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Your source for Institutional Investment Management Intelligence

 

The documents you want, all in one place

We aggregate the competitive intelligence of US State and Local Public Fund Sponsors into our easily searchable Public Plan Explorer database.

 

Like having a seat in the board room

Access Consultants’ and Investment Managers’ presentation materials and ACTUAL pricing information on management and performance fees.

 

Be the first to know

Receive customized email alerts by focus public funds, key competitors & consultants, regional coverage, investment strategy… any content that is relevant to you.

 

 

What is Public Plan Explorer?

Public Plan Explorer is a highly searchable database of publicly disclosed board materials for US state and local government plans.

Access the actual documents and presentations reviewed at board meetings by managers, consultants and pension staff.

Review actual negotiated investment management fees for over 1,200 mandates, including tiered fee schedules and performance fees.

Public Plan IQ is a valuable resource for professionals in:

Traditional & Alternative Investment Management, Placement Agent, Advisory, Consulting,

Broker Dealer, Private Fund Law

Additional Services

News Service

Public Plan IQ’s Weekly Commentary keeps you up to date on industry trends, research and potential mandates.  Top Clicks highlight the competitive intelligence that’s gathering the most attention among your peers.  Included with Public Plan IQ subscription.

CRM Integration

Salesforce CRM Integration: access Public Plan IQ content by public fund, consultant and investment manager within your Salesforce accounts.  Additional CRM integration options available, please contact us.

All third party content republished on publicplaniq.com is owned by the respective authors of such content and used for informational purposes only.  Public Plan IQ makes no claim of ownership to any such content nor does it warrant or guarantee the accuracy of the information contained in such content.  Further, all trademarked names and images appearing on the third party content are the property of their respective owners. No affiliation or endorsement, express or implied, is provided by their use.

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  • Public Funds considering your strategies
    • “large cap growth” AND search rfp mandate hire
    • “value added real estate” AND co-investment
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    • “high yield” AND bps fees “first $”
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