Reviewed evidence from public allocator records.
Dallas ERF · Feb. 10, 2026
Removed from watch · Trustees voted unanimously to remove the $30 million mandate from watch. Staff cited organizational stabilization and benchmark outperformance. Wilshire concurred.
LACERS · May 2026
Placed on watch · The report card cites performance.
LACERS · Nov. 2025
Placed on watch · The report card cites performance.
LACERS · Reported May 26, 2026
Watch extended · The report cards record underperformance as the reason for the extensions. They give original placement dates and leave the extension dates unstated.
LACERS · As of Aug. 31, 2025
Removed from watch · The CIO reported all three removals. A later report card lists Oberweis on watch for non-U.S. developed equity. Account continuity between those descriptions remains unverified.
LACERS · July 2025 CIO report
Watch extensions reported · The CIO reported all three extensions for underperformance in prior minutes included in the August 26 packet. The later Lazard report card may describe the same extension.
Columbus, Georgia · Nov. 6, 2026
RFP issued · Pension and benefit trust consulting, custody, and fiduciary services. Bids due Dec. 9, 2026 at 5 p.m. Eastern.
Rhode Island · Oct. 19, 2026
RFI issued · Explores a $100–200 million program over three to five years, using a separately managed account or discretionary advisory mandate. Responses due Jan. 18, 2027 at 4 p.m. Eastern.
Pennsylvania SERS · Mar. 3, 2026
Award and negotiation authorized · Resolution 2026-13 authorized staff to award and negotiate. The resolution withheld the vendor name pending successful negotiations.
North Dakota PERS · June 10, 2026
RFP issued · The solicitation proposed an October or November award and a January 2027 start. Vendor selection remains unverified here.
LACERA · Oct. 14, 2026 packet
Proposed search criteria · Staff proposed bidder qualifications, evaluation criteria and scope for the private-equity consulting search.
LACERS · Oct. 13, 2026 packet
Proposed search · Staff proposed Nov. 19 publication and a Jan. 15 bid deadline. NEPC’s current contract expires June 30, 2027.
LACERS · Nov. 10, 2026 packet
Fee concession reported · Staff secured a concession on the $679 million account after the committee requested a fee reduction. The prior effective rate was 38 bps. The revised rate is undisclosed in the packet.
LACERS · Nov. 10, 2026 packet
Renewal recommended · Staff and NEPC recommended a three-year renewal on the $522 million account. Effective fees were 11.5 bps. Board approval remains unverified here.
San Antonio Fire & Police · Aug. 26, 2026
Commitments approved · Trustees approved €10 million, $25 million and $30 million respectively. The minutes also document the pension’s prior commitments to the managers.