- FIS Group, Inc.
- Internally Managed
- Leading Edge Invest. Advisors, LLC
- Longview Partners Ltd.
- Marshall Wace (Climate Action 100+)
- MetLife Investment Management
- Pacific Investment Management Company
- Pine Bridge Investments LLC
- Polunin Capital Management (Climate Action 100+)
- Record Currency Management
- RhumbLine Advisors
- RWC Partners Emerging Markets
- State Street Global Advisors (NZAM)
- T. Rowe Price Associates, Inc. (NZAM)
- TT International (NZAM, Climate Action 100+)
- Western Asset Management
- Westwood Global Investment
List of AMCs contracting with the Maryland Teachers' Pension System
The Maryland Teachers' Pension System (TPS) is a sub-fund under the Maryland State Retirement and Pension System (MSRPS). MSRPS administers TPS, among other retirement and benefit plans for the governmental workers of Maryland. TPS does not contract with its own AMCs; the AMCs for MSRPS account for all the pension plans it administers.
MSRPS contracted with 31 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, six were investor participants in Climate Action 100+, and five were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MSRPS:[168]
- AQR Capital Management, LLC
- Artisan Partners Limited Partnership
- Attucks Asset Management, LLC
- Axiom International Investors (Climate Action 100+)
- Baillie Gifford & Company (NZAM, Climate Action 100+)
- Brown Capital Management
- Capital Prospects, LLC
- Credit Suisse Asset Management (NZAM, Climate Action 100+)
- DE Shaw & Co., LP
- Dimensional Fund Advisors, Inc.
- Dodge & Cox
- Double Line US Securitized
- Durable Capital Partners
- Equity Long Short
- FIS Group, Inc.
- Internally Managed
- Leading Edge Invest. Advisors, LLC
- Longview Partners Ltd.
- Marshall Wace (Climate Action 100+)
- MetLife Investment Management
- Pacific Investment Management Company
- Pine Bridge Investments LLC
- Polunin Capital Management (Climate Action 100+)
- Record Currency Management
- RhumbLine Advisors
- RWC Partners Emerging Markets
- State Street Global Advisors (NZAM)
- T. Rowe Price Associates, Inc. (NZAM)
- TT International (NZAM, Climate Action 100+)
- Western Asset Management
- Westwood Global Investment
Massachusetts
List of AMCs contracting with the Massachusetts Bay Transportation Authority Retirement Fund
The Massachusetts Bay Transportation Authority Retirement Fund contracted with 78 asset management companies (AMCs) as of December 31, 2021. Of those companies or funds, five were investor participants in Climate Action 100+, and seven were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Massachusetts Bay Transportation Authority Retirement Fund:[3]
- AFL CIO BLDG INVST TR
- AFL-CIO Housing
- Alliance Bernstein (NZAM)
- Amalgamated Bank of New York
- Aristotle Capital Management (Climate Action 100+)
- BENTALL GREEN OAK
- Boston Partners
- COLONY INVESTORS VII LP
- CRESCENT MEZZ PARTNERS VIIB (Climate Action 100+)
- Eaton Vance
- EUROPEAN STRATEGIC PARTNERS 2006B
- EUROPEAN STRATEGIC PARTNERS 2008A
- EUROPEAN STRATEGIC PARTNERS II
- GROSVENOR OPPOR CREDIT III
- Gryphon International Investment Corp.
- Hamilton Lane
- Income Research & Management
- INTERCONTINENAL REAL ESTATE CORP
- Invesco (NZAM)
- JP MORGAN ASSET MANAGEMENT (NZAM)
- LAVIEN (fka Quadrangle Capital Partners II)
- LAZARD TECHNOLOGY II (NZAM, Climate Action 100+)
- LEXINGTON CAPITAL PARTNERS IX
- LEXINGTON CAPITAL PARTNERS VIB
- LEXINGTON CAPITAL PARTNERS VII
- LEXINGTON CAPITAL PARTNERS VIII
- LEXINGTON MIDDLE MARKET
- LEXINGTON MIDDLE MARKET II
- LEXINGTON MIDDLE MARKET III
- LEXINGTON MIDDLE MARKET IV
- Loomis, Sayles & Company
- Morgan Stanley Investment Management
- NEW MOUNTAIN PARTNERS II
- NEW MOUNTAIN PARTNERS III
- NEW MOUNTAIN PARTNERS IV
- NEW MOUNTAIN PARTNERS V
- NEW MOUNTAIN PARTNERS VI
- OAKTREE MEZZANINE FUND - CLASS A
- OAKTREE MEZZANINE FUND - CLASS B
- OPUS CAPITAL VENTURE PARTNERS V
- PanAgora Asset Management
- Pension Reserves Investment Management
- PHAROS CAPITAL PARTNERS
- PHAROS CAPITAL PARTNERS II
- PHAROS CAPITAL PARTNERS III
- Principal Global Investors
- PRIT PEVY 2020 VINTAGE
- PRIT PEVY 2021 VINTAGE
- PRUDENTIAL REAL ESTATE INVESTORS
- RBC Global Asset Management (Climate Action 100+)
- Sands Capital Management
- SCP PARTNERS II
- SIGULER GUFF & COMPANY
- SIGULER GUFF BRIC OPPN FDII
- SL CAPITAL ESF I
- SL CAPITAL SOF II
- State Street Global Advisors (NZAM)
- STERLING CAPITAL PARTNERS
- STERLING CAPITAL PARTNERS II
- STERLING CAPITAL PARTNERS III
- STERLING CAPITAL PARTNERS IV
- SVB CAPITAL PARTNERS II
- SVB CAPITAL PARTNERS III
- SVB STRATEGIC INVESTORS III
- SVB STRATEGIC INVESTORS VIII
- TA REALTY CORE PROPERTY FUND
- The Rock Creek Group (NZAM)
- TOP TIER VENTURE VELOCITY FUND
- VENTURE LENDING + LEASING IV
- VENTURE LENDING + LEASING IX
- VENTURE LENDING + LEASING V
- VENTURE LENDING + LEASING VI
- VENTURE LENDING + LEASING VII
- VENTURE LENDING + LEASING VIII
- WELLINGTON PARTNERS II (NZAM, Climate Action 100+)
- WLR RECOVERY FUND V
- WTI FUND X
- Z CAPITAL SPECIAL SIT. FD II
List of AMCs contracting with the Massachusetts Housing Finance Agency Employees' Retirement System
The Massachusetts Housing Finance Agency Employees' Retirement System contracted with one asset management company (AMCs) as of June 30, 2022. The company was not an investor participant in Climate Action 100+ or NZAM as of 2024. The following list identifies the AMC (and in some cases, the specific funds) contracting with the Massachusetts Housing Finance Agency Employees' Retirement System:[3]
- Meketa Investment Group
List of AMCs contracting with the Massachusetts Port Authority Employees’ Retirement System
The Massachusetts Port Authority Employees’ Retirement System contracted with seven asset management companies (AMCs) as of December 31, 2021. Of those companies or funds, three were investor participants in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Massachusetts Port Authority Employees’ Retirement System:[3]
- Baillie Gifford (NZAM, Climate Action 100+)
- Brandywine Global Investment Management, LLC (NZAM, Climate Action 100+)
- Palmer Square Capital Management
- Pension Reserves Investment Management Board
- Pzena Investment Management, LLC (NZAM)
- State Street Global Advisors (NZAM)
- Wellington Management Company, LLP (NZAM, Climate Action 100+)
List of AMCs contracting with the Massachusetts State Employees' Retirement System
The Massachusetts State Employees' Retirement System (MSERS) is a sub-fund under the Pension Reserves Investment Trust (PRIT). PRIT invests MSERS' assets, as well as other retirement and benefit plans for the governmental workers of Massachusetts. MSERS does not contract with its own AMCs; the AMCs for PRIT account for all its sub-funds.
PRIT contracted with 175 asset management companies (AMCs) as of June 30, 2021. Of those companies or funds, 10 were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PRIT:[3]
- 400 Capital Management
- Acadian Asset Management (NZAM, Climate Action 100+)
- Acon Investments
- Advent International
- Aeolus Capital Management Ltd
- AEW
- AFL - CIO Housing Investment
- Alchemy Partners
- Alta Communications
- American Industrial Partners
- American Securities
- Apollo Management Co.
- AQR Capital Management
- AQR Emerging
- Ascent Venture Partners
- Ashmore Investment Management (NZAM, Climate Action 100+)
- Austin Ventures
- Baillie Gifford (NZAM, Climate Action 100+)
- Bain Capital
- Basswood Capital Management, LLC
- Battery Ventures
- Berkshire Partners
- Blackrock Financial Management (NZAM, Climate Action 100+)
- Blackstone Capital Partners
- Brandywine Investment Management (NZAM, Climate Action 100+)
- Breakout Funds, LLC
- Bridgepoint Capital Limited
- Brigade Capital Management
- Brookfield Investment Management (NZAM)
- Cantab Capital Partners
- Canvas Capital
- Capula Investment Management
- Carlyle Partners
- Castille Ventures
- Catalyst Investors
- CBRE (NZAM)
- Centerbridge Capital
- CenterSquare Investment Mangement (Climate Action 100+)
- Charles River Ventures (Climate Action 100+)
- Charlesbank Capital Partners
- Charterhouse Capital Partners
- Chequers Partenaires
- Cirera Capital Ltd
- CKC Capital
- Community Capital Management
- Complus Asset Management Limited
- Contrarian Capital Management
- Cpyress Group
- CVC Capital
- Davidson Kempner Capital Management
- Denham Capital Management
- DLD Asset Management
- Driehaus Capital Management
- East Lodge Capital
- Eaton Vance
- El Dorado Ventures
- Elliot Management Corporation
- Elysian Capital
- Ethos Private Equity
- EW Healthcare Partners
- Exponent Private Equity Partners
- Fidelity Management Trust
- Fir Tree Partners
- First Reserve Corporation
- Flagship Pioneering
- Forest Investments Associates
- Frontier Capital Management
- Genstar Capital
- Georgian Partners
- Gilde Buy Out Partners
- Goldman Sachs Asset Management (Climate Action 100+)
- Gores Group
- GTCR Golder Rauner
- H.I.G. Capital
- Hellman & Friedman
- Highland Capital Partners
- Hony Capital
- Index Ventures
- Insight Partners (Climate Action 100+)
- Institutional Venture Partners
- InterWest Partners
- Invesco Realty Advisors (NZAM)
- Investcorp Investment Advisers
- JEN Partners
- JMI Equity
- Kelso & Company
- Kepha Partners
- Keytone Ventures
- Kohlberg Kravis Roberts & Co.
- KPS Capital Partners
- Land and Buildings Investment Management
- LaSalle Investment Management (NZAM)
- LMCG Serenitas
- Longfellow Investment Management
- Loomis, Sayles & Co., LP
- Lord, Abbett & Company
- Lowell Minnick Partners
- M/C Venture Partners
- Madison Dearborn Capital Partners
- Marathon-London
- Markel CATCo Investment Management
- Medicxi Ventures
- Menlo Ventures
- Mondrian Investment
- Montagu Private Equity
- Montreux Equity Partners
- Mudrick Capital Management
- Mygale
- Nautic Partners
- New Century Advisors
- New Enterprise Associates
- Nordic Capital
- Odyssey Investment Partners
- Olympus Growth Fund
- Onex Corporation
- PAAMCO
- PAI Partners
- Permira
- PGIM
- PIMCO
- Polaris Partners
- PRIM Board
- Providence Equity Partners
- Providence Strategic Growth
- Pugh Capital Management
- Pzena Investment Management, LLC (NZAM)
- Quad-C Management
- Quantum Energy Partners
- RBC Global Asset Management (Climate Action 100+)
- Rembrandt Venture Partners
- Rhone Group LLC
- Riverbridge Partners
- RV Capital Management
- SAIF Partners
- SCP Vitalife
- Shenkman Capital Management
- Sherbrooke Capital
- Sightway Capital
- Silver Creek Adivsory Partners
- Sofinnova Ventures, Inc.
- Spark Capital
- Spectrum Equity Partners
- State Street Global Advisors (NZAM)
- Stockbridge
- Stone Point Capital (NZAM)
- Summit Creek Advisors
- Summit Partners
- Summit Partners Public Asset Management, LLC
- SV Health Investors
- T. Rowe Price (NZAM)
- TA Associates
- Tabor Asset Management
- Technology Crossover Ventures
- Tenaska Capital Management
- The Campbell Group
- Thoma Bravo
- Thoma Cressey Partners
- Thomas H. Lee Partners
- Thompson Street Capital Partners
- TimeSquare Capital Management
- Torquest Partners
- TowerBrook Capital Partners
- TPG Capital
- Trident Capital
- Union Square Ventures
- VantagePoint Partners
- Vestar Capital Partners
- Vista Equity Managers (NZAM)
- Voya
- Wasatch
- Waterland Private Equity
- Weston Presidio Capital
- WestView Capital Partners
- Xenon Private Equity, LTD
- Xponance
List of AMCs contracting with the Massachusetts Teachers' Retirement System
The Massachusetts Teachers' Retirement System (MTRS) is a sub-fund under the Pension Reserves Investment Trust (PRIT). PRIT invests MTRS' assets, as well as other retirement and benefit plans for the governmental workers of Massachusetts. MTRS does not contract with its own AMCs; the AMCs for PRIT account for all its sub-funds.
PRIT contracted with 175 asset management companies (AMCs) as of June 30, 2021. Of those companies or funds, 10 were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PRIT:[3]
- 400 Capital Management
- Acadian Asset Management (NZAM, Climate Action 100+)
- Acon Investments
- Advent International
- Aeolus Capital Management Ltd
- AEW
- AFL - CIO Housing Investment
- Alchemy Partners
- Alta Communications
- American Industrial Partners
- American Securities
- Apollo Management Co.
- AQR Capital Management
- AQR Emerging
- Ascent Venture Partners
- Ashmore Investment Management (NZAM, Climate Action 100+)
- Austin Ventures
- Baillie Gifford (NZAM, Climate Action 100+)
- Bain Capital
- Basswood Capital Management, LLC
- Battery Ventures
- Berkshire Partners
- Blackrock Financial Management (NZAM, Climate Action 100+)
- Blackstone Capital Partners
- Brandywine Investment Management (NZAM, Climate Action 100+)
- Breakout Funds, LLC
- Bridgepoint Capital Limited
- Brigade Capital Management
- Brookfield Investment Management (NZAM)
- Cantab Capital Partners
- Canvas Capital
- Capula Investment Management
- Carlyle Partners
- Castille Ventures
- Catalyst Investors
- CBRE (NZAM)
- Centerbridge Capital
- CenterSquare Investment Mangement (Climate Action 100+)
- Charles River Ventures (Climate Action 100+)
- Charlesbank Capital Partners
- Charterhouse Capital Partners
- Chequers Partenaires
- Cirera Capital Ltd
- CKC Capital
- Community Capital Management
- Complus Asset Management Limited
- Contrarian Capital Management
- Cpyress Group
- CVC Capital
- Davidson Kempner Capital Management
- Denham Capital Management
- DLD Asset Management
- Driehaus Capital Management
- East Lodge Capital
- Eaton Vance
- El Dorado Ventures
- Elliot Management Corporation
- Elysian Capital
- Ethos Private Equity
- EW Healthcare Partners
- Exponent Private Equity Partners
- Fidelity Management Trust
- Fir Tree Partners
- First Reserve Corporation
- Flagship Pioneering
- Forest Investments Associates
- Frontier Capital Management
- Genstar Capital
- Georgian Partners
- Gilde Buy Out Partners
- Goldman Sachs Asset Management (Climate Action 100+)
- Gores Group
- GTCR Golder Rauner
- H.I.G. Capital
- Hellman & Friedman
- Highland Capital Partners
- Hony Capital
- Index Ventures
- Insight Partners (Climate Action 100+)
- Institutional Venture Partners
- InterWest Partners
- Invesco Realty Advisors (NZAM)
- Investcorp Investment Advisers
- JEN Partners
- JMI Equity
- Kelso & Company
- Kepha Partners
- Keytone Ventures
- Kohlberg Kravis Roberts & Co.
- KPS Capital Partners
- Land and Buildings Investment Management
- LaSalle Investment Management (NZAM)
- LMCG Serenitas
- Longfellow Investment Management
- Loomis, Sayles & Co., LP
- Lord, Abbett & Company
- Lowell Minnick Partners
- M/C Venture Partners
- Madison Dearborn Capital Partners
- Marathon-London
- Markel CATCo Investment Management
- Medicxi Ventures
- Menlo Ventures
- Mondrian Investment
- Montagu Private Equity
- Montreux Equity Partners
- Mudrick Capital Management
- Mygale
- Nautic Partners
- New Century Advisors
- New Enterprise Associates
- Nordic Capital
- Odyssey Investment Partners
- Olympus Growth Fund
- Onex Corporation
- PAAMCO
- PAI Partners
- Permira
- PGIM
- PIMCO
- Polaris Partners
- PRIM Board
- Providence Equity Partners
- Providence Strategic Growth
- Pugh Capital Management
- Pzena Investment Management, LLC (NZAM)
- Quad-C Management
- Quantum Energy Partners
- RBC Global Asset Management (Climate Action 100+)
- Rembrandt Venture Partners
- Rhone Group LLC
- Riverbridge Partners
- RV Capital Management
- SAIF Partners
- SCP Vitalife
- Shenkman Capital Management
- Sherbrooke Capital
- Sightway Capital
- Silver Creek Adivsory Partners
- Sofinnova Ventures, Inc.
- Spark Capital
- Spectrum Equity Partners
- State Street Global Advisors (NZAM)
- Stockbridge
- Stone Point Capital (NZAM)
- Summit Creek Advisors
- Summit Partners
- Summit Partners Public Asset Management, LLC
- SV Health Investors
- T. Rowe Price (NZAM)
- TA Associates
- Tabor Asset Management
- Technology Crossover Ventures
- Tenaska Capital Management
- The Campbell Group
- Thoma Bravo
- Thoma Cressey Partners
- Thomas H. Lee Partners
- Thompson Street Capital Partners
- TimeSquare Capital Management
- Torquest Partners
- TowerBrook Capital Partners
- TPG Capital
- Trident Capital
- Union Square Ventures
- VantagePoint Partners
- Vestar Capital Partners
- Vista Equity Managers (NZAM)
- Voya
- Wasatch
- Waterland Private Equity
- Weston Presidio Capital
- WestView Capital Partners
- Xenon Private Equity, LTD
- Xponance
List of AMCs contracting with the Massachusetts Water Resources Authority Employees' Retirement System
The Massachusetts Water Resources Authority Employees' Retirement System contracted with 70 asset management companies (AMCs) as of June 30, 2022. Of those companies or funds, three were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Massachusetts Water Resources Authority Employees' Retirement System:[3]
- ABS Emerging Markets MA Fund
- Alcentra European DLF
- Ascent Fund IV-B
- Ascent Fund V
- Ascent VI
- Axiom Emerging Markets Trust Class 2 (Climate Action 100+)
- Baillie Gifford International Growth Fund Class K (NZAM, Climate Action 100+)
- Boston Partners Small Cap Value
- Cerberus Institutional Real Estate Partners III
- Coho Relative Value Equity
- Constitution Ironsides Co-Investment Fund VI
- CVI Credit Value Fund IV A LP
- Entrust Peru Wind Down
- Foundry 2007
- Foundry 2010
- Foundry 2010 Annex
- Garcia Hamilton Fixed Income Aggregate
- Hamilton Lane Secondary Fund V LP
- HarbourVest Co-Investment Fund VI
- HarbourVest Dover Street X
- Invesco Fund VI (NZAM)
- Invesco Mortgage Recovery II (NZAM)
- Invesco Mortgage Recovery Loans Feeder Fund (NZAM)
- Ironsides Constitution Opportunities
- JFL Equity Investors IV, L.P.
- JFL Equity Investors V, L.P.
- Kayne Energy Fund VII
- Landmark VI
- Landmark VIII
- Landmark XV
- Loomis Sayles Multisector Full Discretion Trust
- Loomis Sayles Small Cap Growth
- Lord Abbett Core Fixed Income
- Morgan Stanley Prime Property
- Octagon Senior Secured Credit Cayman Fund Ltd. - Class L Acc, Series 1
- Park Square Credit Opportunities III
- Pinebridge (AIG) PEP V Asia (NZAM)
- Pinebridge (AIG) PEP V Co-Investment (NZAM)
- Pinebridge (AIG) PEP V Europe (NZAM)
- Pinebridge (AIG) PEP V Large Market US Buyout (NZAM)
- Pinebridge (AIG) PEP V Preferred Participation Fund (NZAM)
- Pinebridge (AIG) PEP V Secondary (NZAM)
- Pinebridge (AIG) PEP V Small-Mid Market US Buyout (NZAM)
- Pinebridge (AIG) PEP V US Venture (NZAM)
- Pinebridge PEP V (NZAM)
- Polen Focused Growth
- PRIM Portfolio Completion Strategies
- PRIM Vintage Year 2008
- PRIM Vintage Year 2009
- PRIM Vintage Year 2010
- PRIM Vintage Year 2011
- PRIM Vintage Year 2012
- PRIM Vintage Year 2014
- PRIM Vintage Year 2017
- PRIM Vintage Year 2020
- PRIM Vintage Year 2021
- PRIM Vintage Year 2022
- PRIT Core Fund
- Private Advisors Small Co. Coinvestment Fund, LP
- Rhumbline Advisors S&P 500 Index Fund
- Rhumbline TIPS
- Schroder International Alpha Trust Class 1
- SEG Baxter Street
- StepStone Real Estate Fund II
- TA Realty Core Property Fund
- TA Realty Fund X LP
- TerraCap Partners III, LP
- TerraCap Partners IV, LP
- TerraCap Partners V, LP
- UBS Neutral Alpha Strategies (NZAM, Climate Action 100+)
List of AMCs contracting with the Berkshire County Retirement System
The Berkshire County Retirement System (BCRS) is a sub-fund under the Pension Reserves Investment Trust (PRIT). PRIT invests BCRS' assets, as well as other retirement and benefit plans for the governmental workers of Massachusetts. BCRS does not contract with its own AMCs; the AMCs for PRIT account for all its sub-funds.
PRIT contracted with 175 asset management companies (AMCs) as of June 30, 2021. Of those companies or funds, 10 were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PRIT:[3]
- 400 Capital Management
- Acadian Asset Management (NZAM, Climate Action 100+)
- Acon Investments
- Advent International
- Aeolus Capital Management Ltd
- AEW
- AFL - CIO Housing Investment
- Alchemy Partners
- Alta Communications
- American Industrial Partners
- American Securities
- Apollo Management Co.
- AQR Capital Management
- AQR Emerging
- Ascent Venture Partners
- Ashmore Investment Management (NZAM, Climate Action 100+)
- Austin Ventures
- Baillie Gifford (NZAM, Climate Action 100+)
- Bain Capital
- Basswood Capital Management, LLC
- Battery Ventures
- Berkshire Partners
- Blackrock Financial Management (NZAM, Climate Action 100+)
- Blackstone Capital Partners
- Brandywine Investment Management (NZAM, Climate Action 100+)
- Breakout Funds, LLC
- Bridgepoint Capital Limited
- Brigade Capital Management
- Brookfield Investment Management (NZAM)
- Cantab Capital Partners
- Canvas Capital
- Capula Investment Management
- Carlyle Partners
- Castille Ventures
- Catalyst Investors
- CBRE (NZAM)
- Centerbridge Capital
- CenterSquare Investment Mangement (Climate Action 100+)
- Charles River Ventures (Climate Action 100+)
- Charlesbank Capital Partners
- Charterhouse Capital Partners
- Chequers Partenaires
- Cirera Capital Ltd
- CKC Capital
- Community Capital Management
- Complus Asset Management Limited
- Contrarian Capital Management
- Cpyress Group
- CVC Capital
- Davidson Kempner Capital Management
- Denham Capital Management
- DLD Asset Management
- Driehaus Capital Management
- East Lodge Capital
- Eaton Vance
- El Dorado Ventures
- Elliot Management Corporation
- Elysian Capital
- Ethos Private Equity
- EW Healthcare Partners
- Exponent Private Equity Partners
- Fidelity Management Trust
- Fir Tree Partners
- First Reserve Corporation
- Flagship Pioneering
- Forest Investments Associates
- Frontier Capital Management
- Genstar Capital
- Georgian Partners
- Gilde Buy Out Partners
- Goldman Sachs Asset Management (Climate Action 100+)
- Gores Group
- GTCR Golder Rauner
- H.I.G. Capital
- Hellman & Friedman
- Highland Capital Partners
- Hony Capital
- Index Ventures
- Insight Partners (Climate Action 100+)
- Institutional Venture Partners
- InterWest Partners
- Invesco Realty Advisors (NZAM)
- Investcorp Investment Advisers
- JEN Partners
- JMI Equity
- Kelso & Company
- Kepha Partners
- Keytone Ventures
- Kohlberg Kravis Roberts & Co.
- KPS Capital Partners
- Land and Buildings Investment Management
- LaSalle Investment Management (NZAM)
- LMCG Serenitas
- Longfellow Investment Management
- Loomis, Sayles & Co., LP
- Lord, Abbett & Company
- Lowell Minnick Partners
- M/C Venture Partners
- Madison Dearborn Capital Partners
- Marathon-London
- Markel CATCo Investment Management
- Medicxi Ventures
- Menlo Ventures
- Mondrian Investment
- Montagu Private Equity
- Montreux Equity Partners
- Mudrick Capital Management
- Mygale
- Nautic Partners
- New Century Advisors
- New Enterprise Associates
- Nordic Capital
- Odyssey Investment Partners
- Olympus Growth Fund
- Onex Corporation
- PAAMCO
- PAI Partners
- Permira
- PGIM
- PIMCO
- Polaris Partners
- PRIM Board
- Providence Equity Partners
- Providence Strategic Growth
- Pugh Capital Management
- Pzena Investment Management, LLC (NZAM)
- Quad-C Management
- Quantum Energy Partners
- RBC Global Asset Management (Climate Action 100+)
- Rembrandt Venture Partners
- Rhone Group LLC
- Riverbridge Partners
- RV Capital Management
- SAIF Partners
- SCP Vitalife
- Shenkman Capital Management
- Sherbrooke Capital
- Sightway Capital
- Silver Creek Adivsory Partners
- Sofinnova Ventures, Inc.
- Spark Capital
- Spectrum Equity Partners
- State Street Global Advisors (NZAM)
- Stockbridge
- Stone Point Capital (NZAM)
- Summit Creek Advisors
- Summit Partners
- Summit Partners Public Asset Management, LLC
- SV Health Investors
- T. Rowe Price (NZAM)
- TA Associates
- Tabor Asset Management
- Technology Crossover Ventures
- Tenaska Capital Management
- The Campbell Group
- Thoma Bravo
- Thoma Cressey Partners
- Thomas H. Lee Partners
- Thompson Street Capital Partners
- TimeSquare Capital Management
- Torquest Partners
- TowerBrook Capital Partners
- TPG Capital
- Trident Capital
- Union Square Ventures
- VantagePoint Partners
- Vestar Capital Partners
- Vista Equity Managers (NZAM)
- Voya
- Wasatch
- Waterland Private Equity
- Weston Presidio Capital
- WestView Capital Partners
- Xenon Private Equity, LTD
- Xponance
List of AMCs contracting with the Middlesex County Retirement System
The Middlesex County Retirement System is a sub-fund under the Pension Reserves Investment Trust (PRIT). PRIT invests MCRS' assets, as well as other retirement and benefit plans for the governmental workers of Massachusetts. MCRS does not contract with its own AMCs; the AMCs for PRIT account for all its sub-funds.
PRIT contracted with 175 asset management companies (AMCs) as of June 30, 2021. Of those companies or funds, 10 were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PRIT:[3]
- 400 Capital Management
- Acadian Asset Management (NZAM, Climate Action 100+)
- Acon Investments
- Advent International
- Aeolus Capital Management Ltd
- AEW
- AFL - CIO Housing Investment
- Alchemy Partners
- Alta Communications
- American Industrial Partners
- American Securities
- Apollo Management Co.
- AQR Capital Management
- AQR Emerging
- Ascent Venture Partners
- Ashmore Investment Management (NZAM, Climate Action 100+)
- Austin Ventures
- Baillie Gifford (NZAM, Climate Action 100+)
- Bain Capital
- Basswood Capital Management, LLC
- Battery Ventures
- Berkshire Partners
- Blackrock Financial Management (NZAM, Climate Action 100+)
- Blackstone Capital Partners
- Brandywine Investment Management (NZAM, Climate Action 100+)
- Breakout Funds, LLC
- Bridgepoint Capital Limited
- Brigade Capital Management
- Brookfield Investment Management (NZAM)
- Cantab Capital Partners
- Canvas Capital
- Capula Investment Management
- Carlyle Partners
- Castille Ventures
- Catalyst Investors
- CBRE (NZAM)
- Centerbridge Capital
- CenterSquare Investment Mangement (Climate Action 100+)
- Charles River Ventures (Climate Action 100+)
- Charlesbank Capital Partners
- Charterhouse Capital Partners
- Chequers Partenaires
- Cirera Capital Ltd
- CKC Capital
- Community Capital Management
- Complus Asset Management Limited
- Contrarian Capital Management
- Cpyress Group
- CVC Capital
- Davidson Kempner Capital Management
- Denham Capital Management
- DLD Asset Management
- Driehaus Capital Management
- East Lodge Capital
- Eaton Vance
- El Dorado Ventures
- Elliot Management Corporation
- Elysian Capital
- Ethos Private Equity
- EW Healthcare Partners
- Exponent Private Equity Partners
- Fidelity Management Trust
- Fir Tree Partners
- First Reserve Corporation
- Flagship Pioneering
- Forest Investments Associates
- Frontier Capital Management
- Genstar Capital
- Georgian Partners
- Gilde Buy Out Partners
- Goldman Sachs Asset Management (Climate Action 100+)
- Gores Group
- GTCR Golder Rauner
- H.I.G. Capital
- Hellman & Friedman
- Highland Capital Partners
- Hony Capital
- Index Ventures
- Insight Partners (Climate Action 100+)
- Institutional Venture Partners
- InterWest Partners
- Invesco Realty Advisors (NZAM)
- Investcorp Investment Advisers
- JEN Partners
- JMI Equity
- Kelso & Company
- Kepha Partners
- Keytone Ventures
- Kohlberg Kravis Roberts & Co.
- KPS Capital Partners
- Land and Buildings Investment Management
- LaSalle Investment Management (NZAM)
- LMCG Serenitas
- Longfellow Investment Management
- Loomis, Sayles & Co., LP
- Lord, Abbett & Company
- Lowell Minnick Partners
- M/C Venture Partners
- Madison Dearborn Capital Partners
- Marathon-London
- Markel CATCo Investment Management
- Medicxi Ventures
- Menlo Ventures
- Mondrian Investment
- Montagu Private Equity
- Montreux Equity Partners
- Mudrick Capital Management
- Mygale
- Nautic Partners
- New Century Advisors
- New Enterprise Associates
- Nordic Capital
- Odyssey Investment Partners
- Olympus Growth Fund
- Onex Corporation
- PAAMCO
- PAI Partners
- Permira
- PGIM
- PIMCO
- Polaris Partners
- PRIM Board
- Providence Equity Partners
- Providence Strategic Growth
- Pugh Capital Management
- Pzena Investment Management, LLC (NZAM)
- Quad-C Management
- Quantum Energy Partners
- RBC Global Asset Management (Climate Action 100+)
- Rembrandt Venture Partners
- Rhone Group LLC
- Riverbridge Partners
- RV Capital Management
- SAIF Partners
- SCP Vitalife
- Shenkman Capital Management
- Sherbrooke Capital
- Sightway Capital
- Silver Creek Adivsory Partners
- Sofinnova Ventures, Inc.
- Spark Capital
- Spectrum Equity Partners
- State Street Global Advisors (NZAM)
- Stockbridge
- Stone Point Capital (NZAM)
- Summit Creek Advisors
- Summit Partners
- Summit Partners Public Asset Management, LLC
- SV Health Investors
- T. Rowe Price (NZAM)
- TA Associates
- Tabor Asset Management
- Technology Crossover Ventures
- Tenaska Capital Management
- The Campbell Group
- Thoma Bravo
- Thoma Cressey Partners
- Thomas H. Lee Partners
- Thompson Street Capital Partners
- TimeSquare Capital Management
- Torquest Partners
- TowerBrook Capital Partners
- TPG Capital
- Trident Capital
- Union Square Ventures
- VantagePoint Partners
- Vestar Capital Partners
- Vista Equity Managers (NZAM)
- Voya
- Wasatch
- Waterland Private Equity
- Weston Presidio Capital
- WestView Capital Partners
- Xenon Private Equity, LTD
- Xponance
List of AMCs contracting with the Hampshire County Retirement System
The Hampshire County Retirement System contracted with seven asset management companies (AMCs) as of December 31, 2021. Of those companies or funds, one was an investor participant in Climate Action 100+, and none were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Hampshire County Retirement System:[3]
- Ascent Venture Partners
- Barings Tower Square (Climate Action 100+)
- Glouston Capital Partners, LLC
- Lexington Partners
- Perella Weinberg Partners
- Portfolio Advisors
- PRIM
List of AMCs contracting with the Hampden County Regional Retirement System
The Hampden County Regional Retirement System contracted with two asset management companies (AMCs) as of December 2021. Of those companies or funds, neither were investor participants in Climate Action 100+ or members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Hampden County Regional Retirement System:[3]
- GCM Grosvenor
- PRIT
List of AMCs contracting with the Franklin Regional Retirement System
The Franklin Regional Retirement System contracted with eight asset management companies (AMCs) as of July 2022. Of those companies or funds, one was an investor participant in Climate Action 100+, and one was a member of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Franklin Regional Retirement System:[3]
- Aberdeen
- Chartwell
- Copeland
- Fiera (NZAM, Climate Action 100+)
- Loomis Sayles
- O'Shaughnessy
- Polen
- PRIT
List of AMCs contracting with the Essex Regional Retirement System
The Essex Regional Retirement System contracted with one asset management company (AMC) as of July 31, 2022. The company was neither an investor participant in Climate Action 100+ nor a member of NZAM as of 2024. The following list identifies the AMC (and in some cases, the specific funds) contracting with the Essex Regional Retirement System:[3]
- Pension Reserves Investment Trust
List of AMCs contracting with the Worcester Regional Retirement System
The Worcester Regional Retirement System contracted is a sub-fund under the Pension Reserves Investment Trust (PRIT). PRIT invests WRRS' assets, as well as other retirement and benefit plans for the governmental workers of Massachusetts. WRRS does not contract with its own AMCs; the AMCs for PRIT account for all its sub-funds.
PRIT contracted with 175 asset management companies (AMCs) as of June 30, 2021. Of those companies or funds, 10 were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PRIT:[3]
- 400 Capital Management
- Acadian Asset Management (NZAM, Climate Action 100+)
- Acon Investments
- Advent International
- Aeolus Capital Management Ltd
- AEW
- AFL - CIO Housing Investment
- Alchemy Partners
- Alta Communications
- American Industrial Partners
- American Securities
- Apollo Management Co.
- AQR Capital Management
- AQR Emerging
- Ascent Venture Partners
- Ashmore Investment Management (NZAM, Climate Action 100+)
- Austin Ventures
- Baillie Gifford (NZAM, Climate Action 100+)
- Bain Capital
- Basswood Capital Management, LLC
- Battery Ventures
- Berkshire Partners
- Blackrock Financial Management (NZAM, Climate Action 100+)
- Blackstone Capital Partners
- Brandywine Investment Management (NZAM, Climate Action 100+)
- Breakout Funds, LLC
- Bridgepoint Capital Limited
- Brigade Capital Management
- Brookfield Investment Management (NZAM)
- Cantab Capital Partners
- Canvas Capital
- Capula Investment Management
- Carlyle Partners
- Castille Ventures
- Catalyst Investors
- CBRE (NZAM)
- Centerbridge Capital
- CenterSquare Investment Mangement (Climate Action 100+)
- Charles River Ventures (Climate Action 100+)
- Charlesbank Capital Partners
- Charterhouse Capital Partners
- Chequers Partenaires
- Cirera Capital Ltd
- CKC Capital
- Community Capital Management
- Complus Asset Management Limited
- Contrarian Capital Management
- Cpyress Group
- CVC Capital
- Davidson Kempner Capital Management
- Denham Capital Management
- DLD Asset Management
- Driehaus Capital Management
- East Lodge Capital
- Eaton Vance
- El Dorado Ventures
- Elliot Management Corporation
- Elysian Capital
- Ethos Private Equity
- EW Healthcare Partners
- Exponent Private Equity Partners
- Fidelity Management Trust
- Fir Tree Partners
- First Reserve Corporation
- Flagship Pioneering
- Forest Investments Associates
- Frontier Capital Management
- Genstar Capital
- Georgian Partners
- Gilde Buy Out Partners
- Goldman Sachs Asset Management (Climate Action 100+)
- Gores Group
- GTCR Golder Rauner
- H.I.G. Capital
- Hellman & Friedman
- Highland Capital Partners
- Hony Capital
- Index Ventures
- Insight Partners (Climate Action 100+)
- Institutional Venture Partners
- InterWest Partners
- Invesco Realty Advisors (NZAM)
- Investcorp Investment Advisers
- JEN Partners
- JMI Equity
- Kelso & Company
- Kepha Partners
- Keytone Ventures
- Kohlberg Kravis Roberts & Co.
- KPS Capital Partners
- Land and Buildings Investment Management
- LaSalle Investment Management (NZAM)
- LMCG Serenitas
- Longfellow Investment Management
- Loomis, Sayles & Co., LP
- Lord, Abbett & Company
- Lowell Minnick Partners
- M/C Venture Partners
- Madison Dearborn Capital Partners
- Marathon-London
- Markel CATCo Investment Management
- Medicxi Ventures
- Menlo Ventures
- Mondrian Investment
- Montagu Private Equity
- Montreux Equity Partners
- Mudrick Capital Management
- Mygale
- Nautic Partners
- New Century Advisors
- New Enterprise Associates
- Nordic Capital
- Odyssey Investment Partners
- Olympus Growth Fund
- Onex Corporation
- PAAMCO
- PAI Partners
- Permira
- PGIM
- PIMCO
- Polaris Partners
- PRIM Board
- Providence Equity Partners
- Providence Strategic Growth
- Pugh Capital Management
- Pzena Investment Management, LLC (NZAM)
- Quad-C Management
- Quantum Energy Partners
- RBC Global Asset Management (Climate Action 100+)
- Rembrandt Venture Partners
- Rhone Group LLC
- Riverbridge Partners
- RV Capital Management
- SAIF Partners
- SCP Vitalife
- Shenkman Capital Management
- Sherbrooke Capital
- Sightway Capital
- Silver Creek Adivsory Partners
- Sofinnova Ventures, Inc.
- Spark Capital
- Spectrum Equity Partners
- State Street Global Advisors (NZAM)
- Stockbridge
- Stone Point Capital (NZAM)
- Summit Creek Advisors
- Summit Partners
- Summit Partners Public Asset Management, LLC
- SV Health Investors
- T. Rowe Price (NZAM)
- TA Associates
- Tabor Asset Management
- Technology Crossover Ventures
- Tenaska Capital Management
- The Campbell Group
- Thoma Bravo
- Thoma Cressey Partners
- Thomas H. Lee Partners
- Thompson Street Capital Partners
- TimeSquare Capital Management
- Torquest Partners
- TowerBrook Capital Partners
- TPG Capital
- Trident Capital
- Union Square Ventures
- VantagePoint Partners
- Vestar Capital Partners
- Vista Equity Managers (NZAM)
- Voya
- Wasatch
- Waterland Private Equity
- Weston Presidio Capital
- WestView Capital Partners
- Xenon Private Equity, LTD
- Xponance
New Jersey
List of AMCs contracting with the New Jersey Judicial Retirement System
The New Jersey Judicial Retirement System, as a subfund of the New Jersey Public Employees Retirement Systems, contracted with 250 asset management companies (AMCs) as of June 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and 19 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the New Jersey Judicial Retirement System:[3]
- ABF VII New Jersey S.L.P.
- Aermont Capital Real Estate Fund IV
- Aether Real Assets III Surplus, LP
- Aether Real Assets III, LP
- Aether Real Assets SONJ Fund, L.P.
- AIMS/NJ Euro Small and Mid Fund I, L.P.
- AIMS/NJ Euro Small and Mid Fund II, L.P.
- AIMS/NJ Multi-Strategy Portfolio, LLC
- Altaris Health Partners V, L.P.
- American Industrial Partners Capital Fund V
- American Industrial Partners Capital Fund VI, L.P.
- Anacap Credit Opportunities II, LP
- Anacap Financial Partners II
- AnaCap Financial Partners III, L.P.
- AnaCap Financial Prtns GP
- Apollo Investment Fund VI, L.P.
- Arden Garden State NJ Fund LP.
- ARDIAN Buyout Fund VII A S.L.P
- Blackstone Capital Partners V, L.P.
- Blackstone Capital Partners VI, L.P.
- Blackstone Capital Partners VII, L.P.
- Blackstone Energy Partners II, L.P.
- Blackstone Energy Partners, L.P.
- Blackstone Property Global - NJ
- Blackstone Property Partners L.P.
- Blackstone RE Debt Strategies III, L.P.
- Blackstone Real Estate Partners Asia LP
- Blackstone Real Estate Partners VI, Sec
- Blackstone Real Estate V
- Blackstone Real Estate VI
- Blackstone Real Estate VII
- Blackstone Real Estate VIII
- Blackstone Residential Fund - A L.P
- Blackstone TOP Fund - A (PE) L.P.
- Blackstone TOP Fund - A (RE) L.P.
- Blueprint Cap I, LP
- Brookfield Capital Partners IV, L.P. (NZAM)
- Brookfield Capital Partners V L.P. (NZAM)
- BSP Special Situations Fund L.P.
- BX NJ Co-Invest (PE) L.P.
- BX NJ Co-Invest, L.P.
- Carlyle Partners VI, L.P.
- Carlyle Realty Partners V LP
- Catalyst Fund V, L.P.
- Centerbridge Capital Partners II, L.P.
- Centerbridge Capital Partners, L.P.
- Centerbridge Credit Partners
- Cerberus NJ Credit Opportunities Fund, L.P.
- Chatham Asset Private Debt and Strategic Capital Fund
- Chatham Fund, LP
- Court Square Capital Partners II, L.P.
- Crayhill NJ Fund, LP
- CT High Grade Partners II, LLC
- CVC Capital Partners VI, LP
- CVC Capital Partners VII (A), LP
- CVC Capital Partners VIII
- CVC Credit Partners EU DL II Co-Invest Fund
- CVC Credit Partners EU DL III
- Davidson Kempner Institutional Partners, L.P
- DivcoWest Fund VI-A, LP
- Dyal II NJ Investors, L.P.
- Dyal III NJ Investors, L.P.
- Dyal III US Investors LP
- Dyal NJ Investors, L.P.
- Eagle Point Defensive Income Fund NJ LP
- Eagle Point Defensive Income Fund US LP
- Elliott Associates, L.P.
- EQT Infrastructure V (NZAM)
- Excellere Capital Fund III, L.P.
- Excellere Capital Fund IV, L.P.
- Exeter Core Industrial Club Fund II, L.P.
- Exeter Industrial Core Fund III, LP
- Fairview Capstone Partners II, LP
- Fairview Capstone Partners, LP
- Farallon Capital Inst. Partners, L.P.
- Focus Senior Housing Fund I LP
- Gleacher Mezzanine Fund II, LP
- GOF II Feeder B, L.P.
- Golden Tree NJ Distressed Fund
- Golden Tree Opportunities LP-Class D
- GoldenTree NJ Distressed Fund 2015 GP LLC
- GoldenTree NJ Distressed Fund 2015 GP LLC - Second Vintage
- GP Equity Stakes
- Grosvenor/NJDI Emerging Opp
- Grosvenor/NJDI Emerging Opp (2007)
- Grosvenor/NJDI Emerging Opp (2008)
- Grosvenor/NJDI Investment Fund
- Grosvenor/NJDI Investment Fund 2006
- Grosvenor/NJDI Investment Fund 2008
- GSO Capital Opportunities Fund II, LP
- GSO Capital Opportunities Fund, L.P.
- GSO Credit Pa+R[16]Crtners - A, L.P.
- GSO Energy Partners - A, L.P.
- GSO Special Situations Fund, L.P.
- Hammes Partners II, L.P.
- Hammes Partners III, L.P.
- Hammes Partners IV
- Heitman America Real Estate Trust, L.P.
- Hellman & Friedman Capital Partners VI
- Hellman & Friedman Capital Partners VIII, L.P.
- Hellman & Friedman Capital Partners X, L.P.
- HIG Bayside Debt & LBO II
- Hitecvision VII, L.P. (NZAM)
- Homestead Capital USA Farmland Fund III, L.P
- Iguazu Partners, L.P.
- IPI Partners II-A, L.P.
- JLL Partners Fund VI, LP
- JLL Partners Fund VIII, L.P.
- JLL Partners VII, LP
- Khosla Ventures IV, L.P.
- King Street Capital
- Knight TAO, L.P. (NZAM)
- Knight/Sixth Street NPL-C
- Knight/Sixth Street NPL-R
- KPS Special Situations Fund III, LP
- KPS Special Situations Fund IV, LP
- KSL Capital Partners IV-A, L.P.
- KSL Capital Partners V, L.P.
- Laurion Capital Ltd.
- Lexington Capital Partners VI-B
- Lindsay Goldberg III, L.P.
- Lone Star Fund VII (U.S.) LP
- Lone Star Real Estate Fund II (U.S.) LP
- Lynx Common (Bermuda) Ltd.
- M&G Real Estate Debt Fund II, LP (NZAM, Climate Action 100+)
- M&G Real Estate Debt Fund III, LP (NZAM, Climate Action 100+)
- Magenta Fund Ltd.
- MARK European Retail Partners II, LP.
- Marlin Equity Partners IV
- MatlinPatterson Global Opps. Ptnrs. III
- MBK Partners Fund IV, L.P.
- MBK Partners Fund V, L.P.
- MHR Institutional Partners III, L.P.
- MHR Institutional Partners IV, L.P.
- NB/NJ Custom Investment Fund
- NB/NJ Custom Investment Fund II
- NB/NJ Custom Investment Fund III, LP
- New Jersey Asia Investors II, L.P.
- New Jersey Asia Investors III, L.P.
- New Jersey Asia Investors, L.P.
- New Mountain Partners III, L.P.
- Newstone Capital Partners II, L.P.
- NJ Roark Co-Invest Fund III LLC
- NJ/HV Resource Opportunities, L.P.
- NJ/TCW Direct Lending LLC
- NJHL European BO Investment II Series B
- NJHL European Buyout Investment Series A
- NJHL European Buyout Investment Series C
- Northwood RE Partners L.P., (Series III)
- Northwood RE Partners L.P., (Series IV)
- Northwood Real Estate Co-Invest
- Oak Hill Capital Partners II, L.P.
- Oak Hill Capital Partners III, L.P.
- Onex Partners II, LP
- Onex Partners III, LP
- Onex Partners IV, LP
- Onex Partners V-B, L.P.
- Owl Rock Capital Technology Finance Corp.
- Partners Group Secondary 2006 LP
- Partners Group Secondary 2008, L.P.
- Peg Pooled Venture Capital VC Institutional III
- Perella Weinberg Real Estate Fund II LP
- Perella Weinberg Real Estate Fund III LP
- Prime Property Fund
- PRISA II
- PRISA Real Estate Separate Account
- Prologis European Logistics Fund
- Quadrangle Capital Partners II
- RE Capital Asia Partners III, L.P.
- RE Capital Asia Partners IV, L.P.
- Reservoir Strategic Partners Fund, LP
- Roark Capital Partners III L.P.
- RRJ Capital Master Fund III, L.P.
- Sculptor NJ Private Opportunities, LP
- Sculptor NJ RE Opportunities, LP
- Sculptor RE Credit Parallel Fund B, LP
- Sculptor RE Parallel Fund III E, LP
- Sculptor SC II, LP
- Sculptor SC, LP
- Secondaries
- Siguler Guff NJ Developing Mkt Fund, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV
- Silver Lake Partners VI, L.P.
- Sixth Street Opportunities III A LP
- Solus Opportunities Fund 3, LP
- SONJ FAIR, L.P.
- SONJ Private Opportunities Fund II, L.P.
- Stellex Capital Partners II LP
- Sterling Capital Partners IV, L.P.
- Stonepeak Global Renewables Fund LP (NZAM)
- Stonepeak Infrastructure Fund III LP (NZAM)
- Stonepeak Infrastructure Fund IV LP (NZAM)
- Strategic Value Special Situations Fund V, L.P.
- Sycamore Partners III, L.P.
- TCV VIII, L.P.
- TCW Direct Lending LLC
- Tenaska Power Fund II, L.P.
- Tenaya Capital VI, L.P.
- Tenex Capital Partners II, LP
- Tenex Capital Partners LP - Secondary
- Tenex Capital Partners, L.P.
- TGM Apartment Partners
- The Rise Fund (A), L.P.
- The Rise Fund II, L.P.
- TPG [STAR], LP
- TPG Financial Partners, L.P.
- TPG Growth II, L.P.
- TPG Growth III(A), L.P.
- TPG Growth IV, L.P
- TPG Growth V, L.P.
- TPG Opportunities Partners II, L.P.
- TPG Partners V, L.P.
- TPG Partners VI, L.P.
- TPG Real Estate Partners II, L.P.
- TPG Real Estate Partners III, L.P.
- TPG Real Estate Thematic Advantage Core Plus JV (III) L.P.
- TPG Rise Climate, L.P.
- TPG/NJ (RE) Partnership, LP
- True North Real Estate Fund III, LP
- TSG 7 A L.P.
- TSG 7 B L.P.
- TSG8, L.P.
- Tucker Development/Acquisition Fund
- Vista Co-Invest Fund 2017-3, L.P. (NZAM)
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vista Foundation Fund II, L.P. (NZAM)
- Vista Foundation Fund III, L.P. (NZAM)
- Vista Foundation Fund IV, L.P. (NZAM)
- Warburg Pincus China-Southeast Asia II, L.P.
- Warburg Pincus China, L.P.
- Warburg Pincus Energy, L.P.
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Welsh, Carson, Anderson & Stowe XI, L.P.
- Westbrook Real Estate Fund VIII
- Westbrook VII
- Wheelock SREF NJ CO-Invest Feeder, LP
- Wheelock Street Real Estate Fund II, L.P.
- Wheelock Street Real Estate Fund V, L.P
- Wheelock Street Real Estate Fund, L.P.
- Winton Futures Fund
- WLR Recovery Fund IV, LP
- Woodley Park NJ, L.P.
- Woodley Park NJ, L.P. (FAIR Program)
List of AMCs contracting with the New Jersey Police and Firemen's Retirement System
The New Jersey Police and Firemen's Retirement System, as a subfund of the New Jersey Public Employees Retirement Systems, contracted with 250 asset management companies (AMCs) as of June 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and 19 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the New Jersey Police and Firemen's Retirement System:[3]
- ABF VII New Jersey S.L.P.
- Aermont Capital Real Estate Fund IV
- Aether Real Assets III Surplus, LP
- Aether Real Assets III, LP
- Aether Real Assets SONJ Fund, L.P.
- AIMS/NJ Euro Small and Mid Fund I, L.P.
- AIMS/NJ Euro Small and Mid Fund II, L.P.
- AIMS/NJ Multi-Strategy Portfolio, LLC
- Altaris Health Partners V, L.P.
- American Industrial Partners Capital Fund V
- American Industrial Partners Capital Fund VI, L.P.
- Anacap Credit Opportunities II, LP
- Anacap Financial Partners II
- AnaCap Financial Partners III, L.P.
- AnaCap Financial Prtns GP
- Apollo Investment Fund VI, L.P.
- Arden Garden State NJ Fund LP.
- ARDIAN Buyout Fund VII A S.L.P
- Blackstone Capital Partners V, L.P.
- Blackstone Capital Partners VI, L.P.
- Blackstone Capital Partners VII, L.P.
- Blackstone Energy Partners II, L.P.
- Blackstone Energy Partners, L.P.
- Blackstone Property Global - NJ
- Blackstone Property Partners L.P.
- Blackstone RE Debt Strategies III, L.P.
- Blackstone Real Estate Partners Asia LP
- Blackstone Real Estate Partners VI, Sec
- Blackstone Real Estate V
- Blackstone Real Estate VI
- Blackstone Real Estate VII
- Blackstone Real Estate VIII
- Blackstone Residential Fund - A L.P
- Blackstone TOP Fund - A (PE) L.P.
- Blackstone TOP Fund - A (RE) L.P.
- Blueprint Cap I, LP
- Brookfield Capital Partners IV, L.P. (NZAM)
- Brookfield Capital Partners V L.P. (NZAM)
- BSP Special Situations Fund L.P.
- BX NJ Co-Invest (PE) L.P.
- BX NJ Co-Invest, L.P.
- Carlyle Partners VI, L.P.
- Carlyle Realty Partners V LP
- Catalyst Fund V, L.P.
- Centerbridge Capital Partners II, L.P.
- Centerbridge Capital Partners, L.P.
- Centerbridge Credit Partners
- Cerberus NJ Credit Opportunities Fund, L.P.
- Chatham Asset Private Debt and Strategic Capital Fund
- Chatham Fund, LP
- Court Square Capital Partners II, L.P.
- Crayhill NJ Fund, LP
- CT High Grade Partners II, LLC
- CVC Capital Partners VI, LP
- CVC Capital Partners VII (A), LP
- CVC Capital Partners VIII
- CVC Credit Partners EU DL II Co-Invest Fund
- CVC Credit Partners EU DL III
- Davidson Kempner Institutional Partners, L.P
- DivcoWest Fund VI-A, LP
- Dyal II NJ Investors, L.P.
- Dyal III NJ Investors, L.P.
- Dyal III US Investors LP
- Dyal NJ Investors, L.P.
- Eagle Point Defensive Income Fund NJ LP
- Eagle Point Defensive Income Fund US LP
- Elliott Associates, L.P.
- EQT Infrastructure V (NZAM)
- Excellere Capital Fund III, L.P.
- Excellere Capital Fund IV, L.P.
- Exeter Core Industrial Club Fund II, L.P.
- Exeter Industrial Core Fund III, LP
- Fairview Capstone Partners II, LP
- Fairview Capstone Partners, LP
- Farallon Capital Inst. Partners, L.P.
- Focus Senior Housing Fund I LP
- Gleacher Mezzanine Fund II, LP
- GOF II Feeder B, L.P.
- Golden Tree NJ Distressed Fund
- Golden Tree Opportunities LP-Class D
- GoldenTree NJ Distressed Fund 2015 GP LLC
- GoldenTree NJ Distressed Fund 2015 GP LLC - Second Vintage
- GP Equity Stakes
- Grosvenor/NJDI Emerging Opp
- Grosvenor/NJDI Emerging Opp (2007)
- Grosvenor/NJDI Emerging Opp (2008)
- Grosvenor/NJDI Investment Fund
- Grosvenor/NJDI Investment Fund 2006
- Grosvenor/NJDI Investment Fund 2008
- GSO Capital Opportunities Fund II, LP
- GSO Capital Opportunities Fund, L.P.
- GSO Credit Pa+R[16]Crtners - A, L.P.
- GSO Energy Partners - A, L.P.
- GSO Special Situations Fund, L.P.
- Hammes Partners II, L.P.
- Hammes Partners III, L.P.
- Hammes Partners IV
- Heitman America Real Estate Trust, L.P.
- Hellman & Friedman Capital Partners VI
- Hellman & Friedman Capital Partners VIII, L.P.
- Hellman & Friedman Capital Partners X, L.P.
- HIG Bayside Debt & LBO II
- Hitecvision VII, L.P. (NZAM)
- Homestead Capital USA Farmland Fund III, L.P
- Iguazu Partners, L.P.
- IPI Partners II-A, L.P.
- JLL Partners Fund VI, LP
- JLL Partners Fund VIII, L.P.
- JLL Partners VII, LP
- Khosla Ventures IV, L.P.
- King Street Capital
- Knight TAO, L.P. (NZAM)
- Knight/Sixth Street NPL-C
- Knight/Sixth Street NPL-R
- KPS Special Situations Fund III, LP
- KPS Special Situations Fund IV, LP
- KSL Capital Partners IV-A, L.P.
- KSL Capital Partners V, L.P.
- Laurion Capital Ltd.
- Lexington Capital Partners VI-B
- Lindsay Goldberg III, L.P.
- Lone Star Fund VII (U.S.) LP
- Lone Star Real Estate Fund II (U.S.) LP
- Lynx Common (Bermuda) Ltd.
- M&G Real Estate Debt Fund II, LP (NZAM, Climate Action 100+)
- M&G Real Estate Debt Fund III, LP (NZAM, Climate Action 100+)
- Magenta Fund Ltd.
- MARK European Retail Partners II, LP.
- Marlin Equity Partners IV
- MatlinPatterson Global Opps. Ptnrs. III
- MBK Partners Fund IV, L.P.
- MBK Partners Fund V, L.P.
- MHR Institutional Partners III, L.P.
- MHR Institutional Partners IV, L.P.
- NB/NJ Custom Investment Fund
- NB/NJ Custom Investment Fund II
- NB/NJ Custom Investment Fund III, LP
- New Jersey Asia Investors II, L.P.
- New Jersey Asia Investors III, L.P.
- New Jersey Asia Investors, L.P.
- New Mountain Partners III, L.P.
- Newstone Capital Partners II, L.P.
- NJ Roark Co-Invest Fund III LLC
- NJ/HV Resource Opportunities, L.P.
- NJ/TCW Direct Lending LLC
- NJHL European BO Investment II Series B
- NJHL European Buyout Investment Series A
- NJHL European Buyout Investment Series C
- Northwood RE Partners L.P., (Series III)
- Northwood RE Partners L.P., (Series IV)
- Northwood Real Estate Co-Invest
- Oak Hill Capital Partners II, L.P.
- Oak Hill Capital Partners III, L.P.
- Onex Partners II, LP
- Onex Partners III, LP
- Onex Partners IV, LP
- Onex Partners V-B, L.P.
- Owl Rock Capital Technology Finance Corp.
- Partners Group Secondary 2006 LP
- Partners Group Secondary 2008, L.P.
- Peg Pooled Venture Capital VC Institutional III
- Perella Weinberg Real Estate Fund II LP
- Perella Weinberg Real Estate Fund III LP
- Prime Property Fund
- PRISA II
- PRISA Real Estate Separate Account
- Prologis European Logistics Fund
- Quadrangle Capital Partners II
- RE Capital Asia Partners III, L.P.
- RE Capital Asia Partners IV, L.P.
- Reservoir Strategic Partners Fund, LP
- Roark Capital Partners III L.P.
- RRJ Capital Master Fund III, L.P.
- Sculptor NJ Private Opportunities, LP
- Sculptor NJ RE Opportunities, LP
- Sculptor RE Credit Parallel Fund B, LP
- Sculptor RE Parallel Fund III E, LP
- Sculptor SC II, LP
- Sculptor SC, LP
- Secondaries
- Siguler Guff NJ Developing Mkt Fund, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV
- Silver Lake Partners VI, L.P.
- Sixth Street Opportunities III A LP
- Solus Opportunities Fund 3, LP
- SONJ FAIR, L.P.
- SONJ Private Opportunities Fund II, L.P.
- Stellex Capital Partners II LP
- Sterling Capital Partners IV, L.P.
- Stonepeak Global Renewables Fund LP (NZAM)
- Stonepeak Infrastructure Fund III LP (NZAM)
- Stonepeak Infrastructure Fund IV LP (NZAM)
- Strategic Value Special Situations Fund V, L.P.
- Sycamore Partners III, L.P.
- TCV VIII, L.P.
- TCW Direct Lending LLC
- Tenaska Power Fund II, L.P.
- Tenaya Capital VI, L.P.
- Tenex Capital Partners II, LP
- Tenex Capital Partners LP - Secondary
- Tenex Capital Partners, L.P.
- TGM Apartment Partners
- The Rise Fund (A), L.P.
- The Rise Fund II, L.P.
- TPG [STAR], LP
- TPG Financial Partners, L.P.
- TPG Growth II, L.P.
- TPG Growth III(A), L.P.
- TPG Growth IV, L.P
- TPG Growth V, L.P.
- TPG Opportunities Partners II, L.P.
- TPG Partners V, L.P.
- TPG Partners VI, L.P.
- TPG Real Estate Partners II, L.P.
- TPG Real Estate Partners III, L.P.
- TPG Real Estate Thematic Advantage Core Plus JV (III) L.P.
- TPG Rise Climate, L.P.
- TPG/NJ (RE) Partnership, LP
- True North Real Estate Fund III, LP
- TSG 7 A L.P.
- TSG 7 B L.P.
- TSG8, L.P.
- Tucker Development/Acquisition Fund
- Vista Co-Invest Fund 2017-3, L.P. (NZAM)
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vista Foundation Fund II, L.P. (NZAM)
- Vista Foundation Fund III, L.P. (NZAM)
- Vista Foundation Fund IV, L.P. (NZAM)
- Warburg Pincus China-Southeast Asia II, L.P.
- Warburg Pincus China, L.P.
- Warburg Pincus Energy, L.P.
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Welsh, Carson, Anderson & Stowe XI, L.P.
- Westbrook Real Estate Fund VIII
- Westbrook VII
- Wheelock SREF NJ CO-Invest Feeder, LP
- Wheelock Street Real Estate Fund II, L.P.
- Wheelock Street Real Estate Fund V, L.P
- Wheelock Street Real Estate Fund, L.P.
- Winton Futures Fund
- WLR Recovery Fund IV, LP
- Woodley Park NJ, L.P.
- Woodley Park NJ, L.P. (FAIR Program)
List of AMCs contracting with the New Jersey Prison Officers’ Pension Fund
The New Jersey Prison Officers’ Pension Fund, as a subfund of the New Jersey Public Employees Retirement Systems, contracted with 250 asset management companies (AMCs) as of June 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and 19 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the New Jersey Prison Officers’ Pension Fund:[3]
- ABF VII New Jersey S.L.P.
- Aermont Capital Real Estate Fund IV
- Aether Real Assets III Surplus, LP
- Aether Real Assets III, LP
- Aether Real Assets SONJ Fund, L.P.
- AIMS/NJ Euro Small and Mid Fund I, L.P.
- AIMS/NJ Euro Small and Mid Fund II, L.P.
- AIMS/NJ Multi-Strategy Portfolio, LLC
- Altaris Health Partners V, L.P.
- American Industrial Partners Capital Fund V
- American Industrial Partners Capital Fund VI, L.P.
- Anacap Credit Opportunities II, LP
- Anacap Financial Partners II
- AnaCap Financial Partners III, L.P.
- AnaCap Financial Prtns GP
- Apollo Investment Fund VI, L.P.
- Arden Garden State NJ Fund LP.
- ARDIAN Buyout Fund VII A S.L.P
- Blackstone Capital Partners V, L.P.
- Blackstone Capital Partners VI, L.P.
- Blackstone Capital Partners VII, L.P.
- Blackstone Energy Partners II, L.P.
- Blackstone Energy Partners, L.P.
- Blackstone Property Global - NJ
- Blackstone Property Partners L.P.
- Blackstone RE Debt Strategies III, L.P.
- Blackstone Real Estate Partners Asia LP
- Blackstone Real Estate Partners VI, Sec
- Blackstone Real Estate V
- Blackstone Real Estate VI
- Blackstone Real Estate VII
- Blackstone Real Estate VIII
- Blackstone Residential Fund - A L.P
- Blackstone TOP Fund - A (PE) L.P.
- Blackstone TOP Fund - A (RE) L.P.
- Blueprint Cap I, LP
- Brookfield Capital Partners IV, L.P. (NZAM)
- Brookfield Capital Partners V L.P. (NZAM)
- BSP Special Situations Fund L.P.
- BX NJ Co-Invest (PE) L.P.
- BX NJ Co-Invest, L.P.
- Carlyle Partners VI, L.P.
- Carlyle Realty Partners V LP
- Catalyst Fund V, L.P.
- Centerbridge Capital Partners II, L.P.
- Centerbridge Capital Partners, L.P.
- Centerbridge Credit Partners
- Cerberus NJ Credit Opportunities Fund, L.P.
- Chatham Asset Private Debt and Strategic Capital Fund
- Chatham Fund, LP
- Court Square Capital Partners II, L.P.
- Crayhill NJ Fund, LP
- CT High Grade Partners II, LLC
- CVC Capital Partners VI, LP
- CVC Capital Partners VII (A), LP
- CVC Capital Partners VIII
- CVC Credit Partners EU DL II Co-Invest Fund
- CVC Credit Partners EU DL III
- Davidson Kempner Institutional Partners, L.P
- DivcoWest Fund VI-A, LP
- Dyal II NJ Investors, L.P.
- Dyal III NJ Investors, L.P.
- Dyal III US Investors LP
- Dyal NJ Investors, L.P.
- Eagle Point Defensive Income Fund NJ LP
- Eagle Point Defensive Income Fund US LP
- Elliott Associates, L.P.
- EQT Infrastructure V (NZAM)
- Excellere Capital Fund III, L.P.
- Excellere Capital Fund IV, L.P.
- Exeter Core Industrial Club Fund II, L.P.
- Exeter Industrial Core Fund III, LP
- Fairview Capstone Partners II, LP
- Fairview Capstone Partners, LP
- Farallon Capital Inst. Partners, L.P.
- Focus Senior Housing Fund I LP
- Gleacher Mezzanine Fund II, LP
- GOF II Feeder B, L.P.
- Golden Tree NJ Distressed Fund
- Golden Tree Opportunities LP-Class D
- GoldenTree NJ Distressed Fund 2015 GP LLC
- GoldenTree NJ Distressed Fund 2015 GP LLC - Second Vintage
- GP Equity Stakes
- Grosvenor/NJDI Emerging Opp
- Grosvenor/NJDI Emerging Opp (2007)
- Grosvenor/NJDI Emerging Opp (2008)
- Grosvenor/NJDI Investment Fund
- Grosvenor/NJDI Investment Fund 2006
- Grosvenor/NJDI Investment Fund 2008
- GSO Capital Opportunities Fund II, LP
- GSO Capital Opportunities Fund, L.P.
- GSO Credit Pa+R[16]Crtners - A, L.P.
- GSO Energy Partners - A, L.P.
- GSO Special Situations Fund, L.P.
- Hammes Partners II, L.P.
- Hammes Partners III, L.P.
- Hammes Partners IV
- Heitman America Real Estate Trust, L.P.
- Hellman & Friedman Capital Partners VI
- Hellman & Friedman Capital Partners VIII, L.P.
- Hellman & Friedman Capital Partners X, L.P.
- HIG Bayside Debt & LBO II
- Hitecvision VII, L.P. (NZAM)
- Homestead Capital USA Farmland Fund III, L.P
- Iguazu Partners, L.P.
- IPI Partners II-A, L.P.
- JLL Partners Fund VI, LP
- JLL Partners Fund VIII, L.P.
- JLL Partners VII, LP
- Khosla Ventures IV, L.P.
- King Street Capital
- Knight TAO, L.P. (NZAM)
- Knight/Sixth Street NPL-C
- Knight/Sixth Street NPL-R
- KPS Special Situations Fund III, LP
- KPS Special Situations Fund IV, LP
- KSL Capital Partners IV-A, L.P.
- KSL Capital Partners V, L.P.
- Laurion Capital Ltd.
- Lexington Capital Partners VI-B
- Lindsay Goldberg III, L.P.
- Lone Star Fund VII (U.S.) LP
- Lone Star Real Estate Fund II (U.S.) LP
- Lynx Common (Bermuda) Ltd.
- M&G Real Estate Debt Fund II, LP (NZAM, Climate Action 100+)
- M&G Real Estate Debt Fund III, LP (NZAM, Climate Action 100+)
- Magenta Fund Ltd.
- MARK European Retail Partners II, LP.
- Marlin Equity Partners IV
- MatlinPatterson Global Opps. Ptnrs. III
- MBK Partners Fund IV, L.P.
- MBK Partners Fund V, L.P.
- MHR Institutional Partners III, L.P.
- MHR Institutional Partners IV, L.P.
- NB/NJ Custom Investment Fund
- NB/NJ Custom Investment Fund II
- NB/NJ Custom Investment Fund III, LP
- New Jersey Asia Investors II, L.P.
- New Jersey Asia Investors III, L.P.
- New Jersey Asia Investors, L.P.
- New Mountain Partners III, L.P.
- Newstone Capital Partners II, L.P.
- NJ Roark Co-Invest Fund III LLC
- NJ/HV Resource Opportunities, L.P.
- NJ/TCW Direct Lending LLC
- NJHL European BO Investment II Series B
- NJHL European Buyout Investment Series A
- NJHL European Buyout Investment Series C
- Northwood RE Partners L.P., (Series III)
- Northwood RE Partners L.P., (Series IV)
- Northwood Real Estate Co-Invest
- Oak Hill Capital Partners II, L.P.
- Oak Hill Capital Partners III, L.P.
- Onex Partners II, LP
- Onex Partners III, LP
- Onex Partners IV, LP
- Onex Partners V-B, L.P.
- Owl Rock Capital Technology Finance Corp.
- Partners Group Secondary 2006 LP
- Partners Group Secondary 2008, L.P.
- Peg Pooled Venture Capital VC Institutional III
- Perella Weinberg Real Estate Fund II LP
- Perella Weinberg Real Estate Fund III LP
- Prime Property Fund
- PRISA II
- PRISA Real Estate Separate Account
- Prologis European Logistics Fund
- Quadrangle Capital Partners II
- RE Capital Asia Partners III, L.P.
- RE Capital Asia Partners IV, L.P.
- Reservoir Strategic Partners Fund, LP
- Roark Capital Partners III L.P.
- RRJ Capital Master Fund III, L.P.
- Sculptor NJ Private Opportunities, LP
- Sculptor NJ RE Opportunities, LP
- Sculptor RE Credit Parallel Fund B, LP
- Sculptor RE Parallel Fund III E, LP
- Sculptor SC II, LP
- Sculptor SC, LP
- Secondaries
- Siguler Guff NJ Developing Mkt Fund, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV
- Silver Lake Partners VI, L.P.
- Sixth Street Opportunities III A LP
- Solus Opportunities Fund 3, LP
- SONJ FAIR, L.P.
- SONJ Private Opportunities Fund II, L.P.
- Stellex Capital Partners II LP
- Sterling Capital Partners IV, L.P.
- Stonepeak Global Renewables Fund LP (NZAM)
- Stonepeak Infrastructure Fund III LP (NZAM)
- Stonepeak Infrastructure Fund IV LP (NZAM)
- Strategic Value Special Situations Fund V, L.P.
- Sycamore Partners III, L.P.
- TCV VIII, L.P.
- TCW Direct Lending LLC
- Tenaska Power Fund II, L.P.
- Tenaya Capital VI, L.P.
- Tenex Capital Partners II, LP
- Tenex Capital Partners LP - Secondary
- Tenex Capital Partners, L.P.
- TGM Apartment Partners
- The Rise Fund (A), L.P.
- The Rise Fund II, L.P.
- TPG [STAR], LP
- TPG Financial Partners, L.P.
- TPG Growth II, L.P.
- TPG Growth III(A), L.P.
- TPG Growth IV, L.P
- TPG Growth V, L.P.
- TPG Opportunities Partners II, L.P.
- TPG Partners V, L.P.
- TPG Partners VI, L.P.
- TPG Real Estate Partners II, L.P.
- TPG Real Estate Partners III, L.P.
- TPG Real Estate Thematic Advantage Core Plus JV (III) L.P.
- TPG Rise Climate, L.P.
- TPG/NJ (RE) Partnership, LP
- True North Real Estate Fund III, LP
- TSG 7 A L.P.
- TSG 7 B L.P.
- TSG8, L.P.
- Tucker Development/Acquisition Fund
- Vista Co-Invest Fund 2017-3, L.P. (NZAM)
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vista Foundation Fund II, L.P. (NZAM)
- Vista Foundation Fund III, L.P. (NZAM)
- Vista Foundation Fund IV, L.P. (NZAM)
- Warburg Pincus China-Southeast Asia II, L.P.
- Warburg Pincus China, L.P.
- Warburg Pincus Energy, L.P.
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Welsh, Carson, Anderson & Stowe XI, L.P.
- Westbrook Real Estate Fund VIII
- Westbrook VII
- Wheelock SREF NJ CO-Invest Feeder, LP
- Wheelock Street Real Estate Fund II, L.P.
- Wheelock Street Real Estate Fund V, L.P
- Wheelock Street Real Estate Fund, L.P.
- Winton Futures Fund
- WLR Recovery Fund IV, LP
- Woodley Park NJ, L.P.
- Woodley Park NJ, L.P. (FAIR Program)
List of AMCs contracting with the New Jersey Public Employees' Retirement System
The New Jersey Public Employees' Retirement System, as a subfund of the New Jersey Public Employees Retirement Systems, contracted with 250 asset management companies (AMCs) as of June 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and 19 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the New Jersey Public Employees' Retirement System:[3]
- ABF VII New Jersey S.L.P.
- Aermont Capital Real Estate Fund IV
- Aether Real Assets III Surplus, LP
- Aether Real Assets III, LP
- Aether Real Assets SONJ Fund, L.P.
- AIMS/NJ Euro Small and Mid Fund I, L.P.
- AIMS/NJ Euro Small and Mid Fund II, L.P.
- AIMS/NJ Multi-Strategy Portfolio, LLC
- Altaris Health Partners V, L.P.
- American Industrial Partners Capital Fund V
- American Industrial Partners Capital Fund VI, L.P.
- Anacap Credit Opportunities II, LP
- Anacap Financial Partners II
- AnaCap Financial Partners III, L.P.
- AnaCap Financial Prtns GP
- Apollo Investment Fund VI, L.P.
- Arden Garden State NJ Fund LP.
- ARDIAN Buyout Fund VII A S.L.P
- Blackstone Capital Partners V, L.P.
- Blackstone Capital Partners VI, L.P.
- Blackstone Capital Partners VII, L.P.
- Blackstone Energy Partners II, L.P.
- Blackstone Energy Partners, L.P.
- Blackstone Property Global - NJ
- Blackstone Property Partners L.P.
- Blackstone RE Debt Strategies III, L.P.
- Blackstone Real Estate Partners Asia LP
- Blackstone Real Estate Partners VI, Sec
- Blackstone Real Estate V
- Blackstone Real Estate VI
- Blackstone Real Estate VII
- Blackstone Real Estate VIII
- Blackstone Residential Fund - A L.P
- Blackstone TOP Fund - A (PE) L.P.
- Blackstone TOP Fund - A (RE) L.P.
- Blueprint Cap I, LP
- Brookfield Capital Partners IV, L.P. (NZAM)
- Brookfield Capital Partners V L.P. (NZAM)
- BSP Special Situations Fund L.P.
- BX NJ Co-Invest (PE) L.P.
- BX NJ Co-Invest, L.P.
- Carlyle Partners VI, L.P.
- Carlyle Realty Partners V LP
- Catalyst Fund V, L.P.
- Centerbridge Capital Partners II, L.P.
- Centerbridge Capital Partners, L.P.
- Centerbridge Credit Partners
- Cerberus NJ Credit Opportunities Fund, L.P.
- Chatham Asset Private Debt and Strategic Capital Fund
- Chatham Fund, LP
- Court Square Capital Partners II, L.P.
- Crayhill NJ Fund, LP
- CT High Grade Partners II, LLC
- CVC Capital Partners VI, LP
- CVC Capital Partners VII (A), LP
- CVC Capital Partners VIII
- CVC Credit Partners EU DL II Co-Invest Fund
- CVC Credit Partners EU DL III
- Davidson Kempner Institutional Partners, L.P
- DivcoWest Fund VI-A, LP
- Dyal II NJ Investors, L.P.
- Dyal III NJ Investors, L.P.
- Dyal III US Investors LP
- Dyal NJ Investors, L.P.
- Eagle Point Defensive Income Fund NJ LP
- Eagle Point Defensive Income Fund US LP
- Elliott Associates, L.P.
- EQT Infrastructure V (NZAM)
- Excellere Capital Fund III, L.P.
- Excellere Capital Fund IV, L.P.
- Exeter Core Industrial Club Fund II, L.P.
- Exeter Industrial Core Fund III, LP
- Fairview Capstone Partners II, LP
- Fairview Capstone Partners, LP
- Farallon Capital Inst. Partners, L.P.
- Focus Senior Housing Fund I LP
- Gleacher Mezzanine Fund II, LP
- GOF II Feeder B, L.P.
- Golden Tree NJ Distressed Fund
- Golden Tree Opportunities LP-Class D
- GoldenTree NJ Distressed Fund 2015 GP LLC
- GoldenTree NJ Distressed Fund 2015 GP LLC - Second Vintage
- GP Equity Stakes
- Grosvenor/NJDI Emerging Opp
- Grosvenor/NJDI Emerging Opp (2007)
- Grosvenor/NJDI Emerging Opp (2008)
- Grosvenor/NJDI Investment Fund
- Grosvenor/NJDI Investment Fund 2006
- Grosvenor/NJDI Investment Fund 2008
- GSO Capital Opportunities Fund II, LP
- GSO Capital Opportunities Fund, L.P.
- GSO Credit Pa+R[16]Crtners - A, L.P.
- GSO Energy Partners - A, L.P.
- GSO Special Situations Fund, L.P.
- Hammes Partners II, L.P.
- Hammes Partners III, L.P.
- Hammes Partners IV
- Heitman America Real Estate Trust, L.P.
- Hellman & Friedman Capital Partners VI
- Hellman & Friedman Capital Partners VIII, L.P.
- Hellman & Friedman Capital Partners X, L.P.
- HIG Bayside Debt & LBO II
- Hitecvision VII, L.P. (NZAM)
- Homestead Capital USA Farmland Fund III, L.P
- Iguazu Partners, L.P.
- IPI Partners II-A, L.P.
- JLL Partners Fund VI, LP
- JLL Partners Fund VIII, L.P.
- JLL Partners VII, LP
- Khosla Ventures IV, L.P.
- King Street Capital
- Knight TAO, L.P. (NZAM)
- Knight/Sixth Street NPL-C
- Knight/Sixth Street NPL-R
- KPS Special Situations Fund III, LP
- KPS Special Situations Fund IV, LP
- KSL Capital Partners IV-A, L.P.
- KSL Capital Partners V, L.P.
- Laurion Capital Ltd.
- Lexington Capital Partners VI-B
- Lindsay Goldberg III, L.P.
- Lone Star Fund VII (U.S.) LP
- Lone Star Real Estate Fund II (U.S.) LP
- Lynx Common (Bermuda) Ltd.
- M&G Real Estate Debt Fund II, LP (NZAM, Climate Action 100+)
- M&G Real Estate Debt Fund III, LP (NZAM, Climate Action 100+)
- Magenta Fund Ltd.
- MARK European Retail Partners II, LP.
- Marlin Equity Partners IV
- MatlinPatterson Global Opps. Ptnrs. III
- MBK Partners Fund IV, L.P.
- MBK Partners Fund V, L.P.
- MHR Institutional Partners III, L.P.
- MHR Institutional Partners IV, L.P.
- NB/NJ Custom Investment Fund
- NB/NJ Custom Investment Fund II
- NB/NJ Custom Investment Fund III, LP
- New Jersey Asia Investors II, L.P.
- New Jersey Asia Investors III, L.P.
- New Jersey Asia Investors, L.P.
- New Mountain Partners III, L.P.
- Newstone Capital Partners II, L.P.
- NJ Roark Co-Invest Fund III LLC
- NJ/HV Resource Opportunities, L.P.
- NJ/TCW Direct Lending LLC
- NJHL European BO Investment II Series B
- NJHL European Buyout Investment Series A
- NJHL European Buyout Investment Series C
- Northwood RE Partners L.P., (Series III)
- Northwood RE Partners L.P., (Series IV)
- Northwood Real Estate Co-Invest
- Oak Hill Capital Partners II, L.P.
- Oak Hill Capital Partners III, L.P.
- Onex Partners II, LP
- Onex Partners III, LP
- Onex Partners IV, LP
- Onex Partners V-B, L.P.
- Owl Rock Capital Technology Finance Corp.
- Partners Group Secondary 2006 LP
- Partners Group Secondary 2008, L.P.
- Peg Pooled Venture Capital VC Institutional III
- Perella Weinberg Real Estate Fund II LP
- Perella Weinberg Real Estate Fund III LP
- Prime Property Fund
- PRISA II
- PRISA Real Estate Separate Account
- Prologis European Logistics Fund
- Quadrangle Capital Partners II
- RE Capital Asia Partners III, L.P.
- RE Capital Asia Partners IV, L.P.
- Reservoir Strategic Partners Fund, LP
- Roark Capital Partners III L.P.
- RRJ Capital Master Fund III, L.P.
- Sculptor NJ Private Opportunities, LP
- Sculptor NJ RE Opportunities, LP
- Sculptor RE Credit Parallel Fund B, LP
- Sculptor RE Parallel Fund III E, LP
- Sculptor SC II, LP
- Sculptor SC, LP
- Secondaries
- Siguler Guff NJ Developing Mkt Fund, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV
- Silver Lake Partners VI, L.P.
- Sixth Street Opportunities III A LP
- Solus Opportunities Fund 3, LP
- SONJ FAIR, L.P.
- SONJ Private Opportunities Fund II, L.P.
- Stellex Capital Partners II LP
- Sterling Capital Partners IV, L.P.
- Stonepeak Global Renewables Fund LP (NZAM)
- Stonepeak Infrastructure Fund III LP (NZAM)
- Stonepeak Infrastructure Fund IV LP (NZAM)
- Strategic Value Special Situations Fund V, L.P.
- Sycamore Partners III, L.P.
- TCV VIII, L.P.
- TCW Direct Lending LLC
- Tenaska Power Fund II, L.P.
- Tenaya Capital VI, L.P.
- Tenex Capital Partners II, LP
- Tenex Capital Partners LP - Secondary
- Tenex Capital Partners, L.P.
- TGM Apartment Partners
- The Rise Fund (A), L.P.
- The Rise Fund II, L.P.
- TPG [STAR], LP
- TPG Financial Partners, L.P.
- TPG Growth II, L.P.
- TPG Growth III(A), L.P.
- TPG Growth IV, L.P
- TPG Growth V, L.P.
- TPG Opportunities Partners II, L.P.
- TPG Partners V, L.P.
- TPG Partners VI, L.P.
- TPG Real Estate Partners II, L.P.
- TPG Real Estate Partners III, L.P.
- TPG Real Estate Thematic Advantage Core Plus JV (III) L.P.
- TPG Rise Climate, L.P.
- TPG/NJ (RE) Partnership, LP
- True North Real Estate Fund III, LP
- TSG 7 A L.P.
- TSG 7 B L.P.
- TSG8, L.P.
- Tucker Development/Acquisition Fund
- Vista Co-Invest Fund 2017-3, L.P. (NZAM)
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vista Foundation Fund II, L.P. (NZAM)
- Vista Foundation Fund III, L.P. (NZAM)
- Vista Foundation Fund IV, L.P. (NZAM)
- Warburg Pincus China-Southeast Asia II, L.P.
- Warburg Pincus China, L.P.
- Warburg Pincus Energy, L.P.
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Welsh, Carson, Anderson & Stowe XI, L.P.
- Westbrook Real Estate Fund VIII
- Westbrook VII
- Wheelock SREF NJ CO-Invest Feeder, LP
- Wheelock Street Real Estate Fund II, L.P.
- Wheelock Street Real Estate Fund V, L.P
- Wheelock Street Real Estate Fund, L.P.
- Winton Futures Fund
- WLR Recovery Fund IV, LP
- Woodley Park NJ, L.P.
- Woodley Park NJ, L.P. (FAIR Program)
List of AMCs contracting with the New Jersey State Police Retirement System
The New Jersey State Police Retirement System, as a subfund of the New Jersey Public Employees Retirement Systems, contracted with 250 asset management companies (AMCs) as of June 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and 19 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the New Jersey State Police Retirement System:[3]
- ABF VII New Jersey S.L.P.
- Aermont Capital Real Estate Fund IV
- Aether Real Assets III Surplus, LP
- Aether Real Assets III, LP
- Aether Real Assets SONJ Fund, L.P.
- AIMS/NJ Euro Small and Mid Fund I, L.P.
- AIMS/NJ Euro Small and Mid Fund II, L.P.
- AIMS/NJ Multi-Strategy Portfolio, LLC
- Altaris Health Partners V, L.P.
- American Industrial Partners Capital Fund V
- American Industrial Partners Capital Fund VI, L.P.
- Anacap Credit Opportunities II, LP
- Anacap Financial Partners II
- AnaCap Financial Partners III, L.P.
- AnaCap Financial Prtns GP
- Apollo Investment Fund VI, L.P.
- Arden Garden State NJ Fund LP.
- ARDIAN Buyout Fund VII A S.L.P
- Blackstone Capital Partners V, L.P.
- Blackstone Capital Partners VI, L.P.
- Blackstone Capital Partners VII, L.P.
- Blackstone Energy Partners II, L.P.
- Blackstone Energy Partners, L.P.
- Blackstone Property Global - NJ
- Blackstone Property Partners L.P.
- Blackstone RE Debt Strategies III, L.P.
- Blackstone Real Estate Partners Asia LP
- Blackstone Real Estate Partners VI, Sec
- Blackstone Real Estate V
- Blackstone Real Estate VI
- Blackstone Real Estate VII
- Blackstone Real Estate VIII
- Blackstone Residential Fund - A L.P
- Blackstone TOP Fund - A (PE) L.P.
- Blackstone TOP Fund - A (RE) L.P.
- Blueprint Cap I, LP
- Brookfield Capital Partners IV, L.P. (NZAM)
- Brookfield Capital Partners V L.P. (NZAM)
- BSP Special Situations Fund L.P.
- BX NJ Co-Invest (PE) L.P.
- BX NJ Co-Invest, L.P.
- Carlyle Partners VI, L.P.
- Carlyle Realty Partners V LP
- Catalyst Fund V, L.P.
- Centerbridge Capital Partners II, L.P.
- Centerbridge Capital Partners, L.P.
- Centerbridge Credit Partners
- Cerberus NJ Credit Opportunities Fund, L.P.
- Chatham Asset Private Debt and Strategic Capital Fund
- Chatham Fund, LP
- Court Square Capital Partners II, L.P.
- Crayhill NJ Fund, LP
- CT High Grade Partners II, LLC
- CVC Capital Partners VI, LP
- CVC Capital Partners VII (A), LP
- CVC Capital Partners VIII
- CVC Credit Partners EU DL II Co-Invest Fund
- CVC Credit Partners EU DL III
- Davidson Kempner Institutional Partners, L.P
- DivcoWest Fund VI-A, LP
- Dyal II NJ Investors, L.P.
- Dyal III NJ Investors, L.P.
- Dyal III US Investors LP
- Dyal NJ Investors, L.P.
- Eagle Point Defensive Income Fund NJ LP
- Eagle Point Defensive Income Fund US LP
- Elliott Associates, L.P.
- EQT Infrastructure V (NZAM)
- Excellere Capital Fund III, L.P.
- Excellere Capital Fund IV, L.P.
- Exeter Core Industrial Club Fund II, L.P.
- Exeter Industrial Core Fund III, LP
- Fairview Capstone Partners II, LP
- Fairview Capstone Partners, LP
- Farallon Capital Inst. Partners, L.P.
- Focus Senior Housing Fund I LP
- Gleacher Mezzanine Fund II, LP
- GOF II Feeder B, L.P.
- Golden Tree NJ Distressed Fund
- Golden Tree Opportunities LP-Class D
- GoldenTree NJ Distressed Fund 2015 GP LLC
- GoldenTree NJ Distressed Fund 2015 GP LLC - Second Vintage
- GP Equity Stakes
- Grosvenor/NJDI Emerging Opp
- Grosvenor/NJDI Emerging Opp (2007)
- Grosvenor/NJDI Emerging Opp (2008)
- Grosvenor/NJDI Investment Fund
- Grosvenor/NJDI Investment Fund 2006
- Grosvenor/NJDI Investment Fund 2008
- GSO Capital Opportunities Fund II, LP
- GSO Capital Opportunities Fund, L.P.
- GSO Credit Pa+R[16]Crtners - A, L.P.
- GSO Energy Partners - A, L.P.
- GSO Special Situations Fund, L.P.
- Hammes Partners II, L.P.
- Hammes Partners III, L.P.
- Hammes Partners IV
- Heitman America Real Estate Trust, L.P.
- Hellman & Friedman Capital Partners VI
- Hellman & Friedman Capital Partners VIII, L.P.
- Hellman & Friedman Capital Partners X, L.P.
- HIG Bayside Debt & LBO II
- Hitecvision VII, L.P. (NZAM)
- Homestead Capital USA Farmland Fund III, L.P
- Iguazu Partners, L.P.
- IPI Partners II-A, L.P.
- JLL Partners Fund VI, LP
- JLL Partners Fund VIII, L.P.
- JLL Partners VII, LP
- Khosla Ventures IV, L.P.
- King Street Capital
- Knight TAO, L.P. (NZAM)
- Knight/Sixth Street NPL-C
- Knight/Sixth Street NPL-R
- KPS Special Situations Fund III, LP
- KPS Special Situations Fund IV, LP
- KSL Capital Partners IV-A, L.P.
- KSL Capital Partners V, L.P.
- Laurion Capital Ltd.
- Lexington Capital Partners VI-B
- Lindsay Goldberg III, L.P.
- Lone Star Fund VII (U.S.) LP
- Lone Star Real Estate Fund II (U.S.) LP
- Lynx Common (Bermuda) Ltd.
- M&G Real Estate Debt Fund II, LP (NZAM, Climate Action 100+)
- M&G Real Estate Debt Fund III, LP (NZAM, Climate Action 100+)
- Magenta Fund Ltd.
- MARK European Retail Partners II, LP.
- Marlin Equity Partners IV
- MatlinPatterson Global Opps. Ptnrs. III
- MBK Partners Fund IV, L.P.
- MBK Partners Fund V, L.P.
- MHR Institutional Partners III, L.P.
- MHR Institutional Partners IV, L.P.
- NB/NJ Custom Investment Fund
- NB/NJ Custom Investment Fund II
- NB/NJ Custom Investment Fund III, LP
- New Jersey Asia Investors II, L.P.
- New Jersey Asia Investors III, L.P.
- New Jersey Asia Investors, L.P.
- New Mountain Partners III, L.P.
- Newstone Capital Partners II, L.P.
- NJ Roark Co-Invest Fund III LLC
- NJ/HV Resource Opportunities, L.P.
- NJ/TCW Direct Lending LLC
- NJHL European BO Investment II Series B
- NJHL European Buyout Investment Series A
- NJHL European Buyout Investment Series C
- Northwood RE Partners L.P., (Series III)
- Northwood RE Partners L.P., (Series IV)
- Northwood Real Estate Co-Invest
- Oak Hill Capital Partners II, L.P.
- Oak Hill Capital Partners III, L.P.
- Onex Partners II, LP
- Onex Partners III, LP
- Onex Partners IV, LP
- Onex Partners V-B, L.P.
- Owl Rock Capital Technology Finance Corp.
- Partners Group Secondary 2006 LP
- Partners Group Secondary 2008, L.P.
- Peg Pooled Venture Capital VC Institutional III
- Perella Weinberg Real Estate Fund II LP
- Perella Weinberg Real Estate Fund III LP
- Prime Property Fund
- PRISA II
- PRISA Real Estate Separate Account
- Prologis European Logistics Fund
- Quadrangle Capital Partners II
- RE Capital Asia Partners III, L.P.
- RE Capital Asia Partners IV, L.P.
- Reservoir Strategic Partners Fund, LP
- Roark Capital Partners III L.P.
- RRJ Capital Master Fund III, L.P.
- Sculptor NJ Private Opportunities, LP
- Sculptor NJ RE Opportunities, LP
- Sculptor RE Credit Parallel Fund B, LP
- Sculptor RE Parallel Fund III E, LP
- Sculptor SC II, LP
- Sculptor SC, LP
- Secondaries
- Siguler Guff NJ Developing Mkt Fund, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV
- Silver Lake Partners VI, L.P.
- Sixth Street Opportunities III A LP
- Solus Opportunities Fund 3, LP
- SONJ FAIR, L.P.
- SONJ Private Opportunities Fund II, L.P.
- Stellex Capital Partners II LP
- Sterling Capital Partners IV, L.P.
- Stonepeak Global Renewables Fund LP (NZAM)
- Stonepeak Infrastructure Fund III LP (NZAM)
- Stonepeak Infrastructure Fund IV LP (NZAM)
- Strategic Value Special Situations Fund V, L.P.
- Sycamore Partners III, L.P.
- TCV VIII, L.P.
- TCW Direct Lending LLC
- Tenaska Power Fund II, L.P.
- Tenaya Capital VI, L.P.
- Tenex Capital Partners II, LP
- Tenex Capital Partners LP - Secondary
- Tenex Capital Partners, L.P.
- TGM Apartment Partners
- The Rise Fund (A), L.P.
- The Rise Fund II, L.P.
- TPG [STAR], LP
- TPG Financial Partners, L.P.
- TPG Growth II, L.P.
- TPG Growth III(A), L.P.
- TPG Growth IV, L.P
- TPG Growth V, L.P.
- TPG Opportunities Partners II, L.P.
- TPG Partners V, L.P.
- TPG Partners VI, L.P.
- TPG Real Estate Partners II, L.P.
- TPG Real Estate Partners III, L.P.
- TPG Real Estate Thematic Advantage Core Plus JV (III) L.P.
- TPG Rise Climate, L.P.
- TPG/NJ (RE) Partnership, LP
- True North Real Estate Fund III, LP
- TSG 7 A L.P.
- TSG 7 B L.P.
- TSG8, L.P.
- Tucker Development/Acquisition Fund
- Vista Co-Invest Fund 2017-3, L.P. (NZAM)
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vista Foundation Fund II, L.P. (NZAM)
- Vista Foundation Fund III, L.P. (NZAM)
- Vista Foundation Fund IV, L.P. (NZAM)
- Warburg Pincus China-Southeast Asia II, L.P.
- Warburg Pincus China, L.P.
- Warburg Pincus Energy, L.P.
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Welsh, Carson, Anderson & Stowe XI, L.P.
- Westbrook Real Estate Fund VIII
- Westbrook VII
- Wheelock SREF NJ CO-Invest Feeder, LP
- Wheelock Street Real Estate Fund II, L.P.
- Wheelock Street Real Estate Fund V, L.P
- Wheelock Street Real Estate Fund, L.P.
- Winton Futures Fund
- WLR Recovery Fund IV, LP
- Woodley Park NJ, L.P.
- Woodley Park NJ, L.P. (FAIR Program)
List of AMCs contracting with the New Jersey Teachers' Pension and Annuity Fund
The New Jersey Teachers' Pension and Annuity Fund, as a subfund of the New Jersey Public Employees Retirement Systems, contracted with 250 asset management companies (AMCs) as of June 2021. Of those companies or funds, two were investor participants in Climate Action 100+, and 19 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the New Jersey Teachers' Pension and Annuity Fund:[3]
- ABF VII New Jersey S.L.P.
- Aermont Capital Real Estate Fund IV
- Aether Real Assets III Surplus, LP
- Aether Real Assets III, LP
- Aether Real Assets SONJ Fund, L.P.
- AIMS/NJ Euro Small and Mid Fund I, L.P.
- AIMS/NJ Euro Small and Mid Fund II, L.P.
- AIMS/NJ Multi-Strategy Portfolio, LLC
- Altaris Health Partners V, L.P.
- American Industrial Partners Capital Fund V
- American Industrial Partners Capital Fund VI, L.P.
- Anacap Credit Opportunities II, LP
- Anacap Financial Partners II
- AnaCap Financial Partners III, L.P.
- AnaCap Financial Prtns GP
- Apollo Investment Fund VI, L.P.
- Arden Garden State NJ Fund LP.
- ARDIAN Buyout Fund VII A S.L.P
- Blackstone Capital Partners V, L.P.
- Blackstone Capital Partners VI, L.P.
- Blackstone Capital Partners VII, L.P.
- Blackstone Energy Partners II, L.P.
- Blackstone Energy Partners, L.P.
- Blackstone Property Global - NJ
- Blackstone Property Partners L.P.
- Blackstone RE Debt Strategies III, L.P.
- Blackstone Real Estate Partners Asia LP
- Blackstone Real Estate Partners VI, Sec
- Blackstone Real Estate V
- Blackstone Real Estate VI
- Blackstone Real Estate VII
- Blackstone Real Estate VIII
- Blackstone Residential Fund - A L.P
- Blackstone TOP Fund - A (PE) L.P.
- Blackstone TOP Fund - A (RE) L.P.
- Blueprint Cap I, LP
- Brookfield Capital Partners IV, L.P. (NZAM)
- Brookfield Capital Partners V L.P. (NZAM)
- BSP Special Situations Fund L.P.
- BX NJ Co-Invest (PE) L.P.
- BX NJ Co-Invest, L.P.
- Carlyle Partners VI, L.P.
- Carlyle Realty Partners V LP
- Catalyst Fund V, L.P.
- Centerbridge Capital Partners II, L.P.
- Centerbridge Capital Partners, L.P.
- Centerbridge Credit Partners
- Cerberus NJ Credit Opportunities Fund, L.P.
- Chatham Asset Private Debt and Strategic Capital Fund
- Chatham Fund, LP
- Court Square Capital Partners II, L.P.
- Crayhill NJ Fund, LP
- CT High Grade Partners II, LLC
- CVC Capital Partners VI, LP
- CVC Capital Partners VII (A), LP
- CVC Capital Partners VIII
- CVC Credit Partners EU DL II Co-Invest Fund
- CVC Credit Partners EU DL III
- Davidson Kempner Institutional Partners, L.P
- DivcoWest Fund VI-A, LP
- Dyal II NJ Investors, L.P.
- Dyal III NJ Investors, L.P.
- Dyal III US Investors LP
- Dyal NJ Investors, L.P.
- Eagle Point Defensive Income Fund NJ LP
- Eagle Point Defensive Income Fund US LP
- Elliott Associates, L.P.
- EQT Infrastructure V (NZAM)
- Excellere Capital Fund III, L.P.
- Excellere Capital Fund IV, L.P.
- Exeter Core Industrial Club Fund II, L.P.
- Exeter Industrial Core Fund III, LP
- Fairview Capstone Partners II, LP
- Fairview Capstone Partners, LP
- Farallon Capital Inst. Partners, L.P.
- Focus Senior Housing Fund I LP
- Gleacher Mezzanine Fund II, LP
- GOF II Feeder B, L.P.
- Golden Tree NJ Distressed Fund
- Golden Tree Opportunities LP-Class D
- GoldenTree NJ Distressed Fund 2015 GP LLC
- GoldenTree NJ Distressed Fund 2015 GP LLC - Second Vintage
- GP Equity Stakes
- Grosvenor/NJDI Emerging Opp
- Grosvenor/NJDI Emerging Opp (2007)
- Grosvenor/NJDI Emerging Opp (2008)
- Grosvenor/NJDI Investment Fund
- Grosvenor/NJDI Investment Fund 2006
- Grosvenor/NJDI Investment Fund 2008
- GSO Capital Opportunities Fund II, LP
- GSO Capital Opportunities Fund, L.P.
- GSO Credit Pa+R[16]Crtners - A, L.P.
- GSO Energy Partners - A, L.P.
- GSO Special Situations Fund, L.P.
- Hammes Partners II, L.P.
- Hammes Partners III, L.P.
- Hammes Partners IV
- Heitman America Real Estate Trust, L.P.
- Hellman & Friedman Capital Partners VI
- Hellman & Friedman Capital Partners VIII, L.P.
- Hellman & Friedman Capital Partners X, L.P.
- HIG Bayside Debt & LBO II
- Hitecvision VII, L.P. (NZAM)
- Homestead Capital USA Farmland Fund III, L.P
- Iguazu Partners, L.P.
- IPI Partners II-A, L.P.
- JLL Partners Fund VI, LP
- JLL Partners Fund VIII, L.P.
- JLL Partners VII, LP
- Khosla Ventures IV, L.P.
- King Street Capital
- Knight TAO, L.P. (NZAM)
- Knight/Sixth Street NPL-C
- Knight/Sixth Street NPL-R
- KPS Special Situations Fund III, LP
- KPS Special Situations Fund IV, LP
- KSL Capital Partners IV-A, L.P.
- KSL Capital Partners V, L.P.
- Laurion Capital Ltd.
- Lexington Capital Partners VI-B
- Lindsay Goldberg III, L.P.
- Lone Star Fund VII (U.S.) LP
- Lone Star Real Estate Fund II (U.S.) LP
- Lynx Common (Bermuda) Ltd.
- M&G Real Estate Debt Fund II, LP (NZAM, Climate Action 100+)
- M&G Real Estate Debt Fund III, LP (NZAM, Climate Action 100+)
- Magenta Fund Ltd.
- MARK European Retail Partners II, LP.
- Marlin Equity Partners IV
- MatlinPatterson Global Opps. Ptnrs. III
- MBK Partners Fund IV, L.P.
- MBK Partners Fund V, L.P.
- MHR Institutional Partners III, L.P.
- MHR Institutional Partners IV, L.P.
- NB/NJ Custom Investment Fund
- NB/NJ Custom Investment Fund II
- NB/NJ Custom Investment Fund III, LP
- New Jersey Asia Investors II, L.P.
- New Jersey Asia Investors III, L.P.
- New Jersey Asia Investors, L.P.
- New Mountain Partners III, L.P.
- Newstone Capital Partners II, L.P.
- NJ Roark Co-Invest Fund III LLC
- NJ/HV Resource Opportunities, L.P.
- NJ/TCW Direct Lending LLC
- NJHL European BO Investment II Series B
- NJHL European Buyout Investment Series A
- NJHL European Buyout Investment Series C
- Northwood RE Partners L.P., (Series III)
- Northwood RE Partners L.P., (Series IV)
- Northwood Real Estate Co-Invest
- Oak Hill Capital Partners II, L.P.
- Oak Hill Capital Partners III, L.P.
- Onex Partners II, LP
- Onex Partners III, LP
- Onex Partners IV, LP
- Onex Partners V-B, L.P.
- Owl Rock Capital Technology Finance Corp.
- Partners Group Secondary 2006 LP
- Partners Group Secondary 2008, L.P.
- Peg Pooled Venture Capital VC Institutional III
- Perella Weinberg Real Estate Fund II LP
- Perella Weinberg Real Estate Fund III LP
- Prime Property Fund
- PRISA II
- PRISA Real Estate Separate Account
- Prologis European Logistics Fund
- Quadrangle Capital Partners II
- RE Capital Asia Partners III, L.P.
- RE Capital Asia Partners IV, L.P.
- Reservoir Strategic Partners Fund, LP
- Roark Capital Partners III L.P.
- RRJ Capital Master Fund III, L.P.
- Sculptor NJ Private Opportunities, LP
- Sculptor NJ RE Opportunities, LP
- Sculptor RE Credit Parallel Fund B, LP
- Sculptor RE Parallel Fund III E, LP
- Sculptor SC II, LP
- Sculptor SC, LP
- Secondaries
- Siguler Guff NJ Developing Mkt Fund, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV
- Silver Lake Partners VI, L.P.
- Sixth Street Opportunities III A LP
- Solus Opportunities Fund 3, LP
- SONJ FAIR, L.P.
- SONJ Private Opportunities Fund II, L.P.
- Stellex Capital Partners II LP
- Sterling Capital Partners IV, L.P.
- Stonepeak Global Renewables Fund LP (NZAM)
- Stonepeak Infrastructure Fund III LP (NZAM)
- Stonepeak Infrastructure Fund IV LP (NZAM)
- Strategic Value Special Situations Fund V, L.P.
- Sycamore Partners III, L.P.
- TCV VIII, L.P.
- TCW Direct Lending LLC
- Tenaska Power Fund II, L.P.
- Tenaya Capital VI, L.P.
- Tenex Capital Partners II, LP
- Tenex Capital Partners LP - Secondary
- Tenex Capital Partners, L.P.
- TGM Apartment Partners
- The Rise Fund (A), L.P.
- The Rise Fund II, L.P.
- TPG [STAR], LP
- TPG Financial Partners, L.P.
- TPG Growth II, L.P.
- TPG Growth III(A), L.P.
- TPG Growth IV, L.P
- TPG Growth V, L.P.
- TPG Opportunities Partners II, L.P.
- TPG Partners V, L.P.
- TPG Partners VI, L.P.
- TPG Real Estate Partners II, L.P.
- TPG Real Estate Partners III, L.P.
- TPG Real Estate Thematic Advantage Core Plus JV (III) L.P.
- TPG Rise Climate, L.P.
- TPG/NJ (RE) Partnership, LP
- True North Real Estate Fund III, LP
- TSG 7 A L.P.
- TSG 7 B L.P.
- TSG8, L.P.
- Tucker Development/Acquisition Fund
- Vista Co-Invest Fund 2017-3, L.P. (NZAM)
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vista Foundation Fund II, L.P. (NZAM)
- Vista Foundation Fund III, L.P. (NZAM)
- Vista Foundation Fund IV, L.P. (NZAM)
- Warburg Pincus China-Southeast Asia II, L.P.
- Warburg Pincus China, L.P.
- Warburg Pincus Energy, L.P.
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Welsh, Carson, Anderson & Stowe XI, L.P.
- Westbrook Real Estate Fund VIII
- Westbrook VII
- Wheelock SREF NJ CO-Invest Feeder, LP
- Wheelock Street Real Estate Fund II, L.P.
- Wheelock Street Real Estate Fund V, L.P
- Wheelock Street Real Estate Fund, L.P.
- Winton Futures Fund
- WLR Recovery Fund IV, LP
- Woodley Park NJ, L.P.
- Woodley Park NJ, L.P. (FAIR Program)
New Mexico
List of AMCs contracting with the Judicial Retirement Act
The Judicial Retirement Act (JRA) is a sub-fund within the Public Employees Retirement Association of New Mexico (PERA). PERA administers JRA, among other retirement and benefit plans for the governmental workers of New Mexico. JRA does not contract with its own AMCs; the AMCs for PERA account for all the pension plans it administers.[3]
PERA contracted with 224 asset management companies (AMCs) or specific funds as of March 31, 2022. Of those companies, 16 were investor participants in Climate Action 100+, and 12 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERA:[169]
- Acadian International Equity (NZAM, Climate Action 100+)
- ACM II
- Aermont Cap RE Fund IV
- AG Super Fund LP.
- Altaris Con Partners IV
- Altaris Health Partners IV
- Altaris Health Partners V
- Anchorage
- Antin III
- Ardian Americas V
- Ardian Infrastructure IV
- Ardian V
- Atalaya SOF VI
- Athyrium Opportunities Fund lI, LP.
- Axiom Emerging Markets (Climate Action 100+)
- BEP Legacy A LP
- BlackRock Core Active (NZAM, Climate Action 100+)
- BlackRock Equity Transition (NZAM, Climate Action 100+)
- BlackRock Global Fl (NZAM, Climate Action 100+)
- BlackRock MSCIACWI Minimum Volatility (NZAM, Climate Action 100+)
- Blackstone Real Estat Part Euro II! LP
- Blackstone Real Estate Partners VIl
- BPG Investment Partnership VIII
- Brookfield Infrastructure Fund Il LP (NZAM)
- Brookfield Infrastructure Fund Ill (NZAM)
- Canyon Value Realization Fund, LP.
- Carlyle Partners V, LP.
- Carlyle Partners VI LP
- Carlyle Power Partners II
- Carlyle Realty Partners V LP.
- Carlyle Realty Partners VI, LP.
- Cash Account
- Cash-Corporate Action
- Century Focused Fund IV
- Cerberus Global RPL
- Cerberus Inst. Partners LP- Series 4
- Charterhouse Capital Partners |X
- Charterhouse Capital Partners X
- Cheyne V (Climate Action 100+)
- Coller International Partners V, LP.
- CVC European Equity Partners V
- CVC VII
- Denham Cap. Part. VI Coinvestment
- Denham Commodity Partners Fund VI, LP
- Deutsche Listed Infrastructure
- DFA Real Estate Securities
- DFA US Targeted Value
- DFJ Fund XII LP
- Dorsal
- Draper Fisher Jurveston X, LP
- Eagle Point
- Ellington HF
- Elliot
- Encap Energy Capital Fund IX, LP.
- Encap Energy Capital Vil, LP.
- Encap Energy Capital Vill, LP.
- EnCap Energy Capital XI, LP.
- EnCap Flatrock Midstream Fund III
- Enchantment PH Co-Invest
- European Real Estate Debt Fund II
- European Real Estate Debt Fund Ill
- Farallon Capital Inst. Partners, LP
- First Reserve Fund Xl, LP
- FountainVest Fund Il
- Four Corners FF
- Garda
- Garrison Opportunity Fund IV A LLC
- GEM RLTY EVERGREEN
- General Catalyst Endurance
- General Catalyst Ignition
- Glazer
- Glide Buy-Out Fund IV
- Global Equity Overlay
- GTCR X, LP.
- GTCR XI, LP.
- Guggenheim Global High Yield
- Harrison Street Real Estate Partners V
- Harrison Street Real Estate Partners VI
- Harrison Street Real Estate Partners Vil
- Harrison Street Real Estate Vill
- Harvest MLP Alpha
- Hellman & Friedman Cap. Part. VI
- Hellman & Friedman Cap. Partners VII
- Hellman Arrow 1
- Hellman Samsn Heky 1
- Hellman Samsn Shield
- Hellman Samson Brunella SPV
- Hellman X
- Helm & Frid Spock 1
- HIG Bayside Loan Opportunity Fund II
- IFM Global Infrastructure Fund, LP. (NZAM, Climate Action 100+)
- institutional Venture Partners XIII
- Institutional Venture Partners XIV LP
- JM! Equity Fund VI, L.P.
- JMI Equity Fund Vil, L.P.
- Kayne Anderson Energy Fund V, LP
- Kayne Anderson Small Core
- KBI Global Investors EAFE Dev (NZAM, Climate Action 100+)
- Kelso Investment Advisors IX
- Kelso Investment Associates X
- Kelso Investments Assoc. VIII, LP
- King Street Capital, LP.
- KKR Global Infrastructure Investors I
- KRG Capital Fund IV, LP.
- KSL Capital Partners IV
- Lazard Emerging Markets Debt (NZAM, Climate Action 100+)
- LGIMA Credit Overlay
- LGIMA Global Equity Overlay
- LGIMA Overlay
- LGIMA TAA Overlay
- Lime Rock Partners V, LP.
- Lime Rock Partners VI, LP.
- Lime Rock Resources Ill
- Lincolnshire Equity Fund |v, L.P.
- Linsalata Capital Partners Fund VI, LP
- MacKay Shields Core Investment Grade
- Madison Dearborn Patriot SPV
- Madison Dearburn Cap. Partners VI, LP
- Madison Real Estate Debt
- Manulife Core Global Agg. Fixed Income (Climate Action 100+)
- Marshall Wace Eureka (Climate Action 100+)
- Mass Ascension Co-Invest
- MFS International Value (Climate Action 100+)
- Millenium
- MINA III
- Montagu VI
- Mudrick Stressed CR FKA CVC
- Napier Park Class A
- Napier Park Class B
- Natural Gas Partners Fund IX
- Natural Gas Partners X
- New Enterprise Associates 13
- New Enterprise Associates 14
- NEW ROCK CORE FUND
- NGP Natural Resources Xl, LP
- NGP XII
- Nordic Capital Fund Vil
- North Haven VII
- NT MSCI ACWI x-US Index
- Oaktree Eur. Prin. Fund I!l(US), LP
- OCM Opportunities Fund Vil, LP.
- OCM Opportunities Fund Vilb, LP.
- OCM Opportunities Fund Vill, LP
- ON Dearborn Vill
- Onex Partners Ill, L.P
- Onex Partners IV LP
- Onex Partners V, LP.
- Orchid Asia
- Pacific AA
- Paine and Partners Capital Fund IV
- Parametric Bonds Plus (Climate Action 100+)
- Parametric Credit Cash Overlay (Climate Action 100+)
- Patria PE Fund VI
- Pavilion Global Transition
- Perella Weinberg III
- Petershill
- Petershill IV
- Pharo Gaia Fund
- PIMCO Commodities
- PIMCO TIPS
- Pine Bridge Passport |
- PineBridge High Yield (NZAM)
- Portable Alpha
- Principal International Small Cap
- Providence Equity Partners VI, L.P
- Prudential Core Conservative
- Quantum Energy Partners IV, LP.
- Quantum Energy Partners V, LP
- R/C Global Energy & Power Fund IV
- R/C Renewable and Alt. Energy Il
- RCP Fund of One
- Real Assets Cash Overlay
- Risk Mitigation Overlay
- Riverstone Global Energy & Power Fd V
- Rockpoint Fund Il
- Rockpoint Fund Ill
- Rockwood Cap. Real Estate Part. IX, LP
- Rockwood Cap. Real Estate Part. X, LP
- Rockwood Cap. Real Estate XI
- RRJ Capital Master Fund Ill LP
- Russell Transition (NZAM, Climate Action 100+)
- Sarofim
- Schroder International Small
- Security Capital Alpha
- Security Capital Beta
- Selene Res. Mortgage Opp. Fund Il LP
- Silver Point Capital Fund, L.P
- Sixth Street Ops Ill
- SSgA ACWI IMI Index Fund
- SSgA Russell 1000 Index
- Stark Investments
- Starwood Distressed Opportunity IX, LP
- Starwood Global Opportunity VIII, LP
- Starwood Global Opportunity XI
- Starwood Opportunity Fund X
- Starwood XII
- Stockbridge NLF
- Stockbridge Value Fund IV
- Sun Capital Partners V, LP.
- Systematica
- Technology Crossover Ventures Ix, LP
- Technology Crossover Ventures VII, L.P
- Technology Crossover Ventures X, LP
- Tenex Capital Partners III
- The Resolute Fund II, L.P.
- The Resolute Fund Ill, LP.
- The Resolute Fund IV, L.P.
- The Resolute Fund V, LP.
- Tillridge
- TimesSquare Capital SMID Cap Growth
- TPG Asia V, LP
- TPG Partners VI, LP
- TPG-Axon Partners, LP
- Trinity Ventures XIl
- Two Sigma
- Walton Street Real Estate Fund VI
- Warburg Pincus GG
- Warburg Pincus PE Xl
- Wayzata Opportunities Fund II, LP
- Wayzata Opportunities Fund Il, LP.
- Wheeler Peak Rotational Credit
- Wheelock Street Real Estate Fund II
- White Sands Tenex Co-Inv
- Zia Risk Parity Fund
List of AMCs contracting with the New Mexico Magistrate Retirement Act
The Magistrate Retirement Act (MRA) is a sub-fund within the Public Employees Retirement Association of New Mexico (PERA). PERA administers MRA, among other retirement and benefit plans for the governmental workers of New Mexico. MRA does not contract with its own AMCs; the AMCs for PERA account for all the pension plans it administers.[3]
PERA contracted with 224 asset management companies (AMCs) or specific funds as of March 31, 2022. Of those companies, 16 were investor participants in Climate Action 100+, and 12 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERA:[170]
- Acadian International Equity (NZAM, Climate Action 100+)
- ACM II
- Aermont Cap RE Fund IV
- AG Super Fund LP.
- Altaris Con Partners IV
- Altaris Health Partners IV
- Altaris Health Partners V
- Anchorage
- Antin III
- Ardian Americas V
- Ardian Infrastructure IV
- Ardian V
- Atalaya SOF VI
- Athyrium Opportunities Fund lI, LP.
- Axiom Emerging Markets (Climate Action 100+)
- BEP Legacy A LP
- BlackRock Core Active (NZAM, Climate Action 100+)
- BlackRock Equity Transition (NZAM, Climate Action 100+)
- BlackRock Global Fl (NZAM, Climate Action 100+)
- BlackRock MSCIACWI Minimum Volatility (NZAM, Climate Action 100+)
- Blackstone Real Estat Part Euro II! LP
- Blackstone Real Estate Partners VIl
- BPG Investment Partnership VIII
- Brookfield Infrastructure Fund Il LP (NZAM)
- Brookfield Infrastructure Fund Ill (NZAM)
- Canyon Value Realization Fund, LP.
- Carlyle Partners V, LP.
- Carlyle Partners VI LP
- Carlyle Power Partners II
- Carlyle Realty Partners V LP.
- Carlyle Realty Partners VI, LP.
- Cash Account
- Cash-Corporate Action
- Century Focused Fund IV
- Cerberus Global RPL
- Cerberus Inst. Partners LP- Series 4
- Charterhouse Capital Partners |X
- Charterhouse Capital Partners X
- Cheyne V (Climate Action 100+)
- Coller International Partners V, LP.
- CVC European Equity Partners V
- CVC VII
- Denham Cap. Part. VI Coinvestment
- Denham Commodity Partners Fund VI, LP
- Deutsche Listed Infrastructure
- DFA Real Estate Securities
- DFA US Targeted Value
- DFJ Fund XII LP
- Dorsal
- Draper Fisher Jurveston X, LP
- Eagle Point
- Ellington HF
- Elliot
- Encap Energy Capital Fund IX, LP.
- Encap Energy Capital Vil, LP.
- Encap Energy Capital Vill, LP.
- EnCap Energy Capital XI, LP.
- EnCap Flatrock Midstream Fund III
- Enchantment PH Co-Invest
- European Real Estate Debt Fund II
- European Real Estate Debt Fund Ill
- Farallon Capital Inst. Partners, LP
- First Reserve Fund Xl, LP
- FountainVest Fund Il
- Four Corners FF
- Garda
- Garrison Opportunity Fund IV A LLC
- GEM RLTY EVERGREEN
- General Catalyst Endurance
- General Catalyst Ignition
- Glazer
- Glide Buy-Out Fund IV
- Global Equity Overlay
- GTCR X, LP.
- GTCR XI, LP.
- Guggenheim Global High Yield
- Harrison Street Real Estate Partners V
- Harrison Street Real Estate Partners VI
- Harrison Street Real Estate Partners Vil
- Harrison Street Real Estate Vill
- Harvest MLP Alpha
- Hellman & Friedman Cap. Part. VI
- Hellman & Friedman Cap. Partners VII
- Hellman Arrow 1
- Hellman Samsn Heky 1
- Hellman Samsn Shield
- Hellman Samson Brunella SPV
- Hellman X
- Helm & Frid Spock 1
- HIG Bayside Loan Opportunity Fund II
- IFM Global Infrastructure Fund, LP. (NZAM, Climate Action 100+)
- institutional Venture Partners XIII
- Institutional Venture Partners XIV LP
- JM! Equity Fund VI, L.P.
- JMI Equity Fund Vil, L.P.
- Kayne Anderson Energy Fund V, LP
- Kayne Anderson Small Core
- KBI Global Investors EAFE Dev (NZAM, Climate Action 100+)
- Kelso Investment Advisors IX
- Kelso Investment Associates X
- Kelso Investments Assoc. VIII, LP
- King Street Capital, LP.
- KKR Global Infrastructure Investors I
- KRG Capital Fund IV, LP.
- KSL Capital Partners IV
- Lazard Emerging Markets Debt (NZAM, Climate Action 100+)
- LGIMA Credit Overlay
- LGIMA Global Equity Overlay
- LGIMA Overlay
- LGIMA TAA Overlay
- Lime Rock Partners V, LP.
- Lime Rock Partners VI, LP.
- Lime Rock Resources Ill
- Lincolnshire Equity Fund |v, L.P.
- Linsalata Capital Partners Fund VI, LP
- MacKay Shields Core Investment Grade
- Madison Dearborn Patriot SPV
- Madison Dearburn Cap. Partners VI, LP
- Madison Real Estate Debt
- Manulife Core Global Agg. Fixed Income (Climate Action 100+)
- Marshall Wace Eureka (Climate Action 100+)
- Mass Ascension Co-Invest
- MFS International Value (Climate Action 100+)
- Millenium
- MINA III
- Montagu VI
- Mudrick Stressed CR FKA CVC
- Napier Park Class A
- Napier Park Class B
- Natural Gas Partners Fund IX
- Natural Gas Partners X
- New Enterprise Associates 13
- New Enterprise Associates 14
- NEW ROCK CORE FUND
- NGP Natural Resources Xl, LP
- NGP XII
- Nordic Capital Fund Vil
- North Haven VII
- NT MSCI ACWI x-US Index
- Oaktree Eur. Prin. Fund I!l(US), LP
- OCM Opportunities Fund Vil, LP.
- OCM Opportunities Fund Vilb, LP.
- OCM Opportunities Fund Vill, LP
- ON Dearborn Vill
- Onex Partners Ill, L.P
- Onex Partners IV LP
- Onex Partners V, LP.
- Orchid Asia
- Pacific AA
- Paine and Partners Capital Fund IV
- Parametric Bonds Plus (Climate Action 100+)
- Parametric Credit Cash Overlay (Climate Action 100+)
- Patria PE Fund VI
- Pavilion Global Transition
- Perella Weinberg III
- Petershill
- Petershill IV
- Pharo Gaia Fund
- PIMCO Commodities
- PIMCO TIPS
- Pine Bridge Passport |
- PineBridge High Yield (NZAM)
- Portable Alpha
- Principal International Small Cap
- Providence Equity Partners VI, L.P
- Prudential Core Conservative
- Quantum Energy Partners IV, LP.
- Quantum Energy Partners V, LP
- R/C Global Energy & Power Fund IV
- R/C Renewable and Alt. Energy Il
- RCP Fund of One
- Real Assets Cash Overlay
- Risk Mitigation Overlay
- Riverstone Global Energy & Power Fd V
- Rockpoint Fund Il
- Rockpoint Fund Ill
- Rockwood Cap. Real Estate Part. IX, LP
- Rockwood Cap. Real Estate Part. X, LP
- Rockwood Cap. Real Estate XI
- RRJ Capital Master Fund Ill LP
- Russell Transition (NZAM, Climate Action 100+)
- Sarofim
- Schroder International Small
- Security Capital Alpha
- Security Capital Beta
- Selene Res. Mortgage Opp. Fund Il LP
- Silver Point Capital Fund, L.P
- Sixth Street Ops Ill
- SSgA ACWI IMI Index Fund
- SSgA Russell 1000 Index
- Stark Investments
- Starwood Distressed Opportunity IX, LP
- Starwood Global Opportunity VIII, LP
- Starwood Global Opportunity XI
- Starwood Opportunity Fund X
- Starwood XII
- Stockbridge NLF
- Stockbridge Value Fund IV
- Sun Capital Partners V, LP.
- Systematica
- Technology Crossover Ventures Ix, LP
- Technology Crossover Ventures VII, L.P
- Technology Crossover Ventures X, LP
- Tenex Capital Partners III
- The Resolute Fund II, L.P.
- The Resolute Fund Ill, LP.
- The Resolute Fund IV, L.P.
- The Resolute Fund V, LP.
- Tillridge
- TimesSquare Capital SMID Cap Growth
- TPG Asia V, LP
- TPG Partners VI, LP
- TPG-Axon Partners, LP
- Trinity Ventures XIl
- Two Sigma
- Walton Street Real Estate Fund VI
- Warburg Pincus GG
- Warburg Pincus PE Xl
- Wayzata Opportunities Fund II, LP
- Wayzata Opportunities Fund Il, LP.
- Wheeler Peak Rotational Credit
- Wheelock Street Real Estate Fund II
- White Sands Tenex Co-Inv
- Zia Risk Parity Fund
List of AMCs contracting with the New Mexico Public Employees Retirement Association
The New Mexico Public Employees Retirement Association (PERA) contracted with 224 asset management companies (AMCs) or specific funds as of March 31, 2022. Of those companies, 16 were investor participants in Climate Action 100+, and 12 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERA:[3]
- Acadian International Equity (NZAM, Climate Action 100+)
- ACM II
- Aermont Cap RE Fund IV
- AG Super Fund LP.
- Altaris Con Partners IV
- Altaris Health Partners IV
- Altaris Health Partners V
- Anchorage
- Antin III
- Ardian Americas V
- Ardian Infrastructure IV
- Ardian V
- Atalaya SOF VI
- Athyrium Opportunities Fund lI, LP.
- Axiom Emerging Markets (Climate Action 100+)
- BEP Legacy A LP
- BlackRock Core Active (NZAM, Climate Action 100+)
- BlackRock Equity Transition (NZAM, Climate Action 100+)
- BlackRock Global Fl (NZAM, Climate Action 100+)
- BlackRock MSCIACWI Minimum Volatility (NZAM, Climate Action 100+)
- Blackstone Real Estat Part Euro II! LP
- Blackstone Real Estate Partners VIl
- BPG Investment Partnership VIII
- Brookfield Infrastructure Fund Il LP (NZAM)
- Brookfield Infrastructure Fund Ill (NZAM)
- Canyon Value Realization Fund, LP.
- Carlyle Partners V, LP.
- Carlyle Partners VI LP
- Carlyle Power Partners II
- Carlyle Realty Partners V LP.
- Carlyle Realty Partners VI, LP.
- Cash Account
- Cash-Corporate Action
- Century Focused Fund IV
- Cerberus Global RPL
- Cerberus Inst. Partners LP- Series 4
- Charterhouse Capital Partners |X
- Charterhouse Capital Partners X
- Cheyne V (Climate Action 100+)
- Coller International Partners V, LP.
- CVC European Equity Partners V
- CVC VII
- Denham Cap. Part. VI Coinvestment
- Denham Commodity Partners Fund VI, LP
- Deutsche Listed Infrastructure
- DFA Real Estate Securities
- DFA US Targeted Value
- DFJ Fund XII LP
- Dorsal
- Draper Fisher Jurveston X, LP
- Eagle Point
- Ellington HF
- Elliot
- Encap Energy Capital Fund IX, LP.
- Encap Energy Capital Vil, LP.
- Encap Energy Capital Vill, LP.
- EnCap Energy Capital XI, LP.
- EnCap Flatrock Midstream Fund III
- Enchantment PH Co-Invest
- European Real Estate Debt Fund II
- European Real Estate Debt Fund Ill
- Farallon Capital Inst. Partners, LP
- First Reserve Fund Xl, LP
- FountainVest Fund Il
- Four Corners FF
- Garda
- Garrison Opportunity Fund IV A LLC
- GEM RLTY EVERGREEN
- General Catalyst Endurance
- General Catalyst Ignition
- Glazer
- Glide Buy-Out Fund IV
- Global Equity Overlay
- GTCR X, LP.
- GTCR XI, LP.
- Guggenheim Global High Yield
- Harrison Street Real Estate Partners V
- Harrison Street Real Estate Partners VI
- Harrison Street Real Estate Partners Vil
- Harrison Street Real Estate Vill
- Harvest MLP Alpha
- Hellman & Friedman Cap. Part. VI
- Hellman & Friedman Cap. Partners VII
- Hellman Arrow 1
- Hellman Samsn Heky 1
- Hellman Samsn Shield
- Hellman Samson Brunella SPV
- Hellman X
- Helm & Frid Spock 1
- HIG Bayside Loan Opportunity Fund II
- IFM Global Infrastructure Fund, LP. (NZAM, Climate Action 100+)
- institutional Venture Partners XIII
- Institutional Venture Partners XIV LP
- JM! Equity Fund VI, L.P.
- JMI Equity Fund Vil, L.P.
- Kayne Anderson Energy Fund V, LP
- Kayne Anderson Small Core
- KBI Global Investors EAFE Dev (NZAM, Climate Action 100+)
- Kelso Investment Advisors IX
- Kelso Investment Associates X
- Kelso Investments Assoc. VIII, LP
- King Street Capital, LP.
- KKR Global Infrastructure Investors I
- KRG Capital Fund IV, LP.
- KSL Capital Partners IV
- Lazard Emerging Markets Debt (NZAM, Climate Action 100+)
- LGIMA Credit Overlay
- LGIMA Global Equity Overlay
- LGIMA Overlay
- LGIMA TAA Overlay
- Lime Rock Partners V, LP.
- Lime Rock Partners VI, LP.
- Lime Rock Resources Ill
- Lincolnshire Equity Fund |v, L.P.
- Linsalata Capital Partners Fund VI, LP
- MacKay Shields Core Investment Grade
- Madison Dearborn Patriot SPV
- Madison Dearburn Cap. Partners VI, LP
- Madison Real Estate Debt
- Manulife Core Global Agg. Fixed Income (Climate Action 100+)
- Marshall Wace Eureka (Climate Action 100+)
- Mass Ascension Co-Invest
- MFS International Value (Climate Action 100+)
- Millenium
- MINA III
- Montagu VI
- Mudrick Stressed CR FKA CVC
- Napier Park Class A
- Napier Park Class B
- Natural Gas Partners Fund IX
- Natural Gas Partners X
- New Enterprise Associates 13
- New Enterprise Associates 14
- NEW ROCK CORE FUND
- NGP Natural Resources Xl, LP
- NGP XII
- Nordic Capital Fund Vil
- North Haven VII
- NT MSCI ACWI x-US Index
- Oaktree Eur. Prin. Fund I!l(US), LP
- OCM Opportunities Fund Vil, LP.
- OCM Opportunities Fund Vilb, LP.
- OCM Opportunities Fund Vill, LP
- ON Dearborn Vill
- Onex Partners Ill, L.P
- Onex Partners IV LP
- Onex Partners V, LP.
- Orchid Asia
- Pacific AA
- Paine and Partners Capital Fund IV
- Parametric Bonds Plus (Climate Action 100+)
- Parametric Credit Cash Overlay (Climate Action 100+)
- Patria PE Fund VI
- Pavilion Global Transition
- Perella Weinberg III
- Petershill
- Petershill IV
- Pharo Gaia Fund
- PIMCO Commodities
- PIMCO TIPS
- Pine Bridge Passport |
- PineBridge High Yield (NZAM)
- Portable Alpha
- Principal International Small Cap
- Providence Equity Partners VI, L.P
- Prudential Core Conservative
- Quantum Energy Partners IV, LP.
- Quantum Energy Partners V, LP
- R/C Global Energy & Power Fund IV
- R/C Renewable and Alt. Energy Il
- RCP Fund of One
- Real Assets Cash Overlay
- Risk Mitigation Overlay
- Riverstone Global Energy & Power Fd V
- Rockpoint Fund Il
- Rockpoint Fund Ill
- Rockwood Cap. Real Estate Part. IX, LP
- Rockwood Cap. Real Estate Part. X, LP
- Rockwood Cap. Real Estate XI
- RRJ Capital Master Fund Ill LP
- Russell Transition (NZAM, Climate Action 100+)
- Sarofim
- Schroder International Small
- Security Capital Alpha
- Security Capital Beta
- Selene Res. Mortgage Opp. Fund Il LP
- Silver Point Capital Fund, L.P
- Sixth Street Ops Ill
- SSgA ACWI IMI Index Fund
- SSgA Russell 1000 Index
- Stark Investments
- Starwood Distressed Opportunity IX, LP
- Starwood Global Opportunity VIII, LP
- Starwood Global Opportunity XI
- Starwood Opportunity Fund X
- Starwood XII
- Stockbridge NLF
- Stockbridge Value Fund IV
- Sun Capital Partners V, LP.
- Systematica
- Technology Crossover Ventures Ix, LP
- Technology Crossover Ventures VII, L.P
- Technology Crossover Ventures X, LP
- Tenex Capital Partners III
- The Resolute Fund II, L.P.
- The Resolute Fund Ill, LP.
- The Resolute Fund IV, L.P.
- The Resolute Fund V, LP.
- Tillridge
- TimesSquare Capital SMID Cap Growth
- TPG Asia V, LP
- TPG Partners VI, LP
- TPG-Axon Partners, LP
- Trinity Ventures XIl
- Two Sigma
- Walton Street Real Estate Fund VI
- Warburg Pincus GG
- Warburg Pincus PE Xl
- Wayzata Opportunities Fund II, LP
- Wayzata Opportunities Fund Il, LP.
- Wheeler Peak Rotational Credit
- Wheelock Street Real Estate Fund II
- White Sands Tenex Co-Inv
- Zia Risk Parity Fund
List of AMCs contracting with the Volunteer Firefighter Retirement Act
The Volunteer Firefighter Retirement Act (VFRA) is a sub-fund within the Public Employees Retirement Association of New Mexico (PERA). PERA administers VFRA, among other retirement and benefit plans for the governmental workers of New Mexico. VFRA does not contract with its own AMCs; the AMCs for PERA account for all the pension plans it administers.[3]
PERA contracted with 224 asset management companies (AMCs) or specific funds as of March 31, 2022. Of those companies, 16 were investor participants in Climate Action 100+, and 12 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERA:[171]
- Acadian International Equity (NZAM, Climate Action 100+)
- ACM II
- Aermont Cap RE Fund IV
- AG Super Fund LP.
- Altaris Con Partners IV
- Altaris Health Partners IV
- Altaris Health Partners V
- Anchorage
- Antin III
- Ardian Americas V
- Ardian Infrastructure IV
- Ardian V
- Atalaya SOF VI
- Athyrium Opportunities Fund lI, LP.
- Axiom Emerging Markets (Climate Action 100+)
- BEP Legacy A LP
- BlackRock Core Active (NZAM, Climate Action 100+)
- BlackRock Equity Transition (NZAM, Climate Action 100+)
- BlackRock Global Fl (NZAM, Climate Action 100+)
- BlackRock MSCIACWI Minimum Volatility (NZAM, Climate Action 100+)
- Blackstone Real Estat Part Euro II! LP
- Blackstone Real Estate Partners VIl
- BPG Investment Partnership VIII
- Brookfield Infrastructure Fund Il LP (NZAM)
- Brookfield Infrastructure Fund Ill (NZAM)
- Canyon Value Realization Fund, LP.
- Carlyle Partners V, LP.
- Carlyle Partners VI LP
- Carlyle Power Partners II
- Carlyle Realty Partners V LP.
- Carlyle Realty Partners VI, LP.
- Cash Account
- Cash-Corporate Action
- Century Focused Fund IV
- Cerberus Global RPL
- Cerberus Inst. Partners LP- Series 4
- Charterhouse Capital Partners |X
- Charterhouse Capital Partners X
- Cheyne V (Climate Action 100+)
- Coller International Partners V, LP.
- CVC European Equity Partners V
- CVC VII
- Denham Cap. Part. VI Coinvestment
- Denham Commodity Partners Fund VI, LP
- Deutsche Listed Infrastructure
- DFA Real Estate Securities
- DFA US Targeted Value
- DFJ Fund XII LP
- Dorsal
- Draper Fisher Jurveston X, LP
- Eagle Point
- Ellington HF
- Elliot
- Encap Energy Capital Fund IX, LP.
- Encap Energy Capital Vil, LP.
- Encap Energy Capital Vill, LP.
- EnCap Energy Capital XI, LP.
- EnCap Flatrock Midstream Fund III
- Enchantment PH Co-Invest
- European Real Estate Debt Fund II
- European Real Estate Debt Fund Ill
- Farallon Capital Inst. Partners, LP
- First Reserve Fund Xl, LP
- FountainVest Fund Il
- Four Corners FF
- Garda
- Garrison Opportunity Fund IV A LLC
- GEM RLTY EVERGREEN
- General Catalyst Endurance
- General Catalyst Ignition
- Glazer
- Glide Buy-Out Fund IV
- Global Equity Overlay
- GTCR X, LP.
- GTCR XI, LP.
- Guggenheim Global High Yield
- Harrison Street Real Estate Partners V
- Harrison Street Real Estate Partners VI
- Harrison Street Real Estate Partners Vil
- Harrison Street Real Estate Vill
- Harvest MLP Alpha
- Hellman & Friedman Cap. Part. VI
- Hellman & Friedman Cap. Partners VII
- Hellman Arrow 1
- Hellman Samsn Heky 1
- Hellman Samsn Shield
- Hellman Samson Brunella SPV
- Hellman X
- Helm & Frid Spock 1
- HIG Bayside Loan Opportunity Fund II
- IFM Global Infrastructure Fund, LP. (NZAM, Climate Action 100+)
- institutional Venture Partners XIII
- Institutional Venture Partners XIV LP
- JM! Equity Fund VI, L.P.
- JMI Equity Fund Vil, L.P.
- Kayne Anderson Energy Fund V, LP
- Kayne Anderson Small Core
- KBI Global Investors EAFE Dev (NZAM, Climate Action 100+)
- Kelso Investment Advisors IX
- Kelso Investment Associates X
- Kelso Investments Assoc. VIII, LP
- King Street Capital, LP.
- KKR Global Infrastructure Investors I
- KRG Capital Fund IV, LP.
- KSL Capital Partners IV
- Lazard Emerging Markets Debt (NZAM, Climate Action 100+)
- LGIMA Credit Overlay
- LGIMA Global Equity Overlay
- LGIMA Overlay
- LGIMA TAA Overlay
- Lime Rock Partners V, LP.
- Lime Rock Partners VI, LP.
- Lime Rock Resources Ill
- Lincolnshire Equity Fund |v, L.P.
- Linsalata Capital Partners Fund VI, LP
- MacKay Shields Core Investment Grade
- Madison Dearborn Patriot SPV
- Madison Dearburn Cap. Partners VI, LP
- Madison Real Estate Debt
- Manulife Core Global Agg. Fixed Income (Climate Action 100+)
- Marshall Wace Eureka (Climate Action 100+)
- Mass Ascension Co-Invest
- MFS International Value (Climate Action 100+)
- Millenium
- MINA III
- Montagu VI
- Mudrick Stressed CR FKA CVC
- Napier Park Class A
- Napier Park Class B
- Natural Gas Partners Fund IX
- Natural Gas Partners X
- New Enterprise Associates 13
- New Enterprise Associates 14
- NEW ROCK CORE FUND
- NGP Natural Resources Xl, LP
- NGP XII
- Nordic Capital Fund Vil
- North Haven VII
- NT MSCI ACWI x-US Index
- Oaktree Eur. Prin. Fund I!l(US), LP
- OCM Opportunities Fund Vil, LP.
- OCM Opportunities Fund Vilb, LP.
- OCM Opportunities Fund Vill, LP
- ON Dearborn Vill
- Onex Partners Ill, L.P
- Onex Partners IV LP
- Onex Partners V, LP.
- Orchid Asia
- Pacific AA
- Paine and Partners Capital Fund IV
- Parametric Bonds Plus (Climate Action 100+)
- Parametric Credit Cash Overlay (Climate Action 100+)
- Patria PE Fund VI
- Pavilion Global Transition
- Perella Weinberg III
- Petershill
- Petershill IV
- Pharo Gaia Fund
- PIMCO Commodities
- PIMCO TIPS
- Pine Bridge Passport |
- PineBridge High Yield (NZAM)
- Portable Alpha
- Principal International Small Cap
- Providence Equity Partners VI, L.P
- Prudential Core Conservative
- Quantum Energy Partners IV, LP.
- Quantum Energy Partners V, LP
- R/C Global Energy & Power Fund IV
- R/C Renewable and Alt. Energy Il
- RCP Fund of One
- Real Assets Cash Overlay
- Risk Mitigation Overlay
- Riverstone Global Energy & Power Fd V
- Rockpoint Fund Il
- Rockpoint Fund Ill
- Rockwood Cap. Real Estate Part. IX, LP
- Rockwood Cap. Real Estate Part. X, LP
- Rockwood Cap. Real Estate XI
- RRJ Capital Master Fund Ill LP
- Russell Transition (NZAM, Climate Action 100+)
- Sarofim
- Schroder International Small
- Security Capital Alpha
- Security Capital Beta
- Selene Res. Mortgage Opp. Fund Il LP
- Silver Point Capital Fund, L.P
- Sixth Street Ops Ill
- SSgA ACWI IMI Index Fund
- SSgA Russell 1000 Index
- Stark Investments
- Starwood Distressed Opportunity IX, LP
- Starwood Global Opportunity VIII, LP
- Starwood Global Opportunity XI
- Starwood Opportunity Fund X
- Starwood XII
- Stockbridge NLF
- Stockbridge Value Fund IV
- Sun Capital Partners V, LP.
- Systematica
- Technology Crossover Ventures Ix, LP
- Technology Crossover Ventures VII, L.P
- Technology Crossover Ventures X, LP
- Tenex Capital Partners III
- The Resolute Fund II, L.P.
- The Resolute Fund Ill, LP.
- The Resolute Fund IV, L.P.
- The Resolute Fund V, LP.
- Tillridge
- TimesSquare Capital SMID Cap Growth
- TPG Asia V, LP
- TPG Partners VI, LP
- TPG-Axon Partners, LP
- Trinity Ventures XIl
- Two Sigma
- Walton Street Real Estate Fund VI
- Warburg Pincus GG
- Warburg Pincus PE Xl
- Wayzata Opportunities Fund II, LP
- Wayzata Opportunities Fund Il, LP.
- Wheeler Peak Rotational Credit
- Wheelock Street Real Estate Fund II
- White Sands Tenex Co-Inv
- Zia Risk Parity Fund
List of AMCs contracting with the Educational Retirement Board of New Mexico
The Educational Retirement Board of New Mexico (ERB) contracted with 64 asset management companies (AMCs) or specific funds as of August 26, 2022. Of those companies, six were investor participants in Climate Action 100+, and six were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERB:[3]
- AE Industrial Partners Aerospace
- Agriculture Composite
- Beachpoint Combined
- Black Forest
- BlackRock MSCI EAFE (NZAM, Climate Action 100+)
- BPC Tactical Fund LP
- Bridgewater All Weather
- Bridgewater Pure Alpha
- Brookfield (NZAM)
- Cash
- Cloverlay Solutions (Bravo)
- Cross Ocean ESS II
- Cross Ocean USD ESS III
- Cross Ocean USD ESS IV FD
- EIG Energy Fund XVII
- EMSO
- Energy
- Global Alpha International Small Cap
- GoldenTree Combined
- Gramercy Distressed Opp II (NZAM)
- Gramercy Distressed Opp III (NZAM)
- GSO Capital Opp III
- Harvest Fund (Climate Action 100+)
- ICE Canyon
- Infrastructure
- International Infrastructure
- Kildare European Partners I LP
- Kildare European Partners II LP
- Liquid Reserves Fund
- Lone Star IX
- Lone Star VIII
- Lone Star X
- Longford Capital Fund III, LP
- Marathon European Credit Opportunity II
- Medley Capital
- Mitigation Banking
- Neuberger Berman Emerging Markets (NZAM, Climate Action 100+)
- NM ERB Cash
- OHA Strategic Credit II
- OLEA SPECIAL OPPS OFFSHORE I
- OLEA SPECIAL OPPS OFFSHORE I
- Orbimed Royalty Credit Opp III
- Orchard Liquid Credit Fund
- OWS CREDIT OPPORTUNITY FD
- PanAgora
- PIMCO All Asset All Authority
- PIMCO Corp Opps Fund III
- Private Equity Composite
- Prudential
- RBC GAM EME Fund (Climate Action 100+)
- RCP II N Strategic Credit
- Riverstone Credit Partners II
- S&P 400 Mid-Cap
- S&P 500 Index Fund
- Sutherland Asset Management
- TAIGA SPECIAL OPP DAC LP
- The 1609 Fund LTD.
- The Varde Fund XIII, L.P.
- Timber Composite
- U.S. Private Real Estate
- UBS Emerging Markets EQ OPP (NZAM, Climate Action 100+)
- Water Property Investor, L.P. (Climate Action 100+)
- Waterfall - Eden
- Waterfall - Victoria
List of AMCs contracting with the Legislative Division of the Public Employees Retirement Association of New Mexico
The Legislative Division of the Public Employees Retirement Association of New Mexico (Legislative Division) is a sub-fund within the Public Employees Retirement Association of New Mexico (PERA). PERA administers the Legislative Division, among other retirement and benefit plans for the governmental workers of New Mexico. The Legislative Division does not contract with its own AMCs; the AMCs for PERA account for all the pension plans it administers.[3]
PERA contracted with 224 asset management companies (AMCs) or specific funds as of March 31, 2022. Of those companies, 16 were investor participants in Climate Action 100+, and 12 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERA:[172]
- Acadian International Equity (NZAM, Climate Action 100+)
- ACM II
- Aermont Cap RE Fund IV
- AG Super Fund LP.
- Altaris Con Partners IV
- Altaris Health Partners IV
- Altaris Health Partners V
- Anchorage
- Antin III
- Ardian Americas V
- Ardian Infrastructure IV
- Ardian V
- Atalaya SOF VI
- Athyrium Opportunities Fund lI, LP.
- Axiom Emerging Markets (Climate Action 100+)
- BEP Legacy A LP
- BlackRock Core Active (NZAM, Climate Action 100+)
- BlackRock Equity Transition (NZAM, Climate Action 100+)
- BlackRock Global Fl (NZAM, Climate Action 100+)
- BlackRock MSCIACWI Minimum Volatility (NZAM, Climate Action 100+)
- Blackstone Real Estat Part Euro II! LP
- Blackstone Real Estate Partners VIl
- BPG Investment Partnership VIII
- Brookfield Infrastructure Fund Il LP (NZAM)
- Brookfield Infrastructure Fund Ill (NZAM)
- Canyon Value Realization Fund, LP.
- Carlyle Partners V, LP.
- Carlyle Partners VI LP
- Carlyle Power Partners II
- Carlyle Realty Partners V LP.
- Carlyle Realty Partners VI, LP.
- Cash Account
- Cash-Corporate Action
- Century Focused Fund IV
- Cerberus Global RPL
- Cerberus Inst. Partners LP- Series 4
- Charterhouse Capital Partners |X
- Charterhouse Capital Partners X
- Cheyne V (Climate Action 100+)
- Coller International Partners V, LP.
- CVC European Equity Partners V
- CVC VII
- Denham Cap. Part. VI Coinvestment
- Denham Commodity Partners Fund VI, LP
- Deutsche Listed Infrastructure
- DFA Real Estate Securities
- DFA US Targeted Value
- DFJ Fund XII LP
- Dorsal
- Draper Fisher Jurveston X, LP
- Eagle Point
- Ellington HF
- Elliot
- Encap Energy Capital Fund IX, LP.
- Encap Energy Capital Vil, LP.
- Encap Energy Capital Vill, LP.
- EnCap Energy Capital XI, LP.
- EnCap Flatrock Midstream Fund III
- Enchantment PH Co-Invest
- European Real Estate Debt Fund II
- European Real Estate Debt Fund Ill
- Farallon Capital Inst. Partners, LP
- First Reserve Fund Xl, LP
- FountainVest Fund Il
- Four Corners FF
- Garda
- Garrison Opportunity Fund IV A LLC
- GEM RLTY EVERGREEN
- General Catalyst Endurance
- General Catalyst Ignition
- Glazer
- Glide Buy-Out Fund IV
- Global Equity Overlay
- GTCR X, LP.
- GTCR XI, LP.
- Guggenheim Global High Yield
- Harrison Street Real Estate Partners V
- Harrison Street Real Estate Partners VI
- Harrison Street Real Estate Partners Vil
- Harrison Street Real Estate Vill
- Harvest MLP Alpha
- Hellman & Friedman Cap. Part. VI
- Hellman & Friedman Cap. Partners VII
- Hellman Arrow 1
- Hellman Samsn Heky 1
- Hellman Samsn Shield
- Hellman Samson Brunella SPV
- Hellman X
- Helm & Frid Spock 1
- HIG Bayside Loan Opportunity Fund II
- IFM Global Infrastructure Fund, LP. (NZAM, Climate Action 100+)
- Institutional Venture Partners XIII
- Institutional Venture Partners XIV LP
- JM! Equity Fund VI, L.P.
- JMI Equity Fund Vil, L.P.
- Kayne Anderson Energy Fund V, LP
- Kayne Anderson Small Core
- KBI Global Investors EAFE Dev (NZAM, Climate Action 100+)
- Kelso Investment Advisors IX
- Kelso Investment Associates X
- Kelso Investments Assoc. VIII, LP
- King Street Capital, LP.
- KKR Global Infrastructure Investors I
- KRG Capital Fund IV, LP.
- KSL Capital Partners IV
- Lazard Emerging Markets Debt (NZAM, Climate Action 100+)
- LGIMA Credit Overlay
- LGIMA Global Equity Overlay
- LGIMA Overlay
- LGIMA TAA Overlay
- Lime Rock Partners V, LP.
- Lime Rock Partners VI, LP.
- Lime Rock Resources Ill
- Lincolnshire Equity Fund |v, L.P.
- Linsalata Capital Partners Fund VI, LP
- MacKay Shields Core Investment Grade
- Madison Dearborn Patriot SPV
- Madison Dearburn Cap. Partners VI, LP
- Madison Real Estate Debt
- Manulife Core Global Agg. Fixed Income (Climate Action 100+)
- Marshall Wace Eureka (Climate Action 100+)
- Mass Ascension Co-Invest
- MFS International Value (Climate Action 100+)
- Millenium
- MINA III
- Montagu VI
- Mudrick Stressed CR FKA CVC
- Napier Park Class A
- Napier Park Class B
- Natural Gas Partners Fund IX
- Natural Gas Partners X
- New Enterprise Associates 13
- New Enterprise Associates 14
- NEW ROCK CORE FUND
- NGP Natural Resources Xl, LP
- NGP XII
- Nordic Capital Fund Vil
- North Haven VII
- NT MSCI ACWI x-US Index
- Oaktree Eur. Prin. Fund I!l(US), LP
- OCM Opportunities Fund Vil, LP.
- OCM Opportunities Fund Vilb, LP.
- OCM Opportunities Fund Vill, LP
- ON Dearborn Vill
- Onex Partners Ill, L.P
- Onex Partners IV LP
- Onex Partners V, LP.
- Orchid Asia
- Pacific AA
- Paine and Partners Capital Fund IV
- Parametric Bonds Plus (Climate Action 100+)
- Parametric Credit Cash Overlay (Climate Action 100+)
- Patria PE Fund VI
- Pavilion Global Transition
- Perella Weinberg III
- Petershill
- Petershill IV
- Pharo Gaia Fund
- PIMCO Commodities
- PIMCO TIPS
- Pine Bridge Passport |
- PineBridge High Yield (NZAM)
- Portable Alpha
- Principal International Small Cap
- Providence Equity Partners VI, L.P
- Prudential Core Conservative
- Quantum Energy Partners IV, LP.
- Quantum Energy Partners V, LP
- R/C Global Energy & Power Fund IV
- R/C Renewable and Alt. Energy Il
- RCP Fund of One
- Real Assets Cash Overlay
- Risk Mitigation Overlay
- Riverstone Global Energy & Power Fd V
- Rockpoint Fund Il
- Rockpoint Fund Ill
- Rockwood Cap. Real Estate Part. IX, LP
- Rockwood Cap. Real Estate Part. X, LP
- Rockwood Cap. Real Estate XI
- RRJ Capital Master Fund Ill LP
- Russell Transition (NZAM, Climate Action 100+)
- Sarofim
- Schroder International Small
- Security Capital Alpha
- Security Capital Beta
- Selene Res. Mortgage Opp. Fund Il LP
- Silver Point Capital Fund, L.P
- Sixth Street Ops Ill
- SSgA ACWI IMI Index Fund
- SSgA Russell 1000 Index
- Stark Investments
- Starwood Distressed Opportunity IX, LP
- Starwood Global Opportunity VIII, LP
- Starwood Global Opportunity XI
- Starwood Opportunity Fund X
- Starwood XII
- Stockbridge NLF
- Stockbridge Value Fund IV
- Sun Capital Partners V, LP.
- Systematica
- Technology Crossover Ventures Ix, LP
- Technology Crossover Ventures VII, L.P
- Technology Crossover Ventures X, LP
- Tenex Capital Partners III
- The Resolute Fund II, L.P.
- The Resolute Fund Ill, LP.
- The Resolute Fund IV, L.P.
- The Resolute Fund V, LP.
- Tillridge
- TimesSquare Capital SMID Cap Growth
- TPG Asia V, LP
- TPG Partners VI, LP
- TPG-Axon Partners, LP
- Trinity Ventures XIl
- Two Sigma
- Walton Street Real Estate Fund VI
- Warburg Pincus GG
- Warburg Pincus PE Xl
- Wayzata Opportunities Fund II, LP
- Wayzata Opportunities Fund Il, LP.
- Wheeler Peak Rotational Credit
- Wheelock Street Real Estate Fund II
- White Sands Tenex Co-Inv
- Zia Risk Parity Fund
New York
List of AMCs contracting with the New York State and Local Employees' Retirement System
The New York State and Local Employees' Retirement System (ERS) is a sub-fund within the New York State and Local Retirement System (NYSLRS). NYSLRS administers ERS, among other retirement and benefit plans for the governmental workers of New York. ERS does not contract with its own AMCs; the AMCs for NYSLRS account for all the pension plans it administers.[3]
The New York State and Local Retirement System (NYSLRS) contracted with 266 asset management companies (AMCs) or specific funds as of March 31, 2021. Of those companies, 23 were investor participants in Climate Action 100+, and 32 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NYSLRS:[173]
- 57 Stars, LLC
- ACA Advisors (Aetos)
- Acadian Asset Management, LLC (NZAM, Climate Action 100+)
- Access Capital Advisors, LLC
- ACON Investments, LLC
- Activate Venture Partners
- ADV Partners Capital Management, Ltd
- Advent Capital Management, LLC
- Affinity Equity Partners
- African Capital Alliance Limited
- Aksia, LLC
- Albourne America, LLC
- Angelo, Gordon & Company, LP
- Apollo Management, LP
- AQR Capital Management, LLC
- ARA Fund Management, Ltd.
- ARA Fund Management, Ltd.
- ARES Management
- ARES Management
- Ares Management, LP
- Ares SSG Capital Management
- Ariel Investments, LLC
- Armory Square Ventures, LP
- Artemis Real Estate Partners, LLC (NZAM, Climate Action 100+)
- Artisan Partners, LP
- Asana Partners, LP
- Ascent Biomedical Ventures
- Asia Alternatives Management, LLC
- Avanath Capital Management, LLC, Series C
- Avanath Capital Management, LLC, Series C
- Avenue Capital Group
- Baillie Gifford Overseas, Ltd. (NZAM, Climate Action 100+)
- Bain Capital Public Equity, LP
- Baring International Investment, Ltd.
- BCK Capital Management, LP
- BCP Strategic Partners (Beacon)
- Black Creek Industrial Fund GP, LLC
- Blackrock Inc (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company, NA (NZAM, Climate Action 100+)
- Blackstone Group, LP
- Blackstone Group, LP
- Blackstone Group, LP
- Blackstone Real Estate Advisors
- Blackstone Real Estate Advisors
- Blantyre Capital, Ltd
- Brandes Investment Partners, LP
- Bridgepoint Capital, Ltd
- Bridgepoint Capital, Ltd.
- Bridgepoint Capital, Ltd.
- Bridgewater Associates, LP
- Brigade Capital Management, LLC
- Brightwood Capital Advisors, LLC
- Brookfield Asset Management (NZAM)
- Brookfield Asset Management (NZAM)
- Brookfield Asset Management, Inc. (NZAM)
- Brown Capital Management, Inc.
- Callan, LLC
- Calvert Research and Management (NZAM, Climate Action 100+)
- Capital Guardian Trust Company
- Carlyle Group
- Caspian Capital, LP
- Castlelake, LP
- CCMP Capital Advisors
- Centerbridge Partners, LP
- Cerberus Capital Management, LP
- Cevian Capital, LLP
- Channing Capital Management, LLC
- Cherokee Advisers, LLC
- CIF-H GP, LLC (Cayuga Lake Fund, LP)
- CIM Group, LP
- Cinven Capital Management
- Clarion Partners
- Clarion Partners
- Clearlake Capital Group, LP
- Clearlake Capital Group, LP
- Colony Advisors, LLC
- Consilium Frontier Equity Fund, LP
- Contour Venture Partners
- Cortland Partners, LLC
- Cowen Investment Management, LLC
- CVC Capital Partners
- D.E. Shaw and Company, LP
- DeltaPoint Capital Management, LLC
- DoubleLine Capital, LP
- Dyal Capital Partners
- Eagle Capital Management, LLC
- EARNEST Partners, LLC
- EQT Fund Management S.a.r.l. (NZAM)
- EQT Partners (NZAM)
- Excelsior Capital
- Exeter Europe
- Fairview Capital Partners, Inc.
- Farol Asset Management, LP
- Fiera Capital, Inc. (NZAM, Climate Action 100+)
- Fortress Investment Group, LLC
- Founders Equity, Inc.
- FountainVest Partners (Asia), Ltd.
- Francisco Partners Management, LP
- Francisco Partners, L.P.
- Franklin Templeton Institutional, LLC (Lake Montauk) (NZAM, Climate Action 100+)
- Freeman, Spogli & Company
- FX Transparency, LLC
- GCM Grosvenor
- GCM Grosvenor
- Generation Investment Management, LLP (NZAM, Climate Action 100+)
- Genesis Investment Management, LLP
- GenNx360 Capital Partners
- Gilde, LP
- Global Alpha Capital Management, Ltd.
- Global Infrastructure Management, LLC
- Goldman Sachs Asset Management (Climate Action 100+)
- Goldman Sachs Asset Management * (Climate Action 100+)
- GQG Partners, LLC
- Grain Management, LLC
- Graticule Asset Management Asia, LP
- GreenOak Real Estate Advisors
- GSO Capital Partners
- Hamilton Lane Advisors, LLC
- Hamilton Lane Advisors, LLC
- Hamilton Lane Advisors, LLC
- HarbourVest Partners, LLC
- HarbourVest Partners, LLC
- HBK Capital Management, LP
- Heitman Capital Management, LLC
- Heitman Capital Management, LLC
- Helios Investment Partners
- Hellman & Friedman Investors, Inc.
- High Peaks Venture Partners
- Highland Capital Management, LP
- Hollis Park Partners, LP
- Hollis Park Partners, LP
- Hony Capital
- Horizon Asset, LLP
- I Squared Capital Advisors (US), LLC
- ICV Partners, LLC
- IFM Investors, Ltd. (NZAM, Climate Action 100+)
- IK Investment Partners
- Insight Partners, LLC (Climate Action 100+)
- Insight Venture Management, LLC (Climate Action 100+)
- Institutional Venture Partners
- Iridian Asset Management, LLC
- ITE Management
- ITE Management, LP
- J.P. Morgan Asset Management, Inc (NZAM)
- J.P. Morgan Investment Management, Inc. (NZAM)
- J.P. Morgan Investment Management, Inc. (NZAM)
- J.P. Morgan Partners, LLC (NZAM)
- Jamestown Premier GP, LP
- JMI Equity
- Kayne Anderson Capital Advisors, LP
- Kimex
- King Street Capital Management, LP
- KKR & Company, LP
- KKR & Company, LP
- Knighthead Capital Management, LLC
- KSL Capital Partners, LLC
- Landmark
- Landmark Partners, LLC
- Landmark Partners, LLC
- Lansdowne Partners, Ltd
- LaSalle Investment Management, Inc. (NZAM)
- Leading Edge Investment Advisors, LP *
- Leonard Green & Partners, LP
- Leonard Green & Partners, LP
- Lindsay Goldberg & Company, LLC
- Lion Capital, LLP
- LSV Asset Management
- Mariner Investment Group, LLC
- Marshall Wace, LLP (Climate Action 100+)
- Martin Currie, Inc. (NZAM, Climate Action 100+)
- MCL Associates, Inc.
- Meketa Investment Group
- Mercer Investments
- Meridiam Infrastructure North America Corporation (NZAM)
- Mesa West Capital
- MetLife Investment Advisors, LLC
- MetLife Investment Management, LLC
- Mezzacappa Management, LLC
- Mondrian Investment Partners, Inc.
- Morgan Stanley Emerging Markets Fund, Inc.
- Morgan Stanley Group
- Morgan Stanley Investment Management, Ltd.
- Muller & Monroe Asset Management, LLC
- NCH Capital, Inc.
- Neuberger Berman Group, LLC (NZAM, Climate Action 100+)
- Neuberger Berman Group, LLC (NZAM, Climate Action 100+)
- New Century Advisors, LLC
- NIAM AB
- NIAM AB
- Nordic Capital
- NREP
- Nuveen (Climate Action 100+)
- Oak Hill Advisors, LP
- Oaktree Capital Management, LP
- Orchard Global Asset Management, LLP
- Pacific Alternative Asset Management Company, LLC
- Paladin Capital Group
- Palisade Capital Management, LLC
- Palladium Equity Partners
- Pantheon Ventures, LP
- Patria Investments, Ltd.
- Pearl Diver Capital, LLP
- Penn Capital Management Company, Inc.
- Performance Equity Management, LLC
- PGIM Fund Management, Ltd.
- Pharo Management, LLC
- Pine Brook Road Partners, LLC
- Primary Venture Partners
- Progress Investment Management Company *
- Prologis, LP
- Providence Equity Partners, LLC
- Quadrangle Group, LLC
- Quantitative Management Associates, LLC
- Rock Creek Group, LP
- Rock Creek Group, LP
- Rock Creek Group, LP *
- Rockefeller & Company Asset Management (NZAM, Climate Action 100+)
- Rockpoint Real Estate Funds
- RRJ Capital
- RRJ Capital
- Russell Investments Group, LLC (NZAM, Climate Action 100+)
- RV Kuhns & Associates, Inc.
- SAIF Partners
- Schultze Asset Management, LLC
- Searchlight Capital Partners
- Semper Capital Management, LP
- Siris Capital Group, LLC
- Sixth Street Partners, LLC
- Snow Phipps Group, LLC
- SoftBank Capital
- SoftBank Capital
- Stellex Capital Management, LP
- Stellex Capital Management, LP
- Stepstone Group, LP
- Stockbridge Real Estate Funds
- Stockbridge Risk Management, Inc
- Stonepeak Partners, LP (NZAM)
- Strategic Value Partners, LLC
- Summer Street Capital Partners, LLC
- Summer Street Capital Partners, LLC
- Systematica Investments, Ltd
- T. Rowe Price Associates, Inc. (NZAM)
- TA Associates Management, LP
- Teachers Advisors, LLC (Nuveen)
- Templeton Investment Counsel, LLC
- The Townsend Group
- Thoma Bravo, LLC
- Tilden Park Capital Management, LP
- Towerbrook Capital Partners
- TPG Capital, LP
- Trian Fund Management, LP
- Tribeca Venture Partners
- Tribeca Venture Partners, LLC
- Trillium Group, LLC (NZAM)
- UBS Realty Investors, LLC (NZAM, Climate Action 100+)
- ValueAct Capital Management, LP
- Varde Management, LP
- VCFA Group
- Vista Equity Partners, LLC (NZAM)
- Vivo Capital, LLC
- Warburg Pincus, LLC
- Warburg Pincus, LLC
- Wellington Management Company, LLP (NZAM, Climate Action 100+)
- Westbrook Realty Management
- Whitehorse Liquidity Partners
- Xponance, Inc.
List of AMCs contracting with the New York State and Local Employees' Retirement System
The New York State and Local Police and Fire Retirement System (PFRS) is a sub-fund within the New York State and Local Retirement System (NYSLRS). NYSLRS administers PFRS, among other retirement and benefit plans for the governmental workers of New York. PFRS does not contract with its own AMCs; the AMCs for NYSLRS account for all the pension plans it administers.[3]
The New York State and Local Retirement System (NYSLRS) contracted with 266asset management companies (AMCs) or specific funds as of March 31, 2021. Of those companies, 23 were investor participants in Climate Action 100+, and 32 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NYSLRS:[174]
- 57 Stars, LLC
- ACA Advisors (Aetos)
- Acadian Asset Management, LLC (NZAM, Climate Action 100+)
- Access Capital Advisors, LLC
- ACON Investments, LLC
- Activate Venture Partners
- ADV Partners Capital Management, Ltd
- Advent Capital Management, LLC
- Affinity Equity Partners
- African Capital Alliance Limited
- Aksia, LLC
- Albourne America, LLC
- Angelo, Gordon & Company, LP
- Apollo Management, LP
- AQR Capital Management, LLC
- ARA Fund Management, Ltd.
- ARA Fund Management, Ltd.
- ARES Management
- ARES Management
- Ares Management, LP
- Ares SSG Capital Management
- Ariel Investments, LLC
- Armory Square Ventures, LP
- Artemis Real Estate Partners, LLC (NZAM, Climate Action 100+)
- Artisan Partners, LP
- Asana Partners, LP
- Ascent Biomedical Ventures
- Asia Alternatives Management, LLC
- Avanath Capital Management, LLC, Series C
- Avanath Capital Management, LLC, Series C
- Avenue Capital Group
- Baillie Gifford Overseas, Ltd. (NZAM, Climate Action 100+)
- Bain Capital Public Equity, LP
- Baring International Investment, Ltd.
- BCK Capital Management, LP
- BCP Strategic Partners (Beacon)
- Black Creek Industrial Fund GP, LLC
- Blackrock Inc (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company, NA (NZAM, Climate Action 100+)
- Blackstone Group, LP
- Blackstone Group, LP
- Blackstone Group, LP
- Blackstone Real Estate Advisors
- Blackstone Real Estate Advisors
- Blantyre Capital, Ltd
- Brandes Investment Partners, LP
- Bridgepoint Capital, Ltd
- Bridgepoint Capital, Ltd.
- Bridgepoint Capital, Ltd.
- Bridgewater Associates, LP
- Brigade Capital Management, LLC
- Brightwood Capital Advisors, LLC
- Brookfield Asset Management (NZAM)
- Brookfield Asset Management (NZAM)
- Brookfield Asset Management, Inc. (NZAM)
- Brown Capital Management, Inc.
- Callan, LLC
- Calvert Research and Management (NZAM, Climate Action 100+)
- Capital Guardian Trust Company
- Carlyle Group
- Caspian Capital, LP
- Castlelake, LP
- CCMP Capital Advisors
- Centerbridge Partners, LP
- Cerberus Capital Management, LP
- Cevian Capital, LLP
- Channing Capital Management, LLC
- Cherokee Advisers, LLC
- CIF-H GP, LLC (Cayuga Lake Fund, LP)
- CIM Group, LP
- Cinven Capital Management
- Clarion Partners
- Clarion Partners
- Clearlake Capital Group, LP
- Clearlake Capital Group, LP
- Colony Advisors, LLC
- Consilium Frontier Equity Fund, LP
- Contour Venture Partners
- Cortland Partners, LLC
- Cowen Investment Management, LLC
- CVC Capital Partners
- D.E. Shaw and Company, LP
- DeltaPoint Capital Management, LLC
- DoubleLine Capital, LP
- Dyal Capital Partners
- Eagle Capital Management, LLC
- EARNEST Partners, LLC
- EQT Fund Management S.a.r.l. (NZAM)
- EQT Partners (NZAM)
- Excelsior Capital
- Exeter Europe
- Fairview Capital Partners, Inc.
- Farol Asset Management, LP
- Fiera Capital, Inc. (NZAM, Climate Action 100+)
- Fortress Investment Group, LLC
- Founders Equity, Inc.
- FountainVest Partners (Asia), Ltd.
- Francisco Partners Management, LP
- Francisco Partners, L.P.
- Franklin Templeton Institutional, LLC (Lake Montauk) (NZAM, Climate Action 100+)
- Freeman, Spogli & Company
- FX Transparency, LLC
- GCM Grosvenor
- GCM Grosvenor
- Generation Investment Management, LLP (NZAM, Climate Action 100+)
- Genesis Investment Management, LLP
- GenNx360 Capital Partners
- Gilde, LP
- Global Alpha Capital Management, Ltd.
- Global Infrastructure Management, LLC
- Goldman Sachs Asset Management (Climate Action 100+)
- Goldman Sachs Asset Management * (Climate Action 100+)
- GQG Partners, LLC
- Grain Management, LLC
- Graticule Asset Management Asia, LP
- GreenOak Real Estate Advisors
- GSO Capital Partners
- Hamilton Lane Advisors, LLC
- Hamilton Lane Advisors, LLC
- Hamilton Lane Advisors, LLC
- HarbourVest Partners, LLC
- HarbourVest Partners, LLC
- HBK Capital Management, LP
- Heitman Capital Management, LLC
- Heitman Capital Management, LLC
- Helios Investment Partners
- Hellman & Friedman Investors, Inc.
- High Peaks Venture Partners
- Highland Capital Management, LP
- Hollis Park Partners, LP
- Hollis Park Partners, LP
- Hony Capital
- Horizon Asset, LLP
- I Squared Capital Advisors (US), LLC
- ICV Partners, LLC
- IFM Investors, Ltd. (NZAM, Climate Action 100+)
- IK Investment Partners
- Insight Partners, LLC (Climate Action 100+)
- Insight Venture Management, LLC (Climate Action 100+)
- Institutional Venture Partners
- Iridian Asset Management, LLC
- ITE Management
- ITE Management, LP
- J.P. Morgan Asset Management, Inc (NZAM)
- J.P. Morgan Investment Management, Inc. (NZAM)
- J.P. Morgan Investment Management, Inc. (NZAM)
- J.P. Morgan Partners, LLC (NZAM)
- Jamestown Premier GP, LP
- JMI Equity
- Kayne Anderson Capital Advisors, LP
- Kimex
- King Street Capital Management, LP
- KKR & Company, LP
- KKR & Company, LP
- Knighthead Capital Management, LLC
- KSL Capital Partners, LLC
- Landmark
- Landmark Partners, LLC
- Landmark Partners, LLC
- Lansdowne Partners, Ltd
- LaSalle Investment Management, Inc. (NZAM)
- Leading Edge Investment Advisors, LP *
- Leonard Green & Partners, LP
- Leonard Green & Partners, LP
- Lindsay Goldberg & Company, LLC
- Lion Capital, LLP
- LSV Asset Management
- Mariner Investment Group, LLC
- Marshall Wace, LLP (Climate Action 100+)
- Martin Currie, Inc. (NZAM, Climate Action 100+)
- MCL Associates, Inc.
- Meketa Investment Group
- Mercer Investments
- Meridiam Infrastructure North America Corporation (NZAM)
- Mesa West Capital
- MetLife Investment Advisors, LLC
- MetLife Investment Management, LLC
- Mezzacappa Management, LLC
- Mondrian Investment Partners, Inc.
- Morgan Stanley Emerging Markets Fund, Inc.
- Morgan Stanley Group
- Morgan Stanley Investment Management, Ltd.
- Muller & Monroe Asset Management, LLC
- NCH Capital, Inc.
- Neuberger Berman Group, LLC (NZAM, Climate Action 100+)
- Neuberger Berman Group, LLC (NZAM, Climate Action 100+)
- New Century Advisors, LLC
- NIAM AB
- NIAM AB
- Nordic Capital
- NREP
- Nuveen (Climate Action 100+)
- Oak Hill Advisors, LP
- Oaktree Capital Management, LP
- Orchard Global Asset Management, LLP
- Pacific Alternative Asset Management Company, LLC
- Paladin Capital Group
- Palisade Capital Management, LLC
- Palladium Equity Partners
- Pantheon Ventures, LP
- Patria Investments, Ltd.
- Pearl Diver Capital, LLP
- Penn Capital Management Company, Inc.
- Performance Equity Management, LLC
- PGIM Fund Management, Ltd.
- Pharo Management, LLC
- Pine Brook Road Partners, LLC
- Primary Venture Partners
- Progress Investment Management Company *
- Prologis, LP
- Providence Equity Partners, LLC
- Quadrangle Group, LLC
- Quantitative Management Associates, LLC
- Rock Creek Group, LP
- Rock Creek Group, LP
- Rock Creek Group, LP *
- Rockefeller & Company Asset Management (NZAM, Climate Action 100+)
- Rockpoint Real Estate Funds
- RRJ Capital
- RRJ Capital
- Russell Investments Group, LLC (NZAM, Climate Action 100+)
- RV Kuhns & Associates, Inc.
- SAIF Partners
- Schultze Asset Management, LLC
- Searchlight Capital Partners
- Semper Capital Management, LP
- Siris Capital Group, LLC
- Sixth Street Partners, LLC
- Snow Phipps Group, LLC
- SoftBank Capital
- SoftBank Capital
- Stellex Capital Management, LP
- Stellex Capital Management, LP
- Stepstone Group, LP
- Stockbridge Real Estate Funds
- Stockbridge Risk Management, Inc
- Stonepeak Partners, LP (NZAM)
- Strategic Value Partners, LLC
- Summer Street Capital Partners, LLC
- Summer Street Capital Partners, LLC
- Systematica Investments, Ltd
- T. Rowe Price Associates, Inc. (NZAM)
- TA Associates Management, LP
- Teachers Advisors, LLC (Nuveen)
- Templeton Investment Counsel, LLC
- The Townsend Group
- Thoma Bravo, LLC
- Tilden Park Capital Management, LP
- Towerbrook Capital Partners
- TPG Capital, LP
- Trian Fund Management, LP
- Tribeca Venture Partners
- Tribeca Venture Partners, LLC
- Trillium Group, LLC (NZAM)
- UBS Realty Investors, LLC (NZAM, Climate Action 100+)
- ValueAct Capital Management, LP
- Varde Management, LP
- VCFA Group
- Vista Equity Partners, LLC (NZAM)
- Vivo Capital, LLC
- Warburg Pincus, LLC
- Warburg Pincus, LLC
- Wellington Management Company, LLP (NZAM, Climate Action 100+)
- Westbrook Realty Management
- Whitehorse Liquidity Partners
- Xponance, Inc.
List of AMCs contracting with the New York State and Local Retirement System
The New York State and Local Retirement System (NYSLRS) contracted with 266 asset management companies (AMCs) or specific funds as of March 31, 2021. Of those companies, 23 were investor participants in Climate Action 100+, and 32 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NYSLRS:[175]
- 57 Stars, LLC
- ACA Advisors (Aetos)
- Acadian Asset Management, LLC (NZAM, Climate Action 100+)
- Access Capital Advisors, LLC
- ACON Investments, LLC
- Activate Venture Partners
- ADV Partners Capital Management, Ltd
- Advent Capital Management, LLC
- Affinity Equity Partners
- African Capital Alliance Limited
- Aksia, LLC
- Albourne America, LLC
- Angelo, Gordon & Company, LP
- Apollo Management, LP
- AQR Capital Management, LLC
- ARA Fund Management, Ltd.
- ARA Fund Management, Ltd.
- ARES Management
- ARES Management
- Ares Management, LP
- Ares SSG Capital Management
- Ariel Investments, LLC
- Armory Square Ventures, LP
- Artemis Real Estate Partners, LLC (NZAM, Climate Action 100+)
- Artisan Partners, LP
- Asana Partners, LP
- Ascent Biomedical Ventures
- Asia Alternatives Management, LLC
- Avanath Capital Management, LLC, Series C
- Avanath Capital Management, LLC, Series C
- Avenue Capital Group
- Baillie Gifford Overseas, Ltd. (NZAM, Climate Action 100+)
- Bain Capital Public Equity, LP
- Baring International Investment, Ltd.
- BCK Capital Management, LP
- BCP Strategic Partners (Beacon)
- Black Creek Industrial Fund GP, LLC
- Blackrock Inc (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company, NA (NZAM, Climate Action 100+)
- Blackstone Group, LP
- Blackstone Group, LP
- Blackstone Group, LP
- Blackstone Real Estate Advisors
- Blackstone Real Estate Advisors
- Blantyre Capital, Ltd
- Brandes Investment Partners, LP
- Bridgepoint Capital, Ltd
- Bridgepoint Capital, Ltd.
- Bridgepoint Capital, Ltd.
- Bridgewater Associates, LP
- Brigade Capital Management, LLC
- Brightwood Capital Advisors, LLC
- Brookfield Asset Management (NZAM)
- Brookfield Asset Management (NZAM)
- Brookfield Asset Management, Inc. (NZAM)
- Brown Capital Management, Inc.
- Callan, LLC
- Calvert Research and Management (NZAM, Climate Action 100+)
- Capital Guardian Trust Company
- Carlyle Group
- Caspian Capital, LP
- Castlelake, LP
- CCMP Capital Advisors
- Centerbridge Partners, LP
- Cerberus Capital Management, LP
- Cevian Capital, LLP
- Channing Capital Management, LLC
- Cherokee Advisers, LLC
- CIF-H GP, LLC (Cayuga Lake Fund, LP)
- CIM Group, LP
- Cinven Capital Management
- Clarion Partners
- Clarion Partners
- Clearlake Capital Group, LP
- Clearlake Capital Group, LP
- Colony Advisors, LLC
- Consilium Frontier Equity Fund, LP
- Contour Venture Partners
- Cortland Partners, LLC
- Cowen Investment Management, LLC
- CVC Capital Partners
- D.E. Shaw and Company, LP
- DeltaPoint Capital Management, LLC
- DoubleLine Capital, LP
- Dyal Capital Partners
- Eagle Capital Management, LLC
- EARNEST Partners, LLC
- EQT Fund Management S.a.r.l. (NZAM)
- EQT Partners (NZAM)
- Excelsior Capital
- Exeter Europe
- Fairview Capital Partners, Inc.
- Farol Asset Management, LP
- Fiera Capital, Inc. (NZAM, Climate Action 100+)
- Fortress Investment Group, LLC
- Founders Equity, Inc.
- FountainVest Partners (Asia), Ltd.
- Francisco Partners Management, LP
- Francisco Partners, L.P.
- Franklin Templeton Institutional, LLC (Lake Montauk) (NZAM, Climate Action 100+)
- Freeman, Spogli & Company
- FX Transparency, LLC
- GCM Grosvenor
- GCM Grosvenor
- Generation Investment Management, LLP (NZAM, Climate Action 100+)
- Genesis Investment Management, LLP
- GenNx360 Capital Partners
- Gilde, LP
- Global Alpha Capital Management, Ltd.
- Global Infrastructure Management, LLC
- Goldman Sachs Asset Management (Climate Action 100+)
- Goldman Sachs Asset Management * (Climate Action 100+)
- GQG Partners, LLC
- Grain Management, LLC
- Graticule Asset Management Asia, LP
- GreenOak Real Estate Advisors
- GSO Capital Partners
- Hamilton Lane Advisors, LLC
- Hamilton Lane Advisors, LLC
- Hamilton Lane Advisors, LLC
- HarbourVest Partners, LLC
- HarbourVest Partners, LLC
- HBK Capital Management, LP
- Heitman Capital Management, LLC
- Heitman Capital Management, LLC
- Helios Investment Partners
- Hellman & Friedman Investors, Inc.
- High Peaks Venture Partners
- Highland Capital Management, LP
- Hollis Park Partners, LP
- Hollis Park Partners, LP
- Hony Capital
- Horizon Asset, LLP
- I Squared Capital Advisors (US), LLC
- ICV Partners, LLC
- IFM Investors, Ltd. (NZAM, Climate Action 100+)
- IK Investment Partners
- Insight Partners, LLC (Climate Action 100+)
- Insight Venture Management, LLC (Climate Action 100+)
- Institutional Venture Partners
- Iridian Asset Management, LLC
- ITE Management
- ITE Management, LP
- J.P. Morgan Asset Management, Inc (NZAM)
- J.P. Morgan Investment Management, Inc. (NZAM)
- J.P. Morgan Investment Management, Inc. (NZAM)
- J.P. Morgan Partners, LLC (NZAM)
- Jamestown Premier GP, LP
- JMI Equity
- Kayne Anderson Capital Advisors, LP
- Kimex
- King Street Capital Management, LP
- KKR & Company, LP
- KKR & Company, LP
- Knighthead Capital Management, LLC
- KSL Capital Partners, LLC
- Landmark
- Landmark Partners, LLC
- Landmark Partners, LLC
- Lansdowne Partners, Ltd
- LaSalle Investment Management, Inc. (NZAM)
- Leading Edge Investment Advisors, LP *
- Leonard Green & Partners, LP
- Leonard Green & Partners, LP
- Lindsay Goldberg & Company, LLC
- Lion Capital, LLP
- LSV Asset Management
- Mariner Investment Group, LLC
- Marshall Wace, LLP (Climate Action 100+)
- Martin Currie, Inc. (NZAM, Climate Action 100+)
- MCL Associates, Inc.
- Meketa Investment Group
- Mercer Investments
- Meridiam Infrastructure North America Corporation (NZAM)
- Mesa West Capital
- MetLife Investment Advisors, LLC
- MetLife Investment Management, LLC
- Mezzacappa Management, LLC
- Mondrian Investment Partners, Inc.
- Morgan Stanley Emerging Markets Fund, Inc.
- Morgan Stanley Group
- Morgan Stanley Investment Management, Ltd.
- Muller & Monroe Asset Management, LLC
- NCH Capital, Inc.
- Neuberger Berman Group, LLC (NZAM, Climate Action 100+)
- Neuberger Berman Group, LLC (NZAM, Climate Action 100+)
- New Century Advisors, LLC
- NIAM AB
- NIAM AB
- Nordic Capital
- NREP
- Nuveen (Climate Action 100+)
- Oak Hill Advisors, LP
- Oaktree Capital Management, LP
- Orchard Global Asset Management, LLP
- Pacific Alternative Asset Management Company, LLC
- Paladin Capital Group
- Palisade Capital Management, LLC
- Palladium Equity Partners
- Pantheon Ventures, LP
- Patria Investments, Ltd.
- Pearl Diver Capital, LLP
- Penn Capital Management Company, Inc.
- Performance Equity Management, LLC
- PGIM Fund Management, Ltd.
- Pharo Management, LLC
- Pine Brook Road Partners, LLC
- Primary Venture Partners
- Progress Investment Management Company *
- Prologis, LP
- Providence Equity Partners, LLC
- Quadrangle Group, LLC
- Quantitative Management Associates, LLC
- Rock Creek Group, LP
- Rock Creek Group, LP
- Rock Creek Group, LP *
- Rockefeller & Company Asset Management (NZAM, Climate Action 100+)
- Rockpoint Real Estate Funds
- RRJ Capital
- RRJ Capital
- Russell Investments Group, LLC (NZAM, Climate Action 100+)
- RV Kuhns & Associates, Inc.
- SAIF Partners
- Schultze Asset Management, LLC
- Searchlight Capital Partners
- Semper Capital Management, LP
- Siris Capital Group, LLC
- Sixth Street Partners, LLC
- Snow Phipps Group, LLC
- SoftBank Capital
- SoftBank Capital
- Stellex Capital Management, LP
- Stellex Capital Management, LP
- Stepstone Group, LP
- Stockbridge Real Estate Funds
- Stockbridge Risk Management, Inc
- Stonepeak Partners, LP (NZAM)
- Strategic Value Partners, LLC
- Summer Street Capital Partners, LLC
- Summer Street Capital Partners, LLC
- Systematica Investments, Ltd
- T. Rowe Price Associates, Inc. (NZAM)
- TA Associates Management, LP
- Teachers Advisors, LLC (Nuveen)
- Templeton Investment Counsel, LLC
- The Townsend Group
- Thoma Bravo, LLC
- Tilden Park Capital Management, LP
- Towerbrook Capital Partners
- TPG Capital, LP
- Trian Fund Management, LP
- Tribeca Venture Partners
- Tribeca Venture Partners, LLC
- Trillium Group, LLC (NZAM)
- UBS Realty Investors, LLC (NZAM, Climate Action 100+)
- ValueAct Capital Management, LP
- Varde Management, LP
- VCFA Group
- Vista Equity Partners, LLC (NZAM)
- Vivo Capital, LLC
- Warburg Pincus, LLC
- Warburg Pincus, LLC
- Wellington Management Company, LLP (NZAM, Climate Action 100+)
- Westbrook Realty Management
- Whitehorse Liquidity Partners
- Xponance, Inc.
List of AMCs contracting with the New York State Teachers' Retirement System
The New York State Teachers' Retirement System (NYSTRS) contracted with 84 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, eight were investor participants in Climate Action 100+, and 14 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NYSTRS:[176]
- Adelante Capital Management LLC
- AEW Capital Management LP
- AQR Capital Management LLC
- Ariel Investments LLC
- Arrowstreet Capital LP
- Arrowstreet Capital LP
- Baillie Gifford Overseas Ltd. (NZAM, Climate Action 100+)
- BentallGreenOak (NZAM)
- BlackRock Financial Management Inc. (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Co. NA (NZAM, Climate Action 100+)
- Brookfield Public Securities Group LLC (NZAM)
- Cabot Properties LP
- CBRE Global Investors (NZAM)
- Clarion Partners
- Cohen & Steers Capital Management Inc.
- Columbia Management Investment Advisers, LLC (Climate Action 100+)
- Dimensional Fund Advisors
- Dimensional Fund Advisors
- Forest Investment Associates
- Goldman Sachs Asset Management LP (Climate Action 100+)
- Harding Loevner LP
- Heitman Real Estate Securities LLC
- Invesco Advisors Inc. - Industrial (NZAM)
- Invesco Advisors Inc. - Multifamily (NZAM)
- Iridian Asset Management LLC
- J.P. Morgan Asset Management (NZAM)
- J.P. Morgan Investment Management Inc. (NZAM)
- Leading Edge Investment Advisors
- Loomis, Sayles & Company LP
- LSV Asset Management
- LSV Asset Management
- Marathon Asset Management LLP
- Nomura Corp. Research and Asset Mgt. Inc. (NZAM, Climate Action 100+)
- Prima Capital Advisors LLC
- Raith Capital Partners LLC
- Rhumbline Advisors Limited Partnership
- Sentinel Real Estate Corporation
- State Street Global Advisors (NZAM)
- T. Rowe Price Associates Inc (NZAM)
- Wellington Management Company LLP (NZAM, Climate Action 100+)
- William Blair Investment Management LLC (Climate Action 100+)
- Xponance Inc. (formerly FIS Group Inc.)
Oregon
List of AMCs contracting with the Oregon Public Employees Retirement System
The Oregon Public Employees Retirement System (PERS) contracted with 333 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 16 were investor participants in Climate Action 100+, and 27 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERS:[177]
- A&M Capital Partners
- A&M Capital Partners Europe
- A&M Capital Partners II
- ABKB / Lasalle Advisors-Intl
- Acadian Asset Management, Inc. (NZAM, Climate Action 100+)
- ACON Equity Partners IV
- Adrian Lee & Partners
- Advent Global Technology
- Advent International Global Private Equity IX
- Advent International Global Private Equity VI A
- Advent International Global Private Equity VII C
- Advent Latin American Private Equity VI
- Advent Latin American Private Equity VII
- Aetos Capital Asia III
- Aetos Capital Asia TE II
- AG Asia Realty Fund II, LP
- AHL Partners LLP
- Alinda Infrastructure Fund II
- Alliance Bernstein International (Climate Action 100+)
- Alliance Bernstein L.P. (Climate Action 100+)
- Alterna Core Capital Assets Fund II
- APAX IX
- APAX VIII
- Apollo Credit Opportunity Fund II
- Apollo Investment Fund IX
- Apollo Investment Fund VII
- Apollo Investment Fund VIII
- Appian Natural Resources Fund
- Appian Natural Resources Fund II
- AQR Capital Management
- AQR Capital Management, LLC
- AQR Multi-Strategy Fund X
- Aquiline Financial Services Fund III
- Aronson, Johnson, & Ortiz, LP
- Arrowstreet Capital, LP
- ASB Allegiance RE
- Ascentris - OR Partners LLC
- Ascentris Core
- Ashmore Investment Management Corporation (NZAM, Climate Action 100+)
- Aspect Capital Limited
- Aspect Core Trend HV Fund
- BDCM Opportunity Fund IV
- Beacon Capital Strategic Partners VI, LP
- Black Diamond Opportunity III
- BlackRock - Variable Fund (NZAM, Climate Action 100+)
- BlackRock Financial Management (NZAM, Climate Action 100+)
- BlackRock Style Advantage Onshore (NZAM, Climate Action 100+)
- Blackstone Capital Partners VI
- Blackstone Capital Partners VII
- Blackstone Capital Partners VIII
- Blackstone Energy Partners II
- Blackstone Energy Partners III
- Blackstone Real Estate Partners IX, LP
- Blackstone Real Estate Partners VII, LP
- Blackstone Tactical Opportunity Fund
- Blackstone Tactical Opportunity Fund II
- Blue Torch Credit Opportunities Fund II
- Boston Company/Mellon (NZAM)
- Brandes Investment Partners LLC
- Brazil Real Estate Opportunities II
- Bridgepoint Europe VI
- Bridgepoint Europe VI (Sidecar)
- Bridgewater Associates, LP
- Bridgewater Optimal Portfolio
- Brookfield Infrastructure Fund III (NZAM)
- Brookfield Infrastructure Fund IV (NZAM)
- Brookfield Timberlands Fund V (NZAM)
- Callan US Microcap Value
- Cameron Village
- Capital International Private Equity Fund VI (NZAM)
- CDH Fund V
- Centerbridge Capital Partners III
- Centerbridge Special Credit Partners III
- Cinven VI Fund
- Cinven VII Fund
- Clarion
- Clarion (Non Mandate)
- Clarion Columbia Office Property
- Clearlake Capital Partners VI
- Clearlake Flagship Plus Partners
- Clearvue Partners III
- Coller International Partners VI
- Columbia Woodbourne Holdings, LLC (NZAM)
- Content Partners Fund
- CVC Capital Partners Asia V
- CVC Capital Partners VI
- CVC Capital Partners VII
- CVC Capital Partners VIII
- Digital Colony Partners
- Dimensional Fund Advisors
- Dimensional Fund Advisors
- DivcoWest Fund IV REIT, LP
- DivcoWest Fund V
- DivcoWest Fund VI
- DW-Columbia Perfco
- EAM Investors, LLC
- EMR Capital Resources Fund II
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- EnCap Flatrock Midstream Fund III
- EnCap Flatrock Midstream Fund IV
- Endeavour Capital Fund VII
- EnerVest Energy Institutional Fund XIV
- EQT Infrastructure III (NZAM)
- EQT Infrastructure IV - USD Fund (NZAM)
- Essex Woodlands Health VIII
- Eudaimonia Asset Management
- Fidelity Real Estate Opportunistic Income Fund (Climate Action 100+)
- Fifth Cinven Fund
- Fisher Lynch Capital Fund II
- Fort Global Trend Fund Series A
- Francisco Partners V
- Francisco Partners VI
- General Atlantic Partners
- Genesis Asset Managers, LLP
- Genstar Capital Partners IX
- Genstar Capital Partners VIII
- GGV Capital Select
- GGV Capital V
- GGV Capital VI
- GGV Capital VII
- GGV Capital VIII
- GGV Discovery I
- GGV Discovery II
- GGV Discovery III
- GI Partners Fund IV
- GI Partners Fund V
- Global Infrastructure Partners Capital Solutions Fund
- Global Infrastructure Partners II
- Global Infrastructure Partners III
- Global Infrastructure Partners IV
- GMO Systematic Global Macro (NZAM)
- Granite Ventures II
- Green Equity Investors VI
- Green Equity Investors VII
- GSO Capital Opportunities Fund II
- GTCR Fund XII
- Hamilton Lane International SMID Fund
- Harris Associates LP
- Harrison Street Core Property Fund Co-Investment
- Harrison Street Core Property Fund, LP
- Harrison Street Real Estate Partners V-A
- Harrison Street REP V Co-Investment
- Heitman America Real Estate Trust, LP
- Hellman & Friedman Capital Partners IX
- Hellman & Friedman Capital Partners VIII
- Hellman & Friedman Capital Partners X
- Heritage Fields Capital
- Highstar Capital Fund IV
- Homestead Capital USA Farmland Fund II
- IAP Target Date Funds: Alliance Bernstein (Climate Action 100+)
- IAP Target Date Funds: State Street Bank
- IL & FS India Realty Fund
- IL & FS India Realty Fund II
- International Infrastructure Finance Company Fund
- JPMCB Strategic Property Fund
- KKR Asian Fund
- KKR Asian Fund II
- KKR Asian Fund III
- KKR European Fund III
- KKR Financial Credit Portfolio
- KKR North America XI Fund
- KKR North America XII Fund
- KPS Special Situations Fund V
- KSL Capital Credit Opportunities Fund
- KSL Capital Partners Fund III
- KSL Capital Partners Fund IV
- KSL Capital Partners Fund V
- Landmark Real Estate Partners VII, LP
- Lazard Asset Management (NZAM, Climate Action 100+)
- LBA Core Industrial
- Lincoln (Non Mandate)
- Lincoln CIP Industrial Core
- Lion Capital Fund II
- Lion Capital Fund III (
- Lion Mexico Fund
- Lionstone One Value Add
- Littlejohn Fund IV
- Lone Star Fund IX
- Lone Star Fund VIII
- Lone Star Real Estate Fund II
- Lone Star Real Estate Fund III
- Lone Star Real Estate Fund IV
- Lone Star Real Estate Fund V
- LORE One, L.P. (Core)
- Los Angeles Capital Management (Climate Action 100+)
- LS Power Equity Partners III
- LS Power Equity Partners IV
- Luminate Capital Partners III
- Madison Realty Capital Debt Fund III, LP
- Mayfield Select
- Mayfield XIV
- Mayfield XV
- Mayfield XVI
- MBK Partners Fund IV
- MHR Institutional Partners IV
- Morgan Stanley
- Morgan Stanley Prime Property Fund
- NGP Agribusiness Follow-on Fund
- NGP Natural Resources X
- NGP Natural Resources XI
- NGP Natural Resources XII
- NGP Royalty Partners
- Nordic Capital Fund VIII
- North Haven Private Equity Asia IV
- Northern Shipping Fund III
- Northern Shipping Fund IV
- Northwest Emerging Ventures
- Northwest Emerging Ventures II
- Northwest Emerging Ventures III
- Novalpina Capital Fund I
- Nuveen U.S. Cities Multifamily Fund (Climate Action 100+)
- Oak Hill Advisors
- Oak Investments Partners XIII -
- Oak Street Real Estate Capital Fund V
- Oaktree European Principal Fund III (US)
- Oaktree Opportunities Fund IX
- Oaktree Opportunities Fund VIII
- Oaktree Opportunities Fund VIIIb
- Oaktree Opportunities Fund X
- Oaktree Opportunities Fund Xb
- Och Ziff RE III (Sculptor 3)
- Odyssey Investment Partners Fund VI
- OHA Tactical Investment Fund
- OrbiMed Private Investments V
- OrbiMed Private Investments VI
- OrbiMed Royalty Opportunities II
- Orchid Asia VI
- Orchid Asia VII
- Oregon Abacus Multifamily Associates LP
- Owl Rock Capital Corp III
- Palladium Equity Partners IV
- Palladium Equity Partners V
- Pangora Asset Management
- Parthenon Investors III -
- Parthenon Investors IV -
- Pathway Private Equity Fund III
- Pathway Private Equity Fund III-B
- PE Global LLC
- Permira VI
- Permira VII
- PGIM Fixed Income
- PIMCO Investments LLC
- Pine Brook Capital Partners II
- Prologis Targeted Europe Logistics Fund
- Prologis Targeted US Logistic Fund
- Providence Equity Partners VII
- Public Pension Capital
- QL Capital Partners
- Regency Core
- Regency II
- Reservoir Resource Partners
- Reservoir Strategic Partners Fund
- Rhône Partners IV
- Rhône Partners V
- Riverside Capital Appreciation Fund VI -
- Riverside Europe Fund IV
- Riverstone‐Carlyle RAE Fund II
- Roark Capital Partners IV
- Roark Capital Partners V
- Roark Capital Partners VI
- Rockpoint Finance Fund I, LP
- Rockpoint Growth and Income Fund I, LP
- Rockpoint Real Estate Fund II, LP
- Rockpoint Real Estate Fund III
- Rockpoint Real Estate Fund IV
- RREEF America REIT II
- RRJ Capital Master Fund II
- RRJ Capital Master Fund III
- Russell Investments - Cash Overlay (NZAM, Climate Action 100+)
- Sanders Capital All Asset Value Fund (Climate Action 100+)
- Sculptor RE IV
- Sherpa Healthcare Co-Investment
- Sherpa Healthcare I
- Sherpa Healthcare II
- Silver Creek Aggregate Reserves Fund I
- Starwood Cap Hospitality Fd II Global LP
- Starwood Energy Infrastructure Fund III
- Stonepeak Infrastructure Fund (NZAM)
- Stonepeak Infrastructure Fund II (NZAM)
- Stonepeak Infrastructure Fund III (NZAM)
- Tailwind Capital Partners III
- Taurus Mining Finance Fund
- Taurus Mining Finance Fund II
- TDR Capital III
- TDR Capital IV
- Terra Firma Capital Partner III
- The Energy & Minerals Group Fund III
- Thoma Bravo Fund XIV
- Tillridge Global Agribusiness Partners II
- TPG Growth II
- TPG Growth III (A)
- TPG Growth IV
- TPG Growth V
- TPG Healthcare Partners
- TPG Partners VII
- TPG Partners VIII
- TPG Specialty Lending Europe I (US Feeder)
- TSSP Adjacent Opportunities Partners
- TSSP TAO Contingent
- Twin Creeks Timber
- USV 2016
- USV 2019
- USV 2021
- USV Climate 2021
- USV Opportunity 2019
- Veritas Capital Fund V
- Veritas Capital Fund VI
- Veritas Capital Fund VII
- Vestar Capital Partners V
- Vista Equity Partners Fund III (NZAM)
- Vista Equity Partners Fund IV (NZAM)
- Vista Equity Partners Fund V (NZAM)
- Vista Equity Partners Fund VI (NZAM)
- Vista Equity Partners Fund VII (NZAM)
- Vista Foundation Fund II (NZAM)
- Vista Foundation Fund III (NZAM)
- Vitruvian Investment Partns IV
- Vornado Capital Partners LP
- Walter Scott Management
- Warwick Partners III
- Warwick Partners IV
- Waterton Fund IX PT Chicago, LLC
- Waterton Residential Property Venture XII
- Waterton Residential Property XI
- Wellington Management Company, LLP (NZAM, Climate Action 100+)
- Westbourne Infrastructure Debt
- Western Asset Management Company
- Westwood Global Investments
- Whitehorse Liquidity Partner IV
- William Blair & Company, LLC (Climate Action 100+)
- Windsor Columbia Realty Fund
- WL Ross Recovery Fund V
List of AMCs contracting with the Oregon Public Employees Retirement System (PERS)
The Oregon Public Service Retirement Plan (OPSRP) is a sub-fund within the Oregon Public Employees Retirement System (PERS). PERS administers OPSRP, among other retirement and benefit plans for the public employees of Oregon. OPSRP does not contract with its own AMCs; the AMCs for PERS account for all the pension plans it administers.[3]
The Oregon Public Employees Retirement System (PERS) contracted with 333 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 16 were investor participants in Climate Action 100+, and 27 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PERS:[178]
Rhode Island
List of AMCs contracting with the Employees' Retirement System of Rhode Island
The Employees' Retirement System of Rhode Island (ERSRI) contracted with 167 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies or funds, six were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERSRI:[179]
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- AEW Core Property Trust
- Alta Partners VIII *
- Altaris Constellation Partners IV
- Altaris Health Partners IV
- Aristeia Partners
- Atalaya Asset Income Fund V
- Bain Capital Fund X
- Baring Asia Fund VI
- Baring Asia Fund VII
- Benefit Street Senior Opps. II
- Berkeley Partners V
- Birch Hill Equity Partners III
- Braemar Energy Ventures III *
- Brown Brothers Harriman - TIPS (NZAM)
- Capital Spring Investment Partners V
- Capital Spring Investment Partners VI
- Capula Global Relative Value Fund Ltd.
- Carlyle Asia Partners IV
- Carlyle Asia Partners V
- Castile Ventures III
- Centerbridge Capital Partners
- Centerbridge Capital Partners III
- Centerbridge Special Credit Partners II
- Charterhouse Capital Partners VIII
- Clearlake Flagship Plus Partners
- Clearlake Opportunities Fund II
- Coller International Partners V *
- Constellation Ventures III *
- Crow Retail Fund
- CVC European Equity Partners III
- CVC European Equity Partners IV
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VII
- Davidson Kempner Institutional Partners LP
- Davidson Kempner LDO Fund IV
- Davidson Kempner LDO Fund V
- DCVC Bio II
- DE Shaw Composite International Fund
- Elliott Associates LP
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- Eureka III
- Eureka IV
- Exeter Industrial Value Fund III
- Exeter Industrial Value Fund V
- Fenway Partners Capital Fund III
- Fidelity - IG Corporate Credit (Climate Action 100+)
- First Reserve Fund X
- First Reserve Fund XI
- Garrison Opportunity Fund IV
- GEM Realty Fund V
- GEM Realty Fund VI
- German Equity Partners V
- Graham Capital
- Granite Global Ventures Capital VIII
- Granite Global Ventures Discovery III
- Granite Global Ventures II *
- Granite Global Ventures III *
- Green Equity Investors V
- Hamilton Lane
- Harvest Partners - High Yield Infrastructure
- Hastings Equity Co-Invest
- Hastings Equity Fund IV
- Heitman - REITs
- Heitman HART
- Homestead USA Farmland Fund II
- IC Berkeley Partners III
- IC Berkeley Partners IV
- IFM Global Infrastructure, LP (NZAM, Climate Action 100+)
- Industry Ventures Partnership Holdings III
- Industry Ventures Partnership Holdings III-C
- Industry Ventures Partnership Holdings IV
- Industry Ventures Partnership Holdings IV-Secondary
- Industry Ventures Partnership Holdings V
- ISQ Global Infrastructure Fund II, LP
- ISQ Global Infrastructure Fund, LP
- JP Morgan Strategic Property Fund (NZAM)
- Kayne Anderson Energy Fund IV
- Leapfrog Ventures II
- Leeds Equity IV
- Level Equity Growth Partners IV
- Level Equity Opportunity Fund Twenty Eighteen
- Lighthouse Capital Partners VI
- Linchris Capital Opportunity Fund II
- Lone Star Real Estate Fund IV
- Loomis Sayles - Liquid Credit
- Loomis Sayles - Securitized Credit
- MacKay Shields - Investment Grade Fixed Income
- Mackay Shields - Treasury Long Duration
- Magna Hotel Fund III
- MHR Institutional Partners III
- Morgan Stanley Prime Property Fund
- Nautic Partners IX
- Nautic Partners V
- Nautic Partners VI
- Nautic Partners VII
- Nautic Partners VIII
- Neuberger Berman - Equity Options (NZAM, Climate Action 100+)
- Nordic Capital Fund V
- Nordic Capital Fund VI
- Nordic Capital Fund VII
- Nordic Capital Fund VIII
- Oaktree European Principal Fund III
- Odyssey Partners VI
- Owl Rock Capital
- Paine & Partners Fund IV
- Paine & Partners Fund V
- Paladin III
- Parthenon Investors II
- Parthenon Investors VI
- Payden & Rygel (NZAM, Climate Action 100+)
- PIMCO - Liquid Credit
- Point Four Hundred Six Ventures
- Point Judith Venture Fund II
- Providence Equity Partners V
- Providence Equity Partners VI
- Providence Equity Partners VII
- Raith Real Estate Fund II
- Riverside Capital Appreciation Fund VI
- Riverside Micro-Cap Fund III
- Riverside Micro-Cap Fund IV
- Riverside Micro-Cap Fund V
- RLH Investors IV
- Russell Investments (NZAM, Climate Action 100+)
- Shamrock Content Fund II Co-Invest
- Shamrock IP Content Fund II
- Siris IV
- Sorenson Capital Partners III
- Southvest Fund VII
- Star America Infrastructure Fund II
- State Street Global Advisors (NZAM)
- State Street Global Advisors - BBG Barclays - TIPS (NZAM)
- Stonepeak Infrastructure Fund II - C (NZAM)
- Stonepeak Infrastructure Fund II, LP (NZAM)
- Stonepeak Infrastructure Fund III, LP (NZAM)
- Stonepeak Infrastructure Fund IV, LP (NZAM)
- Summit Partners Credit Fund *
- Summit Partners Credit Fund II *
- Systematic Trend Following (CPC LLC)
- TCG Crossover Fund
- Tenex Capital Partners II
- Tenex Capital Partners III
- Thoma Bravo Discover Fund III
- Thoma Bravo Fund XIV
- Thomas, McNerney & Partners
- Thomas, McNerney & Partners II
- TPG Partners IV
- TPG Partners V
- TPG Partners VI
- Tri Continental Capital VII
- Trilantic Capital Partners IV
- Viking Global Equities LP
- Vinci III
- Virgo Societas IV
- W Capital Partners II
- WAMCO - Treasury Long Duration
- Waterton Venture XII
- Wellington Management - EMD (NZAM, Climate Action 100+)
- Winton Futures Fund Ltd.
- WLR Recovery Fund IV
- Wynnchurch Capital V
- Zephyrus Aviation Partners
List of AMCs contracting with the Employees' Retirement System of Rhode Island
The Judicial Retirement Benefits Trust is a sub-fund within the Employees' Retirement System of Rhode Island (ERSRI). ERSRI administers the Judicial Retirement Benefits Trust, among other retirement and benefit plans for the governmental workers of Rhode Island. The Judicial Retirement Benefits Trust does not contract with its own AMCs; the AMCs for ERSRI account for all the pension plans it administers.[3]
The Employees' Retirement System of Rhode Island (ERSRI) contracted with 167 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies or funds, six were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERSRI:[180]
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- AEW Core Property Trust
- Alta Partners VIII *
- Altaris Constellation Partners IV
- Altaris Health Partners IV
- Aristeia Partners
- Atalaya Asset Income Fund V
- Bain Capital Fund X
- Baring Asia Fund VI
- Baring Asia Fund VII
- Benefit Street Senior Opps. II
- Berkeley Partners V
- Birch Hill Equity Partners III
- Braemar Energy Ventures III *
- Brown Brothers Harriman - TIPS (NZAM)
- Capital Spring Investment Partners V
- Capital Spring Investment Partners VI
- Capula Global Relative Value Fund Ltd.
- Carlyle Asia Partners IV
- Carlyle Asia Partners V
- Castile Ventures III
- Centerbridge Capital Partners
- Centerbridge Capital Partners III
- Centerbridge Special Credit Partners II
- Charterhouse Capital Partners VIII
- Clearlake Flagship Plus Partners
- Clearlake Opportunities Fund II
- Coller International Partners V *
- Constellation Ventures III *
- Crow Retail Fund
- CVC European Equity Partners III
- CVC European Equity Partners IV
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VII
- Davidson Kempner Institutional Partners LP
- Davidson Kempner LDO Fund IV
- Davidson Kempner LDO Fund V
- DCVC Bio II
- DE Shaw Composite International Fund
- Elliott Associates LP
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- Eureka III
- Eureka IV
- Exeter Industrial Value Fund III
- Exeter Industrial Value Fund V
- Fenway Partners Capital Fund III
- Fidelity - IG Corporate Credit (Climate Action 100+)
- First Reserve Fund X
- First Reserve Fund XI
- Garrison Opportunity Fund IV
- GEM Realty Fund V
- GEM Realty Fund VI
- German Equity Partners V
- Graham Capital
- Granite Global Ventures Capital VIII
- Granite Global Ventures Discovery III
- Granite Global Ventures II *
- Granite Global Ventures III *
- Green Equity Investors V
- Hamilton Lane
- Harvest Partners - High Yield Infrastructure
- Hastings Equity Co-Invest
- Hastings Equity Fund IV
- Heitman - REITs
- Heitman HART
- Homestead USA Farmland Fund II
- IC Berkeley Partners III
- IC Berkeley Partners IV
- IFM Global Infrastructure, LP (NZAM, Climate Action 100+)
- Industry Ventures Partnership Holdings III
- Industry Ventures Partnership Holdings III-C
- Industry Ventures Partnership Holdings IV
- Industry Ventures Partnership Holdings IV-Secondary
- Industry Ventures Partnership Holdings V
- ISQ Global Infrastructure Fund II, LP
- ISQ Global Infrastructure Fund, LP
- JP Morgan Strategic Property Fund (NZAM)
- Kayne Anderson Energy Fund IV
- Leapfrog Ventures II
- Leeds Equity IV
- Level Equity Growth Partners IV
- Level Equity Opportunity Fund Twenty Eighteen
- Lighthouse Capital Partners VI
- Linchris Capital Opportunity Fund II
- Lone Star Real Estate Fund IV
- Loomis Sayles - Liquid Credit
- Loomis Sayles - Securitized Credit
- MacKay Shields - Investment Grade Fixed Income
- Mackay Shields - Treasury Long Duration
- Magna Hotel Fund III
- MHR Institutional Partners III
- Morgan Stanley Prime Property Fund
- Nautic Partners IX
- Nautic Partners V
- Nautic Partners VI
- Nautic Partners VII
- Nautic Partners VIII
- Neuberger Berman - Equity Options (NZAM, Climate Action 100+)
- Nordic Capital Fund V
- Nordic Capital Fund VI
- Nordic Capital Fund VII
- Nordic Capital Fund VIII
- Oaktree European Principal Fund III
- Odyssey Partners VI
- Owl Rock Capital
- Paine & Partners Fund IV
- Paine & Partners Fund V
- Paladin III
- Parthenon Investors II
- Parthenon Investors VI
- Payden & Rygel (NZAM, Climate Action 100+)
- PIMCO - Liquid Credit
- Point Four Hundred Six Ventures
- Point Judith Venture Fund II
- Providence Equity Partners V
- Providence Equity Partners VI
- Providence Equity Partners VII
- Raith Real Estate Fund II
- Riverside Capital Appreciation Fund VI
- Riverside Micro-Cap Fund III
- Riverside Micro-Cap Fund IV
- Riverside Micro-Cap Fund V
- RLH Investors IV
- Russell Investments (NZAM, Climate Action 100+)
- Shamrock Content Fund II Co-Invest
- Shamrock IP Content Fund II
- Siris IV
- Sorenson Capital Partners III
- Southvest Fund VII
- Star America Infrastructure Fund II
- State Street Global Advisors (NZAM)
- State Street Global Advisors - BBG Barclays - TIPS (NZAM)
- Stonepeak Infrastructure Fund II - C (NZAM)
- Stonepeak Infrastructure Fund II, LP (NZAM)
- Stonepeak Infrastructure Fund III, LP (NZAM)
- Stonepeak Infrastructure Fund IV, LP (NZAM)
- Summit Partners Credit Fund *
- Summit Partners Credit Fund II *
- Systematic Trend Following (CPC LLC)
- TCG Crossover Fund
- Tenex Capital Partners II
- Tenex Capital Partners III
- Thoma Bravo Discover Fund III
- Thoma Bravo Fund XIV
- Thomas, McNerney & Partners
- Thomas, McNerney & Partners II
- TPG Partners IV
- TPG Partners V
- TPG Partners VI
- Tri Continental Capital VII
- Trilantic Capital Partners IV
- Viking Global Equities LP
- Vinci III
- Virgo Societas IV
- W Capital Partners II
- WAMCO - Treasury Long Duration
- Waterton Venture XII
- Wellington Management - EMD (NZAM, Climate Action 100+)
- Winton Futures Fund Ltd.
- WLR Recovery Fund IV
- Wynnchurch Capital V
- Zephyrus Aviation Partners
List of AMCs contracting with the Employees' Retirement System of Rhode Island
The Municipal Employees' Retirement System is a sub-fund within the Employees' Retirement System of Rhode Island (ERSRI). ERSRI administers the Rhode Island Municipal Employees' Retirement System, among other retirement and benefit plans for the public employees of Rhode Island. The Rhode Island Municipal Employees' Retirement System does not contract with its own AMCs; the AMCs for ERSRI account for all the pension plans it administers.[3]
The Employees' Retirement System of Rhode Island (ERSRI) contracted with 167 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies or funds, six were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERSRI:[181]
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- AEW Core Property Trust
- Alta Partners VIII *
- Altaris Constellation Partners IV
- Altaris Health Partners IV
- Aristeia Partners
- Atalaya Asset Income Fund V
- Bain Capital Fund X
- Baring Asia Fund VI
- Baring Asia Fund VII
- Benefit Street Senior Opps. II
- Berkeley Partners V
- Birch Hill Equity Partners III
- Braemar Energy Ventures III *
- Brown Brothers Harriman - TIPS (NZAM)
- Capital Spring Investment Partners V
- Capital Spring Investment Partners VI
- Capula Global Relative Value Fund Ltd.
- Carlyle Asia Partners IV
- Carlyle Asia Partners V
- Castile Ventures III
- Centerbridge Capital Partners
- Centerbridge Capital Partners III
- Centerbridge Special Credit Partners II
- Charterhouse Capital Partners VIII
- Clearlake Flagship Plus Partners
- Clearlake Opportunities Fund II
- Coller International Partners V *
- Constellation Ventures III *
- Crow Retail Fund
- CVC European Equity Partners III
- CVC European Equity Partners IV
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VII
- Davidson Kempner Institutional Partners LP
- Davidson Kempner LDO Fund IV
- Davidson Kempner LDO Fund V
- DCVC Bio II
- DE Shaw Composite International Fund
- Elliott Associates LP
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- Eureka III
- Eureka IV
- Exeter Industrial Value Fund III
- Exeter Industrial Value Fund V
- Fenway Partners Capital Fund III
- Fidelity - IG Corporate Credit (Climate Action 100+)
- First Reserve Fund X
- First Reserve Fund XI
- Garrison Opportunity Fund IV
- GEM Realty Fund V
- GEM Realty Fund VI
- German Equity Partners V
- Graham Capital
- Granite Global Ventures Capital VIII
- Granite Global Ventures Discovery III
- Granite Global Ventures II *
- Granite Global Ventures III *
- Green Equity Investors V
- Hamilton Lane
- Harvest Partners - High Yield Infrastructure
- Hastings Equity Co-Invest
- Hastings Equity Fund IV
- Heitman - REITs
- Heitman HART
- Homestead USA Farmland Fund II
- IC Berkeley Partners III
- IC Berkeley Partners IV
- IFM Global Infrastructure, LP (NZAM, Climate Action 100+)
- Industry Ventures Partnership Holdings III
- Industry Ventures Partnership Holdings III-C
- Industry Ventures Partnership Holdings IV
- Industry Ventures Partnership Holdings IV-Secondary
- Industry Ventures Partnership Holdings V
- ISQ Global Infrastructure Fund II, LP
- ISQ Global Infrastructure Fund, LP
- JP Morgan Strategic Property Fund (NZAM)
- Kayne Anderson Energy Fund IV
- Leapfrog Ventures II
- Leeds Equity IV
- Level Equity Growth Partners IV
- Level Equity Opportunity Fund Twenty Eighteen
- Lighthouse Capital Partners VI
- Linchris Capital Opportunity Fund II
- Lone Star Real Estate Fund IV
- Loomis Sayles - Liquid Credit
- Loomis Sayles - Securitized Credit
- MacKay Shields - Investment Grade Fixed Income
- Mackay Shields - Treasury Long Duration
- Magna Hotel Fund III
- MHR Institutional Partners III
- Morgan Stanley Prime Property Fund
- Nautic Partners IX
- Nautic Partners V
- Nautic Partners VI
- Nautic Partners VII
- Nautic Partners VIII
- Neuberger Berman - Equity Options (NZAM, Climate Action 100+)
- Nordic Capital Fund V
- Nordic Capital Fund VI
- Nordic Capital Fund VII
- Nordic Capital Fund VIII
- Oaktree European Principal Fund III
- Odyssey Partners VI
- Owl Rock Capital
- Paine & Partners Fund IV
- Paine & Partners Fund V
- Paladin III
- Parthenon Investors II
- Parthenon Investors VI
- Payden & Rygel (NZAM, Climate Action 100+)
- PIMCO - Liquid Credit
- Point Four Hundred Six Ventures
- Point Judith Venture Fund II
- Providence Equity Partners V
- Providence Equity Partners VI
- Providence Equity Partners VII
- Raith Real Estate Fund II
- Riverside Capital Appreciation Fund VI
- Riverside Micro-Cap Fund III
- Riverside Micro-Cap Fund IV
- Riverside Micro-Cap Fund V
- RLH Investors IV
- Russell Investments (NZAM, Climate Action 100+)
- Shamrock Content Fund II Co-Invest
- Shamrock IP Content Fund II
- Siris IV
- Sorenson Capital Partners III
- Southvest Fund VII
- Star America Infrastructure Fund II
- State Street Global Advisors (NZAM)
- State Street Global Advisors - BBG Barclays - TIPS (NZAM)
- Stonepeak Infrastructure Fund II - C (NZAM)
- Stonepeak Infrastructure Fund II, LP (NZAM)
- Stonepeak Infrastructure Fund III, LP (NZAM)
- Stonepeak Infrastructure Fund IV, LP (NZAM)
- Summit Partners Credit Fund *
- Summit Partners Credit Fund II *
- Systematic Trend Following (CPC LLC)
- TCG Crossover Fund
- Tenex Capital Partners II
- Tenex Capital Partners III
- Thoma Bravo Discover Fund III
- Thoma Bravo Fund XIV
- Thomas, McNerney & Partners
- Thomas, McNerney & Partners II
- TPG Partners IV
- TPG Partners V
- TPG Partners VI
- Tri Continental Capital VII
- Trilantic Capital Partners IV
- Viking Global Equities LP
- Vinci III
- Virgo Societas IV
- W Capital Partners II
- WAMCO - Treasury Long Duration
- Waterton Venture XII
- Wellington Management - EMD (NZAM, Climate Action 100+)
- Winton Futures Fund Ltd.
- WLR Recovery Fund IV
- Wynnchurch Capital V
- Zephyrus Aviation Partners
List of AMCs contracting with the Employees' Retirement System of Rhode Island
The Rhode Island Public School Teachers Plan is a sub-fund within the Employees' Retirement System of Rhode Island (ERSRI). ERSRI administers the Rhode Island Public School Teachers Plan, among other retirement and benefit plans for the public employees of Rhode Island. The Rhode Island Public School Teachers Plan does not contract with its own AMCs; the AMCs for ERSRI account for all the pension plans it administers.[3]
The Employees' Retirement System of Rhode Island (ERSRI) contracted with 167 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies or funds, six were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERSRI:[182]
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- AEW Core Property Trust
- Alta Partners VIII *
- Altaris Constellation Partners IV
- Altaris Health Partners IV
- Aristeia Partners
- Atalaya Asset Income Fund V
- Bain Capital Fund X
- Baring Asia Fund VI
- Baring Asia Fund VII
- Benefit Street Senior Opps. II
- Berkeley Partners V
- Birch Hill Equity Partners III
- Braemar Energy Ventures III *
- Brown Brothers Harriman - TIPS (NZAM)
- Capital Spring Investment Partners V
- Capital Spring Investment Partners VI
- Capula Global Relative Value Fund Ltd.
- Carlyle Asia Partners IV
- Carlyle Asia Partners V
- Castile Ventures III
- Centerbridge Capital Partners
- Centerbridge Capital Partners III
- Centerbridge Special Credit Partners II
- Charterhouse Capital Partners VIII
- Clearlake Flagship Plus Partners
- Clearlake Opportunities Fund II
- Coller International Partners V *
- Constellation Ventures III *
- Crow Retail Fund
- CVC European Equity Partners III
- CVC European Equity Partners IV
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VII
- Davidson Kempner Institutional Partners LP
- Davidson Kempner LDO Fund IV
- Davidson Kempner LDO Fund V
- DCVC Bio II
- DE Shaw Composite International Fund
- Elliott Associates LP
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- Eureka III
- Eureka IV
- Exeter Industrial Value Fund III
- Exeter Industrial Value Fund V
- Fenway Partners Capital Fund III
- Fidelity - IG Corporate Credit (Climate Action 100+)
- First Reserve Fund X
- First Reserve Fund XI
- Garrison Opportunity Fund IV
- GEM Realty Fund V
- GEM Realty Fund VI
- German Equity Partners V
- Graham Capital
- Granite Global Ventures Capital VIII
- Granite Global Ventures Discovery III
- Granite Global Ventures II *
- Granite Global Ventures III *
- Green Equity Investors V
- Hamilton Lane
- Harvest Partners - High Yield Infrastructure
- Hastings Equity Co-Invest
- Hastings Equity Fund IV
- Heitman - REITs
- Heitman HART
- Homestead USA Farmland Fund II
- IC Berkeley Partners III
- IC Berkeley Partners IV
- IFM Global Infrastructure, LP (NZAM, Climate Action 100+)
- Industry Ventures Partnership Holdings III
- Industry Ventures Partnership Holdings III-C
- Industry Ventures Partnership Holdings IV
- Industry Ventures Partnership Holdings IV-Secondary
- Industry Ventures Partnership Holdings V
- ISQ Global Infrastructure Fund II, LP
- ISQ Global Infrastructure Fund, LP
- JP Morgan Strategic Property Fund (NZAM)
- Kayne Anderson Energy Fund IV
- Leapfrog Ventures II
- Leeds Equity IV
- Level Equity Growth Partners IV
- Level Equity Opportunity Fund Twenty Eighteen
- Lighthouse Capital Partners VI
- Linchris Capital Opportunity Fund II
- Lone Star Real Estate Fund IV
- Loomis Sayles - Liquid Credit
- Loomis Sayles - Securitized Credit
- MacKay Shields - Investment Grade Fixed Income
- Mackay Shields - Treasury Long Duration
- Magna Hotel Fund III
- MHR Institutional Partners III
- Morgan Stanley Prime Property Fund
- Nautic Partners IX
- Nautic Partners V
- Nautic Partners VI
- Nautic Partners VII
- Nautic Partners VIII
- Neuberger Berman - Equity Options (NZAM, Climate Action 100+)
- Nordic Capital Fund V
- Nordic Capital Fund VI
- Nordic Capital Fund VII
- Nordic Capital Fund VIII
- Oaktree European Principal Fund III
- Odyssey Partners VI
- Owl Rock Capital
- Paine & Partners Fund IV
- Paine & Partners Fund V
- Paladin III
- Parthenon Investors II
- Parthenon Investors VI
- Payden & Rygel (NZAM, Climate Action 100+)
- PIMCO - Liquid Credit
- Point Four Hundred Six Ventures
- Point Judith Venture Fund II
- Providence Equity Partners V
- Providence Equity Partners VI
- Providence Equity Partners VII
- Raith Real Estate Fund II
- Riverside Capital Appreciation Fund VI
- Riverside Micro-Cap Fund III
- Riverside Micro-Cap Fund IV
- Riverside Micro-Cap Fund V
- RLH Investors IV
- Russell Investments (NZAM, Climate Action 100+)
- Shamrock Content Fund II Co-Invest
- Shamrock IP Content Fund II
- Siris IV
- Sorenson Capital Partners III
- Southvest Fund VII
- Star America Infrastructure Fund II
- State Street Global Advisors (NZAM)
- State Street Global Advisors - BBG Barclays - TIPS (NZAM)
- Stonepeak Infrastructure Fund II - C (NZAM)
- Stonepeak Infrastructure Fund II, LP (NZAM)
- Stonepeak Infrastructure Fund III, LP (NZAM)
- Stonepeak Infrastructure Fund IV, LP (NZAM)
- Summit Partners Credit Fund *
- Summit Partners Credit Fund II *
- Systematic Trend Following (CPC LLC)
- TCG Crossover Fund
- Tenex Capital Partners II
- Tenex Capital Partners III
- Thoma Bravo Discover Fund III
- Thoma Bravo Fund XIV
- Thomas, McNerney & Partners
- Thomas, McNerney & Partners II
- TPG Partners IV
- TPG Partners V
- TPG Partners VI
- Tri Continental Capital VII
- Trilantic Capital Partners IV
- Viking Global Equities LP
- Vinci III
- Virgo Societas IV
- W Capital Partners II
- WAMCO - Treasury Long Duration
- Waterton Venture XII
- Wellington Management - EMD (NZAM, Climate Action 100+)
- Winton Futures Fund Ltd.
- WLR Recovery Fund IV
- Wynnchurch Capital V
- Zephyrus Aviation Partners
List of AMCs contracting with the Employees' Retirement System of Rhode Island
The Rhode Island Public School Teachers Plan is a sub-fund within the Employees' Retirement System of Rhode Island (ERSRI). ERSRI administers the Rhode Island Public School Teachers Plan, among other retirement and benefit plans for the public employees of Rhode Island. The Rhode Island Public School Teachers Plan does not contract with its own AMCs; the AMCs for ERSRI account for all the pension plans it administers.[3]
The Employees' Retirement System of Rhode Island (ERSRI) contracted with 167 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies or funds, six were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERSRI:[183]
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- AEW Core Property Trust
- Alta Partners VIII *
- Altaris Constellation Partners IV
- Altaris Health Partners IV
- Aristeia Partners
- Atalaya Asset Income Fund V
- Bain Capital Fund X
- Baring Asia Fund VI
- Baring Asia Fund VII
- Benefit Street Senior Opps. II
- Berkeley Partners V
- Birch Hill Equity Partners III
- Braemar Energy Ventures III *
- Brown Brothers Harriman - TIPS (NZAM)
- Capital Spring Investment Partners V
- Capital Spring Investment Partners VI
- Capula Global Relative Value Fund Ltd.
- Carlyle Asia Partners IV
- Carlyle Asia Partners V
- Castile Ventures III
- Centerbridge Capital Partners
- Centerbridge Capital Partners III
- Centerbridge Special Credit Partners II
- Charterhouse Capital Partners VIII
- Clearlake Flagship Plus Partners
- Clearlake Opportunities Fund II
- Coller International Partners V *
- Constellation Ventures III *
- Crow Retail Fund
- CVC European Equity Partners III
- CVC European Equity Partners IV
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VII
- Davidson Kempner Institutional Partners LP
- Davidson Kempner LDO Fund IV
- Davidson Kempner LDO Fund V
- DCVC Bio II
- DE Shaw Composite International Fund
- Elliott Associates LP
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- Eureka III
- Eureka IV
- Exeter Industrial Value Fund III
- Exeter Industrial Value Fund V
- Fenway Partners Capital Fund III
- Fidelity - IG Corporate Credit (Climate Action 100+)
- First Reserve Fund X
- First Reserve Fund XI
- Garrison Opportunity Fund IV
- GEM Realty Fund V
- GEM Realty Fund VI
- German Equity Partners V
- Graham Capital
- Granite Global Ventures Capital VIII
- Granite Global Ventures Discovery III
- Granite Global Ventures II *
- Granite Global Ventures III *
- Green Equity Investors V
- Hamilton Lane
- Harvest Partners - High Yield Infrastructure
- Hastings Equity Co-Invest
- Hastings Equity Fund IV
- Heitman - REITs
- Heitman HART
- Homestead USA Farmland Fund II
- IC Berkeley Partners III
- IC Berkeley Partners IV
- IFM Global Infrastructure, LP (NZAM, Climate Action 100+)
- Industry Ventures Partnership Holdings III
- Industry Ventures Partnership Holdings III-C
- Industry Ventures Partnership Holdings IV
- Industry Ventures Partnership Holdings IV-Secondary
- Industry Ventures Partnership Holdings V
- ISQ Global Infrastructure Fund II, LP
- ISQ Global Infrastructure Fund, LP
- JP Morgan Strategic Property Fund (NZAM)
- Kayne Anderson Energy Fund IV
- Leapfrog Ventures II
- Leeds Equity IV
- Level Equity Growth Partners IV
- Level Equity Opportunity Fund Twenty Eighteen
- Lighthouse Capital Partners VI
- Linchris Capital Opportunity Fund II
- Lone Star Real Estate Fund IV
- Loomis Sayles - Liquid Credit
- Loomis Sayles - Securitized Credit
- MacKay Shields - Investment Grade Fixed Income
- Mackay Shields - Treasury Long Duration
- Magna Hotel Fund III
- MHR Institutional Partners III
- Morgan Stanley Prime Property Fund
- Nautic Partners IX
- Nautic Partners V
- Nautic Partners VI
- Nautic Partners VII
- Nautic Partners VIII
- Neuberger Berman - Equity Options (NZAM, Climate Action 100+)
- Nordic Capital Fund V
- Nordic Capital Fund VI
- Nordic Capital Fund VII
- Nordic Capital Fund VIII
- Oaktree European Principal Fund III
- Odyssey Partners VI
- Owl Rock Capital
- Paine & Partners Fund IV
- Paine & Partners Fund V
- Paladin III
- Parthenon Investors II
- Parthenon Investors VI
- Payden & Rygel (NZAM, Climate Action 100+)
- PIMCO - Liquid Credit
- Point Four Hundred Six Ventures
- Point Judith Venture Fund II
- Providence Equity Partners V
- Providence Equity Partners VI
- Providence Equity Partners VII
- Raith Real Estate Fund II
- Riverside Capital Appreciation Fund VI
- Riverside Micro-Cap Fund III
- Riverside Micro-Cap Fund IV
- Riverside Micro-Cap Fund V
- RLH Investors IV
- Russell Investments (NZAM, Climate Action 100+)
- Shamrock Content Fund II Co-Invest
- Shamrock IP Content Fund II
- Siris IV
- Sorenson Capital Partners III
- Southvest Fund VII
- Star America Infrastructure Fund II
- State Street Global Advisors (NZAM)
- State Street Global Advisors - BBG Barclays - TIPS (NZAM)
- Stonepeak Infrastructure Fund II - C (NZAM)
- Stonepeak Infrastructure Fund II, LP (NZAM)
- Stonepeak Infrastructure Fund III, LP (NZAM)
- Stonepeak Infrastructure Fund IV, LP (NZAM)
- Summit Partners Credit Fund *
- Summit Partners Credit Fund II *
- Systematic Trend Following (CPC LLC)
- TCG Crossover Fund
- Tenex Capital Partners II
- Tenex Capital Partners III
- Thoma Bravo Discover Fund III
- Thoma Bravo Fund XIV
- Thomas, McNerney & Partners
- Thomas, McNerney & Partners II
- TPG Partners IV
- TPG Partners V
- TPG Partners VI
- Tri Continental Capital VII
- Trilantic Capital Partners IV
- Viking Global Equities LP
- Vinci III
- Virgo Societas IV
- W Capital Partners II
- WAMCO - Treasury Long Duration
- Waterton Venture XII
- Wellington Management - EMD (NZAM, Climate Action 100+)
- Winton Futures Fund Ltd.
- WLR Recovery Fund IV
- Wynnchurch Capital V
- Zephyrus Aviation Partners
List of AMCs contracting with the Employees' Retirement System of Rhode Island
The Rhode Island Public School Teachers Plan is a sub-fund within the Employees' Retirement System of Rhode Island (ERSRI). ERSRI administers the Rhode Island Public School Teachers Plan, among other retirement and benefit plans for the public employees of Rhode Island. The Rhode Island Public School Teachers Plan does not contract with its own AMCs; the AMCs for ERSRI account for all the pension plans it administers.[3]
The Employees' Retirement System of Rhode Island (ERSRI) contracted with 167 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies or funds, six were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERSRI:[184]
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- AEW Core Property Trust
- Alta Partners VIII *
- Altaris Constellation Partners IV
- Altaris Health Partners IV
- Aristeia Partners
- Atalaya Asset Income Fund V
- Bain Capital Fund X
- Baring Asia Fund VI
- Baring Asia Fund VII
- Benefit Street Senior Opps. II
- Berkeley Partners V
- Birch Hill Equity Partners III
- Braemar Energy Ventures III *
- Brown Brothers Harriman - TIPS (NZAM)
- Capital Spring Investment Partners V
- Capital Spring Investment Partners VI
- Capula Global Relative Value Fund Ltd.
- Carlyle Asia Partners IV
- Carlyle Asia Partners V
- Castile Ventures III
- Centerbridge Capital Partners
- Centerbridge Capital Partners III
- Centerbridge Special Credit Partners II
- Charterhouse Capital Partners VIII
- Clearlake Flagship Plus Partners
- Clearlake Opportunities Fund II
- Coller International Partners V *
- Constellation Ventures III *
- Crow Retail Fund
- CVC European Equity Partners III
- CVC European Equity Partners IV
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VII
- Davidson Kempner Institutional Partners LP
- Davidson Kempner LDO Fund IV
- Davidson Kempner LDO Fund V
- DCVC Bio II
- DE Shaw Composite International Fund
- Elliott Associates LP
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- Eureka III
- Eureka IV
- Exeter Industrial Value Fund III
- Exeter Industrial Value Fund V
- Fenway Partners Capital Fund III
- Fidelity - IG Corporate Credit (Climate Action 100+)
- First Reserve Fund X
- First Reserve Fund XI
- Garrison Opportunity Fund IV
- GEM Realty Fund V
- GEM Realty Fund VI
- German Equity Partners V
- Graham Capital
- Granite Global Ventures Capital VIII
- Granite Global Ventures Discovery III
- Granite Global Ventures II *
- Granite Global Ventures III *
- Green Equity Investors V
- Hamilton Lane
- Harvest Partners - High Yield Infrastructure
- Hastings Equity Co-Invest
- Hastings Equity Fund IV
- Heitman - REITs
- Heitman HART
- Homestead USA Farmland Fund II
- IC Berkeley Partners III
- IC Berkeley Partners IV
- IFM Global Infrastructure, LP (NZAM, Climate Action 100+)
- Industry Ventures Partnership Holdings III
- Industry Ventures Partnership Holdings III-C
- Industry Ventures Partnership Holdings IV
- Industry Ventures Partnership Holdings IV-Secondary
- Industry Ventures Partnership Holdings V
- ISQ Global Infrastructure Fund II, LP
- ISQ Global Infrastructure Fund, LP
- JP Morgan Strategic Property Fund (NZAM)
- Kayne Anderson Energy Fund IV
- Leapfrog Ventures II
- Leeds Equity IV
- Level Equity Growth Partners IV
- Level Equity Opportunity Fund Twenty Eighteen
- Lighthouse Capital Partners VI
- Linchris Capital Opportunity Fund II
- Lone Star Real Estate Fund IV
- Loomis Sayles - Liquid Credit
- Loomis Sayles - Securitized Credit
- MacKay Shields - Investment Grade Fixed Income
- Mackay Shields - Treasury Long Duration
- Magna Hotel Fund III
- MHR Institutional Partners III
- Morgan Stanley Prime Property Fund
- Nautic Partners IX
- Nautic Partners V
- Nautic Partners VI
- Nautic Partners VII
- Nautic Partners VIII
- Neuberger Berman - Equity Options (NZAM, Climate Action 100+)
- Nordic Capital Fund V
- Nordic Capital Fund VI
- Nordic Capital Fund VII
- Nordic Capital Fund VIII
- Oaktree European Principal Fund III
- Odyssey Partners VI
- Owl Rock Capital
- Paine & Partners Fund IV
- Paine & Partners Fund V
- Paladin III
- Parthenon Investors II
- Parthenon Investors VI
- Payden & Rygel (NZAM, Climate Action 100+)
- PIMCO - Liquid Credit
- Point Four Hundred Six Ventures
- Point Judith Venture Fund II
- Providence Equity Partners V
- Providence Equity Partners VI
- Providence Equity Partners VII
- Raith Real Estate Fund II
- Riverside Capital Appreciation Fund VI
- Riverside Micro-Cap Fund III
- Riverside Micro-Cap Fund IV
- Riverside Micro-Cap Fund V
- RLH Investors IV
- Russell Investments (NZAM, Climate Action 100+)
- Shamrock Content Fund II Co-Invest
- Shamrock IP Content Fund II
- Siris IV
- Sorenson Capital Partners III
- Southvest Fund VII
- Star America Infrastructure Fund II
- State Street Global Advisors (NZAM)
- State Street Global Advisors - BBG Barclays - TIPS (NZAM)
- Stonepeak Infrastructure Fund II - C (NZAM)
- Stonepeak Infrastructure Fund II, LP (NZAM)
- Stonepeak Infrastructure Fund III, LP (NZAM)
- Stonepeak Infrastructure Fund IV, LP (NZAM)
- Summit Partners Credit Fund *
- Summit Partners Credit Fund II *
- Systematic Trend Following (CPC LLC)
- TCG Crossover Fund
- Tenex Capital Partners II
- Tenex Capital Partners III
- Thoma Bravo Discover Fund III
- Thoma Bravo Fund XIV
- Thomas, McNerney & Partners
- Thomas, McNerney & Partners II
- TPG Partners IV
- TPG Partners V
- TPG Partners VI
- Tri Continental Capital VII
- Trilantic Capital Partners IV
- Viking Global Equities LP
- Vinci III
- Virgo Societas IV
- W Capital Partners II
- WAMCO - Treasury Long Duration
- Waterton Venture XII
- Wellington Management - EMD (NZAM, Climate Action 100+)
- Winton Futures Fund Ltd.
- WLR Recovery Fund IV
- Wynnchurch Capital V
- Zephyrus Aviation Partners
List of AMCs contracting with the Employees' Retirement System of Rhode Island
The State Police Retirement Benefits Trust is a sub-fund within the Employees' Retirement System of Rhode Island (ERSRI). ERSRI administers the State Police Retirement Benefits Trust, among other retirement and benefit plans for the governmental workers of Rhode Island. The State Police Retirement Benefits Trust does not contract with its own AMCs; the AMCs for ERSRI account for all the pension plans it administers.[3]
The Employees' Retirement System of Rhode Island (ERSRI) contracted with 167 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies or funds, six were investor participants in Climate Action 100+, and 13 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with ERSRI:[185]
- Advent International GPE IX
- Advent International GPE VII
- Advent International GPE VIII
- AEW Core Property Trust
- Alta Partners VIII *
- Altaris Constellation Partners IV
- Altaris Health Partners IV
- Aristeia Partners
- Atalaya Asset Income Fund V
- Bain Capital Fund X
- Baring Asia Fund VI
- Baring Asia Fund VII
- Benefit Street Senior Opps. II
- Berkeley Partners V
- Birch Hill Equity Partners III
- Braemar Energy Ventures III *
- Brown Brothers Harriman - TIPS (NZAM)
- Capital Spring Investment Partners V
- Capital Spring Investment Partners VI
- Capula Global Relative Value Fund Ltd.
- Carlyle Asia Partners IV
- Carlyle Asia Partners V
- Castile Ventures III
- Centerbridge Capital Partners
- Centerbridge Capital Partners III
- Centerbridge Special Credit Partners II
- Charterhouse Capital Partners VIII
- Clearlake Flagship Plus Partners
- Clearlake Opportunities Fund II
- Coller International Partners V *
- Constellation Ventures III *
- Crow Retail Fund
- CVC European Equity Partners III
- CVC European Equity Partners IV
- CVC European Equity Partners V
- CVC European Equity Partners VI
- CVC European Equity Partners VII
- Davidson Kempner Institutional Partners LP
- Davidson Kempner LDO Fund IV
- Davidson Kempner LDO Fund V
- DCVC Bio II
- DE Shaw Composite International Fund
- Elliott Associates LP
- EnCap Energy Capital Fund IX
- EnCap Energy Capital Fund X
- EnCap Energy Capital Fund XI
- Eureka III
- Eureka IV
- Exeter Industrial Value Fund III
- Exeter Industrial Value Fund V
- Fenway Partners Capital Fund III
- Fidelity - IG Corporate Credit (Climate Action 100+)
- First Reserve Fund X
- First Reserve Fund XI
- Garrison Opportunity Fund IV
- GEM Realty Fund V
- GEM Realty Fund VI
- German Equity Partners V
- Graham Capital
- Granite Global Ventures Capital VIII
- Granite Global Ventures Discovery III
- Granite Global Ventures II *
- Granite Global Ventures III *
- Green Equity Investors V
- Hamilton Lane
- Harvest Partners - High Yield Infrastructure
- Hastings Equity Co-Invest
- Hastings Equity Fund IV
- Heitman - REITs
- Heitman HART
- Homestead USA Farmland Fund II
- IC Berkeley Partners III
- IC Berkeley Partners IV
- IFM Global Infrastructure, LP (NZAM, Climate Action 100+)
- Industry Ventures Partnership Holdings III
- Industry Ventures Partnership Holdings III-C
- Industry Ventures Partnership Holdings IV
- Industry Ventures Partnership Holdings IV-Secondary
- Industry Ventures Partnership Holdings V
- ISQ Global Infrastructure Fund II, LP
- ISQ Global Infrastructure Fund, LP
- JP Morgan Strategic Property Fund (NZAM)
- Kayne Anderson Energy Fund IV
- Leapfrog Ventures II
- Leeds Equity IV
- Level Equity Growth Partners IV
- Level Equity Opportunity Fund Twenty Eighteen
- Lighthouse Capital Partners VI
- Linchris Capital Opportunity Fund II
- Lone Star Real Estate Fund IV
- Loomis Sayles - Liquid Credit
- Loomis Sayles - Securitized Credit
- MacKay Shields - Investment Grade Fixed Income
- Mackay Shields - Treasury Long Duration
- Magna Hotel Fund III
- MHR Institutional Partners III
- Morgan Stanley Prime Property Fund
- Nautic Partners IX
- Nautic Partners V
- Nautic Partners VI
- Nautic Partners VII
- Nautic Partners VIII
- Neuberger Berman - Equity Options (NZAM, Climate Action 100+)
- Nordic Capital Fund V
- Nordic Capital Fund VI
- Nordic Capital Fund VII
- Nordic Capital Fund VIII
- Oaktree European Principal Fund III
- Odyssey Partners VI
- Owl Rock Capital
- Paine & Partners Fund IV
- Paine & Partners Fund V
- Paladin III
- Parthenon Investors II
- Parthenon Investors VI
- Payden & Rygel (NZAM, Climate Action 100+)
- PIMCO - Liquid Credit
- Point Four Hundred Six Ventures
- Point Judith Venture Fund II
- Providence Equity Partners V
- Providence Equity Partners VI
- Providence Equity Partners VII
- Raith Real Estate Fund II
- Riverside Capital Appreciation Fund VI
- Riverside Micro-Cap Fund III
- Riverside Micro-Cap Fund IV
- Riverside Micro-Cap Fund V
- RLH Investors IV
- Russell Investments (NZAM, Climate Action 100+)
- Shamrock Content Fund II Co-Invest
- Shamrock IP Content Fund II
- Siris IV
- Sorenson Capital Partners III
- Southvest Fund VII
- Star America Infrastructure Fund II
- State Street Global Advisors (NZAM)
- State Street Global Advisors - BBG Barclays - TIPS (NZAM)
- Stonepeak Infrastructure Fund II - C (NZAM)
- Stonepeak Infrastructure Fund II, LP (NZAM)
- Stonepeak Infrastructure Fund III, LP (NZAM)
- Stonepeak Infrastructure Fund IV, LP (NZAM)
- Summit Partners Credit Fund *
- Summit Partners Credit Fund II *
- Systematic Trend Following (CPC LLC)
- TCG Crossover Fund
- Tenex Capital Partners II
- Tenex Capital Partners III
- Thoma Bravo Discover Fund III
- Thoma Bravo Fund XIV
- Thomas, McNerney & Partners
- Thomas, McNerney & Partners II
- TPG Partners IV
- TPG Partners V
- TPG Partners VI
- Tri Continental Capital VII
- Trilantic Capital Partners IV
- Viking Global Equities LP
- Vinci III
- Virgo Societas IV
- W Capital Partners II
- WAMCO - Treasury Long Duration
- Waterton Venture XII
- Wellington Management - EMD (NZAM, Climate Action 100+)
- Winton Futures Fund Ltd.
- WLR Recovery Fund IV
- Wynnchurch Capital V
- Zephyrus Aviation Partners
Washington
List of AMCs contracting with the Washington Judges’ Retirement Fund
The Washington Judges’ Retirement Fund, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Judges’ Retirement Fund:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Judicial Retirement System
The Washington Judicial Retirement System, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Judicial Retirement System:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Law Enforcement Officers' and Firefighters' Retirement System Plan 1
The Washington Law Enforcement Officers' and Firefighters' Retirement System Plan 1, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Law Enforcement Officers' and Firefighters' Retirement System Plan 1:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Law Enforcement Officers' and Firefighters' Retirement System Plan 2
The Washington Law Enforcement Officers' and Firefighters' Retirement System Plan 2, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Law Enforcement Officers' and Firefighters' Retirement System Plan 2:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Public Employees' Retirement System 1
The Washington Public Employees' Retirement System 1, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Public Employees' Retirement System 1:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Public Employees' Retirement System 2
The Washington Public Employees' Retirement System 2, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Public Employees' Retirement System 2:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Public Employees' Retirement System 3
The Washington Public Employees' Retirement System 3, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Public Employees' Retirement System 3:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Public Safety Employees' Retirement System 2
The Washington Public Safety Employees' Retirement System 2, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Public Safety Employees' Retirement System 2:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington School Employees' Retirement System
The Washington School Employees' Retirement System, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington School Employees' Retirement System:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington State Patrol Retirement System Plan 1
The Washington State Patrol Retirement System Plan 1, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington State Patrol Retirement System Plan 1:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington State Patrol Retirement System Plan 2
The Washington State Patrol Retirement System Plan 2, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington State Patrol Retirement System Plan 2:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Teachers' Retirement System 1
The Washington Teachers' Retirement System 1, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Teachers' Retirement System 1:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Teachers' Retirement System 2
The Washington Teachers' Retirement System 2, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Teachers' Retirement System 2:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
List of AMCs contracting with the Washington Teachers' Retirement System 3
The Washington Teachers' Retirement System 3, as a subfund of the Washington State Investment Board (WSIB), contracted with 177 asset management companies (AMCs) as of June 2022. Of those companies or funds, 43 were investor participants in Climate Action 100+, and 42 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Washington Teachers' Retirement System 3:[3]
- ABN Amro Clearig Bank N.V. (NZAM, Climate Action 100+)
- Adcent International GPE IX LP
- Aevitas Property Partners LLC
- Banco Itau SA
- Banco Pactual SA
- Bank of America Securities, Inc.
- Bank of Nova Scotia
- Barclays Capital
- Barclays Capital Inc./LE
- Barclays Capital LE
- BCS Prime Brokerage Ltd.
- Bell Potter Securities Ltd.
- Bernstein Autonomous LLP
- BGI Money Market Fund
- BlackRock Liquidity Funds (NZAM, Climate Action 100+)
- BlackRock MSCI EM IMI Index Fund (NZAM, Climate Action 100+)
- BlackRock MSCI U.S. IMI (NZAM, Climate Action 100+)
- BMO Capital Markets (NZAM, Climate Action 100+)
- BMO Capital Markets Corp. (NZAM, Climate Action 100+)
- BNP Paribas Securities Services (NZAM, Climate Action 100+)
- BNP Paribas Securities Services SA (NZAM, Climate Action 100+)
- BNY Barclays Cap Securities Ltd. Sbl PB
- Bradesco SA CTVM
- BTIG LLC
- Calzada Capital Partners LLC
- Canadian Imperial Bank of Commerce
- Cantor Fitzgerald & Co
- Carlyle Partners VII LP
- China Intl. Capital Co.
- CIMB Securities USA Inc.
- Citibank, N.A.
- Citigroup Global Market Korea Securities Ltd.
- Citigroup Global Markets Australia Pty.
- Citigroup Global Markets Europe Ag
- Citigroup Global Markets Inc.
- Citigroup Global Markets India
- Citigroup Global Markets Ltd.
- Citigroup Global Markets Taiwan
- CL Securities Taiwan Company Ltd.
- CLSA Singapore Pte. Ltd.
- Cowen & Co. LLC
- Cowen Execution Services LLC
- Crane Capital Partners LLC
- Credit Lyonnais Securities (Asia)
- Credit Lyonnais Securities India
- Credit Suisse First Boston (NZAM, Climate Action 100+)
- Credit Suisse First Boston SA CTVM (NZAM, Climate Action 100+)
- Credit Suisse Securities (Europe) Ltd. (NZAM, Climate Action 100+)
- Credit Suisse Securities (USA) LLC (NZAM, Climate Action 100+)
- CSFB Australia Equities Ltd.
- Daiwa Securities (Hong Kong) Ltd. (NZAM, Climate Action 100+)
- DSP Merrill Lynch Ltd. (Climate Action 100+)
- Emerging Market Fund of Funds II
- Euroclear Bank SA/NV
- Evercore Group LLC
- Evergreen Park Investment Fund LP
- Evergreen Real Estate Partners LP
- Exane SA
- Fillmore Strategic Investors
- Fisher Lynch Co-Investment Partnership III LP
- Fisher Lynch Co-Investment Partnership IV LP
- Goldman Sachs (Asia) LLC (Climate Action 100+)
- Goldman Sachs (India) (Climate Action 100+)
- Goldman Sachs & Co. (Climate Action 100+)
- Goldman Sachs Australia Pty. Ltd. (Climate Action 100+)
- Goldman Sachs Intl (Climate Action 100+)
- Goodbody Stockbrokers
- Hellman & Friedman Capital Partners IX LP
- Hellman & Friedman Capital Partners VIII LP
- Hongkong & Shanghai Banking Corp.
- HSBC Bank PLC (NZAM, Climate Action 100+)
- HSBC Brokerage (USA) Inc. (NZAM, Climate Action 100+)
- HSBC Securities (USA) Inc. (NZAM, Climate Action 100+)
- Hyundai Securities
- ICICI Brokerage Services
- IM Trust SA Corredores De Bolsa
- Industrial & Commercial Bank of China
- Instinet
- Instinet Australia Clearing Services Pty. Ltd.
- Instinet LLC
- Instinet Pacific Ltd
- Instinet UK Ltd.
- Investec Markets (Proprietary) Ltd. (Climate Action 100+)
- Investment Technology Group Inc.
- ITG Inc.
- Jefferies Hong Kong Ltd.
- Jefferies India Private Ltd.
- Jefferies Intl. Ltd.
- Jefferies LLC
- Joh. Berenberg, Gossler & Co.
- JPMorgan Securities (Asia Pacific) Ltd. (NZAM)
- JPMorgan Securities (Far East) Ltd. Seoul (NZAM)
- JPMorgan Securities (Taiwan) Ltd. (NZAM)
- JPMorgan Securities Australia Ltd. (NZAM)
- JPMorgan Securities Inc. (NZAM)
- JPMorgan Securities LLC (NZAM)
- JPMorgan Securities Ltd. (NZAM)
- JPMorgan Securities PLC (NZAM)
- Kepler Cheuvreux
- Kim Eng Securities (HK) Ltd.
- KKR Americas Fund XII LP
- Kotak Securities Ltd. (Climate Action 100+)
- Kraneshares CSI China Internet
- Larrain Vial (Climate Action 100+)
- Liquidnet Europe Ltd.
- Liquidnet Inc.
- Macquarie Bank Ltd. (NZAM, Climate Action 100+)
- Macquarie Capital Securities S (NZAM, Climate Action 100+)
- Macquarie Securities (India) Pvt. Ltd. (NZAM, Climate Action 100+)
- Macquarie Securities (Singapore) (NZAM, Climate Action 100+)
- Macquarie Securities Korea Ltd. (NZAM, Climate Action 100+)
- Merrill Lynch Intl.
- Merrill Lynch SA CVTM
- Merrill Lynch, Pierce, Fenner & Smith Inc.
- Mirae Asset Daewoo Co. Ltd. (NZAM, Climate Action 100+)
- Mizuho Securities USA Inc
- MKM Partners LLC
- Monarch Capital Partners V LP
- Morgan Stan Intl. Ltd.
- Morgan Stanley & Co. Intl.
- Morgan Stanley & Co. Intl. PLC
- Morgan Stanley Co. Inc.
- Morgan Stanley DW Australia
- Morgan Stanley DW Inc.
- Morgan Stanley India Co. Pvt. Ltd.
- Motilal Oswal Securities Ltd.
- National Financial Services Corp.
- Nomura Financial Investment Korea Co. Ltd. (NZAM, Climate Action 100+)
- OHA Artesian Customized Credit Fund I LP
- PacTrust Realty Association
- Parel
- Partners Enterprise Capital Holdings
- Pershing LLC
- Pershing Securities Ltd.
- Piper Jaffray & Co.
- Proprium Real Estate Special Situation
- Raymond James & Associates
- Raymond James & Associates Inc.
- RBC Capital Markets LLC (Climate Action 100+)
- RBC Dominion Securities Corp. (Climate Action 100+)
- Redburn (Europe) Ltd.
- Renaissance Capital Ltd
- Renaissance Securities (Cyprus) Ltd.
- Royal Bank of Canada Europe Ltd. (Climate Action 100+)
- Samsung Securities Co. Ltd.
- Sanford C. Bernstein Co. LLC
- SG Americas Securities LLC
- SG Asia Securities (Inoia) Pvt. Ltd
- SG Securities (HK) Ltd
- SG Securities HK
- SMBC Nikko Capital Markets Ltd.
- SMBC Nikko Securities (Honk Kong) Ltd.
- Societe Generale (NZAM)
- Societe Generale London Branch (NZAM)
- State Street Bank & Trust (NZAM)
- Stifel, Nicolaus & Co. Inc.
- The Rise Fund II LP
- The Rise Fund LP
- Toronto Dominion Securities Inc.
- Troika Dialog USA, Inc.
- U.S. Large Cap Equity Index
- U.S. Small Cap Value Equity Index
- UBS AG (NZAM, Climate Action 100+)
- UBS AG London (NZAM, Climate Action 100+)
- UBS Securities Asia Ltd. (NZAM, Climate Action 100+)
- UBS Securities LLC (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. (NZAM, Climate Action 100+)
- UBS Securities Pte. Ltd. Seoul (NZAM, Climate Action 100+)
- UBS Switzerland AG (NZAM, Climate Action 100+)
- UBS Warburg Australia Equities (NZAM, Climate Action 100+)
- Union Square LLC
- Virtu Americas LLC
- Virtu Itg Europe Ltd.
- Warburg Pincus Global Growth LP
- Warburg Pincus Private Equity XII LP
- Washington State Bond Fun
- XP Investimentos CCTVM SA
Public pension AMCs in divided governments
Click a link to a state below to learn more about its AMCs:
Alaska
List of AMCs contracting with the Alaska Elected Public Officials Retirement System
The Alaska Elected Public Officials Retirement System (EPORS) is a sub-fund within the Alaska Division of Retirement and Benefits (DRB). DRB administers EPORS, among other retirement and benefit plans for the public employees of Alaska. EPORS does not contract with its own AMCs; the AMCs contracting with DRB account for all the pension plans it administers.[3]
DRB contracted with 97 asset management companies (AMCs) or specific funds as of 2021. Of those companies, 14 were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with DRB:[3]
- Abbott Capital
- Actively Managed ARMB Domestic Residual Assets
- Advent International GPE Fund IX
- Advent International GPE Fund VIII-B
- Almanac Realty Securities IX
- Almanac Realty Securities V
- Almanac Realty Securities VII
- Almanac Realty Securities VIII
- ARMB Barclays Agg Bond Fund
- ARMB Int'l Residual Assets
- ARMB Large Cap Multi-Factor
- ARMB REIT
- ARMB S&P 600
- ARMB S&P 900
- ARMB Scientific Beta
- Arrow Street Capital
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- BlackRock (NZAM, Climate Action 100+)
- BlackRock US Core Property Fund (NZAM, Climate Action 100+)
- Brandes and Baillie Gifford AK International Equity Fund
- Brandes Investment Partners
- Cap Guardian Trust Co
- Clarion Ventures 4
- Clearlake Capital Partners VI
- Clearlake Capital Partners VII
- Colony Investors VIII, L.P.
- Crestline Investors, Inc.
- Crestline Specialty Fund
- Crestline Specialty Lending Fund II
- Crestline Specialty Lending Fund III
- Dyal Capital Partners III
- Dyal Capital Partners IV
- EIG Energy Fund XIV-A
- EIG Energy Fund XV
- EIG Energy Fund XVI
- Fidelity Inst. Asset Mgmt. High Yield CMBS
- Fidelity Institutional Asset Management
- Fidelity Signals
- Genstar X
- Glendon Opportunities
- Glendon Opportunities II
- IFM Global Infrastructure Fund-Private (NZAM, Climate Action 100+)
- ING Clarion Development Ventures III
- Insight XII (Climate Action 100+)
- JP Morgan (NZAM)
- JP Morgan (NZAM)
- JP Morgan Infrastructure Fund-Private (NZAM)
- KKR Lending Partners II
- KKR Real Estate Partners Americas II
- KKR Real Estate Partners Americas III
- KKR Real Estate Partners Americas L.P.
- Legal & General (NZAM, Climate Action 100+)
- Legal & General Sci-Beta Emerging Markets (NZAM, Climate Action 100+)
- Lexington Capital Partners VIII
- Lexington Partners VII
- MacKay Shields, LLC
- Man Group Alternative Risk Premia (NZAM, Climate Action 100+)
- McKinley Global Health Care
- Merit Capital Partners
- MSCI Emerging Markets Index Fund
- NB SOF III
- NB SOF IV
- Neuberger Berman Secondary Opportunities Fund V (NZAM, Climate Action 100+)
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- NGP XI
- NGP XII
- Northern Trust Environmental, Social, and Governance Fund (NZAM, Climate Action 100+)
- Onex Partnership III
- Pathway Capital Management LLC
- PineBridge (NZAM)
- Prisma Capital Partners
- Project Pearl
- Resolute Fund III
- Resolute Fund IV
- Resolute Fund V
- Schroders Insurance Linked Securities (Climate Action 100+)
- Sentinel Separate Account
- Silverpeak Legacy Pension Partners II, L.P.
- Silverpeak Legacy Pension Partners III, L.P.
- SSgA MSCI World Ex-US IMI Index Fund
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- Summit Partners GE IX
- Summit Partners GE X
- T. Rowe Price (NZAM)
- Timberland Invt Resource LLC
- Tishman Speyer Real Estate Venture VI
- Tishman Speyer Real Estate Venture VII
- UBS Farmland Investors LLC (NZAM, Climate Action 100+)
- UBS Realty (NZAM, Climate Action 100+)
- UBS Trumbull Property Fund (NZAM, Climate Action 100+)
- Warburg Pincus Global Growth Fund
- Warburg Pincus X
- Warburg Pincus XI
- Warburg Pincus XII
List of AMCs contracting with the Alaska Judicial Retirement System
The Alaska Judicial Retirement System (JRS) is a sub-fund within the Alaska Division of Retirement and Benefits (DRB). DRB administers JRS, among other retirement and benefit plans for the public employees of Alaska. JRS does not contract with its own AMCs; the AMCs contracting with DRB account for all the pension plans it administers.[3]
DRB contracted with 97 asset management companies (AMCs) or specific funds as of 2021. Of those companies, 14 were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with DRB:[3]
- Abbott Capital
- Actively Managed ARMB Domestic Residual Assets
- Advent International GPE Fund IX
- Advent International GPE Fund VIII-B
- Almanac Realty Securities IX
- Almanac Realty Securities V
- Almanac Realty Securities VII
- Almanac Realty Securities VIII
- ARMB Barclays Agg Bond Fund
- ARMB Int'l Residual Assets
- ARMB Large Cap Multi-Factor
- ARMB REIT
- ARMB S&P 600
- ARMB S&P 900
- ARMB Scientific Beta
- Arrow Street Capital
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- BlackRock (NZAM, Climate Action 100+)
- BlackRock US Core Property Fund (NZAM, Climate Action 100+)
- Brandes and Baillie Gifford AK International Equity Fund
- Brandes Investment Partners
- Cap Guardian Trust Co
- Clarion Ventures 4
- Clearlake Capital Partners VI
- Clearlake Capital Partners VII
- Colony Investors VIII, L.P.
- Crestline Investors, Inc.
- Crestline Specialty Fund
- Crestline Specialty Lending Fund II
- Crestline Specialty Lending Fund III
- Dyal Capital Partners III
- Dyal Capital Partners IV
- EIG Energy Fund XIV-A
- EIG Energy Fund XV
- EIG Energy Fund XVI
- Fidelity Inst. Asset Mgmt. High Yield CMBS
- Fidelity Institutional Asset Management
- Fidelity Signals
- Genstar X
- Glendon Opportunities
- Glendon Opportunities II
- IFM Global Infrastructure Fund-Private (NZAM, Climate Action 100+)
- ING Clarion Development Ventures III
- Insight XII (Climate Action 100+)
- JP Morgan (NZAM)
- JP Morgan (NZAM)
- JP Morgan Infrastructure Fund-Private (NZAM)
- KKR Lending Partners II
- KKR Real Estate Partners Americas II
- KKR Real Estate Partners Americas III
- KKR Real Estate Partners Americas L.P.
- Legal & General (NZAM, Climate Action 100+)
- Legal & General Sci-Beta Emerging Markets (NZAM, Climate Action 100+)
- Lexington Capital Partners VIII
- Lexington Partners VII
- MacKay Shields, LLC
- Man Group Alternative Risk Premia (NZAM, Climate Action 100+)
- McKinley Global Health Care
- Merit Capital Partners
- MSCI Emerging Markets Index Fund
- NB SOF III
- NB SOF IV
- Neuberger Berman Secondary Opportunities Fund V (NZAM, Climate Action 100+)
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- NGP XI
- NGP XII
- Northern Trust Environmental, Social, and Governance Fund (NZAM, Climate Action 100+)
- Onex Partnership III
- Pathway Capital Management LLC
- PineBridge (NZAM)
- Prisma Capital Partners
- Project Pearl
- Resolute Fund III
- Resolute Fund IV
- Resolute Fund V
- Schroders Insurance Linked Securities (Climate Action 100+)
- Sentinel Separate Account
- Silverpeak Legacy Pension Partners II, L.P.
- Silverpeak Legacy Pension Partners III, L.P.
- SSgA MSCI World Ex-US IMI Index Fund
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- Summit Partners GE IX
- Summit Partners GE X
- T. Rowe Price (NZAM)
- Timberland Invt Resource LLC
- Tishman Speyer Real Estate Venture VI
- Tishman Speyer Real Estate Venture VII
- UBS Farmland Investors LLC (NZAM, Climate Action 100+)
- UBS Realty (NZAM, Climate Action 100+)
- UBS Trumbull Property Fund (NZAM, Climate Action 100+)
- Warburg Pincus Global Growth Fund
- Warburg Pincus X
- Warburg Pincus XI
- Warburg Pincus XII
The Alaska National Guard and Naval Militia Retirement System (NGNMRS) is a sub-fund within the Alaska Division of Retirement and Benefits (DRB). DRB administers NGNMRS, among other retirement and benefit plans for the public employees of Alaska. NGNMRS does not contract with its own AMCs; the AMCs contracting with DRB account for all the pension plans it administers.[3]
DRB contracted with 97 asset management companies (AMCs) or specific funds as of 2021. Of those companies, 14 were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with DRB:[3]
- Abbott Capital
- Actively Managed ARMB Domestic Residual Assets
- Advent International GPE Fund IX
- Advent International GPE Fund VIII-B
- Almanac Realty Securities IX
- Almanac Realty Securities V
- Almanac Realty Securities VII
- Almanac Realty Securities VIII
- ARMB Barclays Agg Bond Fund
- ARMB Int'l Residual Assets
- ARMB Large Cap Multi-Factor
- ARMB REIT
- ARMB S&P 600
- ARMB S&P 900
- ARMB Scientific Beta
- Arrow Street Capital
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- BlackRock (NZAM, Climate Action 100+)
- BlackRock US Core Property Fund (NZAM, Climate Action 100+)
- Brandes and Baillie Gifford AK International Equity Fund
- Brandes Investment Partners
- Cap Guardian Trust Co
- Clarion Ventures 4
- Clearlake Capital Partners VI
- Clearlake Capital Partners VII
- Colony Investors VIII, L.P.
- Crestline Investors, Inc.
- Crestline Specialty Fund
- Crestline Specialty Lending Fund II
- Crestline Specialty Lending Fund III
- Dyal Capital Partners III
- Dyal Capital Partners IV
- EIG Energy Fund XIV-A
- EIG Energy Fund XV
- EIG Energy Fund XVI
- Fidelity Inst. Asset Mgmt. High Yield CMBS
- Fidelity Institutional Asset Management
- Fidelity Signals
- Genstar X
- Glendon Opportunities
- Glendon Opportunities II
- IFM Global Infrastructure Fund-Private (NZAM, Climate Action 100+)
- ING Clarion Development Ventures III
- Insight XII (Climate Action 100+)
- JP Morgan (NZAM)
- JP Morgan (NZAM)
- JP Morgan Infrastructure Fund-Private (NZAM)
- KKR Lending Partners II
- KKR Real Estate Partners Americas II
- KKR Real Estate Partners Americas III
- KKR Real Estate Partners Americas L.P.
- Legal & General (NZAM, Climate Action 100+)
- Legal & General Sci-Beta Emerging Markets (NZAM, Climate Action 100+)
- Lexington Capital Partners VIII
- Lexington Partners VII
- MacKay Shields, LLC
- Man Group Alternative Risk Premia (NZAM, Climate Action 100+)
- McKinley Global Health Care
- Merit Capital Partners
- MSCI Emerging Markets Index Fund
- NB SOF III
- NB SOF IV
- Neuberger Berman Secondary Opportunities Fund V (NZAM, Climate Action 100+)
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- NGP XI
- NGP XII
- Northern Trust Environmental, Social, and Governance Fund (NZAM, Climate Action 100+)
- Onex Partnership III
- Pathway Capital Management LLC
- PineBridge (NZAM)
- Prisma Capital Partners
- Project Pearl
- Resolute Fund III
- Resolute Fund IV
- Resolute Fund V
- Schroders Insurance Linked Securities (Climate Action 100+)
- Sentinel Separate Account
- Silverpeak Legacy Pension Partners II, L.P.
- Silverpeak Legacy Pension Partners III, L.P.
- SSgA MSCI World Ex-US IMI Index Fund
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- Summit Partners GE IX
- Summit Partners GE X
- T. Rowe Price (NZAM)
- Timberland Invt Resource LLC
- Tishman Speyer Real Estate Venture VI
- Tishman Speyer Real Estate Venture VII
- UBS Farmland Investors LLC (NZAM, Climate Action 100+)
- UBS Realty (NZAM, Climate Action 100+)
- UBS Trumbull Property Fund (NZAM, Climate Action 100+)
- Warburg Pincus Global Growth Fund
- Warburg Pincus X
- Warburg Pincus XI
- Warburg Pincus XII
List of AMCs contracting with the Public Employees' Retirement System Tiers I, II, III (PERS)
The Public Employees' Retirement System Tiers I, II, III (PERS) is a sub-fund within the Alaska Division of Retirement and Benefits (DRB). DRB administers PERS, among other retirement and benefit plans for the public employees of Alaska. PERS does not contract with its own AMCs; the AMCs contracting with DRB account for all the pension plans it administers.[3]
DRB contracted with 97 asset management companies (AMCs) or specific funds as of 2021. Of those companies, 14 were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with DRB:[186]
- Abbott Capital
- Actively Managed ARMB Domestic Residual Assets
- Advent International GPE Fund IX
- Advent International GPE Fund VIII-B
- Almanac Realty Securities IX
- Almanac Realty Securities V
- Almanac Realty Securities VII
- Almanac Realty Securities VIII
- ARMB Barclays Agg Bond Fund
- ARMB Int'l Residual Assets
- ARMB Large Cap Multi-Factor
- ARMB REIT
- ARMB S&P 600
- ARMB S&P 900
- ARMB Scientific Beta
- Arrow Street Capital
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- BlackRock (NZAM, Climate Action 100+)
- BlackRock US Core Property Fund (NZAM, Climate Action 100+)
- Brandes and Baillie Gifford AK International Equity Fund
- Brandes Investment Partners
- Cap Guardian Trust Co
- Clarion Ventures 4
- Clearlake Capital Partners VI
- Clearlake Capital Partners VII
- Colony Investors VIII, L.P.
- Crestline Investors, Inc.
- Crestline Specialty Fund
- Crestline Specialty Lending Fund II
- Crestline Specialty Lending Fund III
- Dyal Capital Partners III
- Dyal Capital Partners IV
- EIG Energy Fund XIV-A
- EIG Energy Fund XV
- EIG Energy Fund XVI
- Fidelity Inst. Asset Mgmt. High Yield CMBS
- Fidelity Institutional Asset Management
- Fidelity Signals
- Genstar X
- Glendon Opportunities
- Glendon Opportunities II
- IFM Global Infrastructure Fund-Private (NZAM, Climate Action 100+)
- ING Clarion Development Ventures III
- Insight XII (Climate Action 100+)
- JP Morgan (NZAM)
- JP Morgan (NZAM)
- JP Morgan Infrastructure Fund-Private (NZAM)
- KKR Lending Partners II
- KKR Real Estate Partners Americas II
- KKR Real Estate Partners Americas III
- KKR Real Estate Partners Americas L.P.
- Legal & General (NZAM, Climate Action 100+)
- Legal & General Sci-Beta Emerging Markets (NZAM, Climate Action 100+)
- Lexington Capital Partners VIII
- Lexington Partners VII
- MacKay Shields, LLC
- Man Group Alternative Risk Premia (NZAM, Climate Action 100+)
- McKinley Global Health Care
- Merit Capital Partners
- MSCI Emerging Markets Index Fund
- NB SOF III
- NB SOF IV
- Neuberger Berman Secondary Opportunities Fund V (NZAM, Climate Action 100+)
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- NGP XI
- NGP XII
- Northern Trust Environmental, Social, and Governance Fund (NZAM, Climate Action 100+)
- Onex Partnership III
- Pathway Capital Management LLC
- PineBridge (NZAM)
- Prisma Capital Partners
- Project Pearl
- Resolute Fund III
- Resolute Fund IV
- Resolute Fund V
- Schroders Insurance Linked Securities (Climate Action 100+)
- Sentinel Separate Account
- Silverpeak Legacy Pension Partners II, L.P.
- Silverpeak Legacy Pension Partners III, L.P.
- SSgA MSCI World Ex-US IMI Index Fund
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- Summit Partners GE IX
- Summit Partners GE X
- T. Rowe Price (NZAM)
- Timberland Invt Resource LLC
- Tishman Speyer Real Estate Venture VI
- Tishman Speyer Real Estate Venture VII
- UBS Farmland Investors LLC (NZAM, Climate Action 100+)
- UBS Realty (NZAM, Climate Action 100+)
- UBS Trumbull Property Fund (NZAM, Climate Action 100+)
- Warburg Pincus Global Growth Fund
- Warburg Pincus X
- Warburg Pincus XI
- Warburg Pincus XII
List of AMCs contracting with the Teachers' Retirement System Tiers I and II
The Teachers' Retirement System Tiers I and II (TRS) is a sub-fund within the Alaska Division of Retirement and Benefits (DRB). DRB administers TRS, among other retirement and benefit plans for the public employees of Alaska. TRS does not contract with its own AMCs; the AMCs contracting with DRB account for all the pension plans it administers.[3]
DRB contracted with 97 asset management companies (AMCs) or specific funds as of 2021. Of those companies, 14 were investor participants in Climate Action 100+, and 19 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with DRB:[187]
- Abbott Capital
- Actively Managed ARMB Domestic Residual Assets
- Advent International GPE Fund IX
- Advent International GPE Fund VIII-B
- Almanac Realty Securities IX
- Almanac Realty Securities V
- Almanac Realty Securities VII
- Almanac Realty Securities VIII
- ARMB Barclays Agg Bond Fund
- ARMB Int'l Residual Assets
- ARMB Large Cap Multi-Factor
- ARMB REIT
- ARMB S&P 600
- ARMB S&P 900
- ARMB Scientific Beta
- Arrow Street Capital
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- BlackRock (NZAM, Climate Action 100+)
- BlackRock US Core Property Fund (NZAM, Climate Action 100+)
- Brandes and Baillie Gifford AK International Equity Fund
- Brandes Investment Partners
- Cap Guardian Trust Co
- Clarion Ventures 4
- Clearlake Capital Partners VI
- Clearlake Capital Partners VII
- Colony Investors VIII, L.P.
- Crestline Investors, Inc.
- Crestline Specialty Fund
- Crestline Specialty Lending Fund II
- Crestline Specialty Lending Fund III
- Dyal Capital Partners III
- Dyal Capital Partners IV
- EIG Energy Fund XIV-A
- EIG Energy Fund XV
- EIG Energy Fund XVI
- Fidelity Inst. Asset Mgmt. High Yield CMBS
- Fidelity Institutional Asset Management
- Fidelity Signals
- Genstar X
- Glendon Opportunities
- Glendon Opportunities II
- IFM Global Infrastructure Fund-Private (NZAM, Climate Action 100+)
- ING Clarion Development Ventures III
- Insight XII (Climate Action 100+)
- JP Morgan (NZAM)
- JP Morgan (NZAM)
- JP Morgan Infrastructure Fund-Private (NZAM)
- KKR Lending Partners II
- KKR Real Estate Partners Americas II
- KKR Real Estate Partners Americas III
- KKR Real Estate Partners Americas L.P.
- Legal & General (NZAM, Climate Action 100+)
- Legal & General Sci-Beta Emerging Markets (NZAM, Climate Action 100+)
- Lexington Capital Partners VIII
- Lexington Partners VII
- MacKay Shields, LLC
- Man Group Alternative Risk Premia (NZAM, Climate Action 100+)
- McKinley Global Health Care
- Merit Capital Partners
- MSCI Emerging Markets Index Fund
- NB SOF III
- NB SOF IV
- Neuberger Berman Secondary Opportunities Fund V (NZAM, Climate Action 100+)
- New Mountain Partners IV
- New Mountain Partners V
- New Mountain Partners VI
- NGP XI
- NGP XII
- Northern Trust Environmental, Social, and Governance Fund (NZAM, Climate Action 100+)
- Onex Partnership III
- Pathway Capital Management LLC
- PineBridge (NZAM)
- Prisma Capital Partners
- Project Pearl
- Resolute Fund III
- Resolute Fund IV
- Resolute Fund V
- Schroders Insurance Linked Securities (Climate Action 100+)
- Sentinel Separate Account
- Silverpeak Legacy Pension Partners II, L.P.
- Silverpeak Legacy Pension Partners III, L.P.
- SSgA MSCI World Ex-US IMI Index Fund
- State Street Global Advisors (NZAM)
- State Street Global Advisors (NZAM)
- Summit Partners GE IX
- Summit Partners GE X
- T. Rowe Price (NZAM)
- Timberland Invt Resource LLC
- Tishman Speyer Real Estate Venture VI
- Tishman Speyer Real Estate Venture VII
- UBS Farmland Investors LLC (NZAM, Climate Action 100+)
- UBS Realty (NZAM, Climate Action 100+)
- UBS Trumbull Property Fund (NZAM, Climate Action 100+)
- Warburg Pincus Global Growth Fund
- Warburg Pincus X
- Warburg Pincus XI
- Warburg Pincus XII
Arizona
List of AMCs contracting with the Arizona State Retirement System
The Arizona State Retirement System invested with 261 asset management companies (AMCs) or specific funds as of June 2021. Of those companies or funds, four were investor participants in Climate Action 100+ , and 21 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Arizona State Retirement System as of 2023:[3]
- 3300 Tower
- 56th and Park NY Holdings
- A-1000 Washington Co-Investor, LLC
- A-140W Co-Investor, LLC
- Accel-KKR Capital Partners III, LP
- Alcion Real Estate Partners Tax-Exempt Parallel Fund II, L.P.
- Almanac Realty Securities V, L.P.
- Alpine Investors VIII LP
- Altaris Constellation Partners IV, L.P.
- Altaris Constellation Partners, L.P.
- Altaris Health Partners III, L.P.
- Altaris Health Partners IV, L.P.
- Altaris Health Partners V, L.P.
- AP Jupiter Debt Co-Invest I, L.P.
- AP Mezzanine Partners II, L.P.
- AP Mezzanine Partners III, LP (Partnership with HPS)
- AP Socrates Co-Invest, L.P.
- Apollo Investment Fund IX, L.P.
- Apollo Investment Fund VII, L.P.
- Apollo Investment Fund VIII, L.P.
- Apollo Natural Resources Partners II, L.P.
- Apollo Natural Resources Partners III, L.P.
- Apollo Natural Resources Partners, L.P.
- Ares Corporate Opportunities Fund V, L.P.
- Ares European Credit Strategies Fund VII (Palo Verde), L.P.
- Arizona-White Oak Investor LLC
- Arlington Capital Partners III, L.P.
- Arlington Capital Partners IV, L.P.
- Arlington Capital Partners V, L.P.
- Astorg VI (NZAM)
- Astorg VII (NZAM)
- Atlas Venture Fund VIII, L.P.
- Audax Private Equity Fund IV, L.P.
- Avenue Europe Special Situations Fund II (U.S.)
- Avenue Europe Special Situations III (US), L.P.
- Avenue-ASRS Europe Opportunities Fund, L.P.
- Baird Capital Partners V Limited Partnership
- Blackstone / GSO Capital Solutions Fund
- Blackstone Capital Partners VI L.P.
- Blackstone Capital Partners VI, L.P.
- Blackstone Capital Partners VII L.P.
- Blackstone Energy Partners II L.P.
- Blackstone Energy Partners III L.P.
- Blackstone Energy Partners, L.P.
- Blackstone Property Partners L.P.
- Blackstone Real Estate Partners VI L.P.
- Blackstone Real Estate Partners VII L.P.
- Blackstone Real Estate Partners VIII L.P.
- Bridgepoint Europe IV 'D' L.P.
- Brookfield Capital Partners Fund III (NZAM)
- Brookfield Capital Partners IV (NZAM)
- BSP Senita Investor LLC
- Cactus Direct Lending Fund, LP
- Cactus Multi-Asset Investor LLC
- Carlyle Realty Partners V, L.P.
- Catalyst Fund Limited Partnership III
- Catalyst Fund Limited Partnership IV
- Catalyst Fund Limited Partnership V
- Catterton Partners VII, L.P.
- CBRE Strategic Partners U.S. Opp V (NZAM)
- CCMP Capital Investors III, L.P.
- Centerbridge Capital Partners II, L.P.
- Centerbridge Capital Partners III, L.P.
- CenterSquare Investment Management LLC (Climate Action 100+)
- Cerberus Sonoran NPL Fund, L.P.
- Cholla Venture I, LLC
- Chorus Capital Rondo LP
- CIM Commercial Trust Corp (CMCT) (NZAM)
- CIM Fund III, L.P. (NZAM)
- CIM Fund IX, L.P. (NZAM)
- CIM Fund VIII, L.P. (NZAM)
- CIM VI (Urban REIT), LLC (NZAM)
- Clearlake Capital Partners V, L.P.
- Clearlake Capital Partners VI, L.P.
- Clearlake Capital Partners VII LP -
- Colony Investors VIII, L.P.
- Crown European Buyout Opportunities II PLC
- CVC Capital Partners VII (A) L.P.
- CVC Capital Partners VIII (A) L.P.
- CVC European Equity Partners V, L.P.
- Dune Real Estate Fund II LP
- Dune Real Estate Fund LP
- DWS Infrastructure Debt Opportunities, LLC (NZAM, Climate Action 100+)
- Edgewater Growth Capital Partners III, L.P.
- EMG Ascent Two Thousand and Sixteen Equity, LP
- EnCap Energy Capital Fund IX, L.P.
- EnCap Energy Capital Fund X, L.P.
- EnCap Energy Capital Fund XI, L.P.
- Energy Capital Partners II-A, LP
- EQT VII (No.II) Limited Partnership (NZAM)
- EQT VIII (No.II) SCSP (NZAM)
- European Asset Value Fund (USD) II, L.P.
- FC Cactus Residential Development Fund
- FFL Capital Partners IV, L.P.
- First Reserve Fund XII, L.P.
- Five Mile Capital Partners II LP
- Foresite Capital Fund V, L.P.
- Foresite Capital Opportunity Fund V, L.P.
- Fortress MSR Opportunities Fund II
- GSO Cactus Credit Opps Fund
- H/Two Investors III L.P.
- H/Two Special Opportunities II L.P.
- H/Two Special Opportunities III L.P.
- H/Two Special Opportunities IV L.P.
- Harrison Street Real Estate Partners III, L.P.
- Harvest Partners VII, L.P.
- Harvest Partners VIII, L.P.
- HPS AP Mezzanine Partners Two Thousand Nineteen, L.P.
- HPS AP Strategic Investment Partners V LP
- ICG Arizona Senior Direct Lending Credit Fund (NZAM)
- Insight Equity III LP (Climate Action 100+)
- Insight Partners XII, L.P. (Climate Action 100+)
- JLL Partners Fund VI, L.P.
- K-III Private Investors, L.P.
- K-IV Private Investors, L.P.
- K-V Private Investors, L.P.
- Khosla Ventures IV, L.P.
- Khosla Ventures V, L.P.
- Kinderhook Capital Fund IV, L.P.
- Kinderhook Capital Fund V, L.P.
- Kinderhook Capital Fund VI, L.P.
- Kinderhook Capital Fund VII, L.P.
- KPS Special Situations Fund IV, LP
- KPS Special Situations Fund V, L.P.
- L Catterton VIII, L.P.
- LCM Partners CO IV LP
- Leeds Equity Partners VII, L.P.
- Levine Leichtman Capital Partners IV, L.P.
- Levine Leichtman Capital Partners Private Capital Solutions, L.P.
- Levine Leichtman Capital Partners V, L.P.
- Levine Leichtman Capital Partners VI, L.P.
- Levine Leichtman Monte Nido
- Lincolnshire Equity Fund IV-A, L.P.
- Linden Capital Partners II LP
- Linden Capital Partners IV[-A] LP
- Littlejohn Fund IV, L.P.
- LLR Equity Partners III, L.P.
- LLR Equity Partners IV, L.P.
- LLR Equity Partners V, L.P.
- LM LSQ Investors LLC
- Lone Star Fund VI (U.S.), L.P.
- Lone Star Real Estate Fund (U.S.), L.P.
- Lovell Minnick Equity Partners IV LP
- Lovell Minnick Equity Partners V LP
- Maranon Mezzanine Fund, L.P.
- Marathon Aviation Fund, L.P.
- Marlin Heritage Europe II, L.P.
- Melodeon Arizona LBS Feeder LP
- Mill Creek Fund III LLC
- Mill Creek Fund VI LLC
- Mill Creek Multifamily Value-Add Fund, LP
- Mill Creek Residential Trust LLC
- Monroe Private Credit Fund A
- Montreux Equity Partners IV, L.P.
- Nautic Partners IX, L.P.
- Nautic Partners VI, L.P.
- Nautic Partners VIII, L.P.
- Nautic Partners X, L.P.
- New Atlantic Venture Fund III, L.P.
- New Mountain Partners III, L.P.
- Nordic Capital Evo Beta
- Nordic Capital X, L.P.
- Oak Hill Capital Partners III, L.P.
- Oaktree AZ Strategic Lending Fund LP
- Oaktree European Principal Fund III, L.P.
- Oaktree Opportunities Fund VIII, L.P.
- Oaktree Opportunities Fund VIIIb, L.P.
- Oaktree Real Estate Opportunities Fund V, L.P.
- Oaktree Real Estate Opportunities Fund VI, L.P.
- Ocotillo LA Investments, LLC
- Olympus Growth Fund VI, L.P.
- Olympus Growth Fund VII, L.P.
- Onex Partners III LP
- Papago Industrial Investor LLC
- Partners Group Secondary Two Thousand and Eight, L.P.
- Partners Group Secondary Two Thousand and Eleven (USD), L.P. Inc.
- Paul Capital Partners IX, L.P.
- Pegasus Cactus Self-Storage LLC
- Peninsula Technology Ventures, L.P.
- PEP Cactus Investor LLC
- PHG Hospitality Investor LLC
- Pine Brook Capital Partners II, L.P.
- Pine Brook Capital Partners, L.P.
- Platinum Equity Capital Partners II, L.P.
- Presidio Partners Two Thousand and Seven, L.P.
- Quantum Energy Partners V, L.P.
- REL-ASRS Lantern LLC
- Related Energy Focused RE Fund
- Related Fund Management, LLC
- Related Real Estate Debt Fund, L.P.
- Related Real Estate Fund III, L.P.
- RFM Cactus Apartments LLC
- RFM Cactus Holding Company, LLC (Partnership with Related)
- RFM Cactus NYSS LLC
- Rhone Partners V L.P.
- Roark Capital Partners II Sidecar LP
- Roark Capital Partners V
- Roark Diversified Restaurant Fund II LP
- RREEF Global Opportunities Fund II, LLC
- Saguaro Bay Area
- Saguaro ICG SLB Assets Fund I, SCsp
- Saybrook Corporate Opportunity Fund, L.P
- Sculptor ASRS Aviation Finance Fund, LP
- Seidler Equity Partners IV, L.P.
- SHP-Mesquite I LLC
- Silver Lake Partners III, L.P.
- Silver Lake Partners V, L.P.
- Sonoran Cactus Private Asset Backed Fund, L.P. (Managed by Ares)
- Sonoran Private Credit Opportunities Fund, LLC (Managed by Cerberus)
- Tamarisk EWA Industrial, LLC
- TCG Three-A, LP
- TCP VI Co-Invest (North America) L.P.
- TCW Capital Trust
- TCW/Crescent Mezzanine Partners V, L.P.
- Tenex Capital Partners II, L.P.
- Tenex Capital Partners, L.P.
- TH Cactus Investor LLC
- The Energy & Minerals Group Fund III, L.P.
- The Energy & Minerals Group Fund IV, LP
- The Resolute Fund II, L.P.
- The Resolute Fund III, L.P.
- The Resolute Fund IV, L.P.
- The Resolute Fund V, L.P.
- The Veritas Capital Fund IV, L.P.
- The Veritas Capital Fund V, L.P.
- The Veritas Capital Fund VI, L.P.
- The Veritas Capital Fund VII, L.P.
- The Veritas Capital Fund VIII, L.P.
- The Veritas Capital Vantage Fund, L.P.
- Tishman Speyer Real Estate Venture VI, L.P.
- Tishman Speyer Real Estate Venture VII, L.P.
- Tower III Joint Venture Parcel
- Trilantic Capital Partners V (North America) L.P.
- Trilantic Capital Partners VI (North America) L.P.
- TSG Eight L.P.
- TSG Seven A L.P.
- TSG Seven B L.P.
- US Cactus Industrial-Logistics
- US Farming Realty Trust II
- VDC Cardon Grande Investor
- Vida Insurance Credit Opportunity Fund II, LP
- Vida Insurance Credit Opportunity Fund III LP
- Vista Co-Investment Program (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vista Foundation Fund III (NZAM)
- Vista Foundation Fund IV, L.P. (NZAM)
- Vtraz Investor, LLC
- Warburg Pincus Private Equity X, L.P.
- Waterton Residential Property Venture XI
- Waud Capital Partners III, L.P.
- Wayzata Opportunities Fund II, L.P.
- Westbrook Real Estate Fund VII, L.P.
- Westbrook Real Estate Fund VIII
- Westcore Alpha Venture, LLC
- Westcore Realty, LLC
- White Deer Energy L.P.
- White Deer Energy L.P. II
- Yucaipa American Alliance Fund II, L.P.
List of AMCs contracting with the Public Safety Personnel Retirement System
The Arizona Public Safety Personnel Retirement System/Arizona Elected Officials Retirement Plan contracted with 19 asset management companies (AMCs) as of 2023. Of those companies, eight were investor participants in Climate Action 100+, and five were members of NZAM. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Arizona Public Safety Personnel Retirement System/Arizona Elected Officials Retirement Plan as of 2023:[3]
- ABEL NOSER, NEW YORK
- ARQAAM SECURITIES LLC, DUBAI
- BARCLAYS CAPITAL INC./LE, NEW JERSEY
- BARCLAYS CAPITAL, LONDON (BARCGB33)
- CITIGROUP GBL MKTS/SALOMON, NEW YORK
- CITIGROUP GLOBAL MARKETS LTD, LONDON
- COMMERCIAL BANK OF QATAR LTD, DOHA
- CREDIT LYONNAIS SECS (ASIA), HONG KONG
- CREDIT SUISSE (EUROPE), LONDON (Climate Action 100+)
- CREDIT SUISSE, NEW YORK (CSUS) (Climate Action 100+)
- GOLDMAN SACHS (ASIA) LLC, TAIPEI (Climate Action 100+)
- GOLDMAN SACHS & CO, NY (Climate Action 100+)
- GOLDMAN SACHS INTL, LONDON (GSILGB2X) (Climate Action 100+)
- HSBC BANK PLC (MIDLAND BK)(JAC), LONDON (NZAM, Climate Action 100+)
- INSTINET PACIFIC LTD, HONG KONG
- J.P. MORGAN SECS LTD, LONDON (NZAM)
- J.P MORGAN SECURITIES INC, NEW YORK (NZAM)
- J.P. MORGAN SECURITIES, HONG KONG (NZAM)
- MACQUARIE BANK LTD, HONG KONG (NZAM, Climate Action 100+)
- MERRILL LYNCH INTL LONDON EQUITIES
- MORGAN STANLEY & CO INC, NY
- PERSHING LLC, JERSEY CITY
- ROBECO USA (NZAM, Climate Action 100+)
- SANTANDER INVESTMENT SEC INC, NEW YORK (NZAM, Climate Action 100+)
- SG SECURITIES, HONG KONG
- UBS EQUITIES, LONDON (NZAM, Climate Action 100+)
- UBS SECURITIES LLC, STAMFORD (NZAM, Climate Action 100+)
- UBS WARBURG ASIA LTD, HONG KONG (NZAM, Climate Action 100+)
List of AMCs contracting with the Public Safety Personnel Retirement System
The Arizona Public Safety Personnel Retirement System/Arizona Correctional Officer Retirement Plan contracted with 29 asset management companies (AMCs) as of June 2021. Of those companies, 12 were investor participants in Climate Action 100+, and 10 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Arizona Correctional Officer Retirement Plan as of 2023:[3]
- ABEL NOSER, NEW YORK
- ARQAAM SECURITIES LLC, DUBAI
- BARCLAYS CAPITAL INC./LE, NEW JERSEY
- BARCLAYS CAPITAL, LONDON (BARCGB33)
- CITIGROUP GBL MKTS/SALOMON, NEW YORK
- CITIGROUP GLOBAL MARKETS LTD, LONDON
- COMMERCIAL BANK OF QATAR LTD, DOHA
- CREDIT LYONNAIS SECS (ASIA), HONG KONG
- CREDIT SUISSE (EUROPE), LONDON (Climate Action 100+)
- CREDIT SUISSE, NEW YORK (CSUS) (Climate Action 100+)
- GOLDMAN SACHS (ASIA) LLC, TAIPEI (Climate Action 100+)
- GOLDMAN SACHS & CO, NY (Climate Action 100+)
- GOLDMAN SACHS INTL, LONDON (GSILGB2X) (Climate Action 100+)
- HSBC BANK PLC (MIDLAND BK)(JAC), LONDON (NZAM, Climate Action 100+)
- INSTINET PACIFIC LTD, HONG KONG
- J.P. MORGAN SECS LTD, LONDON (NZAM)
- J.P MORGAN SECURITIES INC, NEW YORK (NZAM)
- J.P. MORGAN SECURITIES, HONG KONG (NZAM)
- MACQUARIE BANK LTD, HONG KONG (NZAM, Climate Action 100+)
- MERRILL LYNCH INTL LONDON EQUITIES
- MORGAN STANLEY & CO INC, NY
- PERSHING LLC, JERSEY CITY
- ROBECO USA (NZAM, Climate Action 100+)
- SANTANDER INVESTMENT SEC INC, NEW YORK (NZAM, Climate Action 100+)
- SG SECURITIES, HONG KONG
- UBS EQUITIES, LONDON (NZAM, Climate Action 100+)
- UBS SECURITIES LLC, STAMFORD (NZAM, Climate Action 100+)
- UBS WARBURG ASIA LTD, HONG KONG (NZAM, Climate Action 100+)
List of AMCs contracting with the Public Safety Personnel Retirement System
The Public Safety Personnel Retirement System contracted with 29 asset management companies (AMCs) as of June 2021. Of those companies, 12 were investor participants in Climate Action 100+, and 10 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Public Safety Personnel Retirement System as of 2023:[3]
- ABEL NOSER, NEW YORK
- ARQAAM SECURITIES LLC, DUBAI
- BARCLAYS CAPITAL INC./LE, NEW JERSEY
- BARCLAYS CAPITAL, LONDON (BARCGB33)
- CITIGROUP GBL MKTS/SALOMON, NEW YORK
- CITIGROUP GLOBAL MARKETS LTD, LONDON
- COMMERCIAL BANK OF QATAR LTD, DOHA
- CREDIT LYONNAIS SECS (ASIA), HONG KONG
- CREDIT SUISSE (EUROPE), LONDON (Climate Action 100+)
- CREDIT SUISSE, NEW YORK (CSUS) (Climate Action 100+)
- GOLDMAN SACHS (ASIA) LLC, TAIPEI (Climate Action 100+)
- GOLDMAN SACHS & CO, NY (Climate Action 100+)
- GOLDMAN SACHS INTL, LONDON (GSILGB2X) (Climate Action 100+)
- HSBC BANK PLC (MIDLAND BK)(JAC), LONDON (NZAM, Climate Action 100+)
- INSTINET PACIFIC LTD, HONG KONG
- J.P. MORGAN SECS LTD, LONDON (NZAM)
- J.P MORGAN SECURITIES INC, NEW YORK (NZAM)
- J.P. MORGAN SECURITIES, HONG KONG (NZAM)
- MACQUARIE BANK LTD, HONG KONG (NZAM, Climate Action 100+)
- MERRILL LYNCH INTL LONDON EQUITIES
- MORGAN STANLEY & CO INC, NY
- PERSHING LLC, JERSEY CITY
- ROBECO USA (NZAM, Climate Action 100+)
- SANTANDER INVESTMENT SEC INC, NEW YORK (NZAM, Climate Action 100+)
- SG SECURITIES, HONG KONG
- UBS EQUITIES, LONDON (NZAM, Climate Action 100+)
- UBS SECURITIES LLC, STAMFORD (NZAM, Climate Action 100+)
- UBS WARBURG ASIA LTD, HONG KONG (NZAM, Climate Action 100+)
Kansas
List of AMCs contracting with the Kansas Police and Firemen's Retirement System
The Kansas Police and Firemen's Retirement System contracted with 23 asset management companies (AMCs) or specific funds as of July 31, 2022. Of those companies, 11 were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Kansas Police and Firemen's Retirement System:[3]
- Adrian Lee & Partners
- Axium Infrastructure US LP (NZAM)
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Brookfield Asset Management (NZAM)
- CenterSquare Investment Management Inc. (Climate Action 100+)
- Franklin Templeton Institutional (NZAM, Climate Action 100+)
- IFM Global Infrastructure (NZAM, Climate Action 100+)
- Insight Investment Inc. (NZAM, Climate Action 100+)
- J.P. Morgan Investment Management, Inc. (NZAM)
- Lazard Asset Management, LLC (NZAM, Climate Action 100+)
- Loomis Sayles & Company, LP
- MacKay Shields LLC
- Mellon Capital Management Corporation (Climate Action 100+)
- Molpus Timberlands Management
- Payden & Rygel Investment Counsel (NZAM, Climate Action 100+)
- RMS Evergreen
- Russell Investment Group (NZAM, Climate Action 100+)
- State Street Global Advisors (NZAM)
- T Rowe Price Associates, Inc. (NZAM)
- Tortoise Capital Advisors, LLC
- Wellington Management Company (NZAM, Climate Action 100+)
- Western Asset Management Company
List of AMCs contracting with the Kansas Public Employee Retirement System
The Kansas Public Employee Retirement System contracted with 23 asset management companies (AMCs) or specific funds as of July 31, 2022. Of those companies, 11 were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Kansas Public Employee Retirement System:[3]
- Adrian Lee & Partners
- Axium Infrastructure US LP (NZAM)
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Brookfield Asset Management (NZAM)
- CenterSquare Investment Management Inc. (Climate Action 100+)
- Franklin Templeton Institutional (NZAM, Climate Action 100+)
- IFM Global Infrastructure (NZAM, Climate Action 100+)
- Insight Investment Inc. (NZAM, Climate Action 100+)
- J.P. Morgan Investment Management, Inc. (NZAM)
- Lazard Asset Management, LLC (NZAM, Climate Action 100+)
- Loomis Sayles & Company, LP
- MacKay Shields LLC
- Mellon Capital Management Corporation (Climate Action 100+)
- Molpus Timberlands Management
- Payden & Rygel Investment Counsel (NZAM, Climate Action 100+)
- RMS Evergreen
- Russell Investment Group (NZAM, Climate Action 100+)
- State Street Global Advisors (NZAM)
- T Rowe Price Associates, Inc. (NZAM)
- Tortoise Capital Advisors, LLC
- Wellington Management Company (NZAM, Climate Action 100+)
- Western Asset Management Company
List of AMCs contracting with the Kansas Retirement System for Judges
The Kansas Retirement System for Judges contracted with 23 asset management companies (AMCs) or specific funds as of July 31, 2022. Of those companies, 11 were investor participants in Climate Action 100+, and 14 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Kansas Retirement System for Judes:[3]
- Adrian Lee & Partners
- Axium Infrastructure US LP (NZAM)
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- BlackRock Institutional Trust Company (NZAM, Climate Action 100+)
- Brookfield Asset Management (NZAM)
- CenterSquare Investment Management Inc. (Climate Action 100+)
- Franklin Templeton Institutional (NZAM, Climate Action 100+)
- IFM Global Infrastructure (NZAM, Climate Action 100+)
- Insight Investment Inc. (NZAM, Climate Action 100+)
- J.P. Morgan Investment Management, Inc. (NZAM)
- Lazard Asset Management, LLC (NZAM, Climate Action 100+)
- Loomis Sayles & Company, LP
- MacKay Shields LLC
- Mellon Capital Management Corporation (Climate Action 100+)
- Molpus Timberlands Management
- Payden & Rygel Investment Counsel (NZAM, Climate Action 100+)
- RMS Evergreen
- Russell Investment Group (NZAM, Climate Action 100+)
- State Street Global Advisors (NZAM)
- T Rowe Price Associates, Inc. (NZAM)
- Tortoise Capital Advisors, LLC
- Wellington Management Company (NZAM, Climate Action 100+)
- Western Asset Management Company
Kentucky
List of AMCs contracting with the Kentucky County Employees Retirement System
The Kentucky County Employees Retirement System contracted with 147 asset management companies (AMCs) as of June 2022. Of those companies or funds, 7 were investor participants in Climate Action 100+, and 13 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Kentucky County Employees Retirement System:[3]
- Abel Noser
- Adams St SPC II A1
- Adams St SPC II B1
- American Century
- Amerra Agri Fund II
- Amerra Agri Holdings
- Arcano Fund
- Ares SSF IV
- Arrowmark
- Axiom (Climate Action 100+)
- Baring Euro Real Estate II
- Baring Real Estate
- Bay Hills EM PTNR I
- Bay Hills EM PTNR II
- Bay Hills EM PTNR III
- Bay Hills II B
- BDCM Oppt FD IV
- BlackRock World Ex (NZAM, Climate Action 100+)
- Blackstone Cap V
- Blackstone Cap VI
- Blackstone Strat Opp
- Blue Torch
- BSP Coinvest
- BSP Private Credit Fund
- BTG Pactual
- Capital Springs
- Cerberus KRS LP
- CM Growth I
- Columbia
- Columbia Cap Eq IV
- Crestview Ptners II
- Crestview Ptners III
- CVC Capital Partners VI
- DAG Ventures II QP
- DAG Ventures III QP
- DAG Ventures IV QP
- DAG Ventures V QP
- DB Private Equity
- DCM VI LP
- Divco West IV
- Essex Wood HLTH VIII
- Franklin Templeton (NZAM, Climate Action 100+)
- Fundamental Partners III
- Green Eqty Invst V
- Green Eqty Invst VI
- Green Equity Inv VII
- Greenfield Acq VI
- Greenfield Acq VII
- H & F Spock I, LP (Kronos)
- Harrison Street
- Harvest Partners V
- Harvest Partners VI
- Harvest Partners VII
- Hellman Friedman VI
- HIG Bioventures II
- HIG Cap Ptnrs V
- HIG Venture Ptnr II
- Horsley Brdg Intl V
- IFM Infrast Debt Fund (NZAM, Climate Action 100+)
- Internal Tips
- Internal US Mid Cap
- Invesco (NZAM)
- Invst Ven Ptrn XII
- JP Morgan Emerging Markets (NZAM)
- JW Childs Equity III
- Kayne Anderson
- KCP IV Co-Invest
- Keyhaven Capital III
- Keyhaven Capital IV
- KRS Internal Equity
- KRS Nonus ACWI-EX US
- L-A VII
- Lazard Asset Management (NZAM, Climate Action 100+)
- Levine Leichtman Cap Ptnrs V
- Levine Leichtman Fund VI
- Loomis
- Loomis Core Fixed Income
- Lord Abbett
- LSV Asset Management
- Lubert Adler RE VIIB
- Luxor Capital
- Magnetar MTP EOP II
- Manulife Asset Management (Climate Action 100+)
- Marathon Bluegrass
- Matlinpatterson II
- Matlinpatterson III
- Merit Mezz FD IV
- Mesa West Core Lend
- Mesa West IV
- MHR Inst Ptnrs III
- Middle Ground
- Middle Ground II
- Middle Ground II X
- Mill Road Capital
- Myriad Opportunities
- New Mtn Ptnrs II LP
- New Mtn Ptnrs III LP
- New Mtn Ptnrs IV LP
- New State III
- Next Century Growth
- NISA
- Non-US Trans Acct
- NTGI Intl Sm Cap
- NTGI Structured
- Nuveen Real Asset Income (Climate Action 100+)
- Oak Hill Cap PT II
- Oak Hill Cap PT III
- Oberland Capital
- OCM Opps FD VIIB
- Patron Capital
- Perimeter Park
- Pine River
- Prisma Capital
- Prologis Tusl
- Putnam
- Pzena Emerging Markets (NZAM)
- River Road Fav
- Riverside Apprec VI
- Rubenstein PF II
- S&P 500 Index
- Shenkman Cap
- SRS Partners US
- State Street Transition (NZAM)
- Stockbridge SM/Mkts
- Strategic Value IV
- Strategic Value Partners V
- Sun Cap Ptrns
- Taurus Mine Finance
- TCV
- Tortoise Capital
- TPF II
- Tricadia Select
- Triton Fund IV
- VantagePoint 2006
- VantagePoint IV
- Vista Eq Ptnr FD III (NZAM)
- Vista Eq Ptnr FD IV (NZAM)
- Vista Eq Ptnr FD VI (NZAM)
- Walton St RE FD VI
- Walton St RE FD VII
- Warburg Pincus PE IX
- Warburg Pincus PE X
- Waterfall
- Wayzata Opps FD II
- Wayzata Opps FD III
- Westfield Capital
- White Oak Yield Spectrum Fund
List of AMCs contracting with the Kentucky Employees Retirement System
The Kentucky Employees Retirement System contracted with 145 asset management companies (AMCs) as of June 2022. Of those companies or funds, 6 were investor participants in Climate Action 100+, and 10 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Kentucky Employees Retirement System:[3]
- Abel Noser
- Adams St SPC II A
- Adams St SPC II B
- American Century
- Amerra AGRI Fund II
- Amerra AGRI Holdings
- Arcano Fund
- Ares SSF IV
- Arrowmark
- Baring Euro Real Estate II
- Baring Real Estate
- Bay Hills EM PTNR I
- Bay Hills EM PTNR II
- Bay Hills EM PTNR III
- Bay Hills II B
- BDCM Oppt FD IV
- BlackRock World Ex (NZAM, Climate Action 100+)
- Blackstone Cap V
- Blackstone Cap VI
- Blackstone Strat Opp
- Blue Torch
- BSP Coinvestment
- BSP Private Credit Fund
- BTG Pactual
- Capital Springs
- Cerberus Capital Management
- CM Growth I
- Columbia
- Columbia Cap Eq IV
- Crestview Ptners II
- Crestview Ptners III
- CVC Capital Partners VI
- DAG Ventures II QP
- DAG Ventures III QP
- DAG Ventures IV QP
- DAG Ventures V QP
- DB Private Equity
- DCM VI LP
- Divcowest IV
- Essex Wood HLTH VIII
- Franklin Templeton (NZAM, Climate Action 100+)
- Fundamental Partners III
- Green Eqty Invst V
- Green Eqty Invst VI
- Green Equity Inv VII
- Greenfield Acq VI
- Greenfield Acq VII
- H & F Spock I, LP (Kronos)
- H/2 Credit Partner
- Harrison Street
- Harvest Partners V
- Harvest Partners VI
- Harvest Partners VII
- Hellman Friedman VI
- HIG Bioventures II
- HIG Cap Ptnrs V
- HIG Venture Ptnr II
- Horsley Brdg Intl V
- IFM Infrastructure (NZAM, Climate Action 100+)
- Internal TIPS
- Internal US Mid Cap
- Invesco (NZAM)
- Invst Ven Ptrn XII
- JP Morgan Emerging Markets (NZAM)
- JW Childs Equity III
- Kayne Anderson
- KCP IV Co-Invest
- Keyhaven Capital III
- Keyhaven Capital IV
- Lazard Asset Management (NZAM, Climate Action 100+)
- Levine Leichtman Cap Ptnrs V
- Levine Leichtman Fund VI
- Loomis
- Loomis Sayles Intmd
- Lord Abbett
- LSV Asset Management
- Lubert Adler VII
- Lubert Adler VII B
- Luxor Capital
- Magnetar MTP EOF II
- Manulife Asset Management (Climate Action 100+)
- Marathon Bluegrass
- Matlinpatterson II
- Matlinpatterson III
- Merit Mezz FD IV
- Mesa West Core Lend
- Mesa West IV
- MHR Inst Ptnrs III
- Middle Ground
- Middle Ground II
- Middle Ground II X
- Mill Road Capital
- Myriad Opportunities
- New Mtn Ptnrs II LP
- New Mtn Ptnrs III LP
- New Mtn Ptnrs IV LP
- New State III
- Next Century Growth
- NISA
- NTGI Int'l Small Cap
- NTGI Structured
- Nuveen Real Asset Income (Climate Action 100+)
- Oak Hill Cap PT II
- Oak Hill Cap PT III
- Oberland Capital
- OCM Opps FD VIIB
- Patron Capital
- Perimeter Park
- Pine River
- PRISMA Capital
- Prologis Targeted US
- Putnam
- Pyramis Intl
- Pzena Emerging Markets (NZAM)
- River Road FAV
- Riverside Apprec VI
- Rubenstein PF II
- S&P 500 Index (KRS Internal Managers)
- Scientific Beta (KRS Internal Equity)
- Shenkman Capital
- SRS Partners US
- Stockbridge SM/Mkts
- Strategic Value IV
- Strategic Value Partners V
- Sun Cap Ptrns
- Taurus Mine Finance
- TCV
- Tortoise Capital
- TPF II
- Tricadia Select
- Triton Fund IV
- VantagePoint 2006
- VantagePoint IV
- Vista Eq Ptnr FD III (NZAM)
- Vista Eq Ptnr FD IV (NZAM)
- Vista Eq Ptnr FD VI (NZAM)
- Walton St RE VI
- Walton St RE VII
- Warburg Pincus PE IX
- Warburg Pincus PE X
- Waterfall
- Wayzata Opps FD II
- Wayzata Opps FD III
- Westfield Capital
- White Oak Yield Spectrum Fund
List of AMCs contracting with the Judicial Retirement Plan
The Judicial Retirement Plan contracted with one asset management company (AMC) as of June 2022. This AMC was not an investor participants in Climate Action 100+ or NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Judicial Retirement Plan:[3]
- Baird Trust Company
List of AMCs contracting with the Legislators Retirement Plan
The Legislators Retirement Plan contracted with one asset management company (AMC) as of June 2022. This AMC was not an investor participants in Climate Action 100+ or NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Legislators Retirement Plan:[3]
- Baird Trust Company
List of AMCs contracting with the State Police Retirement System
The State Police Retirement System contracted with 145 asset management companies (AMCs) as of June 2022. Of those companies or funds, 6 were investor participants in Climate Action 100+, and 10 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the State Police Retirement System:[3]
- Abel Noser
- Adams St SPC II A
- Adams St SPC II B
- American Century
- Amerra AGRI Fund II
- Amerra AGRI Holdings
- Arcano Fund
- Ares SSF IV
- Arrowmark
- Baring Euro Real Estate II
- Baring Real Estate
- Bay Hills EM PTNR I
- Bay Hills EM PTNR II
- Bay Hills EM PTNR III
- Bay Hills II B
- BDCM Oppt FD IV
- BlackRock World Ex (NZAM, Climate Action 100+)
- Blackstone Cap V
- Blackstone Cap VI
- Blackstone Strat Opp
- Blue Torch
- BSP Coinvestment
- BSP Private Credit Fund
- BTG Pactual
- Capital Springs
- Cerberus Capital Management
- CM Growth I
- Columbia
- Columbia Cap Eq IV
- Crestview Ptners II
- Crestview Ptners III
- CVC Capital Partners VI
- DAG Ventures II QP
- DAG Ventures III QP
- DAG Ventures IV QP
- DAG Ventures V QP
- DB Private Equity
- DCM VI LP
- Divcowest IV
- Essex Wood HLTH VIII
- Franklin Templeton (NZAM, Climate Action 100+)
- Fundamental Partners III
- Green Eqty Invst V
- Green Eqty Invst VI
- Green Equity Inv VII
- Greenfield Acq VI
- Greenfield Acq VII
- H & F Spock I, LP (Kronos)
- H/2 Credit Partner
- Harrison Street
- Harvest Partners V
- Harvest Partners VI
- Harvest Partners VII
- Hellman Friedman VI
- HIG Bioventures II
- HIG Cap Ptnrs V
- HIG Venture Ptnr II
- Horsley Brdg Intl V
- IFM Infrastructure (NZAM, Climate Action 100+)
- Internal TIPS
- Internal US Mid Cap
- Invesco (NZAM)
- Invst Ven Ptrn XII
- JP Morgan Emerging Markets (NZAM)
- JW Childs Equity III
- Kayne Anderson
- KCP IV Co-Invest
- Keyhaven Capital III
- Keyhaven Capital IV
- Lazard Asset Management (NZAM, Climate Action 100+)
- Levine Leichtman Cap Ptnrs V
- Levine Leichtman Fund VI
- Loomis
- Loomis Sayles Intmd
- Lord Abbett
- LSV Asset Management
- Lubert Adler VII
- Lubert Adler VII B
- Luxor Capital
- Magnetar MTP EOF II
- Manulife Asset Management (Climate Action 100+)
- Marathon Bluegrass
- Matlinpatterson II
- Matlinpatterson III
- Merit Mezz FD IV
- Mesa West Core Lend
- Mesa West IV
- MHR Inst Ptnrs III
- Middle Ground
- Middle Ground II
- Middle Ground II X
- Mill Road Capital
- Myriad Opportunities
- New Mtn Ptnrs II LP
- New Mtn Ptnrs III LP
- New Mtn Ptnrs IV LP
- New State III
- Next Century Growth
- NISA
- NTGI Int'l Small Cap
- NTGI Structured
- Nuveen Real Asset Income (Climate Action 100+)
- Oak Hill Cap PT II
- Oak Hill Cap PT III
- Oberland Capital
- OCM Opps FD VIIB
- Patron Capital
- Perimeter Park
- Pine River
- PRISMA Capital
- Prologis Targeted US
- Putnam
- Pyramis Intl
- Pzena Emerging Markets (NZAM)
- River Road FAV
- Riverside Apprec VI
- Rubenstein PF II
- S&P 500 Index (KRS Internal Managers)
- Scientific Beta (KRS Internal Equity)
- Shenkman Capital
- SRS Partners US
- Stockbridge SM/Mkts
- Strategic Value IV
- Strategic Value Partners V
- Sun Cap Ptrns
- Taurus Mine Finance
- TCV
- Tortoise Capital
- TPF II
- Tricadia Select
- Triton Fund IV
- VantagePoint 2006
- VantagePoint IV
- Vista Eq Ptnr FD III (NZAM)
- Vista Eq Ptnr FD IV (NZAM)
- Vista Eq Ptnr FD VI (NZAM)
- Walton St RE VI
- Walton St RE VII
- Warburg Pincus PE IX
- Warburg Pincus PE X
- Waterfall
- Wayzata Opps FD II
- Wayzata Opps FD III
- Westfield Capital
- White Oak Yield Spectrum Fund
List of AMCs contracting with the Teachers' Retirement System Kentucky
The Teachers' Retirement System Kentucky contracted with 42 asset management companies (AMCs) as of June 2022. Of those companies or funds, seven were investor participants in Climate Action 100+, and nine were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Teachers' Retirement System Kentucky:Cite error: Invalid <ref> tag; invalid names, e.g. too many
- Actis (NZAM)
- Alinda Capital Partners
- AlpInvest Partners
- Angelo Gordon & Company
- Apax Partners
- Audax Group
- Avenue Capital Group
- Baillie Gifford Overseas Ltd. (NZAM, Climate Action 100+)
- Barings Asset Management (Climate Action 100+)
- BlackRock Institutional Trust Co. (NZAM, Climate Action 100+)
- Blackstone Real Estate Advisors
- CapitalSouth Partners
- Chrysalis Ventures
- Columbia Threadneedle Investments (NZAM, Climate Action 100+)
- Fort Washington Investment Advisors
- Galliard Capital Management
- Gavea Investimentos
- Hancock Natural Resource Group
- Hellman & Friedman Capital Partners
- Highbridge Principal Strategies
- IFM Investors (NZAM, Climate Action 100+)
- J.P. Morgan Asset Management (NZAM)
- Kohlberg Kravis Roberts & Co.
- Landmark Partners
- Lexington Capital Partners
- Lord, Abbet & Co.
- Marathon Asset Management
- Molpus Woodlands Group
- Natural Gas Partners
- Oaktree Capital Management
- Prudential Real Estate Investors
- Public Pension Capital
- Riverstone Holdings
- Rockwood Capital
- Shenkman Capital Management
- State Street Global Advisors Trust Co. (NZAM)
- Stepstone Group
- TA Realty
- The Carlyle Group
- Todd Asset Management
- UBS Global Asset Management (NZAM, Climate Action 100+)
- Wellington Management Co. (NZAM, Climate Action 100+)
Michigan
List of AMCs contracting with the Michigan Legislative Retirement System
The Michigan Legislative Retirement System contracted with 13 asset management companies (AMCs) as of September 30, 2021. Of those companies or funds, one was an investor participants in Climate Action 100+, and one was a member of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Michigan Legislative Retirement System:[3]
- Barrow Hanley Mewhinney & Strauss, Inc.
- Cramer Rosenthal McGlynn, LLC
- Dimensional Fund Advisors
- Dodge & Cox Funds
- DoubleLine Funds Trust
- FEG Investment Advisors
- Fidelity Investments
- Ironwood Capital Management
- PIMCO
- RWC Emerging Markets
- The American Fund Group, Capital Research and Management, EuroPacific Growth Fund
- Wasatch Global Investors
- Wellington Management Co., LLP (NZAM, Climate Action 100+)
List of AMCs contracting with the Michigan Municipal Employees Retirement System
The Michigan Municipal Employees Retirement System (MERS) contracted with 72 asset management companies (AMCs) as of November 30, 2022. Of those companies or funds, five were investor participants in Climate Action 100+, and four were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with MERS:[3]
- 10T Capital (Climate Action 100+)
- Acadian Asset Management Inc. (NZAM)
- ACP Peru
- Alpine Lake Capital Partners, LLC (Barings LLC) (Climate Action 100+)
- AlpInvest Partners
- Altaris Capital Partners
- Angelo Gordon & Co.
- Aperia Technologies
- Appian Natural Resources (Climate Action 100+)
- Arlington Capital Partners
- Asterion Industrial Partners
- Bentall GreenOak
- Blackstone Alternative Asset Management, LP
- Blackstone Real Estate Partners
- Brookwood U.S. Real Estate
- Calysta, Inc.
- Colony Capital, LLC
- Comvest Partners
- Consilium Investment Management
- Domain Capital Advisors
- Electrum Group, LLC
- Exeter Property Group, LLC
- Fortress Investment Group, LLC
- Frontier Market Asset Management, LLC
- Gerchen Keller Capital, LLC (Burford Capital)
- Goldman Sachs (Climate Action 100+)
- Grantham, Mayo, Van Otterloo & Co., LLC
- Grosvenor Capital Management, LP
- H/2 Capital Partners
- Hancock Natural Resource Group, Inc.
- Harbert Management Corporation
- Hunter Point Capital
- IL&FS Capital Advisors Limited
- Influence Media Partners
- Ionetix Corporation
- J.P. Morgan Asset Management (NZAM)
- Keen Growth Capital
- Kennedy Capital Management
- LaSalle Investment Management (NZAM)
- Lead Edge Capital Management, LLC
- Lumira Capital
- MC Credit Partners, LP
- Merrowie Property Trust
- Metropolitan Real Estate
- Michigan eLab Capital Partners, LP
- MiddleGround Capital
- Miravast Asset Management, LLC
- Mubadala Capital
- Napier Park Global Capital
- Nu-Tek Food Science (Climate Action 100+)
- Oak Hill Advisors, LP
- Oak Street Real Estate Capital, LLC
- Oberland Capital Management, LLC
- Orchard Global Asset Management
- Parametric Portfolio Associates
- Petrichor Healthcare Capital Mgt, LP
- Pioneer Asset Management SA
- Polunin Capital Partners
- Punch & Associates
- Rialto Capital Management
- Sculptor Real Estate
- Silver Hill Energy Partners III, LP
- Starwood Capital Group
- State Street Global Advisors (NZAM)
- Ten Coves Capital
- Terra Partners Asset Management
- Townsend Group
- Trice Medical Inc.
- Valar Ventures
- Verdant
- Veritas Capital
- Walden International
List of AMCs contracting with the Michigan Public School Employees' Retirement System
The Michigan Public School Employees' Retirement System's assets are managed by the State of Michigan Investment Board. The State of Michigan Investment Board invests the assets for the Michigan State Judges' Retirement System (MJRS), the Michigan State Police Retirement System (MSPRS), the Michigan State Employees’ Retirement System (MSERS), and the Michigan Public School Employees' Retirement System (MPSERS).[3]
The State of Michigan Investment Board contracted with 504 asset management companies (AMCs) as of December 8, 2022. Of those companies or funds, 22 were investor participants in Climate Action 100+, and 26 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Michigan Judges' Retirement System:[3]
- 5AM Opportunities I, LP
- 5AM Opportunities II, LP
- 5AM Ventures VI, LP
- 5AM Ventures VII, LP
- 801 Grand Avenue Capital, LLC
- Abernathy Fund I, LLC
- Abernathy Fund II
- Accel Europe I, LP
- Accel Europe II, LP
- Accel Growth Fund II, LP
- Accel Growth Fund III, LP
- Accel Growth Fund IV, LP
- Accel Growth Fund V, LP
- Accel Growth Fund VI, LP
- Accel India VII, LP
- Accel IX, LP
- Accel Leaders 4, LP
- Accel Leaders Fund 3, LP
- Accel Leaders Fund II, LP
- Accel Leaders Fund, LP
- Accel London V, LP
- Accel London VI, LP
- Accel London VII, LP
- Accel VI-S
- Accel VI, LP
- Accel X, LP
- Accel XI, LP
- Accel XII, LP
- Accel XIII, LP
- Accel XIV, LP
- Accel XV, LP
- Accel-KKR Growth Capital Fund IV, LP
- Acorn Bioventures 2, LP
- Acorn Bioventures, LP
- Advent Global Private Equity V, LP
- Advent International GPE IX, LP
- Advent International GPE VI-A, LP
- Advent International GPE VII-B, LP
- Advent International GPE VIII-B, LP
- Advent International GPE X, LP
- Advent International LAPEF VII, LP
- Advent Latin American Private Equity Fund VI, LP
- AEW Senior Housing III
- AEW Senior Housing Investors IV
- Affinity Asia Pacific Fund III, LP
- Affinity Asia Pacific Fund IV, LP
- Affinity Asia Pacific Fund V, LP
- All-Cap Core
- American Industrial Partners VII, L.P.
- Ancora
- Apax Digital II, LP
- Apax Digital, LP
- Apax Europe Fund VI, LP
- Apax Europe VII, LP
- Apax IX, LP
- Apax US VII, LP
- Apax VIII - B, LP
- Apax X USD, LP
- Apax XI USD, LP
- Apollo Asia Real Estate Fund
- Apollo Financial Credit Investments Fund II, LP
- Apollo Financial Credit Investments Fund III, LP
- Apollo HK TMS Investments Holdings, LP
- Apollo Investment Fund IX, LP
- Apollo Investment Fund VIII, LP
- Arboretum Ventures II, LP
- Arboretum Ventures III, LP
- Arboretum Ventures IV, LP
- Arboretum Ventures V, LP
- Arboretum Ventures VI, LP
- Arclight Energy Partners VI, LP
- Arclight Energy Partners VII, LP
- Ares Corporate Opportunities Fund II, LP
- Ares Corporate Opportunities Fund III, LP
- Ares Corporate Opportunities Fund IV, LP
- Ark Investments
- Asana Partners Fund I, LP
- Asana Partners Fund II, LP
- Asana Partners Fund III, LP
- ASF Como Co-Investment, LP
- ASF VI Infrastructure B, LP
- ASF VII Infrastructure Fund B, LP
- ASF VIII B, LP
- ASF VIII Infrastructure Fund B, LP
- Attucks Asset Management
- Avanath Affordable Housing III
- Avanath Affordable Housing IV
- AXA ASF Miller Co-Investment, LP (NZAM, Climate Action 100+)
- Axiom Asia 6, LP (Climate Action 100+)
- Axiom Asia Co-Investment Fund I, LP (Climate Action 100+)
- Axiom Asia Co-Investment Fund II, LP (Climate Action 100+)
- Axiom Asia IV, LP (Climate Action 100+)
- Axiom Asia Private Capital Fund III, .P (Climate Action 100+)
- Axiom Asia V, LP (Climate Action 100+)
- Axton Holdings, LLC
- Ballie Gifford Int'l Concentrated Growth
- Baron Global Advantage
- Basalt Infrastructure Partners, LP
- BC European Capital VII, LP
- BentallGreenOak Europe IV, LP
- BentallGreenOak US Cold Storage, LP
- Berkshire Fund IX Coinvestment Fund, LP
- Berkshire Fund IX, LP
- Berkshire Fund VI, LP
- Berkshire Fund VII, LP
- Berkshire Fund VIII, LP
- Berkshire Fund X, LP
- BGO Europe III Co Invest (NZAM)
- Bivium Capital Partners
- Blackrock ACWI ex USA Index (NZAM, Climate Action 100+)
- BlackRock MiREIT Fund (NZAM, Climate Action 100+)
- BlackRock MSCI Systematic Return (NZAM, Climate Action 100+)
- Blackstone Capital Partners IV, LP
- Blackstone Capital Partners V-S, LP
- Blackstone Capital Partners V, LP
- Blackstone Capital Partners VI, LP
- Blackstone Capital Partners VII, LP
- Blackstone Capital Partners VIII, LP
- Blackstone Energy Partners II, LP
- Blackstone Energy Partners, LP
- Blackstone Energy Transition Partners IV, LP
- Blackstone Green Private Credit Fund III, LP
- Blackstone Growth II, LP
- Blackstone R/E Partners IX, LP
- Blackstone R/E Partners V, LP
- Blackstone R/E Partners VI, LP
- Blackstone R/E Partners VIII, LP
- Blackstone R/E Partners X, LP
- Blackstone Strategic Capital Holdings (Side Car), LP
- Blackstone Strategic Capital Holdings II, LP
- Blackstone Strategic Capital Holdings, LP
- Blue Peninsula Fund, LP
- BroadRiver III, LP
- Brookfield Infrastructure Fund II-B, LP (NZAM)
- Brown Capital Intl. Small Company Fund
- BSCH Parallel (MLG) I, LP
- Capri Urban Investors, LLC
- Carlyle Europe Partners V, S.C.SP.
- Carlyle Partners Growth, LP
- Carlyle Partners V, LP
- Carlyle Partners VI, LP
- Carlyle Partners VII, LP
- Carlyle Partners VIII, LP
- Carlyle Realty Partners IX, LP
- Centerbridge Capital Partners III, LP
- Charlesbank Equity Fund IX, LP
- Charlesbank Equity Fund X, LP
- Charlesbank Equity Overage Fund X, LP
- Charlesbank Fund IX Overage Allocation Program
- CIM Fund III, LP (NZAM)
- CIM Fund VIII, LP (NZAM)
- CIM VI (Urban REIT), LLC (NZAM)
- CircleUp Credit Fund I, LP
- Clarion Gables Multifamily Trust, LP
- Clarkston Capital Small/Mid-Cap
- Clearlake Capital Partners VI, LP
- Clearlake Capital Partners VII, LP
- Clearlake Opportunities Partners II, LP
- Clearlake Opportunities Partners III, LP
- Coller International Partners V, LP
- Coller International Partners VI, LP
- Coller International Partners VII, LP
- Columbus Circle Holdings, LLC
- Content Holdings, LLC
- Creative Media & Community Trust Corp
- Crescent Direct Lending (Climate Action 100+)
- Crown Small Cap Real Estate
- Customized Infrastructure Strategies, LP
- CVC Capital Partners VII, LP
- CVC Capital Partners VIII, LP
- Dalmore Capital Fund
- Disruptive Innovation Momentum
- DM2501, LLC
- Domain GVA-1, LLC
- Domain Hotel Properties, LLC
- Dover Street IX, LP
- Dover Street X, LP
- Eastport Properties, LLC
- Energy Transition Holdings LLC
- Fidelity Tactical Bond Fund
- FirstMark Capital I, LP
- FirstMark Capital IV, LP
- FirstMark Capital OF I, LP
- FirstMark Capital OF II, LP
- FirstMark Capital OF III. LP
- FirstMark Capital OF IV, LP
- FirstMark Capital V, LP
- FirstMark Capital VI, LP
- Flagship Pioneering Fund VII, LP
- Flagship Pioneering Special Opportunities Fund II, LP
- Flagship Pioneering VI, LP
- Flagship Ventures Fund 2004, LP
- Flagship Ventures Fund 2007, LP
- Flagship Ventures Fund IV, LP
- Flagship Ventures Fund V, LP
- Flagship Ventures Opportunities Fund I, LP
- Gateway Capital Real Estate Fund II, LP
- GCM Grosvenor CIS II, LP
- GCM Grosvenor CIS III, LP
- GCM Grosvenor Fund Investment Program I, LP
- GCM Grosvenor Fund Investment Program II, LP
- GCM Grosvenor Fund Investment Program III - 2004, LP
- GCM Grosvenor Fund Investment Program III - 2006, LP
- GCM Grosvenor Fund Investment Program V, LP
- GCM Grosvenor Fund Investment Program VI, LP
- GCM Grosvenor Fund Investment Program VIII, LP
- GCM Grosvenor Infrastructure IP, LP
- GCM Grosvenor SeasPriFIP, LP (PIS06-10)
- GCM Grosvenor SeasPriFIP, LP (PIS14)
- GCM Grosvenor SeasPriFIP, LP (Seed)
- Genstar Capital Partners IX, LP
- Genstar Capital Partners VIII, LP
- Genstar Capital Partners X, LP
- Genstar IX Opportunities Fund I, LP
- Genstar VIII Opportunities Fund I, LP
- Genstar X Opportunities Fund I, LP
- Global E&P Infrastructure Fund II, LP
- Golden Bell Azalea, LLC
- Green Equity Investors IX, LP
- Green Equity Investors V, LP
- Green Equity Investors VI, LP
- Green Equity Investors VII, LP
- Green Equity Investors VIII, LP
- Green Range Holdings LLC
- GreenOak Europe III, LP
- Greenspring Master G, LP
- Greenspring Micro II, LP
- GSO Energy Select Opportunities Fund II, LP
- GSO Energy Select Opportunities Fund, LP
- GTCR Fund XIII, LP
- GTCR Strategic Growth Fund, LP
- Guggenheim Core Plus
- HarbourVest Dover Street VIII, LP
- HarbourVest Int'l III Partnership, LP
- Harbourvest Partners Co-Investment Fund IV, LP
- HarbourVest Partners Co-Investment Fund V, LP
- Harbourvest Partners Co-Investment Fund VI, LP
- HarbourVest V Partnership, LP
- HarbourVest VI - Direct Fund, LP
- HarbourVest VI Partnership, LP
- Harvest Partners IX, LP
- Harvest Partners VII, LP
- Harvest Partners VIII, LP
- Heitman Credit
- Heitman Global RE Fund II
- Heitman MiREIT Fund
- Hellman & Friedman Capital Partners X, LP
- Hg Saturn 3 A, LP (NZAM)
- Hopen Life Sciences Fund II, LP
- IDR Core Property Index Fund, LLC
- IED Quality Equity
- IMRF II CoInvest Spiga, LP
- India Property Fund II, LLC
- Insight Partners Fund X Follow-On Fund, LP (Climate Action 100+)
- Insight Partners XI, LP (Climate Action 100+)
- Insight Partners XII, LP (Climate Action 100+)
- Insight Venture Partners GBCF, LP (Climate Action 100+)
- Insight Venture Partners IX, LP (Climate Action 100+)
- Insight Venture Partners X, LP (Climate Action 100+)
- Internal Core Fixed Income
- Internal Stock Plus
- Invesco Mortgage Recovery Feeder Fund (NZAM)
- Invesco Mortgage Recovery Fund II, LP (NZAM)
- Invesco Strategic Opportunities III, LP (NZAM)
- IPF II Co-Invest, LP
- Irradiant Renewables Opportunities Partners
- ISO III SMRS Sidecar, LP
- Jade Equity Investors II, LP
- Jade Equity Investors, LP
- JBC Funds North LaSalle, LLC
- JPMorgan AIRRO Fund II (NZAM)
- JPMorgan AIRRO India SideCar Fund US, LLC (NZAM)
- KBS/SM Fund III, LP
- KBS/SM Fund IV, LP
- Kelso Investment Associates IX, LP
- Kelso Investment Associates VII, LP
- Kelso Investment Associates VIII, LP
- Kelso Investment Associates X, LP
- Khosla Ventures III, LP
- Khosla Ventures IV, LP
- Khosla Ventures Opportunity I, LP
- Khosla Ventures Seed D, LP
- Khosla Ventures Seed E, LP
- Khosla Ventures V, LP
- Khosla Ventures VI, LP
- Khosla Ventures VII, LP
- KKR 2006 Fund, LP
- KKR Americas Fund XII, LP
- KKR Asian Fund II, LP
- KKR Asian Fund III, LP
- KKR Asian, LP
- KKR China Growth Fund, LP
- KKR Eagle CoInvest, LP
- KKR European Fund II, LP
- KKR European Fund III, LP
- KKR European Fund IV, LP
- KKR European Fund V (USD) SCSp
- KKR Global Infrastructure Investors IV, LP
- KKR Global Infrastructure Investors, LP
- KKR Millennium Fund, LP
- KKR North America Fund XI, LP
- KKR North America Fund XIII SCSp
- L-A Saturn Acquisition
- L&B Spartan Holdings
- LA Capital All-Cap Growth
- Lakewater, LLC, Series 4
- Landmark Real Estate Partners V, LP
- Large-Cap Consistent Growth
- LaSalle Asia Opportunity Fund III, LP (NZAM)
- Lead Edge Capital IV, LP
- Lead Edge Capital V, LP
- Lead Edge Capital VI, LP
- Lightspeed India Fund IV, LLC
- Lightspeed Opportunity Fund II, LP
- Lightspeed Opportunity Fund, LP
- Lightspeed Venture Partners Select IV, LP
- Lightspeed Venture Partners Select V, LP
- Lightspeed Venture Partners VII, LP
- Lightspeed Venture Partners XIII, LP
- Lightspeed Venture Partners XIV-A, LP
- Lightspeed Venture Partners XIV-B, LP
- Lion Industrial Trust
- Lion Mexico Fund, LP
- Lombard GVA0016 (NZAM, Climate Action 100+)
- Lone Star Fund X, LP
- Lone Star Fund XI, LP
- Lubert-Adler Real Estate Fund VII, LP
- M1 Westgate CoInvest, LLC
- M301W CoInvest, LLC
- Managed Asset Portfolios
- Martin Currie (NZAM, Climate Action 100+)
- Martin Currie International Long-Term (NZAM, Climate Action 100+)
- Menlo Special Opportunities Fund II, LP
- Menlo Special Opportunities Fund III, LP
- Menlo Ventures IX, LP
- Menlo Ventures X, LP
- Menlo Ventures XI, LP
- Menlo Ventures XIV, LP
- Menlo Ventures XV, LP
- Meritech Capital Partners Franchise Fund, LP
- Meritech Capital Partners IV, LP
- Meritech Capital Partners V, LP
- Meritech Capital Partners VI, LP
- Meritech Capital Partners VII, LP
- Meritech Capital Partners VIII, LP
- Meritech Capital Sidecar III, LP
- MERS Acquisitions Ltd.
- MetWest Securitized Opportunities
- Michigan Growth Capital Partners II, LP
- Michigan Growth Capital Partners III, LP
- Michigan Growth Capital Partners IV, LP
- Michigan Growth Capital Partners, LP
- Michigan SEMF Barings
- Michigan SEMF Grosvenor
- MIP Holdco, LLC
- Morgan Stanley Intl Opportunity Fund
- MSREF V - International
- MSRESS Fund III Institutional, LP
- MWT Holdings, LLC
- Napier Park ABS Income
- Napier Park Strategic Loan LP
- New Leaf Biopharma Opportunities II, LP
- New Leaf Growth Fund I, LP
- New Leaf Ventures II, LP
- New Leaf Ventures III, LP
- New Leaf Ventures IV, LP
- Northpark Land Associates
- Nyanza I, LLC
- Nyanza II, LLC
- Oak Investment Partners X, LP
- Oak Investments Partners IX, LP
- Ocqueoc Holdings, LLC
- Odyssey Investment Partners Fund VI, LP
- Orange Investors, LLC
- Orion Coinvest III, LP
- Paladin Realty Brazil Investors III (USA), LP
- Paladin Realty Latin America Investors IV-CI, LP
- Paladin Realty TB COINV V, LP
- Patient Capital
- Penmain Office, LLC
- Permira Growth Opportunities I, LP1
- Permira Growth Opportunities II SCSp
- Permira VII, LP 1
- Permira VIII, L.P. 2
- PGIM High Yield
- PGIM Investment Grade
- PIMCO Mortgage Fund
- PIMCO StocksPLUS
- Principal CMBS
- Principal MiREIT
- Principal Separate Account
- Proprium RE Spec. Situations Fund, LP
- Public Pension Capital, LLC
- Renaissance Venture Cap Fund II, LP
- Renaissance Venture Cap Fund III, LP
- Renaissance Venture Capital Fund IV, LP
- Rialto Credit Partnership, LP
- Rialto Real Estate Fund II, LP
- Rialto Real Estate Fund III-Debt, LP
- Rialto Real Estate Fund III-Property, LP
- Rialto Real Estate Fund IV-Debt, LP
- Ridgewood Water & Strategic IF II, LP (NZAM)
- Ridgewood Water & Strategic IF, LP (NZAM)
- Riverside Capital Appreciation Fund VI, LP
- Riverside Capital Appreciation Fund VII, LP
- Riverside Micro Cap Fund I, LP
- Riverside Micro-Cap Fund II, LP
- Riverside Micro-Cap Fund III, LP
- Riverside Micro-Cap Fund IV B, LP
- Riverside Micro-Cap Fund IV, LP
- Riverside Micro-Cap Fund V, LP
- Riverside Micro-Cap Fund VI, LP
- RPEP SMRS Infra II, LLC
- Science Ventures Fund II, LP
- Science Ventures Fund III, LP
- Seizert Capital Partners
- SFR CM, LP
- Shamrock Capital Content Fund I, LP
- Silver Lake Partners II, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV, LP
- Silver Lake Partners V, LP
- Silver Lake Partners VI, LP
- Silver Lake SL SPV-2
- Sixth Street Agriculture Partners I, LP
- Sixth Street Growth Partners (A), LP
- Sixth Street Growth Partners II (A), LP
- Sixth Street TAO Partners (B), LP
- SK Capital Partners V, LP
- SKCP Catalyst Fund I-A, LP
- SM Brell II, L.P.
- SMP Data Center
- SMRS - TOPE, LLC
- SMRS All-Cap Garp
- SMRS Large-Cap Core
- SMRS Large-Cap Growth
- SMRS Mid-Cap Index
- SMRS S&P 500 Index
- SMRS-CAPP, LLC
- SMRS-NCRP, LLC
- Social Network Holdings, LLC
- SSGA MSCI ACWI ex USA Index (NZAM)
- Stockbridge RE Fund II-C, LP
- StonePeak Infrastructure Fund, LP (NZAM)
- Strategic II, LLC
- Summit Partners Growth Equity Fund X, LP
- Summit Partners Growth Equity Fund XI-A, LP
- Sycamore Partners III, LP
- T. Rowe Global Multi-Sector (NZAM)
- TCW Core Plus
- The Veritas Capital Fund VIII, LP
- The Veritas Capital Vantage Fund, LP
- Thoma Bravo Discover Fund II, LP
- Thoma Bravo Discover Fund IV, LP
- Thoma Bravo Explore II, LP
- Thoma Bravo Fund XII, LP
- Thoma Bravo Fund XIII, LP
- Thoma Bravo Fund XV, LP
- Thoma Bravo XIV, LP
- TI Platform BOV, LP
- TI Platform Fund II, LP
- TI Platform Fund III, LP
- TI Platform SMRS SMA, LP
- TICP CLO Debt
- TPG Healthcare Partners II, LP
- TPG Healthcare Partners, LP
- TPG IV (Texas Pacific Group IV), LP
- TPG Partners IX, LP
- TPG Partners VI, LP
- TPG Partners VIII, LP
- TPG Partners, VII, LP
- TPG RE Finance Trust Inc.
- TPG Real Estate Partners II
- TPG Real Estate Partners III
- TPG Real Estate Partners IV, LP
- TPG Rise Climate, LP
- TPG V (Texas Pacific Group V), LP
- Trophy Property Development, LP
- True North Real Estate Fund III, LLC
- TSG6, LP
- TSG7 A, LP
- TSG8, LP
- TSG9, LP
- TSP Fund III
- TSP Spartan C-II, LLC
- TSP Value & Income Fund II, LP
- UBS China A Opportunity Fund (NZAM, Climate Action 100+)
- Value, Quality, Momentum Composite
- Veritas Capital Fund V, LP
- Veritas Capital Fund VI, LP
- Veritas Capital Fund VII, LP
- Veritas V Co-Investors, LP
- Vida Insurance Credit Opportunity Fund II, LP
- Vontobel International Quality Growth Fund
- Warburg Pincus Energy, LP
- Warburg Pincus Global Growth, LP
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Warburg Pincus Private Equity XII Secondary, LP
- Warburg Pincus Private Equity XII, LP
- Warwick UK Real Estate Fund I
- WCM Focused Growth International
- Wellington Select China Equity (NZAM, Climate Action 100+)
List of AMCs contracting with the Michigan State Employees’ Retirement System
The Michigan State Employees’ Retirement System (MSERS) assets are managed by the State of Michigan Investment Board. The State of Michigan Investment Board invests the assets for the Michigan State Employees' Retirement System (MSERS), the Michigan State Police Retirement System (MSPRS), the Michigan State Judges' Retirement System (MJRS), and the Michigan Public School Employees' Retirement System (MPSERS).[3]
The State of Michigan Investment Board contracted with 504 asset management companies (AMCs) as of December 8, 2022. Of those companies or funds, 22 were investor participants in Climate Action 100+, and 26 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Michigan State Employees’ Retirement System:[3]
- 5AM Opportunities I, LP
- 5AM Opportunities II, LP
- 5AM Ventures VI, LP
- 5AM Ventures VII, LP
- 801 Grand Avenue Capital, LLC
- Abernathy Fund I, LLC
- Abernathy Fund II
- Accel Europe I, LP
- Accel Europe II, LP
- Accel Growth Fund II, LP
- Accel Growth Fund III, LP
- Accel Growth Fund IV, LP
- Accel Growth Fund V, LP
- Accel Growth Fund VI, LP
- Accel India VII, LP
- Accel IX, LP
- Accel Leaders 4, LP
- Accel Leaders Fund 3, LP
- Accel Leaders Fund II, LP
- Accel Leaders Fund, LP
- Accel London V, LP
- Accel London VI, LP
- Accel London VII, LP
- Accel VI-S
- Accel VI, LP
- Accel X, LP
- Accel XI, LP
- Accel XII, LP
- Accel XIII, LP
- Accel XIV, LP
- Accel XV, LP
- Accel-KKR Growth Capital Fund IV, LP
- Acorn Bioventures 2, LP
- Acorn Bioventures, LP
- Advent Global Private Equity V, LP
- Advent International GPE IX, LP
- Advent International GPE VI-A, LP
- Advent International GPE VII-B, LP
- Advent International GPE VIII-B, LP
- Advent International GPE X, LP
- Advent International LAPEF VII, LP
- Advent Latin American Private Equity Fund VI, LP
- AEW Senior Housing III
- AEW Senior Housing Investors IV
- Affinity Asia Pacific Fund III, LP
- Affinity Asia Pacific Fund IV, LP
- Affinity Asia Pacific Fund V, LP
- All-Cap Core
- American Industrial Partners VII, L.P.
- Ancora
- Apax Digital II, LP
- Apax Digital, LP
- Apax Europe Fund VI, LP
- Apax Europe VII, LP
- Apax IX, LP
- Apax US VII, LP
- Apax VIII - B, LP
- Apax X USD, LP
- Apax XI USD, LP
- Apollo Asia Real Estate Fund
- Apollo Financial Credit Investments Fund II, LP
- Apollo Financial Credit Investments Fund III, LP
- Apollo HK TMS Investments Holdings, LP
- Apollo Investment Fund IX, LP
- Apollo Investment Fund VIII, LP
- Arboretum Ventures II, LP
- Arboretum Ventures III, LP
- Arboretum Ventures IV, LP
- Arboretum Ventures V, LP
- Arboretum Ventures VI, LP
- Arclight Energy Partners VI, LP
- Arclight Energy Partners VII, LP
- Ares Corporate Opportunities Fund II, LP
- Ares Corporate Opportunities Fund III, LP
- Ares Corporate Opportunities Fund IV, LP
- Ark Investments
- Asana Partners Fund I, LP
- Asana Partners Fund II, LP
- Asana Partners Fund III, LP
- ASF Como Co-Investment, LP
- ASF VI Infrastructure B, LP
- ASF VII Infrastructure Fund B, LP
- ASF VIII B, LP
- ASF VIII Infrastructure Fund B, LP
- Attucks Asset Management
- Avanath Affordable Housing III
- Avanath Affordable Housing IV
- AXA ASF Miller Co-Investment, LP (NZAM, Climate Action 100+)
- Axiom Asia 6, LP (Climate Action 100+)
- Axiom Asia Co-Investment Fund I, LP (Climate Action 100+)
- Axiom Asia Co-Investment Fund II, LP (Climate Action 100+)
- Axiom Asia IV, LP (Climate Action 100+)
- Axiom Asia Private Capital Fund III, .P (Climate Action 100+)
- Axiom Asia V, LP (Climate Action 100+)
- Axton Holdings, LLC
- Ballie Gifford Int'l Concentrated Growth
- Baron Global Advantage
- Basalt Infrastructure Partners, LP
- BC European Capital VII, LP
- BentallGreenOak Europe IV, LP
- BentallGreenOak US Cold Storage, LP
- Berkshire Fund IX Coinvestment Fund, LP
- Berkshire Fund IX, LP
- Berkshire Fund VI, LP
- Berkshire Fund VII, LP
- Berkshire Fund VIII, LP
- Berkshire Fund X, LP
- BGO Europe III Co Invest (NZAM)
- Bivium Capital Partners
- Blackrock ACWI ex USA Index (NZAM, Climate Action 100+)
- BlackRock MiREIT Fund (NZAM, Climate Action 100+)
- BlackRock MSCI Systematic Return (NZAM, Climate Action 100+)
- Blackstone Capital Partners IV, LP
- Blackstone Capital Partners V-S, LP
- Blackstone Capital Partners V, LP
- Blackstone Capital Partners VI, LP
- Blackstone Capital Partners VII, LP
- Blackstone Capital Partners VIII, LP
- Blackstone Energy Partners II, LP
- Blackstone Energy Partners, LP
- Blackstone Energy Transition Partners IV, LP
- Blackstone Green Private Credit Fund III, LP
- Blackstone Growth II, LP
- Blackstone R/E Partners IX, LP
- Blackstone R/E Partners V, LP
- Blackstone R/E Partners VI, LP
- Blackstone R/E Partners VIII, LP
- Blackstone R/E Partners X, LP
- Blackstone Strategic Capital Holdings (Side Car), LP
- Blackstone Strategic Capital Holdings II, LP
- Blackstone Strategic Capital Holdings, LP
- Blue Peninsula Fund, LP
- BroadRiver III, LP
- Brookfield Infrastructure Fund II-B, LP (NZAM)
- Brown Capital Intl. Small Company Fund
- BSCH Parallel (MLG) I, LP
- Capri Urban Investors, LLC
- Carlyle Europe Partners V, S.C.SP.
- Carlyle Partners Growth, LP
- Carlyle Partners V, LP
- Carlyle Partners VI, LP
- Carlyle Partners VII, LP
- Carlyle Partners VIII, LP
- Carlyle Realty Partners IX, LP
- Centerbridge Capital Partners III, LP
- Charlesbank Equity Fund IX, LP
- Charlesbank Equity Fund X, LP
- Charlesbank Equity Overage Fund X, LP
- Charlesbank Fund IX Overage Allocation Program
- CIM Fund III, LP (NZAM)
- CIM Fund VIII, LP (NZAM)
- CIM VI (Urban REIT), LLC (NZAM)
- CircleUp Credit Fund I, LP
- Clarion Gables Multifamily Trust, LP
- Clarkston Capital Small/Mid-Cap
- Clearlake Capital Partners VI, LP
- Clearlake Capital Partners VII, LP
- Clearlake Opportunities Partners II, LP
- Clearlake Opportunities Partners III, LP
- Coller International Partners V, LP
- Coller International Partners VI, LP
- Coller International Partners VII, LP
- Columbus Circle Holdings, LLC
- Content Holdings, LLC
- Creative Media & Community Trust Corp
- Crescent Direct Lending (Climate Action 100+)
- Crown Small Cap Real Estate
- Customized Infrastructure Strategies, LP
- CVC Capital Partners VII, LP
- CVC Capital Partners VIII, LP
- Dalmore Capital Fund
- Disruptive Innovation Momentum
- DM2501, LLC
- Domain GVA-1, LLC
- Domain Hotel Properties, LLC
- Dover Street IX, LP
- Dover Street X, LP
- Eastport Properties, LLC
- Energy Transition Holdings LLC
- Fidelity Tactical Bond Fund
- FirstMark Capital I, LP
- FirstMark Capital IV, LP
- FirstMark Capital OF I, LP
- FirstMark Capital OF II, LP
- FirstMark Capital OF III. LP
- FirstMark Capital OF IV, LP
- FirstMark Capital V, LP
- FirstMark Capital VI, LP
- Flagship Pioneering Fund VII, LP
- Flagship Pioneering Special Opportunities Fund II, LP
- Flagship Pioneering VI, LP
- Flagship Ventures Fund 2004, LP
- Flagship Ventures Fund 2007, LP
- Flagship Ventures Fund IV, LP
- Flagship Ventures Fund V, LP
- Flagship Ventures Opportunities Fund I, LP
- Gateway Capital Real Estate Fund II, LP
- GCM Grosvenor CIS II, LP
- GCM Grosvenor CIS III, LP
- GCM Grosvenor Fund Investment Program I, LP
- GCM Grosvenor Fund Investment Program II, LP
- GCM Grosvenor Fund Investment Program III - 2004, LP
- GCM Grosvenor Fund Investment Program III - 2006, LP
- GCM Grosvenor Fund Investment Program V, LP
- GCM Grosvenor Fund Investment Program VI, LP
- GCM Grosvenor Fund Investment Program VIII, LP
- GCM Grosvenor Infrastructure IP, LP
- GCM Grosvenor SeasPriFIP, LP (PIS06-10)
- GCM Grosvenor SeasPriFIP, LP (PIS14)
- GCM Grosvenor SeasPriFIP, LP (Seed)
- Genstar Capital Partners IX, LP
- Genstar Capital Partners VIII, LP
- Genstar Capital Partners X, LP
- Genstar IX Opportunities Fund I, LP
- Genstar VIII Opportunities Fund I, LP
- Genstar X Opportunities Fund I, LP
- Global E&P Infrastructure Fund II, LP
- Golden Bell Azalea, LLC
- Green Equity Investors IX, LP
- Green Equity Investors V, LP
- Green Equity Investors VI, LP
- Green Equity Investors VII, LP
- Green Equity Investors VIII, LP
- Green Range Holdings LLC
- GreenOak Europe III, LP
- Greenspring Master G, LP
- Greenspring Micro II, LP
- GSO Energy Select Opportunities Fund II, LP
- GSO Energy Select Opportunities Fund, LP
- GTCR Fund XIII, LP
- GTCR Strategic Growth Fund, LP
- Guggenheim Core Plus
- HarbourVest Dover Street VIII, LP
- HarbourVest Int'l III Partnership, LP
- Harbourvest Partners Co-Investment Fund IV, LP
- HarbourVest Partners Co-Investment Fund V, LP
- Harbourvest Partners Co-Investment Fund VI, LP
- HarbourVest V Partnership, LP
- HarbourVest VI - Direct Fund, LP
- HarbourVest VI Partnership, LP
- Harvest Partners IX, LP
- Harvest Partners VII, LP
- Harvest Partners VIII, LP
- Heitman Credit
- Heitman Global RE Fund II
- Heitman MiREIT Fund
- Hellman & Friedman Capital Partners X, LP
- Hg Saturn 3 A, LP (NZAM)
- Hopen Life Sciences Fund II, LP
- IDR Core Property Index Fund, LLC
- IED Quality Equity
- IMRF II CoInvest Spiga, LP
- India Property Fund II, LLC
- Insight Partners Fund X Follow-On Fund, LP (Climate Action 100+)
- Insight Partners XI, LP (Climate Action 100+)
- Insight Partners XII, LP (Climate Action 100+)
- Insight Venture Partners GBCF, LP (Climate Action 100+)
- Insight Venture Partners IX, LP (Climate Action 100+)
- Insight Venture Partners X, LP (Climate Action 100+)
- Internal Core Fixed Income
- Internal Stock Plus
- Invesco Mortgage Recovery Feeder Fund (NZAM)
- Invesco Mortgage Recovery Fund II, LP (NZAM)
- Invesco Strategic Opportunities III, LP (NZAM)
- IPF II Co-Invest, LP
- Irradiant Renewables Opportunities Partners
- ISO III SMRS Sidecar, LP
- Jade Equity Investors II, LP
- Jade Equity Investors, LP
- JBC Funds North LaSalle, LLC
- JPMorgan AIRRO Fund II (NZAM)
- JPMorgan AIRRO India SideCar Fund US, LLC (NZAM)
- KBS/SM Fund III, LP
- KBS/SM Fund IV, LP
- Kelso Investment Associates IX, LP
- Kelso Investment Associates VII, LP
- Kelso Investment Associates VIII, LP
- Kelso Investment Associates X, LP
- Khosla Ventures III, LP
- Khosla Ventures IV, LP
- Khosla Ventures Opportunity I, LP
- Khosla Ventures Seed D, LP
- Khosla Ventures Seed E, LP
- Khosla Ventures V, LP
- Khosla Ventures VI, LP
- Khosla Ventures VII, LP
- KKR 2006 Fund, LP
- KKR Americas Fund XII, LP
- KKR Asian Fund II, LP
- KKR Asian Fund III, LP
- KKR Asian, LP
- KKR China Growth Fund, LP
- KKR Eagle CoInvest, LP
- KKR European Fund II, LP
- KKR European Fund III, LP
- KKR European Fund IV, LP
- KKR European Fund V (USD) SCSp
- KKR Global Infrastructure Investors IV, LP
- KKR Global Infrastructure Investors, LP
- KKR Millennium Fund, LP
- KKR North America Fund XI, LP
- KKR North America Fund XIII SCSp
- L-A Saturn Acquisition
- L&B Spartan Holdings
- LA Capital All-Cap Growth
- Lakewater, LLC, Series 4
- Landmark Real Estate Partners V, LP
- Large-Cap Consistent Growth
- LaSalle Asia Opportunity Fund III, LP (NZAM)
- Lead Edge Capital IV, LP
- Lead Edge Capital V, LP
- Lead Edge Capital VI, LP
- Lightspeed India Fund IV, LLC
- Lightspeed Opportunity Fund II, LP
- Lightspeed Opportunity Fund, LP
- Lightspeed Venture Partners Select IV, LP
- Lightspeed Venture Partners Select V, LP
- Lightspeed Venture Partners VII, LP
- Lightspeed Venture Partners XIII, LP
- Lightspeed Venture Partners XIV-A, LP
- Lightspeed Venture Partners XIV-B, LP
- Lion Industrial Trust
- Lion Mexico Fund, LP
- Lombard GVA0016 (NZAM, Climate Action 100+)
- Lone Star Fund X, LP
- Lone Star Fund XI, LP
- Lubert-Adler Real Estate Fund VII, LP
- M1 Westgate CoInvest, LLC
- M301W CoInvest, LLC
- Managed Asset Portfolios
- Martin Currie (NZAM, Climate Action 100+)
- Martin Currie International Long-Term (NZAM, Climate Action 100+)
- Menlo Special Opportunities Fund II, LP
- Menlo Special Opportunities Fund III, LP
- Menlo Ventures IX, LP
- Menlo Ventures X, LP
- Menlo Ventures XI, LP
- Menlo Ventures XIV, LP
- Menlo Ventures XV, LP
- Meritech Capital Partners Franchise Fund, LP
- Meritech Capital Partners IV, LP
- Meritech Capital Partners V, LP
- Meritech Capital Partners VI, LP
- Meritech Capital Partners VII, LP
- Meritech Capital Partners VIII, LP
- Meritech Capital Sidecar III, LP
- MERS Acquisitions Ltd.
- MetWest Securitized Opportunities
- Michigan Growth Capital Partners II, LP
- Michigan Growth Capital Partners III, LP
- Michigan Growth Capital Partners IV, LP
- Michigan Growth Capital Partners, LP
- Michigan SEMF Barings
- Michigan SEMF Grosvenor
- MIP Holdco, LLC
- Morgan Stanley Intl Opportunity Fund
- MSREF V - International
- MSRESS Fund III Institutional, LP
- MWT Holdings, LLC
- Napier Park ABS Income
- Napier Park Strategic Loan LP
- New Leaf Biopharma Opportunities II, LP
- New Leaf Growth Fund I, LP
- New Leaf Ventures II, LP
- New Leaf Ventures III, LP
- New Leaf Ventures IV, LP
- Northpark Land Associates
- Nyanza I, LLC
- Nyanza II, LLC
- Oak Investment Partners X, LP
- Oak Investments Partners IX, LP
- Ocqueoc Holdings, LLC
- Odyssey Investment Partners Fund VI, LP
- Orange Investors, LLC
- Orion Coinvest III, LP
- Paladin Realty Brazil Investors III (USA), LP
- Paladin Realty Latin America Investors IV-CI, LP
- Paladin Realty TB COINV V, LP
- Patient Capital
- Penmain Office, LLC
- Permira Growth Opportunities I, LP1
- Permira Growth Opportunities II SCSp
- Permira VII, LP 1
- Permira VIII, L.P. 2
- PGIM High Yield
- PGIM Investment Grade
- PIMCO Mortgage Fund
- PIMCO StocksPLUS
- Principal CMBS
- Principal MiREIT
- Principal Separate Account
- Proprium RE Spec. Situations Fund, LP
- Public Pension Capital, LLC
- Renaissance Venture Cap Fund II, LP
- Renaissance Venture Cap Fund III, LP
- Renaissance Venture Capital Fund IV, LP
- Rialto Credit Partnership, LP
- Rialto Real Estate Fund II, LP
- Rialto Real Estate Fund III-Debt, LP
- Rialto Real Estate Fund III-Property, LP
- Rialto Real Estate Fund IV-Debt, LP
- Ridgewood Water & Strategic IF II, LP (NZAM)
- Ridgewood Water & Strategic IF, LP (NZAM)
- Riverside Capital Appreciation Fund VI, LP
- Riverside Capital Appreciation Fund VII, LP
- Riverside Micro Cap Fund I, LP
- Riverside Micro-Cap Fund II, LP
- Riverside Micro-Cap Fund III, LP
- Riverside Micro-Cap Fund IV B, LP
- Riverside Micro-Cap Fund IV, LP
- Riverside Micro-Cap Fund V, LP
- Riverside Micro-Cap Fund VI, LP
- RPEP SMRS Infra II, LLC
- Science Ventures Fund II, LP
- Science Ventures Fund III, LP
- Seizert Capital Partners
- SFR CM, LP
- Shamrock Capital Content Fund I, LP
- Silver Lake Partners II, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV, LP
- Silver Lake Partners V, LP
- Silver Lake Partners VI, LP
- Silver Lake SL SPV-2
- Sixth Street Agriculture Partners I, LP
- Sixth Street Growth Partners (A), LP
- Sixth Street Growth Partners II (A), LP
- Sixth Street TAO Partners (B), LP
- SK Capital Partners V, LP
- SKCP Catalyst Fund I-A, LP
- SM Brell II, L.P.
- SMP Data Center
- SMRS - TOPE, LLC
- SMRS All-Cap Garp
- SMRS Large-Cap Core
- SMRS Large-Cap Growth
- SMRS Mid-Cap Index
- SMRS S&P 500 Index
- SMRS-CAPP, LLC
- SMRS-NCRP, LLC
- Social Network Holdings, LLC
- SSGA MSCI ACWI ex USA Index (NZAM)
- Stockbridge RE Fund II-C, LP
- StonePeak Infrastructure Fund, LP (NZAM)
- Strategic II, LLC
- Summit Partners Growth Equity Fund X, LP
- Summit Partners Growth Equity Fund XI-A, LP
- Sycamore Partners III, LP
- T. Rowe Global Multi-Sector (NZAM)
- TCW Core Plus
- The Veritas Capital Fund VIII, LP
- The Veritas Capital Vantage Fund, LP
- Thoma Bravo Discover Fund II, LP
- Thoma Bravo Discover Fund IV, LP
- Thoma Bravo Explore II, LP
- Thoma Bravo Fund XII, LP
- Thoma Bravo Fund XIII, LP
- Thoma Bravo Fund XV, LP
- Thoma Bravo XIV, LP
- TI Platform BOV, LP
- TI Platform Fund II, LP
- TI Platform Fund III, LP
- TI Platform SMRS SMA, LP
- TICP CLO Debt
- TPG Healthcare Partners II, LP
- TPG Healthcare Partners, LP
- TPG IV (Texas Pacific Group IV), LP
- TPG Partners IX, LP
- TPG Partners VI, LP
- TPG Partners VIII, LP
- TPG Partners, VII, LP
- TPG RE Finance Trust Inc.
- TPG Real Estate Partners II
- TPG Real Estate Partners III
- TPG Real Estate Partners IV, LP
- TPG Rise Climate, LP
- TPG V (Texas Pacific Group V), LP
- Trophy Property Development, LP
- True North Real Estate Fund III, LLC
- TSG6, LP
- TSG7 A, LP
- TSG8, LP
- TSG9, LP
- TSP Fund III
- TSP Spartan C-II, LLC
- TSP Value & Income Fund II, LP
- UBS China A Opportunity Fund (NZAM, Climate Action 100+)
- Value, Quality, Momentum Composite
- Veritas Capital Fund V, LP
- Veritas Capital Fund VI, LP
- Veritas Capital Fund VII, LP
- Veritas V Co-Investors, LP
- Vida Insurance Credit Opportunity Fund II, LP
- Vontobel International Quality Growth Fund
- Warburg Pincus Energy, LP
- Warburg Pincus Global Growth, LP
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Warburg Pincus Private Equity XII Secondary, LP
- Warburg Pincus Private Equity XII, LP
- Warwick UK Real Estate Fund I
- WCM Focused Growth International
- Wellington Select China Equity (NZAM, Climate Action 100+)
List of AMCs contracting with the Michigan State Judges' Retirement System
The Michigan State Judges' Retirement System's assets are managed by the State of Michigan Investment Board. The State of Michigan Investment Board invests the assets for the Michigan State Judges' Retirement System (MJRS), the Michigan State Police Retirement System (MSPRS), the Michigan State Employees’ Retirement System (MSERS), and the Michigan Public School Employees' Retirement System (MPSERS).
The State of Michigan Investment Board contracted with 504 asset management companies (AMCs) as of December 8, 2022. Of those companies or funds, 22 were investor participants in Climate Action 100+, and 26 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Michigan Judges' Retirement System:[3]
- 5AM Opportunities I, LP
- 5AM Opportunities II, LP
- 5AM Ventures VI, LP
- 5AM Ventures VII, LP
- 801 Grand Avenue Capital, LLC
- Abernathy Fund I, LLC
- Abernathy Fund II
- Accel Europe I, LP
- Accel Europe II, LP
- Accel Growth Fund II, LP
- Accel Growth Fund III, LP
- Accel Growth Fund IV, LP
- Accel Growth Fund V, LP
- Accel Growth Fund VI, LP
- Accel India VII, LP
- Accel IX, LP
- Accel Leaders 4, LP
- Accel Leaders Fund 3, LP
- Accel Leaders Fund II, LP
- Accel Leaders Fund, LP
- Accel London V, LP
- Accel London VI, LP
- Accel London VII, LP
- Accel VI-S
- Accel VI, LP
- Accel X, LP
- Accel XI, LP
- Accel XII, LP
- Accel XIII, LP
- Accel XIV, LP
- Accel XV, LP
- Accel-KKR Growth Capital Fund IV, LP
- Acorn Bioventures 2, LP
- Acorn Bioventures, LP
- Advent Global Private Equity V, LP
- Advent International GPE IX, LP
- Advent International GPE VI-A, LP
- Advent International GPE VII-B, LP
- Advent International GPE VIII-B, LP
- Advent International GPE X, LP
- Advent International LAPEF VII, LP
- Advent Latin American Private Equity Fund VI, LP
- AEW Senior Housing III
- AEW Senior Housing Investors IV
- Affinity Asia Pacific Fund III, LP
- Affinity Asia Pacific Fund IV, LP
- Affinity Asia Pacific Fund V, LP
- All-Cap Core
- American Industrial Partners VII, L.P.
- Ancora
- Apax Digital II, LP
- Apax Digital, LP
- Apax Europe Fund VI, LP
- Apax Europe VII, LP
- Apax IX, LP
- Apax US VII, LP
- Apax VIII - B, LP
- Apax X USD, LP
- Apax XI USD, LP
- Apollo Asia Real Estate Fund
- Apollo Financial Credit Investments Fund II, LP
- Apollo Financial Credit Investments Fund III, LP
- Apollo HK TMS Investments Holdings, LP
- Apollo Investment Fund IX, LP
- Apollo Investment Fund VIII, LP
- Arboretum Ventures II, LP
- Arboretum Ventures III, LP
- Arboretum Ventures IV, LP
- Arboretum Ventures V, LP
- Arboretum Ventures VI, LP
- Arclight Energy Partners VI, LP
- Arclight Energy Partners VII, LP
- Ares Corporate Opportunities Fund II, LP
- Ares Corporate Opportunities Fund III, LP
- Ares Corporate Opportunities Fund IV, LP
- Ark Investments
- Asana Partners Fund I, LP
- Asana Partners Fund II, LP
- Asana Partners Fund III, LP
- ASF Como Co-Investment, LP
- ASF VI Infrastructure B, LP
- ASF VII Infrastructure Fund B, LP
- ASF VIII B, LP
- ASF VIII Infrastructure Fund B, LP
- Attucks Asset Management
- Avanath Affordable Housing III
- Avanath Affordable Housing IV
- AXA ASF Miller Co-Investment, LP (NZAM, Climate Action 100+)
- Axiom Asia 6, LP (Climate Action 100+)
- Axiom Asia Co-Investment Fund I, LP (Climate Action 100+)
- Axiom Asia Co-Investment Fund II, LP (Climate Action 100+)
- Axiom Asia IV, LP (Climate Action 100+)
- Axiom Asia Private Capital Fund III, .P (Climate Action 100+)
- Axiom Asia V, LP (Climate Action 100+)
- Axton Holdings, LLC
- Ballie Gifford Int'l Concentrated Growth
- Baron Global Advantage
- Basalt Infrastructure Partners, LP
- BC European Capital VII, LP
- BentallGreenOak Europe IV, LP
- BentallGreenOak US Cold Storage, LP
- Berkshire Fund IX Coinvestment Fund, LP
- Berkshire Fund IX, LP
- Berkshire Fund VI, LP
- Berkshire Fund VII, LP
- Berkshire Fund VIII, LP
- Berkshire Fund X, LP
- BGO Europe III Co Invest (NZAM)
- Bivium Capital Partners
- Blackrock ACWI ex USA Index (NZAM, Climate Action 100+)
- BlackRock MiREIT Fund (NZAM, Climate Action 100+)
- BlackRock MSCI Systematic Return (NZAM, Climate Action 100+)
- Blackstone Capital Partners IV, LP
- Blackstone Capital Partners V-S, LP
- Blackstone Capital Partners V, LP
- Blackstone Capital Partners VI, LP
- Blackstone Capital Partners VII, LP
- Blackstone Capital Partners VIII, LP
- Blackstone Energy Partners II, LP
- Blackstone Energy Partners, LP
- Blackstone Energy Transition Partners IV, LP
- Blackstone Green Private Credit Fund III, LP
- Blackstone Growth II, LP
- Blackstone R/E Partners IX, LP
- Blackstone R/E Partners V, LP
- Blackstone R/E Partners VI, LP
- Blackstone R/E Partners VIII, LP
- Blackstone R/E Partners X, LP
- Blackstone Strategic Capital Holdings (Side Car), LP
- Blackstone Strategic Capital Holdings II, LP
- Blackstone Strategic Capital Holdings, LP
- Blue Peninsula Fund, LP
- BroadRiver III, LP
- Brookfield Infrastructure Fund II-B, LP (NZAM)
- Brown Capital Intl. Small Company Fund
- BSCH Parallel (MLG) I, LP
- Capri Urban Investors, LLC
- Carlyle Europe Partners V, S.C.SP.
- Carlyle Partners Growth, LP
- Carlyle Partners V, LP
- Carlyle Partners VI, LP
- Carlyle Partners VII, LP
- Carlyle Partners VIII, LP
- Carlyle Realty Partners IX, LP
- Centerbridge Capital Partners III, LP
- Charlesbank Equity Fund IX, LP
- Charlesbank Equity Fund X, LP
- Charlesbank Equity Overage Fund X, LP
- Charlesbank Fund IX Overage Allocation Program
- CIM Fund III, LP (NZAM)
- CIM Fund VIII, LP (NZAM)
- CIM VI (Urban REIT), LLC (NZAM)
- CircleUp Credit Fund I, LP
- Clarion Gables Multifamily Trust, LP
- Clarkston Capital Small/Mid-Cap
- Clearlake Capital Partners VI, LP
- Clearlake Capital Partners VII, LP
- Clearlake Opportunities Partners II, LP
- Clearlake Opportunities Partners III, LP
- Coller International Partners V, LP
- Coller International Partners VI, LP
- Coller International Partners VII, LP
- Columbus Circle Holdings, LLC
- Content Holdings, LLC
- Creative Media & Community Trust Corp
- Crescent Direct Lending (Climate Action 100+)
- Crown Small Cap Real Estate
- Customized Infrastructure Strategies, LP
- CVC Capital Partners VII, LP
- CVC Capital Partners VIII, LP
- Dalmore Capital Fund
- Disruptive Innovation Momentum
- DM2501, LLC
- Domain GVA-1, LLC
- Domain Hotel Properties, LLC
- Dover Street IX, LP
- Dover Street X, LP
- Eastport Properties, LLC
- Energy Transition Holdings LLC
- Fidelity Tactical Bond Fund
- FirstMark Capital I, LP
- FirstMark Capital IV, LP
- FirstMark Capital OF I, LP
- FirstMark Capital OF II, LP
- FirstMark Capital OF III. LP
- FirstMark Capital OF IV, LP
- FirstMark Capital V, LP
- FirstMark Capital VI, LP
- Flagship Pioneering Fund VII, LP
- Flagship Pioneering Special Opportunities Fund II, LP
- Flagship Pioneering VI, LP
- Flagship Ventures Fund 2004, LP
- Flagship Ventures Fund 2007, LP
- Flagship Ventures Fund IV, LP
- Flagship Ventures Fund V, LP
- Flagship Ventures Opportunities Fund I, LP
- Gateway Capital Real Estate Fund II, LP
- GCM Grosvenor CIS II, LP
- GCM Grosvenor CIS III, LP
- GCM Grosvenor Fund Investment Program I, LP
- GCM Grosvenor Fund Investment Program II, LP
- GCM Grosvenor Fund Investment Program III - 2004, LP
- GCM Grosvenor Fund Investment Program III - 2006, LP
- GCM Grosvenor Fund Investment Program V, LP
- GCM Grosvenor Fund Investment Program VI, LP
- GCM Grosvenor Fund Investment Program VIII, LP
- GCM Grosvenor Infrastructure IP, LP
- GCM Grosvenor SeasPriFIP, LP (PIS06-10)
- GCM Grosvenor SeasPriFIP, LP (PIS14)
- GCM Grosvenor SeasPriFIP, LP (Seed)
- Genstar Capital Partners IX, LP
- Genstar Capital Partners VIII, LP
- Genstar Capital Partners X, LP
- Genstar IX Opportunities Fund I, LP
- Genstar VIII Opportunities Fund I, LP
- Genstar X Opportunities Fund I, LP
- Global E&P Infrastructure Fund II, LP
- Golden Bell Azalea, LLC
- Green Equity Investors IX, LP
- Green Equity Investors V, LP
- Green Equity Investors VI, LP
- Green Equity Investors VII, LP
- Green Equity Investors VIII, LP
- Green Range Holdings LLC
- GreenOak Europe III, LP
- Greenspring Master G, LP
- Greenspring Micro II, LP
- GSO Energy Select Opportunities Fund II, LP
- GSO Energy Select Opportunities Fund, LP
- GTCR Fund XIII, LP
- GTCR Strategic Growth Fund, LP
- Guggenheim Core Plus
- HarbourVest Dover Street VIII, LP
- HarbourVest Int'l III Partnership, LP
- Harbourvest Partners Co-Investment Fund IV, LP
- HarbourVest Partners Co-Investment Fund V, LP
- Harbourvest Partners Co-Investment Fund VI, LP
- HarbourVest V Partnership, LP
- HarbourVest VI - Direct Fund, LP
- HarbourVest VI Partnership, LP
- Harvest Partners IX, LP
- Harvest Partners VII, LP
- Harvest Partners VIII, LP
- Heitman Credit
- Heitman Global RE Fund II
- Heitman MiREIT Fund
- Hellman & Friedman Capital Partners X, LP
- Hg Saturn 3 A, LP (NZAM)
- Hopen Life Sciences Fund II, LP
- IDR Core Property Index Fund, LLC
- IED Quality Equity
- IMRF II CoInvest Spiga, LP
- India Property Fund II, LLC
- Insight Partners Fund X Follow-On Fund, LP (Climate Action 100+)
- Insight Partners XI, LP (Climate Action 100+)
- Insight Partners XII, LP (Climate Action 100+)
- Insight Venture Partners GBCF, LP (Climate Action 100+)
- Insight Venture Partners IX, LP (Climate Action 100+)
- Insight Venture Partners X, LP (Climate Action 100+)
- Internal Core Fixed Income
- Internal Stock Plus
- Invesco Mortgage Recovery Feeder Fund (NZAM)
- Invesco Mortgage Recovery Fund II, LP (NZAM)
- Invesco Strategic Opportunities III, LP (NZAM)
- IPF II Co-Invest, LP
- Irradiant Renewables Opportunities Partners
- ISO III SMRS Sidecar, LP
- Jade Equity Investors II, LP
- Jade Equity Investors, LP
- JBC Funds North LaSalle, LLC
- JPMorgan AIRRO Fund II (NZAM)
- JPMorgan AIRRO India SideCar Fund US, LLC (NZAM)
- KBS/SM Fund III, LP
- KBS/SM Fund IV, LP
- Kelso Investment Associates IX, LP
- Kelso Investment Associates VII, LP
- Kelso Investment Associates VIII, LP
- Kelso Investment Associates X, LP
- Khosla Ventures III, LP
- Khosla Ventures IV, LP
- Khosla Ventures Opportunity I, LP
- Khosla Ventures Seed D, LP
- Khosla Ventures Seed E, LP
- Khosla Ventures V, LP
- Khosla Ventures VI, LP
- Khosla Ventures VII, LP
- KKR 2006 Fund, LP
- KKR Americas Fund XII, LP
- KKR Asian Fund II, LP
- KKR Asian Fund III, LP
- KKR Asian, LP
- KKR China Growth Fund, LP
- KKR Eagle CoInvest, LP
- KKR European Fund II, LP
- KKR European Fund III, LP
- KKR European Fund IV, LP
- KKR European Fund V (USD) SCSp
- KKR Global Infrastructure Investors IV, LP
- KKR Global Infrastructure Investors, LP
- KKR Millennium Fund, LP
- KKR North America Fund XI, LP
- KKR North America Fund XIII SCSp
- L-A Saturn Acquisition
- L&B Spartan Holdings
- LA Capital All-Cap Growth
- Lakewater, LLC, Series 4
- Landmark Real Estate Partners V, LP
- Large-Cap Consistent Growth
- LaSalle Asia Opportunity Fund III, LP (NZAM)
- Lead Edge Capital IV, LP
- Lead Edge Capital V, LP
- Lead Edge Capital VI, LP
- Lightspeed India Fund IV, LLC
- Lightspeed Opportunity Fund II, LP
- Lightspeed Opportunity Fund, LP
- Lightspeed Venture Partners Select IV, LP
- Lightspeed Venture Partners Select V, LP
- Lightspeed Venture Partners VII, LP
- Lightspeed Venture Partners XIII, LP
- Lightspeed Venture Partners XIV-A, LP
- Lightspeed Venture Partners XIV-B, LP
- Lion Industrial Trust
- Lion Mexico Fund, LP
- Lombard GVA0016 (NZAM, Climate Action 100+)
- Lone Star Fund X, LP
- Lone Star Fund XI, LP
- Lubert-Adler Real Estate Fund VII, LP
- M1 Westgate CoInvest, LLC
- M301W CoInvest, LLC
- Managed Asset Portfolios
- Martin Currie (NZAM, Climate Action 100+)
- Martin Currie International Long-Term (NZAM, Climate Action 100+)
- Menlo Special Opportunities Fund II, LP
- Menlo Special Opportunities Fund III, LP
- Menlo Ventures IX, LP
- Menlo Ventures X, LP
- Menlo Ventures XI, LP
- Menlo Ventures XIV, LP
- Menlo Ventures XV, LP
- Meritech Capital Partners Franchise Fund, LP
- Meritech Capital Partners IV, LP
- Meritech Capital Partners V, LP
- Meritech Capital Partners VI, LP
- Meritech Capital Partners VII, LP
- Meritech Capital Partners VIII, LP
- Meritech Capital Sidecar III, LP
- MERS Acquisitions Ltd.
- MetWest Securitized Opportunities
- Michigan Growth Capital Partners II, LP
- Michigan Growth Capital Partners III, LP
- Michigan Growth Capital Partners IV, LP
- Michigan Growth Capital Partners, LP
- Michigan SEMF Barings
- Michigan SEMF Grosvenor
- MIP Holdco, LLC
- Morgan Stanley Intl Opportunity Fund
- MSREF V - International
- MSRESS Fund III Institutional, LP
- MWT Holdings, LLC
- Napier Park ABS Income
- Napier Park Strategic Loan LP
- New Leaf Biopharma Opportunities II, LP
- New Leaf Growth Fund I, LP
- New Leaf Ventures II, LP
- New Leaf Ventures III, LP
- New Leaf Ventures IV, LP
- Northpark Land Associates
- Nyanza I, LLC
- Nyanza II, LLC
- Oak Investment Partners X, LP
- Oak Investments Partners IX, LP
- Ocqueoc Holdings, LLC
- Odyssey Investment Partners Fund VI, LP
- Orange Investors, LLC
- Orion Coinvest III, LP
- Paladin Realty Brazil Investors III (USA), LP
- Paladin Realty Latin America Investors IV-CI, LP
- Paladin Realty TB COINV V, LP
- Patient Capital
- Penmain Office, LLC
- Permira Growth Opportunities I, LP1
- Permira Growth Opportunities II SCSp
- Permira VII, LP 1
- Permira VIII, L.P. 2
- PGIM High Yield
- PGIM Investment Grade
- PIMCO Mortgage Fund
- PIMCO StocksPLUS
- Principal CMBS
- Principal MiREIT
- Principal Separate Account
- Proprium RE Spec. Situations Fund, LP
- Public Pension Capital, LLC
- Renaissance Venture Cap Fund II, LP
- Renaissance Venture Cap Fund III, LP
- Renaissance Venture Capital Fund IV, LP
- Rialto Credit Partnership, LP
- Rialto Real Estate Fund II, LP
- Rialto Real Estate Fund III-Debt, LP
- Rialto Real Estate Fund III-Property, LP
- Rialto Real Estate Fund IV-Debt, LP
- Ridgewood Water & Strategic IF II, LP (NZAM)
- Ridgewood Water & Strategic IF, LP (NZAM)
- Riverside Capital Appreciation Fund VI, LP
- Riverside Capital Appreciation Fund VII, LP
- Riverside Micro Cap Fund I, LP
- Riverside Micro-Cap Fund II, LP
- Riverside Micro-Cap Fund III, LP
- Riverside Micro-Cap Fund IV B, LP
- Riverside Micro-Cap Fund IV, LP
- Riverside Micro-Cap Fund V, LP
- Riverside Micro-Cap Fund VI, LP
- RPEP SMRS Infra II, LLC
- Science Ventures Fund II, LP
- Science Ventures Fund III, LP
- Seizert Capital Partners
- SFR CM, LP
- Shamrock Capital Content Fund I, LP
- Silver Lake Partners II, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV, LP
- Silver Lake Partners V, LP
- Silver Lake Partners VI, LP
- Silver Lake SL SPV-2
- Sixth Street Agriculture Partners I, LP
- Sixth Street Growth Partners (A), LP
- Sixth Street Growth Partners II (A), LP
- Sixth Street TAO Partners (B), LP
- SK Capital Partners V, LP
- SKCP Catalyst Fund I-A, LP
- SM Brell II, L.P.
- SMP Data Center
- SMRS - TOPE, LLC
- SMRS All-Cap Garp
- SMRS Large-Cap Core
- SMRS Large-Cap Growth
- SMRS Mid-Cap Index
- SMRS S&P 500 Index
- SMRS-CAPP, LLC
- SMRS-NCRP, LLC
- Social Network Holdings, LLC
- SSGA MSCI ACWI ex USA Index (NZAM)
- Stockbridge RE Fund II-C, LP
- StonePeak Infrastructure Fund, LP (NZAM)
- Strategic II, LLC
- Summit Partners Growth Equity Fund X, LP
- Summit Partners Growth Equity Fund XI-A, LP
- Sycamore Partners III, LP
- T. Rowe Global Multi-Sector (NZAM)
- TCW Core Plus
- The Veritas Capital Fund VIII, LP
- The Veritas Capital Vantage Fund, LP
- Thoma Bravo Discover Fund II, LP
- Thoma Bravo Discover Fund IV, LP
- Thoma Bravo Explore II, LP
- Thoma Bravo Fund XII, LP
- Thoma Bravo Fund XIII, LP
- Thoma Bravo Fund XV, LP
- Thoma Bravo XIV, LP
- TI Platform BOV, LP
- TI Platform Fund II, LP
- TI Platform Fund III, LP
- TI Platform SMRS SMA, LP
- TICP CLO Debt
- TPG Healthcare Partners II, LP
- TPG Healthcare Partners, LP
- TPG IV (Texas Pacific Group IV), LP
- TPG Partners IX, LP
- TPG Partners VI, LP
- TPG Partners VIII, LP
- TPG Partners, VII, LP
- TPG RE Finance Trust Inc.
- TPG Real Estate Partners II
- TPG Real Estate Partners III
- TPG Real Estate Partners IV, LP
- TPG Rise Climate, LP
- TPG V (Texas Pacific Group V), LP
- Trophy Property Development, LP
- True North Real Estate Fund III, LLC
- TSG6, LP
- TSG7 A, LP
- TSG8, LP
- TSG9, LP
- TSP Fund III
- TSP Spartan C-II, LLC
- TSP Value & Income Fund II, LP
- UBS China A Opportunity Fund (NZAM, Climate Action 100+)
- Value, Quality, Momentum Composite
- Veritas Capital Fund V, LP
- Veritas Capital Fund VI, LP
- Veritas Capital Fund VII, LP
- Veritas V Co-Investors, LP
- Vida Insurance Credit Opportunity Fund II, LP
- Vontobel International Quality Growth Fund
- Warburg Pincus Energy, LP
- Warburg Pincus Global Growth, LP
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Warburg Pincus Private Equity XII Secondary, LP
- Warburg Pincus Private Equity XII, LP
- Warwick UK Real Estate Fund I
- WCM Focused Growth International
- Wellington Select China Equity (NZAM, Climate Action 100+)
List of AMCs contracting with the Michigan State Judges' Retirement System
The Michigan State Judges' Retirement System's assets are managed by the State of Michigan Investment Board. The State of Michigan Investment Board invests the assets for the Michigan State Judges' Retirement System (MJRS), the Michigan State Police Retirement System (MSPRS), the Michigan State Employees’ Retirement System (MSERS), and the Michigan Public School Employees' Retirement System (MPSERS).
The State of Michigan Investment Board contracted with 504 asset management companies (AMCs) as of December 8, 2022. Of those companies or funds, 22 were investor participants in Climate Action 100+, and 26 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Michigan Judges' Retirement System:[3]
- 5AM Opportunities I, LP
- 5AM Opportunities II, LP
- 5AM Ventures VI, LP
- 5AM Ventures VII, LP
- 801 Grand Avenue Capital, LLC
- Abernathy Fund I, LLC
- Abernathy Fund II
- Accel Europe I, LP
- Accel Europe II, LP
- Accel Growth Fund II, LP
- Accel Growth Fund III, LP
- Accel Growth Fund IV, LP
- Accel Growth Fund V, LP
- Accel Growth Fund VI, LP
- Accel India VII, LP
- Accel IX, LP
- Accel Leaders 4, LP
- Accel Leaders Fund 3, LP
- Accel Leaders Fund II, LP
- Accel Leaders Fund, LP
- Accel London V, LP
- Accel London VI, LP
- Accel London VII, LP
- Accel VI-S
- Accel VI, LP
- Accel X, LP
- Accel XI, LP
- Accel XII, LP
- Accel XIII, LP
- Accel XIV, LP
- Accel XV, LP
- Accel-KKR Growth Capital Fund IV, LP
- Acorn Bioventures 2, LP
- Acorn Bioventures, LP
- Advent Global Private Equity V, LP
- Advent International GPE IX, LP
- Advent International GPE VI-A, LP
- Advent International GPE VII-B, LP
- Advent International GPE VIII-B, LP
- Advent International GPE X, LP
- Advent International LAPEF VII, LP
- Advent Latin American Private Equity Fund VI, LP
- AEW Senior Housing III
- AEW Senior Housing Investors IV
- Affinity Asia Pacific Fund III, LP
- Affinity Asia Pacific Fund IV, LP
- Affinity Asia Pacific Fund V, LP
- All-Cap Core
- American Industrial Partners VII, L.P.
- Ancora
- Apax Digital II, LP
- Apax Digital, LP
- Apax Europe Fund VI, LP
- Apax Europe VII, LP
- Apax IX, LP
- Apax US VII, LP
- Apax VIII - B, LP
- Apax X USD, LP
- Apax XI USD, LP
- Apollo Asia Real Estate Fund
- Apollo Financial Credit Investments Fund II, LP
- Apollo Financial Credit Investments Fund III, LP
- Apollo HK TMS Investments Holdings, LP
- Apollo Investment Fund IX, LP
- Apollo Investment Fund VIII, LP
- Arboretum Ventures II, LP
- Arboretum Ventures III, LP
- Arboretum Ventures IV, LP
- Arboretum Ventures V, LP
- Arboretum Ventures VI, LP
- Arclight Energy Partners VI, LP
- Arclight Energy Partners VII, LP
- Ares Corporate Opportunities Fund II, LP
- Ares Corporate Opportunities Fund III, LP
- Ares Corporate Opportunities Fund IV, LP
- Ark Investments
- Asana Partners Fund I, LP
- Asana Partners Fund II, LP
- Asana Partners Fund III, LP
- ASF Como Co-Investment, LP
- ASF VI Infrastructure B, LP
- ASF VII Infrastructure Fund B, LP
- ASF VIII B, LP
- ASF VIII Infrastructure Fund B, LP
- Attucks Asset Management
- Avanath Affordable Housing III
- Avanath Affordable Housing IV
- AXA ASF Miller Co-Investment, LP (NZAM, Climate Action 100+)
- Axiom Asia 6, LP (Climate Action 100+)
- Axiom Asia Co-Investment Fund I, LP (Climate Action 100+)
- Axiom Asia Co-Investment Fund II, LP (Climate Action 100+)
- Axiom Asia IV, LP (Climate Action 100+)
- Axiom Asia Private Capital Fund III, .P (Climate Action 100+)
- Axiom Asia V, LP (Climate Action 100+)
- Axton Holdings, LLC
- Ballie Gifford Int'l Concentrated Growth
- Baron Global Advantage
- Basalt Infrastructure Partners, LP
- BC European Capital VII, LP
- BentallGreenOak Europe IV, LP
- BentallGreenOak US Cold Storage, LP
- Berkshire Fund IX Coinvestment Fund, LP
- Berkshire Fund IX, LP
- Berkshire Fund VI, LP
- Berkshire Fund VII, LP
- Berkshire Fund VIII, LP
- Berkshire Fund X, LP
- BGO Europe III Co Invest (NZAM)
- Bivium Capital Partners
- Blackrock ACWI ex USA Index (NZAM, Climate Action 100+)
- BlackRock MiREIT Fund (NZAM, Climate Action 100+)
- BlackRock MSCI Systematic Return (NZAM, Climate Action 100+)
- Blackstone Capital Partners IV, LP
- Blackstone Capital Partners V-S, LP
- Blackstone Capital Partners V, LP
- Blackstone Capital Partners VI, LP
- Blackstone Capital Partners VII, LP
- Blackstone Capital Partners VIII, LP
- Blackstone Energy Partners II, LP
- Blackstone Energy Partners, LP
- Blackstone Energy Transition Partners IV, LP
- Blackstone Green Private Credit Fund III, LP
- Blackstone Growth II, LP
- Blackstone R/E Partners IX, LP
- Blackstone R/E Partners V, LP
- Blackstone R/E Partners VI, LP
- Blackstone R/E Partners VIII, LP
- Blackstone R/E Partners X, LP
- Blackstone Strategic Capital Holdings (Side Car), LP
- Blackstone Strategic Capital Holdings II, LP
- Blackstone Strategic Capital Holdings, LP
- Blue Peninsula Fund, LP
- BroadRiver III, LP
- Brookfield Infrastructure Fund II-B, LP (NZAM)
- Brown Capital Intl. Small Company Fund
- BSCH Parallel (MLG) I, LP
- Capri Urban Investors, LLC
- Carlyle Europe Partners V, S.C.SP.
- Carlyle Partners Growth, LP
- Carlyle Partners V, LP
- Carlyle Partners VI, LP
- Carlyle Partners VII, LP
- Carlyle Partners VIII, LP
- Carlyle Realty Partners IX, LP
- Centerbridge Capital Partners III, LP
- Charlesbank Equity Fund IX, LP
- Charlesbank Equity Fund X, LP
- Charlesbank Equity Overage Fund X, LP
- Charlesbank Fund IX Overage Allocation Program
- CIM Fund III, LP (NZAM)
- CIM Fund VIII, LP (NZAM)
- CIM VI (Urban REIT), LLC (NZAM)
- CircleUp Credit Fund I, LP
- Clarion Gables Multifamily Trust, LP
- Clarkston Capital Small/Mid-Cap
- Clearlake Capital Partners VI, LP
- Clearlake Capital Partners VII, LP
- Clearlake Opportunities Partners II, LP
- Clearlake Opportunities Partners III, LP
- Coller International Partners V, LP
- Coller International Partners VI, LP
- Coller International Partners VII, LP
- Columbus Circle Holdings, LLC
- Content Holdings, LLC
- Creative Media & Community Trust Corp
- Crescent Direct Lending (Climate Action 100+)
- Crown Small Cap Real Estate
- Customized Infrastructure Strategies, LP
- CVC Capital Partners VII, LP
- CVC Capital Partners VIII, LP
- Dalmore Capital Fund
- Disruptive Innovation Momentum
- DM2501, LLC
- Domain GVA-1, LLC
- Domain Hotel Properties, LLC
- Dover Street IX, LP
- Dover Street X, LP
- Eastport Properties, LLC
- Energy Transition Holdings LLC
- Fidelity Tactical Bond Fund
- FirstMark Capital I, LP
- FirstMark Capital IV, LP
- FirstMark Capital OF I, LP
- FirstMark Capital OF II, LP
- FirstMark Capital OF III. LP
- FirstMark Capital OF IV, LP
- FirstMark Capital V, LP
- FirstMark Capital VI, LP
- Flagship Pioneering Fund VII, LP
- Flagship Pioneering Special Opportunities Fund II, LP
- Flagship Pioneering VI, LP
- Flagship Ventures Fund 2004, LP
- Flagship Ventures Fund 2007, LP
- Flagship Ventures Fund IV, LP
- Flagship Ventures Fund V, LP
- Flagship Ventures Opportunities Fund I, LP
- Gateway Capital Real Estate Fund II, LP
- GCM Grosvenor CIS II, LP
- GCM Grosvenor CIS III, LP
- GCM Grosvenor Fund Investment Program I, LP
- GCM Grosvenor Fund Investment Program II, LP
- GCM Grosvenor Fund Investment Program III - 2004, LP
- GCM Grosvenor Fund Investment Program III - 2006, LP
- GCM Grosvenor Fund Investment Program V, LP
- GCM Grosvenor Fund Investment Program VI, LP
- GCM Grosvenor Fund Investment Program VIII, LP
- GCM Grosvenor Infrastructure IP, LP
- GCM Grosvenor SeasPriFIP, LP (PIS06-10)
- GCM Grosvenor SeasPriFIP, LP (PIS14)
- GCM Grosvenor SeasPriFIP, LP (Seed)
- Genstar Capital Partners IX, LP
- Genstar Capital Partners VIII, LP
- Genstar Capital Partners X, LP
- Genstar IX Opportunities Fund I, LP
- Genstar VIII Opportunities Fund I, LP
- Genstar X Opportunities Fund I, LP
- Global E&P Infrastructure Fund II, LP
- Golden Bell Azalea, LLC
- Green Equity Investors IX, LP
- Green Equity Investors V, LP
- Green Equity Investors VI, LP
- Green Equity Investors VII, LP
- Green Equity Investors VIII, LP
- Green Range Holdings LLC
- GreenOak Europe III, LP
- Greenspring Master G, LP
- Greenspring Micro II, LP
- GSO Energy Select Opportunities Fund II, LP
- GSO Energy Select Opportunities Fund, LP
- GTCR Fund XIII, LP
- GTCR Strategic Growth Fund, LP
- Guggenheim Core Plus
- HarbourVest Dover Street VIII, LP
- HarbourVest Int'l III Partnership, LP
- Harbourvest Partners Co-Investment Fund IV, LP
- HarbourVest Partners Co-Investment Fund V, LP
- Harbourvest Partners Co-Investment Fund VI, LP
- HarbourVest V Partnership, LP
- HarbourVest VI - Direct Fund, LP
- HarbourVest VI Partnership, LP
- Harvest Partners IX, LP
- Harvest Partners VII, LP
- Harvest Partners VIII, LP
- Heitman Credit
- Heitman Global RE Fund II
- Heitman MiREIT Fund
- Hellman & Friedman Capital Partners X, LP
- Hg Saturn 3 A, LP (NZAM)
- Hopen Life Sciences Fund II, LP
- IDR Core Property Index Fund, LLC
- IED Quality Equity
- IMRF II CoInvest Spiga, LP
- India Property Fund II, LLC
- Insight Partners Fund X Follow-On Fund, LP (Climate Action 100+)
- Insight Partners XI, LP (Climate Action 100+)
- Insight Partners XII, LP (Climate Action 100+)
- Insight Venture Partners GBCF, LP (Climate Action 100+)
- Insight Venture Partners IX, LP (Climate Action 100+)
- Insight Venture Partners X, LP (Climate Action 100+)
- Internal Core Fixed Income
- Internal Stock Plus
- Invesco Mortgage Recovery Feeder Fund (NZAM)
- Invesco Mortgage Recovery Fund II, LP (NZAM)
- Invesco Strategic Opportunities III, LP (NZAM)
- IPF II Co-Invest, LP
- Irradiant Renewables Opportunities Partners
- ISO III SMRS Sidecar, LP
- Jade Equity Investors II, LP
- Jade Equity Investors, LP
- JBC Funds North LaSalle, LLC
- JPMorgan AIRRO Fund II (NZAM)
- JPMorgan AIRRO India SideCar Fund US, LLC (NZAM)
- KBS/SM Fund III, LP
- KBS/SM Fund IV, LP
- Kelso Investment Associates IX, LP
- Kelso Investment Associates VII, LP
- Kelso Investment Associates VIII, LP
- Kelso Investment Associates X, LP
- Khosla Ventures III, LP
- Khosla Ventures IV, LP
- Khosla Ventures Opportunity I, LP
- Khosla Ventures Seed D, LP
- Khosla Ventures Seed E, LP
- Khosla Ventures V, LP
- Khosla Ventures VI, LP
- Khosla Ventures VII, LP
- KKR 2006 Fund, LP
- KKR Americas Fund XII, LP
- KKR Asian Fund II, LP
- KKR Asian Fund III, LP
- KKR Asian, LP
- KKR China Growth Fund, LP
- KKR Eagle CoInvest, LP
- KKR European Fund II, LP
- KKR European Fund III, LP
- KKR European Fund IV, LP
- KKR European Fund V (USD) SCSp
- KKR Global Infrastructure Investors IV, LP
- KKR Global Infrastructure Investors, LP
- KKR Millennium Fund, LP
- KKR North America Fund XI, LP
- KKR North America Fund XIII SCSp
- L-A Saturn Acquisition
- L&B Spartan Holdings
- LA Capital All-Cap Growth
- Lakewater, LLC, Series 4
- Landmark Real Estate Partners V, LP
- Large-Cap Consistent Growth
- LaSalle Asia Opportunity Fund III, LP (NZAM)
- Lead Edge Capital IV, LP
- Lead Edge Capital V, LP
- Lead Edge Capital VI, LP
- Lightspeed India Fund IV, LLC
- Lightspeed Opportunity Fund II, LP
- Lightspeed Opportunity Fund, LP
- Lightspeed Venture Partners Select IV, LP
- Lightspeed Venture Partners Select V, LP
- Lightspeed Venture Partners VII, LP
- Lightspeed Venture Partners XIII, LP
- Lightspeed Venture Partners XIV-A, LP
- Lightspeed Venture Partners XIV-B, LP
- Lion Industrial Trust
- Lion Mexico Fund, LP
- Lombard GVA0016 (NZAM, Climate Action 100+)
- Lone Star Fund X, LP
- Lone Star Fund XI, LP
- Lubert-Adler Real Estate Fund VII, LP
- M1 Westgate CoInvest, LLC
- M301W CoInvest, LLC
- Managed Asset Portfolios
- Martin Currie (NZAM, Climate Action 100+)
- Martin Currie International Long-Term (NZAM, Climate Action 100+)
- Menlo Special Opportunities Fund II, LP
- Menlo Special Opportunities Fund III, LP
- Menlo Ventures IX, LP
- Menlo Ventures X, LP
- Menlo Ventures XI, LP
- Menlo Ventures XIV, LP
- Menlo Ventures XV, LP
- Meritech Capital Partners Franchise Fund, LP
- Meritech Capital Partners IV, LP
- Meritech Capital Partners V, LP
- Meritech Capital Partners VI, LP
- Meritech Capital Partners VII, LP
- Meritech Capital Partners VIII, LP
- Meritech Capital Sidecar III, LP
- MERS Acquisitions Ltd.
- MetWest Securitized Opportunities
- Michigan Growth Capital Partners II, LP
- Michigan Growth Capital Partners III, LP
- Michigan Growth Capital Partners IV, LP
- Michigan Growth Capital Partners, LP
- Michigan SEMF Barings
- Michigan SEMF Grosvenor
- MIP Holdco, LLC
- Morgan Stanley Intl Opportunity Fund
- MSREF V - International
- MSRESS Fund III Institutional, LP
- MWT Holdings, LLC
- Napier Park ABS Income
- Napier Park Strategic Loan LP
- New Leaf Biopharma Opportunities II, LP
- New Leaf Growth Fund I, LP
- New Leaf Ventures II, LP
- New Leaf Ventures III, LP
- New Leaf Ventures IV, LP
- Northpark Land Associates
- Nyanza I, LLC
- Nyanza II, LLC
- Oak Investment Partners X, LP
- Oak Investments Partners IX, LP
- Ocqueoc Holdings, LLC
- Odyssey Investment Partners Fund VI, LP
- Orange Investors, LLC
- Orion Coinvest III, LP
- Paladin Realty Brazil Investors III (USA), LP
- Paladin Realty Latin America Investors IV-CI, LP
- Paladin Realty TB COINV V, LP
- Patient Capital
- Penmain Office, LLC
- Permira Growth Opportunities I, LP1
- Permira Growth Opportunities II SCSp
- Permira VII, LP 1
- Permira VIII, L.P. 2
- PGIM High Yield
- PGIM Investment Grade
- PIMCO Mortgage Fund
- PIMCO StocksPLUS
- Principal CMBS
- Principal MiREIT
- Principal Separate Account
- Proprium RE Spec. Situations Fund, LP
- Public Pension Capital, LLC
- Renaissance Venture Cap Fund II, LP
- Renaissance Venture Cap Fund III, LP
- Renaissance Venture Capital Fund IV, LP
- Rialto Credit Partnership, LP
- Rialto Real Estate Fund II, LP
- Rialto Real Estate Fund III-Debt, LP
- Rialto Real Estate Fund III-Property, LP
- Rialto Real Estate Fund IV-Debt, LP
- Ridgewood Water & Strategic IF II, LP (NZAM)
- Ridgewood Water & Strategic IF, LP (NZAM)
- Riverside Capital Appreciation Fund VI, LP
- Riverside Capital Appreciation Fund VII, LP
- Riverside Micro Cap Fund I, LP
- Riverside Micro-Cap Fund II, LP
- Riverside Micro-Cap Fund III, LP
- Riverside Micro-Cap Fund IV B, LP
- Riverside Micro-Cap Fund IV, LP
- Riverside Micro-Cap Fund V, LP
- Riverside Micro-Cap Fund VI, LP
- RPEP SMRS Infra II, LLC
- Science Ventures Fund II, LP
- Science Ventures Fund III, LP
- Seizert Capital Partners
- SFR CM, LP
- Shamrock Capital Content Fund I, LP
- Silver Lake Partners II, LP
- Silver Lake Partners III, LP
- Silver Lake Partners IV, LP
- Silver Lake Partners V, LP
- Silver Lake Partners VI, LP
- Silver Lake SL SPV-2
- Sixth Street Agriculture Partners I, LP
- Sixth Street Growth Partners (A), LP
- Sixth Street Growth Partners II (A), LP
- Sixth Street TAO Partners (B), LP
- SK Capital Partners V, LP
- SKCP Catalyst Fund I-A, LP
- SM Brell II, L.P.
- SMP Data Center
- SMRS - TOPE, LLC
- SMRS All-Cap Garp
- SMRS Large-Cap Core
- SMRS Large-Cap Growth
- SMRS Mid-Cap Index
- SMRS S&P 500 Index
- SMRS-CAPP, LLC
- SMRS-NCRP, LLC
- Social Network Holdings, LLC
- SSGA MSCI ACWI ex USA Index (NZAM)
- Stockbridge RE Fund II-C, LP
- StonePeak Infrastructure Fund, LP (NZAM)
- Strategic II, LLC
- Summit Partners Growth Equity Fund X, LP
- Summit Partners Growth Equity Fund XI-A, LP
- Sycamore Partners III, LP
- T. Rowe Global Multi-Sector (NZAM)
- TCW Core Plus
- The Veritas Capital Fund VIII, LP
- The Veritas Capital Vantage Fund, LP
- Thoma Bravo Discover Fund II, LP
- Thoma Bravo Discover Fund IV, LP
- Thoma Bravo Explore II, LP
- Thoma Bravo Fund XII, LP
- Thoma Bravo Fund XIII, LP
- Thoma Bravo Fund XV, LP
- Thoma Bravo XIV, LP
- TI Platform BOV, LP
- TI Platform Fund II, LP
- TI Platform Fund III, LP
- TI Platform SMRS SMA, LP
- TICP CLO Debt
- TPG Healthcare Partners II, LP
- TPG Healthcare Partners, LP
- TPG IV (Texas Pacific Group IV), LP
- TPG Partners IX, LP
- TPG Partners VI, LP
- TPG Partners VIII, LP
- TPG Partners, VII, LP
- TPG RE Finance Trust Inc.
- TPG Real Estate Partners II
- TPG Real Estate Partners III
- TPG Real Estate Partners IV, LP
- TPG Rise Climate, LP
- TPG V (Texas Pacific Group V), LP
- Trophy Property Development, LP
- True North Real Estate Fund III, LLC
- TSG6, LP
- TSG7 A, LP
- TSG8, LP
- TSG9, LP
- TSP Fund III
- TSP Spartan C-II, LLC
- TSP Value & Income Fund II, LP
- UBS China A Opportunity Fund (NZAM, Climate Action 100+)
- Value, Quality, Momentum Composite
- Veritas Capital Fund V, LP
- Veritas Capital Fund VI, LP
- Veritas Capital Fund VII, LP
- Veritas V Co-Investors, LP
- Vida Insurance Credit Opportunity Fund II, LP
- Vontobel International Quality Growth Fund
- Warburg Pincus Energy, LP
- Warburg Pincus Global Growth, LP
- Warburg Pincus Private Equity IX, LP
- Warburg Pincus Private Equity X, LP
- Warburg Pincus Private Equity XI, LP
- Warburg Pincus Private Equity XII Secondary, LP
- Warburg Pincus Private Equity XII, LP
- Warwick UK Real Estate Fund I
- WCM Focused Growth International
- Wellington Select China Equity (NZAM, Climate Action 100+)
Minnesota
List of AMCs contracting with the Minnesota Correctional Retirement Fund
The Minnesota State Board of Investment (SBI) manages investments for the Minnesota Correctional Retirement Fund. SBI contracted with 125 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 12 were investor participants in Climate Action 100+, and 16 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Minnesota Correctional Retirement Fund:[3]
- Acadian Asset Management LLC (NZAM)
- Adams Street Partners
- Advent International
- Affinity Ventures
- Angelo, Gordon & Co.
- Apax Partners
- AQR Capital Management, LLC (Climate Action 100+)
- Ariel Investments, LLC
- ArrowMark Colorado Holdings, LLC
- Arsenal Capital Partners
- Ashmore Investment Management Ltd. (NZAM)
- Asia Alternatives
- Audax Group
- Avenue Capital Partners
- Baillie Gifford Overseas Limited (NZAM)
- Banc Fund
- Barrow, Hanley, Mewhinney & Strauss, LLC
- BlackRock Institutional Trust Company, N.A. (NZAM)
- Blackstone Capital Partners
- Blackstone Strategic Partners
- Bridgepoint
- Brookfield Asset Management (NZAM)
- Canyon Partners
- Cardinal Partners
- Carlyle Group
- CarVal Investors
- Chicago Growth Partners (William Blair)
- Columbia Threadneedle Investments (NZAM)
- Court Square Capital Partners
- Crescendo
- CVC Capital Partners
- Dodge & Cox
- Earnest Partners LLC
- EIG Global Energy Partners
- EnCap Energy
- Energy & Minerals Group (EMG)
- Energy Capital Partners
- EnerVest Energy
- Fidelity Institutional Asset Management LLC (Climate Action 100+)
- First Reserve (Climate Action 100+)
- Gold Hill Venture Lending
- Goldman Sachs Asset Management, L.P.
- Goldman Sachs Mezzanine Partners
- Goldner Hawn Johnson and Morrison
- GTCR
- HarbourVest
- Hellman and Friedman
- Hood River Capital Management, LLC
- Hotchkis & Wiley Capital Management, LLC
- HPS Investment Partners
- IK Investment Partners
- J.P. Morgan Investment Management Inc. (NZAM, Climate Action 100+)
- Kohlberg, Kravis and Roberts (KKR)
- Landmark Partners
- LBC Credit Partners
- Leonard Green & Partners
- Lexington Capital Partners
- LSV Asset Management
- Lubert-Adler
- Macquarie Investment Management Advisers (NZAM)
- Madison Dearborn Capital Partners
- Marathon Asset Management LLP (Climate Action 100+)
- Martin Currie Inc. (NZAM)
- Martingale Asset Management, L.P.
- McKinley Capital Management, LLC
- Merced Capital
- Merit Capital Partners
- Merit Energy Partners
- MHR Institutional Partners
- Morgan Stanley Investments Management Inc.
- Natural Gas Partners
- Neuberger Berman Investment Advisers LLC (NZAM)
- NISA Investment Advisors, LLC
- Nordic Capital
- North Sky Capital
- Oak Hill Capital Management, Inc.
- Oaktree Capital Management
- Pacific Investment Management Company LLC (PIMCO) (Climate Action 100+)
- Paine Schwartz
- Payden & Rygel (NZAM, Climate Action 100+)
- Peregrine Capital Management
- Permal PE (formerly Glouston Capital Partners)
- Permira
- PGIM Fixed Income
- Pimco Bravo (Climate Action 100+)
- Portfolio Advisors
- Prudential Global Investment Management
- Public Pension Capital Management
- Pzena Investment Management, LLC (NZAM)
- Record Currency Management LLC
- Rice Hall James & Associates, LLC
- Rockpoint
- Rockwood
- Sands Capital Management, LLC
- SBI Internal Portfolio (Climate Action 100+)
- Sheridan Production Partners
- Silver Lake Partners
- Silverpeak Real Estate Partners
- Split Rock Partners
- State Street Global Advisors (NZAM, Climate Action 100+)
- Summit Partners
- T. Rowe Price (NZAM)
- TA Associates Realty
- TCW Asset Management
- The Rock Creek Group, LLC (NZAM, Climate Action 100+)
- Thoma Bravo
- Thoma Cressey
- Thomas H. Lee Partners
- Thomas, McNerney & Partners
- TPG Capital
- TSSP
- Varde Partners
- Vestar Capital Partners
- Vista Equity Partners (NZAM)
- Warburg Pincus
- Wayzata Investment Partners
- Wellington Management Company LLP (NZAM, Climate Action 100+)
- Wellspring Capital Partners
- Welsh, Carson, Anderson and Stowe (WCAS)
- Western Asset Management Company, LLC (Climate Action 100+)
- Whitehorse Capital
- Wind Point Partners
- Windjammer Capital Investors
- Winslow Capital Management, LLC
- Zevenbergen Capital Investments LLC
List of AMCs contracting with the Minnesota General Employees Retirement Fund
The Minnesota State Board of Investment (SBI) manages investments for the Minnesota General Employees Retirement Fund. SBI contracted with 125 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 13 were investor participants in Climate Action 100+, and 17 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Minnesota General Employees Retirement Fund:[3]
- Acadian Asset Management LLC (NZAM)
- Adams Street Partners
- Advent International
- Affinity Ventures
- Angelo, Gordon & Co.
- Apax Partners
- AQR Capital Management, LLC (Climate Action 100+)
- Ariel Investments, LLC
- ArrowMark Colorado Holdings, LLC
- Arsenal Capital Partners
- Ashmore Investment Management Ltd. (NZAM)
- Asia Alternatives
- Audax Group
- Avenue Capital Partners
- Baillie Gifford Overseas Limited (NZAM)
- Banc Fund
- Barrow, Hanley, Mewhinney & Strauss, LLC
- BlackRock Institutional Trust Company, N.A. (NZAM)
- Blackstone Capital Partners
- Blackstone Strategic Partners
- Bridgepoint
- Brookfield Asset Management (NZAM)
- Canyon Partners
- Cardinal Partners
- Carlyle Group
- CarVal Investors
- Chicago Growth Partners (William Blair)
- Columbia Threadneedle Investments (NZAM)
- Court Square Capital Partners
- Crescendo
- CVC Capital Partners
- Dodge & Cox
- Earnest Partners LLC
- EIG Global Energy Partners
- EnCap Energy
- Energy & Minerals Group (EMG)
- Energy Capital Partners
- EnerVest Energy
- Fidelity Institutional Asset Management LLC (Climate Action 100+)
- First Reserve (Climate Action 100+)
- Gold Hill Venture Lending
- Goldman Sachs Asset Management, L.P.
- Goldman Sachs Mezzanine Partners
- Goldner Hawn Johnson and Morrison
- GTCR
- HarbourVest
- Hellman and Friedman
- Hood River Capital Management, LLC
- Hotchkis & Wiley Capital Management, LLC
- HPS Investment Partners
- IK Investment Partners
- J.P. Morgan Investment Management Inc. (NZAM, Climate Action 100+)
- Kohlberg, Kravis and Roberts (KKR)
- Landmark Partners
- LBC Credit Partners
- Leonard Green & Partners
- Lexington Capital Partners
- LSV Asset Management
- Lubert-Adler
- Macquarie Investment Management Advisers (NZAM)
- Madison Dearborn Capital Partners
- Marathon Asset Management LLP (Climate Action 100+)
- Martin Currie Inc. (NZAM)
- Martingale Asset Management, L.P.
- McKinley Capital Management, LLC
- Merced Capital
- Merit Capital Partners
- Merit Energy Partners
- MHR Institutional Partners
- Morgan Stanley Investments Management Inc.
- Natural Gas Partners
- Neuberger Berman Investment Advisers LLC (NZAM)
- NISA Investment Advisors, LLC
- Nordic Capital
- North Sky Capital
- Oak Hill Capital Management, Inc.
- Oaktree Capital Management
- Pacific Investment Management Company LLC (PIMCO) (Climate Action 100+)
- Paine Schwartz
- Payden & Rygel (NZAM, Climate Action 100+)
- Peregrine Capital Management
- Permal PE (formerly Glouston Capital Partners)
- Permira
- PGIM Fixed Income
- Pimco Bravo (Climate Action 100+)
- Portfolio Advisors
- Prudential Global Investment Management
- Public Pension Capital Management
- Pzena Investment Management, LLC (NZAM)
- Record Currency Management LLC
- Rice Hall James & Associates, LLC
- Rockpoint
- Rockwood
- Sands Capital Management, LLC
- SBI Internal Portfolio (Climate Action 100+)
- Sheridan Production Partners
- Silver Lake Partners
- Silverpeak Real Estate Partners
- Split Rock Partners
- State Street Global Advisors (NZAM, Climate Action 100+)
- Summit Partners
- T. Rowe Price (NZAM)
- TA Associates Realty
- TCW Asset Management
- The Rock Creek Group, LLC (NZAM, Climate Action 100+)
- Thoma Bravo
- Thoma Cressey
- Thomas H. Lee Partners
- Thomas, McNerney & Partners
- TPG Capital
- TSSP
- Varde Partners
- Vestar Capital Partners
- Vista Equity Partners (NZAM)
- Warburg Pincus
- Wayzata Investment Partners
- Wellington Management Company LLP (NZAM, Climate Action 100+)
- Wellspring Capital Partners
- Welsh, Carson, Anderson and Stowe (WCAS)
- Western Asset Management Company, LLC (Climate Action 100+)
- Whitehorse Capital
- Wind Point Partners
- Windjammer Capital Investors
- Winslow Capital Management, LLC
- Zevenbergen Capital Investments LLC
List of AMCs contracting with the Minnesota Judges Retirement Fund
The Minnesota State Board of Investment (SBI) manages investments for the Minnesota Judges Retirement Fund. SBI contracted with 125 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 13 were investor participants in Climate Action 100+, and 17 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Minnesota Judges Retirement Fund:[3]
- Acadian Asset Management LLC (NZAM)
- Adams Street Partners
- Advent International
- Affinity Ventures
- Angelo, Gordon & Co.
- Apax Partners
- AQR Capital Management, LLC (Climate Action 100+)
- Ariel Investments, LLC
- ArrowMark Colorado Holdings, LLC
- Arsenal Capital Partners
- Ashmore Investment Management Ltd. (NZAM)
- Asia Alternatives
- Audax Group
- Avenue Capital Partners
- Baillie Gifford Overseas Limited (NZAM)
- Banc Fund
- Barrow, Hanley, Mewhinney & Strauss, LLC
- BlackRock Institutional Trust Company, N.A. (NZAM)
- Blackstone Capital Partners
- Blackstone Strategic Partners
- Bridgepoint
- Brookfield Asset Management (NZAM)
- Canyon Partners
- Cardinal Partners
- Carlyle Group
- CarVal Investors
- Chicago Growth Partners (William Blair)
- Columbia Threadneedle Investments (NZAM)
- Court Square Capital Partners
- Crescendo
- CVC Capital Partners
- Dodge & Cox
- Earnest Partners LLC
- EIG Global Energy Partners
- EnCap Energy
- Energy & Minerals Group (EMG)
- Energy Capital Partners
- EnerVest Energy
- Fidelity Institutional Asset Management LLC (Climate Action 100+)
- First Reserve (Climate Action 100+)
- Gold Hill Venture Lending
- Goldman Sachs Asset Management, L.P.
- Goldman Sachs Mezzanine Partners
- Goldner Hawn Johnson and Morrison
- GTCR
- HarbourVest
- Hellman and Friedman
- Hood River Capital Management, LLC
- Hotchkis & Wiley Capital Management, LLC
- HPS Investment Partners
- IK Investment Partners
- J.P. Morgan Investment Management Inc. (NZAM, Climate Action 100+)
- Kohlberg, Kravis and Roberts (KKR)
- Landmark Partners
- LBC Credit Partners
- Leonard Green & Partners
- Lexington Capital Partners
- LSV Asset Management
- Lubert-Adler
- Macquarie Investment Management Advisers (NZAM)
- Madison Dearborn Capital Partners
- Marathon Asset Management LLP (Climate Action 100+)
- Martin Currie Inc. (NZAM)
- Martingale Asset Management, L.P.
- McKinley Capital Management, LLC
- Merced Capital
- Merit Capital Partners
- Merit Energy Partners
- MHR Institutional Partners
- Morgan Stanley Investments Management Inc.
- Natural Gas Partners
- Neuberger Berman Investment Advisers LLC (NZAM)
- NISA Investment Advisors, LLC
- Nordic Capital
- North Sky Capital
- Oak Hill Capital Management, Inc.
- Oaktree Capital Management
- Pacific Investment Management Company LLC (PIMCO) (Climate Action 100+)
- Paine Schwartz
- Payden & Rygel (NZAM, Climate Action 100+)
- Peregrine Capital Management
- Permal PE (formerly Glouston Capital Partners)
- Permira
- PGIM Fixed Income
- Pimco Bravo (Climate Action 100+)
- Portfolio Advisors
- Prudential Global Investment Management
- Public Pension Capital Management
- Pzena Investment Management, LLC (NZAM)
- Record Currency Management LLC
- Rice Hall James & Associates, LLC
- Rockpoint
- Rockwood
- Sands Capital Management, LLC
- SBI Internal Portfolio (Climate Action 100+)
- Sheridan Production Partners
- Silver Lake Partners
- Silverpeak Real Estate Partners
- Split Rock Partners
- State Street Global Advisors (NZAM, Climate Action 100+)
- Summit Partners
- T. Rowe Price (NZAM)
- TA Associates Realty
- TCW Asset Management
- The Rock Creek Group, LLC (NZAM, Climate Action 100+)
- Thoma Bravo
- Thoma Cressey
- Thomas H. Lee Partners
- Thomas, McNerney & Partners
- TPG Capital
- TSSP
- Varde Partners
- Vestar Capital Partners
- Vista Equity Partners (NZAM)
- Warburg Pincus
- Wayzata Investment Partners
- Wellington Management Company LLP (NZAM, Climate Action 100+)
- Wellspring Capital Partners
- Welsh, Carson, Anderson and Stowe (WCAS)
- Western Asset Management Company, LLC (Climate Action 100+)
- Whitehorse Capital
- Wind Point Partners
- Windjammer Capital Investors
- Winslow Capital Management, LLC
- Zevenbergen Capital Investments LLC
List of AMCs contracting with the Minnesota Legislators Retirement Fund
The Minnesota State Board of Investment (SBI) manages investments for the Minnesota Legislators Retirement Fund. SBI contracted with 125 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 13 were investor participants in Climate Action 100+, and 17 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Minnesota Legislators Retirement Fund:[3]
- Acadian Asset Management LLC (NZAM)
- Adams Street Partners
- Advent International
- Affinity Ventures
- Angelo, Gordon & Co.
- Apax Partners
- AQR Capital Management, LLC (Climate Action 100+)
- Ariel Investments, LLC
- ArrowMark Colorado Holdings, LLC
- Arsenal Capital Partners
- Ashmore Investment Management Ltd. (NZAM)
- Asia Alternatives
- Audax Group
- Avenue Capital Partners
- Baillie Gifford Overseas Limited (NZAM)
- Banc Fund
- Barrow, Hanley, Mewhinney & Strauss, LLC
- BlackRock Institutional Trust Company, N.A. (NZAM)
- Blackstone Capital Partners
- Blackstone Strategic Partners
- Bridgepoint
- Brookfield Asset Management (NZAM)
- Canyon Partners
- Cardinal Partners
- Carlyle Group
- CarVal Investors
- Chicago Growth Partners (William Blair)
- Columbia Threadneedle Investments (NZAM)
- Court Square Capital Partners
- Crescendo
- CVC Capital Partners
- Dodge & Cox
- Earnest Partners LLC
- EIG Global Energy Partners
- EnCap Energy
- Energy & Minerals Group (EMG)
- Energy Capital Partners
- EnerVest Energy
- Fidelity Institutional Asset Management LLC (Climate Action 100+)
- First Reserve (Climate Action 100+)
- Gold Hill Venture Lending
- Goldman Sachs Asset Management, L.P.
- Goldman Sachs Mezzanine Partners
- Goldner Hawn Johnson and Morrison
- GTCR
- HarbourVest
- Hellman and Friedman
- Hood River Capital Management, LLC
- Hotchkis & Wiley Capital Management, LLC
- HPS Investment Partners
- IK Investment Partners
- J.P. Morgan Investment Management Inc. (NZAM, Climate Action 100+)
- Kohlberg, Kravis and Roberts (KKR)
- Landmark Partners
- LBC Credit Partners
- Leonard Green & Partners
- Lexington Capital Partners
- LSV Asset Management
- Lubert-Adler
- Macquarie Investment Management Advisers (NZAM)
- Madison Dearborn Capital Partners
- Marathon Asset Management LLP (Climate Action 100+)
- Martin Currie Inc. (NZAM)
- Martingale Asset Management, L.P.
- McKinley Capital Management, LLC
- Merced Capital
- Merit Capital Partners
- Merit Energy Partners
- MHR Institutional Partners
- Morgan Stanley Investments Management Inc.
- Natural Gas Partners
- Neuberger Berman Investment Advisers LLC (NZAM)
- NISA Investment Advisors, LLC
- Nordic Capital
- North Sky Capital
- Oak Hill Capital Management, Inc.
- Oaktree Capital Management
- Pacific Investment Management Company LLC (PIMCO) (Climate Action 100+)
- Paine Schwartz
- Payden & Rygel (NZAM, Climate Action 100+)
- Peregrine Capital Management
- Permal PE (formerly Glouston Capital Partners)
- Permira
- PGIM Fixed Income
- Pimco Bravo (Climate Action 100+)
- Portfolio Advisors
- Prudential Global Investment Management
- Public Pension Capital Management
- Pzena Investment Management, LLC (NZAM)
- Record Currency Management LLC
- Rice Hall James & Associates, LLC
- Rockpoint
- Rockwood
- Sands Capital Management, LLC
- SBI Internal Portfolio (Climate Action 100+)
- Sheridan Production Partners
- Silver Lake Partners
- Silverpeak Real Estate Partners
- Split Rock Partners
- State Street Global Advisors (NZAM, Climate Action 100+)
- Summit Partners
- T. Rowe Price (NZAM)
- TA Associates Realty
- TCW Asset Management
- The Rock Creek Group, LLC (NZAM, Climate Action 100+)
- Thoma Bravo
- Thoma Cressey
- Thomas H. Lee Partners
- Thomas, McNerney & Partners
- TPG Capital
- TSSP
- Varde Partners
- Vestar Capital Partners
- Vista Equity Partners (NZAM)
- Warburg Pincus
- Wayzata Investment Partners
- Wellington Management Company LLP (NZAM, Climate Action 100+)
- Wellspring Capital Partners
- Welsh, Carson, Anderson and Stowe (WCAS)
- Western Asset Management Company, LLC (Climate Action 100+)
- Whitehorse Capital
- Wind Point Partners
- Windjammer Capital Investors
- Winslow Capital Management, LLC
- Zevenbergen Capital Investments LLC
List of AMCs contracting with the Minnesota State Patrol Retirement Fund
The Minnesota State Board of Investment (SBI) manages investments for the Minnesota State Patrol Retirement Fund. SBI contracted with 125 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 12 were investor participants in Climate Action 100+, and 16 were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Minnesota State Patrol Retirement Fund:[3]
- Acadian Asset Management LLC (NZAM)
- Adams Street Partners
- Advent International
- Affinity Ventures
- Angelo, Gordon & Co.
- Apax Partners
- AQR Capital Management, LLC (Climate Action 100+)
- Ariel Investments, LLC
- ArrowMark Colorado Holdings, LLC
- Arsenal Capital Partners
- Ashmore Investment Management Ltd. (NZAM)
- Asia Alternatives
- Audax Group
- Avenue Capital Partners
- Baillie Gifford Overseas Limited (NZAM)
- Banc Fund
- Barrow, Hanley, Mewhinney & Strauss, LLC
- BlackRock Institutional Trust Company, N.A. (NZAM)
- Blackstone Capital Partners
- Blackstone Strategic Partners
- Bridgepoint
- Brookfield Asset Management (NZAM)
- Canyon Partners
- Cardinal Partners
- Carlyle Group
- CarVal Investors
- Chicago Growth Partners (William Blair)
- Columbia Threadneedle Investments (NZAM)
- Court Square Capital Partners
- Crescendo
- CVC Capital Partners
- Dodge & Cox
- Earnest Partners LLC
- EIG Global Energy Partners
- EnCap Energy
- Energy & Minerals Group (EMG)
- Energy Capital Partners
- EnerVest Energy
- Fidelity Institutional Asset Management LLC (Climate Action 100+)
- First Reserve (Climate Action 100+)
- Gold Hill Venture Lending
- Goldman Sachs Asset Management, L.P.
- Goldman Sachs Mezzanine Partners
- Goldner Hawn Johnson and Morrison
- GTCR
- HarbourVest
- Hellman and Friedman
- Hood River Capital Management, LLC
- Hotchkis & Wiley Capital Management, LLC
- HPS Investment Partners
- IK Investment Partners
- J.P. Morgan Investment Management Inc. (NZAM, Climate Action 100+)
- Kohlberg, Kravis and Roberts (KKR)
- Landmark Partners
- LBC Credit Partners
- Leonard Green & Partners
- Lexington Capital Partners
- LSV Asset Management
- Lubert-Adler
- Macquarie Investment Management Advisers (NZAM)
- Madison Dearborn Capital Partners
- Marathon Asset Management LLP (Climate Action 100+)
- Martin Currie Inc. (NZAM)
- Martingale Asset Management, L.P.
- McKinley Capital Management, LLC
- Merced Capital
- Merit Capital Partners
- Merit Energy Partners
- MHR Institutional Partners
- Morgan Stanley Investments Management Inc.
- Natural Gas Partners
- Neuberger Berman Investment Advisers LLC (NZAM)
- NISA Investment Advisors, LLC
- Nordic Capital
- North Sky Capital
- Oak Hill Capital Management, Inc.
- Oaktree Capital Management
- Pacific Investment Management Company LLC (PIMCO) (Climate Action 100+)
- Paine Schwartz
- Payden & Rygel (NZAM, Climate Action 100+)
- Peregrine Capital Management
- Permal PE (formerly Glouston Capital Partners)
- Permira
- PGIM Fixed Income
- Pimco Bravo (Climate Action 100+)
- Portfolio Advisors
- Prudential Global Investment Management
- Public Pension Capital Management
- Pzena Investment Management, LLC (NZAM)
- Record Currency Management LLC
- Rice Hall James & Associates, LLC
- Rockpoint
- Rockwood
- Sands Capital Management, LLC
- SBI Internal Portfolio (Climate Action 100+)
- Sheridan Production Partners
- Silver Lake Partners
- Silverpeak Real Estate Partners
- Split Rock Partners
- State Street Global Advisors (NZAM, Climate Action 100+)
- Summit Partners
- T. Rowe Price (NZAM)
- TA Associates Realty
- TCW Asset Management
- The Rock Creek Group, LLC (NZAM, Climate Action 100+)
- Thoma Bravo
- Thoma Cressey
- Thomas H. Lee Partners
- Thomas, McNerney & Partners
- TPG Capital
- TSSP
- Varde Partners
- Vestar Capital Partners
- Vista Equity Partners (NZAM)
- Warburg Pincus
- Wayzata Investment Partners
- Wellington Management Company LLP (NZAM, Climate Action 100+)
- Wellspring Capital Partners
- Welsh, Carson, Anderson and Stowe (WCAS)
- Western Asset Management Company, LLC (Climate Action 100+)
- Whitehorse Capital
- Wind Point Partners
- Windjammer Capital Investors
- Winslow Capital Management, LLC
- Zevenbergen Capital Investments LLC
List of AMCs contracting with the Teachers Retirement Association of Minnesota
The Minnesota State Board of Investment (SBI) manages investments for the Teachers Retirement Association of Minnesota. SBI contracted with 125 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, 13 were investor participants in Climate Action 100+, and 18 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Teachers Retirement Association of Minnesota:[3]
- Acadian Asset Management LLC (NZAM, Climate Action 100+)
- Adams Street Partners
- Advent International
- Affinity Ventures
- Angelo, Gordon & Co.
- Apax Partners
- AQR Capital Management, LLC
- Ariel Investments, LLC
- ArrowMark Colorado Holdings, LLC
- Arsenal Capital Partners
- Ashmore Investment Management Ltd. (NZAM, Climate Action 100+)
- Asia Alternatives
- Audax Group
- Avenue Capital Partners
- Baillie Gifford Overseas Limited (NZAM, Climate Action 100+)
- Banc Fund
- Barrow, Hanley, Mewhinney & Strauss, LLC
- BlackRock Institutional Trust Company, N.A. (NZAM, Climate Action 100+)
- Blackstone Capital Partners
- Blackstone Strategic Partners
- Bridgepoint
- Brookfield Asset Management (NZAM)
- Canyon Partners
- Cardinal Partners
- Carlyle Group
- CarVal Investors
- Chicago Growth Partners (William Blair)
- Columbia Threadneedle Investments (NZAM, Climate Action 100+)
- Court Square Capital Partners
- Crescendo
- CVC Capital Partners
- Dodge & Cox
- Earnest Partners LLC
- EIG Global Energy Partners
- EnCap Energy
- Energy & Minerals Group (EMG)
- Energy Capital Partners
- EnerVest Energy
- Fidelity Institutional Asset Management LLC
- First Reserve
- Gold Hill Venture Lending
- Goldman Sachs Asset Management, L.P. (Climate Action 100+)
- Goldman Sachs Mezzanine Partners (Climate Action 100+)
- Goldner Hawn Johnson and Morrison
- GTCR
- HarbourVest
- Hellman and Friedman
- Hood River Capital Management, LLC
- Hotchkis & Wiley Capital Management, LLC
- HPS Investment Partners
- IK Investment Partners
- J.P. Morgan Investment Management Inc. (NZAM)
- Kohlberg, Kravis and Roberts (KKR)
- Landmark Partners
- LBC Credit Partners
- Leonard Green & Partners
- Lexington Capital Partners
- LSV Asset Management
- Lubert-Adler
- Macquarie Investment Management Advisers (NZAM, Climate Action 100+)
- Madison Dearborn Capital Partners
- Marathon Asset Management LLP
- Martin Currie Inc. (NZAM, Climate Action 100+)
- Martingale Asset Management, L.P.
- McKinley Capital Management, LLC
- Merced Capital
- Merit Capital Partners
- Merit Energy Partners
- MHR Institutional Partners
- Morgan Stanley Investments Management Inc.
- Natural Gas Partners
- Neuberger Berman Investment Advisers LLC (NZAM, Climate Action 100+)
- NISA Investment Advisors, LLC
- Nordic Capital
- North Sky Capital
- Oak Hill Capital Management, Inc.
- Oaktree Capital Management
- Pacific Investment Management Company LLC (PIMCO)
- Paine Schwartz
- Payden & Rygel (NZAM, Climate Action 100+)
- Peregrine Capital Management
- Permal PE (formerly Glouston Capital Partners)
- Permira
- PGIM Fixed Income
- Pimco Bravo
- Portfolio Advisors
- Prudential Global Investment Management
- Public Pension Capital Management
- Pzena Investment Management, LLC (NZAM)
- Record Currency Management LLC
- Rice Hall James & Associates, LLC
- Rockpoint
- Rockwood
- Sands Capital Management, LLC
- SBI Internal Portfolio (Climate Action 100+)
- Sheridan Production Partners
- Silver Lake Partners
- Silverpeak Real Estate Partners
- Split Rock Partners
- State Street Global Advisors (NZAM)
- Summit Partners
- T. Rowe Price (NZAM)
- TA Associates Realty
- TCW Asset Management
- The Rock Creek Group, LLC (NZAM)
- Thoma Bravo
- Thoma Cressey
- Thomas H. Lee Partners
- Thomas, McNerney & Partners
- TPG Capital
- TSSP
- Varde Partners
- Vestar Capital Partners
- Vista Equity Partners (NZAM)
- Warburg Pincus
- Wayzata Investment Partners
- Wellington Management Company LLP (NZAM, Climate Action 100+)
- Wellspring Capital Partners
- Welsh, Carson, Anderson and Stowe (WCAS)
- Western Asset Management Company, LLC
- Whitehorse Capital
- Wind Point Partners
- Windjammer Capital Investors
- Winslow Capital Management, LLC
- Zevenbergen Capital Investments LLC
Nevada
List of AMCs contracting with the Judicial Retirement System of Nevada
The Judicial Retirement System of Nevada (JRS) contracted with 3 asset management companies (AMCs) as of March 31, 2022. Of those companies or funds, none were investor participants in Climate Action 100+, and three were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Judicial Retirement System of Nevada:[3]
- AllianceBernstein (NZAM)
- Mellon Capital
- Payden & Rygel (NZAM)
List of AMCs contracting with the Legislators' Retirement System of Nevada
The Legislators' Retirement System of Nevada (LRS) contracted with three asset management companies (AMCs) as of March 31, 2022. Of those companies or funds, none were investor participants in Climate Action 100+, and two were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the LRS:[3]
- AllianceBernstein (NZAM)
- Mellon Capital
- Payden & Rygel (NZAM)
List of AMCs contracting with the Nevada Public Employees' Retirement System
The Nevada Public Employees' Retirement System (NVPERS) contracted with nine asset management companies (AMCs) as of March 31, 2022. Of those companies or funds, one was an investor participant in Climate Action 100+, and five were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NVPERS:[3]
- AEW
- AllianceBernstein (NZAM)
- BlackRock (NZAM, Climate Action 100+)
- BNY Mellon
- Invesco Realty Advisors (NZAM)
- Mellon Capital
- Pathway Capital
- Payden & Rygel (NZAM)
- SSgA (NZAM)
North Carolina
List of AMCs contracting with the North Carolina Retirement Systems
- See also: North Carolina Retirement Systems
The Consolidated Judicial Retirement System (CJRS) is a sub-fund within the North Carolina Retirement Systems Division (NCRS). NCRS administers CJRS, among other retirement and benefit plans for the governmental workers of North Carolina. CJRS does not contract with its own AMCs; the AMCs for NCRS account for all the pension plans it administers.[3]
NCRS contracted with 445 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, 18 were investor participants in Climate Action 100+, and 22 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NCRS:[188]
List of AMCs contracting with the North Carolina Retirement Systems (NCRS)
- See also: North Carolina Retirement Systems
The North Carolina Firefighters' and Rescue Squad Workers' Pension Fund (FRSWPF) is a sub-fund within the North Carolina Retirement Systems Division (NCRS). NCRS administers FRSWPF, among other retirement and benefit plans for the governmental workers of North Carolina. FRSWPF does not contract with its own AMCs; the AMCs for NCRS account for all the pension plans it administers.[3]
NCRS contracted with 445 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, 18 were investor participants in Climate Action 100+, and 22 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NCRS:[189]
List of AMCs contracting with the North Carolina Retirement Systems Division (NCRS)
The North Carolina Legislative Retirement System (LRS) is a sub-fund within the North Carolina Retirement Systems Division (NCRS). NCRS administers LRS, among other retirement and benefit plans for the governmental workers of North Carolina. LRS does not contract with its own AMCs; the AMCs for NCRS account for all the pension plans it administers.[3]
NCRS contracted with 445 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, 18 were investor participants in Climate Action 100+, and 22 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NCRS:[190]
List of AMCs contracting with the North Carolina Retirement Systems (NCRS)
- See also: North Carolina Retirement Systems
The Local Governmental Employees' Retirement System (LGERS) is a sub-fund within the North Carolina Retirement Systems Division (NCRS). NCRS administers LGERS, among other retirement and benefit plans for the governmental workers of North Carolina. LGERS does not contract with its own AMCs; the AMCs for NCRS account for all the pension plans it administers.[3]
NCRS contracted with 445 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, 18 were investor participants in Climate Action 100+, and 22 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NCRS:[191]
List of AMCs contracting with the North Carolina Retirement Systems (NCRS)
The North Carolina National Guard Pension Fund (NCNGPF) is a sub-fund within the North Carolina Retirement Systems (NCRS). NCRS administers NCNGPF, among other retirement and benefit plans for the governmental workers of North Carolina. NCNGPF does not contract with its own AMCs; the AMCs for NCRS account for all the pension plans it administers.[3]
NCRS contracted with 445 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, 18 were investor participants in Climate Action 100+, and 22 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NCRS:[192]
List of AMCs contracting with the North Carolina Retirement Systems (NCRS)
- See also: North Carolina Retirement Systems
The Register of Deeds' Supplemental Pension Fund is a sub-fund within the North Carolina Retirement Systems Division (NCRS). NCRS administers the Register of Deeds' Supplemental Pension Fund, among other retirement and benefit plans for the governmental workers of North Carolina. The Register of Deeds' Supplemental Pension Fund does not contract with its own AMCs; the AMCs for NCRS account for all the pension plans it administers.[3]
NCRS contracted with 445 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, 18 were investor participants in Climate Action 100+, and 22 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NCRS:[193]
List of AMCs contracting with the North Carolina Retirement Systems Division (NCRS)
The Teachers' and State Employees' Retirement System (TSERS) is a sub-fund within the North Carolina Retirement Systems Division (NCRS). NCRS administers TSERS, among other retirement and benefit plans for the governmental workers of North Carolina. TSERS does not contract with its own AMCs; the AMCs for NCRS account for all the pension plans it administers.[3]
NCRS contracted with 445 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, 18 were investor participants in Climate Action 100+, and 22 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with NCRS:[194]
Pennsylvania
List of AMCs contracting with the Pennsylvania Municipal Retirement System
The Pennsylvania Municipal Retirement System (PMRS) contracted with 15 asset management companies (AMCs) or specific funds as of March 31, 2020. Of those companies, was an investor participant in Climate Action 100+, and one was a member of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PMRS:[195]
- AMI Asset Management
- Copeland Capital Management
- Eagle Capital Management
- Emerald Advisers
- Federated Investors
- Forest Investment Associates
- Hardman Johnston Global Advisors
- HGK Asset Management
- LSV Asset Management
- Nuveen Real Estate (Climate Action 100+)
- Polen Capital Management
- Prudential Financial
- Smith, Graham & Co.
- State Street Global Advisors (NZAM)
- Unallocated Cash
List of AMCs contracting with the Pennsylvania Public School Employees' Retirement System
The Pennsylvania Public School Employees' Retirement System (PSERS) contracted with 140 asset management companies (AMCs) or specific funds as of December 31, 2021. Of those companies, 17 were investor participants in Climate Action 100+, and 11 were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with PSERS:[3]
- Acadian Asset Mgmt (NZAM, Climate Action 100+)
- Aeolus Property Catastrophe Keystone PF Fund, LP
- AKAZ Offshore Fund Ltd
- Alliance Bernstein Global Fixed (Climate Action 100+)
- Apollo European Principal Fund II
- Apollo European Principal Fund III
- Atlantic Trust
- Avenue Energy Opportunities Fund
- Avenue Energy Opportunities Fund II
- Avenue Europe SS III
- Baillie Gifford (NZAM, Climate Action 100+)
- Bain Capital Credit Managed Account (PSERS), L.P.
- Bain Capital Credit Opp. Fund IV
- Bain Capital Distressed and Special Situations 2013
- Bain Capital Distressed and Special Situations 2016 (A), L.P.
- Bain Capital Distressed and Special Situations 2019 (A), L.P.
- Bain Capital Middle Market Credit 2010, L.P.
- Bain Capital Middle Market Credit 2014, L.P.
- BlackRock EMAA (NZAM, Climate Action 100+)
- BlackRock Emerging Markets Alpha Advantage Fund Ltd (NZAM, Climate Action 100+)
- BlackRock FIGA High Yield (NZAM, Climate Action 100+)
- Bridgewater Pure Alpha Fund II, Ltd
- Bridgewater TIPS (levered)
- Brigade Distressed Value
- Brigade Leveraged Capital Structures Offshore Fund, Ltd.
- Brigade Structured Credit Offshore Fund
- Capstone Commonwealth Fund
- Capula Global Relative Value Fund Limited
- Capula Tail Risk Fund Limited
- Carlyle Aviation/SASOF II LP
- Carlyle Aviation/SASOF III LP
- Carlyle Aviation/SASOF IV LP
- Carlyle Aviation/SASOF V LP
- Carlyle Energy Mezz. Opp. Fund
- Carlyle Energy Mezz. Opp. Fund II
- Caspian Keystone Focused Fund, LP
- Caspian Select Credit International, Ltd.
- Cederberg China Equity Fund
- Cerberus Levered Loan Fund II
- Cerberus PSERS Levered Loan Opportunities Fund
- Clearlake Opportunities Partners II, LP
- DaVinci Reinsurance Ltd.
- Effissimo Capital Partners Feeder Fund 2 LP
- Falko Regional Aircraft Opportunities Fund II
- Fidelity Institutional Int'l Small Cap (NZAM, Climate Action 100+)
- FIGS Inc.
- Fixed Rebalance Account
- Franklin Templeton Emerging Fixed Income (NZAM, Climate Action 100+)
- Galton Onshore Mortgage Recovery Fund III, LP
- Galton Onshore Mortgage Recovery Fund IV, L.P.
- Garda Fixed Income Relative Value Opportunity Fund Ltd.
- Gresham
- Hayfin SOF II USD LP
- Hayfin Special Opportunities Credit LP
- HS Group Sponsor Fund II, Ltd.
- ICG Europe Fund V (NZAM)
- ICG Europe Fund VI (NZAM)
- ICG Europe Fund VII (NZAM)
- Independence Reinsurance Partners Cash
- Insight Everest Currency Hedge - Int'l Eq (Climate Action 100+)
- Insight Nevada Currency Hedge - Infra (Climate Action 100+)
- Insight Nickel Currency Hedge - Private Infrastructure (1Q Lag) (Climate Action 100+)
- Insight Oxygen Currency Hedge - Private Credit (Climate Action 100+)
- Insight Sierra Currency Hedge - REIT (Climate Action 100+)
- Insight Wilson Currency Hedge - PE Internal Co-Invest (1Q Lag) (Climate Action 100+)
- Insight Yellow Currency Hedge - Private Infrastructure (1Q Lag) (Climate Action 100+)
- Latitude Management Real Estate Capital IV
- LBC Credit Partners III
- LBC-P Credit Fund LP
- Managed Stock Distribution
- Marathon Asset Mgmt
- Nephila/Nimbus Weather Fund
- Nephila/Palmetto Fund Ltd.
- Newmarket International Infrastructure Finance Company Fund, L.P.
- Oberweis Asset Mgmt
- Oceanwood Investments SPC Co-Invest
- Oceanwood Opportunities Fund
- OWS Credit Opportunity Offshore Fund III, Ltd.
- Park Square Credit Opportunities
- Park Square Credit Opportunities (Co-Invest)
- Perry Partners LP
- PIMCO BRAVO Fund III Onshore Feeder, L.P.
- PIMCO Commercial Real Estate Debt Fund, L.P.
- PIMCO Commodity Alpha Fund
- PIMCO GCOF
- PIMCO PARS
- PSERS Active Core Plus Fixed Income
- PSERS Active High Yield
- PSERS ACWI x US Fund
- PSERS ACWI xUS Short Swap
- PSERS ACWI xUS Swap (Financing)
- PSERS Cash Management
- PSERS Commodity Beta (Long)
- PSERS Commodity Beta (Short/Financing)
- PSERS Derivatives Collateral
- PSERS EM IMI
- PSERS Emerging Markets Index (Long)
- PSERS Emerging Markets Index (Short/Financing)
- PSERS Fixed Liquidation
- PSERS Funded Passive U.S. TIPS
- PSERS Funded U.S. Long Treasuries
- PSERS Gold (Long)
- PSERS Gold (Short/Financing)
- PSERS Infrastructure Index (Long)
- PSERS Infrastructure Index (Short/Financing)
- PSERS Private Credit Internal Co-Invest
- PSERS Public Infrastructure
- PSERS REIT Index (Long)
- PSERS REIT Index (Short/Financing)
- PSERS Tail Risk
- PSERS TIPS
- PSERS TIPS Swap (Long)
- PSERS TIPS Swap (Short/Financing)
- PSERS-S&P 400 Index Composite
- PSERS-S&P 500 Index Composite
- PSERS-S&P 600 Index Composite
- QS Investors
- Renaissance Medici Fund Ltd.
- Salient
- Security Capital Preferred Growth
- Sixth Street Fundamental Strategies Partners
- Sixth Street Opportunities Partners IV
- SSG Capital Partners V Sidecar, LP
- SSG Capital Partners V, LP
- Steadview Capital Partners LP
- Summit Partners Credit Fund II LP
- TCI Real Estate Partners Fund III, L.P. (Climate Action 100+)
- The Children’s Investment Fund, LP
- The Varde Scratch and Dent Fund Feed I-A
- The Varde Scratch and Dent Fund, LP
- TOP NPL (A)
- TPG Opportunities Partners II, LP
- TPG Opportunities Partners III, LP
- TPG TAO
- Upsilon Diversified Fund
- Venor Capital Offshore, Ltd.
- Wasatch EM Small Cap
- Wasatch Int'l Small Cap
- Wellington Management Company (NZAM, Climate Action 100+)
- Whitehorse Liquidity Partners IV LP
List of AMCs contracting with the Pennsylvania State Employees' Retirement System
The Pennsylvania State Employees' Retirement System (SERS) contracted with 40 asset management companies (AMCs) or specific funds as of June 30, 2022. Of those companies, 10 were investor participants in Climate Action 100+, and four were members of NZAM, as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with SERS:[196]
- BAAM Keystone (IV)
- BlackRock Emg Mkts Index (NZAM, Climate Action 100+)
- BlackRock MSCI World Ex US Index (NZAM, Climate Action 100+)
- Brown Brothers TIPS
- Buyouts Burgiss Buyout Index (Qtr lag)
- Core/Core Plus Real Estate Funds
- Direct Lending
- Distressed Debt
- Diversified Credit
- Emerald Asset Management
- Fidelity HY CMBS (III) (Climate Action 100+)
- GlobeFlex Emerging Small Cap
- GlobeFlex Emerging Small Cap
- Growth Equity Burgiss Venture Capital Index (Qtr lag)
- Harris Assoc Int’l SCV
- Keystone Legacy (II)
- Leading Edge Emg Mkts Fund
- Leading Edge Emg Mkts Fund
- Macquarie Emg Mkts Equity (NZAM, Climate Action 100+)
- Martin Currie Emg Mkts Equity (NZAM, Climate Action 100+)
- MCM Russell 1000 Index
- MCM Russell 2000 Core Index
- MCM Russell 2000 Val Index
- Mellon Bond Index (Climate Action 100+)
- Mellon High Yield Beta Fund (Climate Action 100+)
- Mellon Intermediate Treasury Index (Climate Action 100+)
- Mellon Long Duration Index (Climate Action 100+)
- New Century Global TIPS
- New Century Global TIPS
- NISA Inv Adv TIPS
- PIMCO Core Bond Fund
- PIMCO US Treasuries
- REITS
- SEI Str. Credit: HY Bank Loans (II)(III) (Climate Action 100+)
- Special Situations Burgiss Special Situations Idx (Qtr lag)
- Value Add/Opportunistic Funds
- Value Add/Opportunistic SMA
- Walter Scott & Partners(I)
- Xponance Non-U.S. Small Cap
- Xponance Non-U.S. Small Cap
Vermont
List of AMCs contracting with the Vermont Municipal Employees' Retirement System
The Vermont Municipal Employees' Retirement System contracted with 15 asset management companies (AMCs) or specific funds as of December 31, 2021. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Vermont Municipal Employees' Retirement System:[3]
- Acadian International All Cap (SA) (NZAM, Climate Action 100+)
- Artisan Global Opportunities Trust
- BlackRock MSCI ACW IMI (SA) (NZAM, Climate Action 100+)
- Blackrock MSCI World LCTR (SA) (NZAM, Climate Action 100+)
- Blackrock S&P 500 (Eql Wtd) (SA) (NZAM, Climate Action 100+)
- Blackrock TIPS (CF) (NZAM, Climate Action 100+)
- BlackRock US Agg. (SA) (NZAM, Climate Action 100+)
- Champlain US Mid Cap Core (SA)
- Mondrian International Equity (SA)
- PIMCO Core (SA)
- PIMCO Liquidation (SA)
- PIMCO Unconstrained (SA)
- SSgA Russell 2000 Growth (Ex Tobacco) (SA)
- UBS Trumbull Property (CF) (Net) (NZAM, Climate Action 100+)
- Wellington Opportunistic EMD (CF) (NZAM, Climate Action 100+)
List of AMCs contracting with the Vermont State Employees' Retirement System
The Vermont State Employees' Retirement System contracted with 15 asset management companies (AMCs) or specific funds as of December 31, 2021. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Vermont State Employees' Retirement System:[3]
- Acadian International All Cap (SA) (NZAM, Climate Action 100+)
- Artisan Global Opportunities Trust
- BlackRock MSCI ACW IMI (SA) (NZAM, Climate Action 100+)
- Blackrock MSCI World LCTR (SA) (NZAM, Climate Action 100+)
- Blackrock S&P 500 (Eql Wtd) (SA) (NZAM, Climate Action 100+)
- Blackrock TIPS (CF) (NZAM, Climate Action 100+)
- BlackRock US Agg. (SA) (NZAM, Climate Action 100+)
- Champlain US Mid Cap Core (SA)
- Mondrian International Equity (SA)
- PIMCO Core (SA)
- PIMCO Liquidation (SA)
- PIMCO Unconstrained (SA)
- SSgA Russell 2000 Growth (Ex Tobacco) (SA)
- UBS Trumbull Property (CF) (Net) (NZAM, Climate Action 100+)
- Wellington Opportunistic EMD (CF) (NZAM, Climate Action 100+)
List of AMCs contracting with the Vermont State Teachers' Retirement System
The Vermont State Teachers Retirement System contracted with 15 asset management companies (AMCs) or specific funds as of December 21, 2021. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Vermont State Teachers Retirement System:[3]
- Acadian International All Cap (SA) (NZAM, Climate Action 100+)
- Artisan Global Opportunities Trust
- BlackRock MSCI ACW IMI (SA) (NZAM, Climate Action 100+)
- Blackrock MSCI World LCTR (SA) (NZAM, Climate Action 100+)
- Blackrock S&P 500 (Eql Wtd) (SA) (NZAM, Climate Action 100+)
- Blackrock TIPS (CF) (NZAM, Climate Action 100+)
- BlackRock US Agg. (CF) (NZAM, Climate Action 100+)
- Champlain US Mid Cap Core (SA)
- Mondrian International Equity (SA)
- PIMCO Core (SA)
- PIMCO Liquidation (SA)
- PIMCO Unconstrained (SA)
- SSgA Russell 2000 Growth (Ex Tobacco) (SA)
- UBS Trumbull Property (CF) (NZAM, Climate Action 100+)
- Wellington Opportunistic EMD (CF) (NZAM, Climate Action 100+)
Virginia
List of AMCs contracting with the Virginia Retirement System
The Virginia Retirement System contracted with 77 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Virginia Retirement System:[3]
- Acadian Asset Management (Climate Action 100+)
- Advent
- Afton
- Allianz Global Investors (Climate Action 100+)
- Anchorage Capital
- Apax Partners
- Apollo
- AQR
- Ariel
- Arisaig (NZAM)
- Arrowstreet Capital
- Baillie Gifford (Climate Action 100+)
- Bain Capital
- Beach Point Capital Management
- Blackrock (NZAM, Climate Action 100+)
- Blackrock (NZAM, Climate Action 100+)
- Blackstone Real Estate Partners
- Capstone
- Carlyle
- Cevian
- Clarion Partners
- CVC Capital
- Eminence
- Executive Investment Team
- Farallon
- FI AQR High Yield
- FI Man Numeric High Yield
- FI Payden & Rygel EMD
- FI PIMCO EMD
- First Quadrant
- General Atlantic
- Grosvenor
- Hellman and Friedman
- HPS Investment Partners
- Industry Funds Management
- Internal Emerging
- Internal Fixed Income
- Internal Portfolio Strategy
- J.P. Morgan (NZAM)
- J.P. Morgan (NZAM)
- J.P. Morgan (NZAM)
- J.P. Morgan Asset Management Inc. (NZAM)
- Jackson Square
- KKR Associates
- Lansdowne
- LSV Asset Management
- Matoaka
- Maverick Capital
- Mobjack
- Morgan Stanley
- Morgan Stanley
- Nordea (NZAM, Climate Action 100+)
- Pacific Investment Management Co.
- Pantheon Ventures
- PGIM
- Piedmont
- Potomac
- Pritzker Realty Group
- Prudential
- Schroders (Climate Action 100+)
- Schroders (Climate Action 100+)
- Select
- Solus
- Stone Point
- Stonepeak Infrastructure Partners
- TA Associates
- Taiyo
- Theleme
- ValueAct Capital
- Veritas
- VRS - Internal Equity Management
- VRS Emerging Market Debt
- VRS Fixed-Income Opportunistic
- VRS Government
- VRS Investment Grade Credit
- VRS Securitized
- VRS Systematic High Yield
List of AMCs contracting with the Virginia Retirement System
The Virginia Retirement System contracted with 77 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Virginia Retirement System:[3]
- Acadian Asset Management (Climate Action 100+)
- Advent
- Afton
- Allianz Global Investors (Climate Action 100+)
- Anchorage Capital
- Apax Partners
- Apollo
- AQR
- Ariel
- Arisaig (NZAM)
- Arrowstreet Capital
- Baillie Gifford (Climate Action 100+)
- Bain Capital
- Beach Point Capital Management
- Blackrock (NZAM, Climate Action 100+)
- Blackrock (NZAM, Climate Action 100+)
- Blackstone Real Estate Partners
- Capstone
- Carlyle
- Cevian
- Clarion Partners
- CVC Capital
- Eminence
- Executive Investment Team
- Farallon
- FI AQR High Yield
- FI Man Numeric High Yield
- FI Payden & Rygel EMD
- FI PIMCO EMD
- First Quadrant
- General Atlantic
- Grosvenor
- Hellman and Friedman
- HPS Investment Partners
- Industry Funds Management
- Internal Emerging
- Internal Fixed Income
- Internal Portfolio Strategy
- J.P. Morgan (NZAM)
- J.P. Morgan (NZAM)
- J.P. Morgan (NZAM)
- J.P. Morgan Asset Management Inc. (NZAM)
- Jackson Square
- KKR Associates
- Lansdowne
- LSV Asset Management
- Matoaka
- Maverick Capital
- Mobjack
- Morgan Stanley
- Morgan Stanley
- Nordea (NZAM, Climate Action 100+)
- Pacific Investment Management Co.
- Pantheon Ventures
- PGIM
- Piedmont
- Potomac
- Pritzker Realty Group
- Prudential
- Schroders (Climate Action 100+)
- Schroders (Climate Action 100+)
- Select
- Solus
- Stone Point
- Stonepeak Infrastructure Partners
- TA Associates
- Taiyo
- Theleme
- ValueAct Capital
- Veritas
- VRS - Internal Equity Management
- VRS Emerging Market Debt
- VRS Fixed-Income Opportunistic
- VRS Government
- VRS Investment Grade Credit
- VRS Securitized
- VRS Systematic High Yield
List of AMCs contracting with the Virginia Retirement System
The Virginia Retirement System contracted with 77 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Virginia Retirement System:[3]
- Acadian Asset Management (Climate Action 100+)
- Advent
- Afton
- Allianz Global Investors (Climate Action 100+)
- Anchorage Capital
- Apax Partners
- Apollo
- AQR
- Ariel
- Arisaig (NZAM)
- Arrowstreet Capital
- Baillie Gifford (Climate Action 100+)
- Bain Capital
- Beach Point Capital Management
- Blackrock (NZAM, Climate Action 100+)
- Blackrock (NZAM, Climate Action 100+)
- Blackstone Real Estate Partners
- Capstone
- Carlyle
- Cevian
- Clarion Partners
- CVC Capital
- Eminence
- Executive Investment Team
- Farallon
- FI AQR High Yield
- FI Man Numeric High Yield
- FI Payden & Rygel EMD
- FI PIMCO EMD
- First Quadrant
- General Atlantic
- Grosvenor
- Hellman and Friedman
- HPS Investment Partners
- Industry Funds Management
- Internal Emerging
- Internal Fixed Income
- Internal Portfolio Strategy
- J.P. Morgan (NZAM)
- J.P. Morgan (NZAM)
- J.P. Morgan (NZAM)
- J.P. Morgan Asset Management Inc. (NZAM)
- Jackson Square
- KKR Associates
- Lansdowne
- LSV Asset Management
- Matoaka
- Maverick Capital
- Mobjack
- Morgan Stanley
- Morgan Stanley
- Nordea (NZAM, Climate Action 100+)
- Pacific Investment Management Co.
- Pantheon Ventures
- PGIM
- Piedmont
- Potomac
- Pritzker Realty Group
- Prudential
- Schroders (Climate Action 100+)
- Schroders (Climate Action 100+)
- Select
- Solus
- Stone Point
- Stonepeak Infrastructure Partners
- TA Associates
- Taiyo
- Theleme
- ValueAct Capital
- Veritas
- VRS - Internal Equity Management
- VRS Emerging Market Debt
- VRS Fixed-Income Opportunistic
- VRS Government
- VRS Investment Grade Credit
- VRS Securitized
- VRS Systematic High Yield
List of AMCs contracting with the Virginia Retirement System
The Virginia Retirement System contracted with 77 asset management companies (AMCs) or specific funds as of June 30, 2021. Of those companies, eight were investor participants in Climate Action 100+, and eight were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with the Virginia Retirement System:[3]
- Acadian Asset Management (Climate Action 100+)
- Advent
- Afton
- Allianz Global Investors (Climate Action 100+)
- Anchorage Capital
- Apax Partners
- Apollo
- AQR
- Ariel
- Arisaig (NZAM)
- Arrowstreet Capital
- Baillie Gifford (Climate Action 100+)
- Bain Capital
- Beach Point Capital Management
- Blackrock (NZAM, Climate Action 100+)
- Blackrock (NZAM, Climate Action 100+)
- Blackstone Real Estate Partners
- Capstone
- Carlyle
- Cevian
- Clarion Partners
- CVC Capital
- Eminence
- Executive Investment Team
- Farallon
- FI AQR High Yield
- FI Man Numeric High Yield
- FI Payden & Rygel EMD
- FI PIMCO EMD
- First Quadrant
- General Atlantic
- Grosvenor
- Hellman and Friedman
- HPS Investment Partners
- Industry Funds Management
- Internal Emerging
- Internal Fixed Income
- Internal Portfolio Strategy
- J.P. Morgan (NZAM)
- J.P. Morgan (NZAM)
- J.P. Morgan (NZAM)
- J.P. Morgan Asset Management Inc. (NZAM)
- Jackson Square
- KKR Associates
- Lansdowne
- LSV Asset Management
- Matoaka
- Maverick Capital
- Mobjack
- Morgan Stanley
- Morgan Stanley
- Nordea (NZAM, Climate Action 100+)
- Pacific Investment Management Co.
- Pantheon Ventures
- PGIM
- Piedmont
- Potomac
- Pritzker Realty Group
- Prudential
- Schroders (Climate Action 100+)
- Schroders (Climate Action 100+)
- Select
- Solus
- Stone Point
- Stonepeak Infrastructure Partners
- TA Associates
- Taiyo
- Theleme
- ValueAct Capital
- Veritas
- VRS - Internal Equity Management
- VRS Emerging Market Debt
- VRS Fixed-Income Opportunistic
- VRS Government
- VRS Investment Grade Credit
- VRS Securitized
- VRS Systematic High Yield
Wisconsin
List of AMCs contracting with the State of Wisconsin Investment Board
The State of Wisconsin Investment Board (SWIB) manages the investment of funds for the Wisconsin Retirement System. SWIB contracted with 353 asset management companies (AMCs) as of March 31, 2022. Of those companies or funds, four were investor participants in Climate Action 100+, and four were members of NZAM as of 2024. The following list identifies the AMCs (and in some cases, the specific funds) contracting with SWIB:[3]
- Activant IV
- Advent GPE IX
- Advent International GPE VI, L.P.
- Advent International GPE VII, L.P.
- Advent International GPE VIII, L.P.
- Alchemy Special Opportunities Fund IV, L.P.
- Aldrich Capital Partners II
- Align Capital Partners Fund II LP
- Altaris Health Partners III, L.P.
- Altaris Health Partners IV, L.P.
- American Pacific Group Fund I, LP
- American Securities Partners V, L.P.
- American Securities Partners VI, L.P.
- American Securities Partners VII, L.P.
- American Securities Partners VIII, L.P.
- Anthos Fund V
- Apollo European Principal Finance Fund II, L.P.
- Apollo European Principal Finance Fund III, L.P.
- Apollo European Principal Finance Fund, L.P.
- Apollo Investment Fund IV, L.P.
- Apollo Investment Fund V, L.P.
- Apollo Investment Fund VI, L.P.
- Arbor Debt Opportunities Fund I, L.P.
- Arbor Debt Opportunities Fund II, L.P.
- Arbor Investments IV, L.P.
- Arbor Investments V, L.P.
- Ares Corporate Opportunities Fund II, L.P.
- Ares Corporate Opportunities Fund III, L.P.
- Ares Corporate Opportunities Fund IV, L.P.
- Ares Corporate Opportunities Fund V, L.P.
- Ares Corporate Opportunities Fund VI
- Ares Corporate Opportunities Fund, L.P.
- Ascribe Capital Fund II, L.P.
- Ashbridge Transformational Secondaries Fund II, LP
- Atlas Capital Resources Fund II, LP
- Atlas Capital Resources III, LP
- Avenir III (Climate Action 100+)
- Avenue Growth Fund I LP
- Avenue Special Situations Fund VI, L.P.
- Benefit Street Partners Debt Fund IV, L.P.
- Blackstone Capital Opportunities Fund IV
- Blackstone Capital Partners V, L.P.
- Blackstone Capital Partners VI, L.P.
- Blackstone Capital Partners VII, L.P.
- Blackstone Capital Partners VIII, L.P.
- Blackstone COF IV Co‐Investment Fund LP
- Bookend Capital Partners I LP
- Brandon Lane Partners Fund, LP
- Bridgepoint Europe IV
- BridgePoint Europe V L.P.
- Bridgepoint Europe VI
- Brinson 1998 Primary.Secondary Int
- Brinson 1999 Primary
- Brinson 2000 Primary
- Brinson 2001 Primary
- Brinson 2002 Primary
- Brinson 2003 Primary
- Brinson Non‐US 2003 Primary
- Brinson Non‐US 2004 Primary
- Caltius Partners IV
- Caltius Partners V, L.P.
- CapitalSpring Investment Partners VI
- CapVest Equity Partners III, L.P.
- CapVest Equity Partners IV
- Centerbridge Capital Partners II, L.P.
- Centerbridge Capital Partners III, L.P.
- Centerbridge Special Credit Partners II, L.P.
- Centerbridge Special Credit Partners III‐Flex, L.P.
- Centerbridge Special Credit Partners III, L.P.
- Charlesbank Credit Opportunities Fund II
- Charlesbank Credit Opportunities Fund, LP
- Charlesbank Equity Fund IX, L.P.
- Charlesbank Equity Fund VIII, L.P.
- Charlesbank Equity Fund X, LP
- Charlesbank Equity Overage Fund X, LP
- Chequers Capital XVI, L.P.
- Chequers Capital XVII, L.P.
- Clairvest Equity Partners VI
- Clearlake Capital Partners III, L.P.
- Clearlake Capital Partners IV, L.P.
- Clearlake Capital Partners V, L.P.
- Clearlake Capital Partners VI, LP
- Clearlake Flagship Plus Partners, LP
- Clearlake Opportunity Partners II, L.P.
- Clearview Capital Fund IV, LP
- Clearview Capital Mezzanine Fund I, L.P.
- Clessidra Capital Partners II, L.P.
- Coller International Partners V, L.P.
- Coller International Partners VI, L.P.
- Coller International Partners VII, L.P.
- Cortec Group Fund V, L.P.
- Cortec Group Fund VI, L.P.
- Cortec Group Fund VII, L.P.
- Council Capital IV
- Coyote 2020 LP
- CVC Capital Partners VI, L.P.
- CVC Capital Partners VIII
- CVC European Equity Partners IV
- CVC European Equity Partners Tandem Fund L.P.
- CVC European Equity Partners V, L.P.
- CVC European Equity Partners VII, L.P.
- Denali Growth I
- Deutsche Private Equity IV
- Dyal Columbus Co‐Investment Partners LP
- Elephant IV
- EnCap Energy Capital Fund IX, L.P.
- EnCap Energy Capital Fund VIII Co‐Investors, L.P.
- EnCap Energy Capital Fund VIII, L.P.
- EnCap Energy Capital Fund X, L.P.
- EQT IX (NZAM)
- EQT V, L.P. (NZAM)
- EQT VI, L.P. (NZAM)
- EQT VII, L.P. (NZAM)
- EQT VIII, L.P. (NZAM)
- Everlane I L.P.
- Excellere Capital Fund III, L.P.
- Excellere Capital II, L.P.
- Flexpoint Asset Opportunity Fund II‐A, L.P.
- Flexpoint Fund III, L.P.
- Flexpoint Fund IV‐A, L.P.
- Flexpoint Overage Fund IV‐A, L.P.
- Flexpoint Special Assets Fund, L.P.
- Fortress Investment Fund IV (Coinvestment Fund)
- Fortress Investment Fund IV 304
- Fortress Investment Fund V (Coinvestment Fund)
- Fortress Investment Fund V 304
- FountainVest China Growth Capital Fund II
- FountainVest China Growth Capital Fund III, L.P.
- FountainVest Fund IV
- FP Credit Partners II, LP
- Francisco Partners Agility II, LP
- Francisco Partners VI, LP
- Gemspring Capital Fund II, LP
- German Equity Partners IV, L.P.
- German Equity Partners V, L.P.
- GHK Fund I LP
- Gilde Buy‐Out Fund V, C.V.
- Gilde Buy‐Out Fund VI
- Gilde Buyout Fund IV
- Glendon Opportunities Fund II, L.P.
- Glendon Opportunities Fund, L.P.
- Gores Capital Partners II, L.P.
- Gores Capital Partners III, L.P.
- Graphite Capital Partners VII‐A
- Graphite Capital Partners VII‐C
- Great Range Capital Fund II, L.P.
- Green Equity Investors V, L.P.
- Green Equity Investors VI, L.P.
- Green Equity Investors VII, L.P.
- Green Equity Investors VIII, L.P.
- GSO Capital Opportunities Fund II, L.P.
- GSO Capital Opportunities Fund III, L.P.
- GSO Energy Select Opportunities Fund II LP
- GSO Europe Senior Debt Fund, L.P.
- GSO European Senior Debt Fund II LP
- GTCR Fund X, L.P.
- GTCR Fund XI, L.P.
- GTCR Fund XII, L.P.
- GTCR Fund XIII
- Harvest Partners Structured Capital Fund II, L.P.
- Harvest Partners Structured Capital Fund, L.P.
- Harvest Partners VII, L.P.
- Harvest Partners VIII
- Harvest Structured Capital Fund III, LP
- Hedosophia IV
- Hedosophia V
- Hellman & Friedman Capital Partners IX, L.P.
- Hellman & Friedman Capital Partners VI, L.P.
- Hellman & Friedman Capital Partners VII, L.P.
- Hellman & Friedman Capital Partners VIII, L.P.
- Hellman & Friedman Capital Partners X, LP
- Hg Genesis 9 (NZAM)
- Hg Saturn 2 (NZAM)
- HgCapital 7, L.P.
- HgCapital 8, L.P.
- Hughes & Company I
- Inflexion 2010 Buyout Fund
- Inflexion Buyout Fund IV, L.P.
- Inflexion Buyout Fund V
- Inflexion Enterprise Fund IV, L.P.
- Inflexion Enterprise Fund V
- Inflexion Partnership Capital Fund I, L.P.
- Inflexion Partnership Capital Fund II
- Insight Equity II LP (Climate Action 100+)
- Insight Equity Mezzanine I LP (Climate Action 100+)
- Insight Partners XII Buyout Annex Fund, L.P. (Climate Action 100+)
- Insight Partners XII, L.P. (Climate Action 100+)
- InvestIndustrial VII (NZAM)
- Jade Equity Investors, LP
- JMI Equity Fund VII, L.P.
- JMI Equity Fund VIII, L.P.
- JMI Equity Fund X
- JMI Equity IX, L.P.
- KLH Capital Fund IV, L.P.
- Kohlberg Investors IX, L.P.
- Kohlberg Investors VI, L.P.
- Kohlberg Investors VIII, L.P.
- Lake Pacific Fund II, L.P.
- LFM Capital Partners III‐A, L.P.
- LightBay Investment Partners, LP
- Lindsay Goldberg III, L.P.
- Lindsay Goldberg IV, L.P.
- Lindsay Goldberg V, L.P.
- LivingBridge 6, LP
- LivingBridge 7
- Lone Star Fund IV 304
- Lone Star Fund VI, L.P.
- Lone Star Fund VII, L.P.
- Lone Star Fund VIII, L.P.
- Merit Mezzanine Fund V, L.P.
- Merit Mezzanine Fund VI, L.P.
- Montefiore Investment IV
- Montefiore Investment V S.L.P.
- New Capital Partners Private Equity Fund III, L.P.
- New State Capital Fund III
- NGP Natural Resources X, L.P.
- NGP Natural Resources XII, L.P.
- NovaQuest Fund II
- Oaktree European Principal Fund III, L.P.
- Old Lane India Opportunities Fund ‐ T, L.P. (Climate Action 100+)
- ParkerGale Capital II
- Patria Brazilian Private Equity Fund V, L.P.
- Patria‐Private Equity Fund VI, L.P.
- Pegasus WSJLL Fund, L.P.
- Peninsula Fund V, L.P.
- Peninsula Fund VI, L.P.
- Percheron Capital Fund I
- PES Co‐Invest SCSP
- Platte River Equity IV, L.P.
- Pomona Capital VI, L.P.
- Pomona Capital VII, L.P.
- Prairie Capital VII, L.P.
- Private Equity Solutions SCSp
- Procuritas Capital Investors VI
- Providence Debt Fund III, L.P.
- Providence Equity Partners V, L.P.
- Providence Equity Partners VI, L.P.
- Providence Equity Partners VII, L.P.
- Providence Equity Partners VIII L.P.
- Providence Strategic Growth Europe L.P.
- Providence Strategic Growth II L.P.
- Providence Strategic Growth III L.P.
- Providence Strategic Growth IV L.P.
- PSG Encore L.P.
- PSG Encore Warehouse III L.P.
- PSG Encore Warehouse L.P.
- PSG V L.P.
- Quantum Energy Partners VII, L.P.
- RCP Small and Emerging Fund, L.P.
- Recognize Fund I
- Resource Capital Fund VI, L.P.
- Ridgemont Equity Partners Energy Opportunity Fund, LP
- Ridgemont Equity Partners Fund I, L.P.
- Ridgemont Equity Partners II, LP
- Ridgemont Equity Partners III, LP
- Ridgemont Partners Secondary Fund I, L.P.
- Riverstone Carlyle Global Energy & Power Fund IV, L.P.
- Riverstone Global Energy and Power Fund V, L.P.
- Riverstone Global Energy and Power Fund VI, L.P.
- SAIF Partners IV, L.P.
- Saros Investments L.P.
- Seaside Equity Partners I‐A, L.P.
- Segulah IV, L.P.
- Sentinel Capital Partners V, L.P.
- Shamrock Capital Content Fund I, L.P.
- Shamrock Capital Content Fund II, L.P.
- Shamrock Capital Debt Opportunities Fund I, L.P.
- Shamrock Capital Growth Fund IV, L.P.
- Sheridan Production Partners III‐B, L.P.
- SilverStone III, L.P.
- Sixth Street Opportunities Partners II, L.P.
- Sixth Street Opportunities Partners III, L.P.
- Sixth Street Opportunities Partners IV (A), L.P.
- Sixth Street Specialty Lending Europe II
- Sixth Street TAO Partners (D), L.P.
- Sixth Street TAO Partners (TAO 5.0)
- Sixth Street TAO Partners, L.P.
- SkyKnight Capital Fund III, L.P.
- SPC Wilson Point, L.P.
- Sprints Capital IV
- Sterling Group Credit Fund II, LP
- Sterling Group Credit Fund, LP
- Sterling Group Partners III, L.P.
- Sterling Group Partners IV, L.P.
- Sterling Group Partners V, LP
- Telescope Partners II
- Terrace Investment Holdings, LLC
- The Resolute Fund III, L.P.
- The Resolute Fund IV, L.P.
- The Resolute Fund V, L.P.
- Thoma Bravo Fund XIII, L.P.
- Thoma Bravo Fund XIV, LP
- Tidemark Fund I
- Tower Arch Partners II, L.P.
- TowerBrook Investors III, L.P.
- TowerBrook Investors IV, L.P.
- TowerBrook Investors V, L.P.
- TPG Growth III, L.P.
- TPG Growth IV, L.P.
- TPG Partners V, L.P.
- TPG Partners VI, L.P.
- TPG Partners VII, L.P.
- TPG Partners VIII, L.P.
- Trident Capital Fund IV, L.P.
- Trident V, L.P.
- Trident VI, L.P.
- Trident VII, L.P.
- Trident VIII, L.P.
- Triton Fund IV, L.P.
- Triton Fund V, L.P.
- TSG6 L.P.
- TSG7 A L.P.
- TSG7 B L.P.
- TSG8, L.P.
- Turn/River Capital IV (QP‐A), L.P.
- Updata Partners V
- Updata Partners VI, L.P.
- Varsity Healthcare Partners III
- Vinci Capital Partners III‐A, L.P.
- Vista Credit Opportunities Fund II, L.P. (NZAM)
- Vista Credit Partners Fund III, LP (NZAM)
- Vista Equity Partners Fund III, L.P. (NZAM)
- Vista Equity Partners Fund IV, L.P. (NZAM)
- Vista Equity Partners Fund V, L.P. (NZAM)
- Vista Equity Partners Fund VI, L.P. (NZAM)
- Vista Equity Partners Fund VII, L.P. (NZAM)
- Vista Foundation Fund II, L.P. (NZAM)
- Vista Foundation Fund III, L.P. (NZAM)
- VMG Partners V, L.P.
- Volition Capital Fund IV, L.P.
- Volition Capital Select Fund I, L.P.
- Warburg Pincus China Fund, L.P.
- Warburg Pincus Energy, L.P.
- Warburg Pincus Global Growth, L.P.
- Warburg Pincus Private Equity IX, L.P.
- Warburg Pincus Private Equity X, L.P.
- Warburg Pincus Private Equity XI, L.P.
- Warburg Pincus Private Equity XII, L.P.
- Warwick Partners IV, L.P.
- Water Street Orion Fund, L.P. (Climate Action 100+)
- Waterland Private Equity Fund IV, C.V.
- Waterland Private Equity Fund V, C.V.
- Waterland Private Equity Fund VI, C.V.
- Waterland Private Equity Fund VII C.V.
- Waterland Private Equity Fund VIII
- Wayzata Opportunities Fund II, L.P.
- Wayzata Opportunities Fund III, L.P.
- Wind Point Partners V, L.P.
- Wind Point Partners VI, L.P.
- Wind Point Partners VII, L.P.
- WP North America Private Equity, L.P.
- Yellow Wood Co‐Invest Fortuna‐B, L.P.
- Yellow Wood Fund III
See also
- Environmental, social, and corporate governance (ESG)
- Arguments about environmental, social, and corporate governance (ESG)
- Opposition to environmental, social, and corporate governance (ESG) investing
- Reform proposals related to environmental, social, and corporate governance (ESG)
- State legislative approaches opposing ESG investing
- State legislative approaches supporting ESG investing
External links
Footnotes
- ↑ Reuters, "Net Zero Asset Managers initiative relaunches after suspension", February 25, 2026
- ↑ Climate Action 100+, "The Three Goals," accessed June 20, 2023
- ↑ 3.000 3.001 3.002 3.003 3.004 3.005 3.006 3.007 3.008 3.009 3.010 3.011 3.012 3.013 3.014 3.015 3.016 3.017 3.018 3.019 3.020 3.021 3.022 3.023 3.024 3.025 3.026 3.027 3.028 3.029 3.030 3.031 3.032 3.033 3.034 3.035 3.036 3.037 3.038 3.039 3.040 3.041 3.042 3.043 3.044 3.045 3.046 3.047 3.048 3.049 3.050 3.051 3.052 3.053 3.054 3.055 3.056 3.057 3.058 3.059 3.060 3.061 3.062 3.063 3.064 3.065 3.066 3.067 3.068 3.069 3.070 3.071 3.072 3.073 3.074 3.075 3.076 3.077 3.078 3.079 3.080 3.081 3.082 3.083 3.084 3.085 3.086 3.087 3.088 3.089 3.090 3.091 3.092 3.093 3.094 3.095 3.096 3.097 3.098 3.099 3.100 3.101 3.102 3.103 3.104 3.105 3.106 3.107 3.108 3.109 3.110 3.111 3.112 3.113 3.114 3.115 3.116 3.117 3.118 3.119 3.120 3.121 3.122 3.123 3.124 3.125 3.126 3.127 3.128 3.129 3.130 3.131 3.132 3.133 3.134 3.135 3.136 3.137 3.138 3.139 3.140 3.141 3.142 3.143 3.144 3.145 3.146 3.147 3.148 3.149 3.150 3.151 3.152 3.153 3.154 3.155 3.156 3.157 3.158 3.159 3.160 3.161 3.162 3.163 3.164 3.165 3.166 3.167 3.168 3.169 3.170 3.171 3.172 3.173 3.174 3.175 3.176 3.177 3.178 3.179 3.180 3.181 3.182 3.183 3.184 3.185 3.186 3.187 3.188 3.189 3.190 3.191 3.192 3.193 3.194 3.195 3.196 3.197 3.198 3.199 3.200 3.201 3.202 3.203 3.204 3.205 3.206 3.207 3.208 3.209 3.210 3.211 3.212 3.213 3.214 3.215 3.216 3.217 3.218 3.219 3.220 3.221 3.222 3.223 3.224 3.225 3.226 3.227 3.228 3.229 3.230 3.231 3.232 3.233 3.234 3.235 3.236 3.237 3.238 3.239 3.240 3.241 3.242 3.243 3.244 3.245 3.246 3.247 3.248 3.249 3.250 3.251 3.252 3.253 3.254 3.255 Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023 Cite error: Invalid
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name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content Cite error: Invalid<ref>tag; name "BP" defined multiple times with different content - ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Cite error: Invalid
<ref>tag; no text was provided for refs namedreport - ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Note: NZAM announced on January 13, 2025, that it was suspending operations and removing the commitment statement and list of signatories from its website.
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
- ↑ Ballotpedia, "Ballotpedia: Asset management data for state-administered pension funds across the 50 states," March 2023
