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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
Download Document 
Private Equity Portfolios
Download Document
Real Estate Portfolios
Download Document
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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.
There are currently no documents available for download in this category. |
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Contacts for Manager Introductions
Managers seeking to contact Meketa Investment Group should send information via the following email links:
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