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
Download Document

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.

Global Listed Infrastructure Manager Search

Meketa Investment Group would be pleased to receive information regarding capabilities and experience in managing a Global Listed Infrastructure strategy, as well as a proposal to offer this service to one or more of our clients. Commingled vehicles, separate accounts and institutional mutual funds will be considered for this mandate. The mandate is for actively managed portfolios. All vehicles will be accepted. The mandate size is approximately $100 million.

Bid deadline: Monday, August 11, 2008 @ 4:00 p.m. EST

Global Listed Natural Resource Manager Search

Meketa Investment Group would be pleased to receive information regarding capabilities and experience in managing a Global Listed Natural Resource strategy, as well as a proposal to offer this service to one or more of our clients.

Commingled vehicles, separate accounts and institutional mutual funds will be considered for this mandate. The mandate is for actively managed portfolios. All vehicles will be accepted. The mandate size is approximately $100 million.

Bid deadline: Monday, August 11, 2008 @ 4:00 p.m. EST

Contacts for Manager Introductions

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