Investment Manager Center

Submit Data - Current Client Portfolios Only

We encourage our clients' investment managers to provide portfolio data to help us review and audit investment information.

Please download the applicable spreadsheet for the portfolio you manage for our client. When completed, please email the spreadsheet to mgrinfo@meketagroup.com. Generally, this data is used to verify data received from other sources.

Equity and Fixed Income Portfolios
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Private Equity Portfolios
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Real Estate Portfolios
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Manager Searches

Meketa Investment Group does not maintain a "stable" of investment managers. Rather, we regard each search as unique, driven by specific client needs, and requiring a fresh and comprehensive review of the marketplace. To facilitate our searches for appropriate managers, we use eVestment Alliance and Morningstar databases to conduct broad initial screens of the manager universe. Each search is conducted in an open, competitive manner, consistent with our role as a fiduciary.

We post RFPs for certain investment manager searches. If you are interested in participating in a search, please download the RFP and submit it, as described below.

Worcester Retirement System- Private Markets Natural Resources Manager Search
The Board Members of the Worcester Retirement System would be pleased to receive information regarding capabilities and experience in managing diversified private markets natural resources fund-of-funds or primary fund strategies. More specifically, the Retirement Board seeks a demonstrated ability to manage a diversified strategy by type (extracted, harvested, renewable), geography, stage, manager, and vintage year.

The Board intends to commit approximately $5 million to $10 million. Only proposals for managers of diversified private markets natural resources fund-of-funds or primary funds will be considered.

The selected manager(s) must have familiarity with, and agree to comply with Massachusetts G.L. Chapter 32 and all applicable investment guidelines administered by PERAC.

Bid deadline: Thursday, March 25, 2010 @ 4:00pm EST
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Contacts for Manager Introductions

Managers seeking to contact Meketa Investment Group should send information via the following email links: