Portfolio Transition Services
| Role | Firm | Contact | Contract(s) |
|---|---|---|---|
| Portfolio Transition Services | Northern Trust Investments Chicago, IL |
Joseph Martinez |
Contract |
| Portfolio Transition Services | Loop Capital Markets 111 W. Jackson Blvd., Suite 1901 Chicago, IL 60604 |
Kourtney Ratliff (312) 913-5690 |
Contract |
| Portfolio Transition Services | Penserra Transition Management 4 Orinda Way, Suite 100-A Orinda, CA 94563 |
George Madrigal (925) 594-5001 |
Contract |
| Portfolio Transition Services | BlackRock Institutional Trust Company 400 Howard Street San Francisco, CA 94105 |
Adam Esposito (212) 810-5044 |
Contract |
| Portfolio Transition Services | Russell Implementation Services 1301 2nd Avenue, 18th Floor Seattle, WA 98101 |
Graham Seagraves (704) 374-9985 |
Contract |
| Portfolio Transition Services | State Street Bank and Trust Company One Lincoln Street Boston, MA 02111 |
Scott Hockman (617) 664-4427 |
Contract |
Other Service Providers
| Role | Firm | Contact | Contract(s) |
|---|---|---|---|
| Investment Consultant | Wilshire Associates Santa Monica, CA |
Rose Dean (310) 451-3051 |
Contract |
| Master Trustee | The Northern Trust Company Chicago, IL |
Kim Miller (312) 444-5720 |
Contract |
| Securities Lending Agent | The Northern Trust Company Chicago, IL |
Donald S. Anderson (312) 444-5386 |
Contract |
| Manager Research Database | Wilshire Compass Pittsburgh, PA |
Chris Tessman (303) 626-7453 |
Contract |
| Domestic Proxy Voting and Corporate Governance Research | Institutional Shareholder Services New York, NY |
Valerie Sullivan (857) 268-4446 |
Contract |
| Multi-Asset Class Risk Management System | FactSet Research Systems, Inc. Norwalk, CT |
Matt Meltzer (312) 605-5677 |
Contract |
| Manager Research Database | eVestment Alliance, LLC Atlanta, GA |
Brandon Swanson (678) 504-6120 |
Contract |
| Internal Equity Management Consulting Services | Net Alpha Advisors Chicago, IL |
Dan Bukowski (312) 763-5991 |
Contract |
| Investment Research | Bloomberg Finance, L.P. New York City, NY |
Suzanne Silecchia (646) 324-4721 |
Contract |
| Licensed Index Data Provider | Scientific Beta Singapore 049145 |
Melanie Ruiz +33 493 187 851 |
Contract |
| Licensed Custom Index Data Provider | Goldman Sachs Asset Management, L.P. New York, NY |
Patrick Byrne (212) 357-5853 |
Contract |
| Licensed Index Data Provider |
S&P Dow Jones Indices New York, NY |
Joseph Carr (610) 425-2123 |
Contract |