Reports
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2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
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2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
ISBI (January 23 2023) |
ISBI (December 31 2022) |
INVESTMENT SHAPSHOT (SEPTEMBER 30 2022) |
MEKETA INVESTMENT GROUP, INC. (SEPTEMBER 30 2022) |
ISBI (November 30 2022) |
ISBI (October 31 2022) |
ISBI (September 30 2022) |
Investment Snapshot (June 30 2022) |
MEKETA INVESTMENT GROUP, INC. (June 30 2022) |
ISBI (August 31 2022) |
ISBI (July 31 2022) |
ISBI (June 30 2022) |
ISBI (March 31 2022) |
MEKETA INVESTMENT GROUP, INC. (March 31 2022) |
ISBI (May 31 2022) |
ISBI (April 30 2022) |
ISBI (March 31 2022) |
Investment Snapshot (December 31 2021) |
MEKETA INVESTMENT GROUP, INC. (December 31 2021) |
ISBI (FEBRUARY 28 2022) |
ISBI (JANUARUY 31 2022) |
ISBI (DECEMBER 31 2021) |
INVESTMENT SNAPSHOT (September 30 2021) |
MEKETA INVESTMENT GROUP, INC. (September 30 2021) |
ISBI (November 30 2021) |
ISBI (October 31 2021) |
ISBI (September 30 2021) |
Investment Snapshot (June 30 2021) |
MEKETA INVESTMENT GROUP, INC. (June 30 2021) |
ISBI (August 31 2021) |
ISBI (July 31 2021) |
ISBI (June 30 2021) |
MEKETA INVESTMENT GROUP, INC. (March 31 2021) |
ISBI (May 31 2021) |
ISBI (April 30 2021) |
ISBI (March 31 2021) |
Meketa Investment Group, Inc. (December 30 2020) |
ISBI (February 28 2021) |
ISBI (January 31 2021) |
ISBI (December 31 2020) |
ISBI (November 30 2020) |
ISBI (October 31 2020) |
ISBI (September 30 2020) |
Meketa Investment Group, Inc. (September 30 2020) |
ISBI (August 31 2020) |
ISBI (July 31 2020) |
ISBI (June 30 2020) |
Meketa Investment Group, Inc. (June 30 2020) |
ISBI (May 31 2020) |
ISBI (April 30 2020) |
Meketa Investment Group, Inc. (March 31 2020) |
Meketa Investment Group, Inc. (December 31 2019) |
Meketa Investment Group, Inc. (September 30 2019) |
Meketa Investment Group, Inc. (June 30 2019) |
Meketa Investment Group, Inc. (December 31 2018) |
Meketa Investment Group, Inc. (March 31 2019) |
Meketa Investment Group, Inc. (September 30 2018) |
Meketa Investment Group, Inc. (June 30 2018) |
Disclosures
Annual Diversity Report |
Economic Opportunity Investments |
Deferred Compensation |
RhumbLine Advisers, LP. (May 20 2022) |
Meketa Investment Group, Inc. (November 19 2020) |
Franklin Park Associates, LLC (July 1 2020) |
BlackRock Financial Management, Inc. (May 17 2019) |
RVK, Inc. (March 28 2019) |
BlackRock Institutional Trust Company, N.A. (November 2 2018) |
HighVista Strategies LLC (August 1 2018) |
GQG Partners LLC (November 15 2017) |
Nomura Asset Mgmt. (May 16 2017) |
Cornell Capital Partners III, LP (April 10 2017) |
Platinum Equity Capital Partners IV, LP (February 28 2017) |
Brigade Capital Partners (February 10 2017) |
Benefit Street Partners (February 7 2017) |
SS EM Debt (October 13 2016) |
H/2 Special Opps Fund IV (October 7 2016) |
Harrison Street Real Estate Partners VI (October 6 2016) |
Payden & Rygel (September 22 2016) |
Hamilton Lane (August 10 2016) |
NT Passive MSCI EM Equity Index (June 20 2016) |
NT Passive MSCI EAFE (June 15 2016) |
SS Global Advisors (TIPS) (June 7 2016) |
SS Global Advisors (50/50) (June 7 2016) |
SS Global Advisors (Aggregate) (June 7 2016) |
JFL Equity Investors IV, LP (March 3 2016) |
Madison Int. Real Estate Liquidity Fund VI (TE), LP (January 25 2016) |
Westbrook Real Estate Fund X, LP (January 15 2016) |
Meketa Investment Group (November 13 2015) |
European Property Investors Special Opps 4, LP (September 22 2015) |
Oak Street Real Estate Capital Fund III, LP (August 28 2015) |
Clearlake Capital Partners IV, LP (June 30 2015) |
Deutsche Bank AG, New York branch (June 12 2015) |
Appomattox Advisory, Inc (May 18 2015) |
Rock Creek Group, LP (April 6 2015) |
Avanath Affordable Housing II, LLC (February 25 2015) |
FP Int. Fund (January 23 2015) |
FP Venture Fund Series (January 23 2015) |
AG Core Plus Realty Fund IV, LP (October 31 2014) |
IFM Global Infrastructure (US), LP (September 30 2014) |
Ares European Real Estate Fund IV, LP (September 30 2014) |
BVIP Fund VIII, LP (August 15 2014) |
Oaktree Real Estate Debt Fund (July 2 2014) |
FP Venture Fund Series (March 24 2014) |
FP Int. Fund Series (March 24 2014) |
Vista Equity Partners Fund V (March 26 2014) |
Ashmore Equities Investment Mgmt. (US), LLC (March 13 2014) |
William Blair EM (Small-Cap) Growth CIT (January 17 2014) |
Ariel Investments (January 17 2014) |
Lombardia Capital Partners, LLC (January 28 2014) |
Odyssey Investment Partners Fund V (January 31 2014) |
Latitude Mgmt. Real Estate Capital III, Inc (December 31 2013) |
Morgan Stanley Prime Property Fund, LLC (December 31 2013) |
Standish Mellon Asset Mgmt. Company, LLC (November 21 2013) |
Valor Equity Partners III, LP (November 8 2013) |
Levine Leichtman Capital Partners V, LP (October 9 2013) |
Courtland Partners, Ltd (July 1 2013) |
CBRE U.S. Core Partners, LP (May 15 2013) |
Clarion Lion Properties Fund, LP (May 1 2013) |
KPS Special Situations Fund IV (April 12 2013) |
FP Int. Fund Series (April 3 2013) |
FP Venture Fund Series (April 3 2013) |
Ariel Investments (January 15 2013) |
Clearlake Capital Partners III, LP (November 2 2012) |
Court Square Capital Partners III, LP (July 17 2012) |
Riverside Fund V, LP (April 17 2012) |
Wellington Mgmt. Company, LLP (February 23 2012) |
FP Int. Fund (January 31 2012) |
FP Venture Fund Series (January 31 2012) |
SS Global Advisors (Mid-Cap) (January 13 2012) |
NT Investments, Inc (January 12 2012) |
PRISA (November 22 2011) |
The Bank of New York Mellon (November 7 2011) |
SS Global Advisors (EM) (September 23 2011) |
SS Global Advisors (Small-Cap) (September 23 2011) |
Wicks Capital Partners IV, LP (September 23 2011) |
Blackrock Institutional Trust Company (July 12 2011) |
SS Bank & Trust (June 24 2011) |
JPMorgan Chase Bank NA (May 9 2011) |
Loop Capital Markets, LLC (February 9 2011) |
Credit Suisse AG, New York Branch (January 20 2011) |
SS Bank and Trust (December 31, 2010) |
Russell Implementation Services, Inc (December 1 2010) |
Garcia Hamilton & Associates (October 21 2010) |
Investment Adviser, LLC (July 1 2010) |
FP Associates, LLC (July 1 2010) |
The Townsend Group, Inc (July 1 2010) |
FP Venture Fund Series (April 29th, 2010) |
Credo Capital Mgmt., LLC (March 3 2010) |
Invesco Partnership Fund (October 12 1999) |
ISBI Contractor List |
Example of Investment Management Agreement |
Example of Investment Consultant RFP form |
Example of Investment Advisory RFP form |
Form Certifications and Representations |
Proxy Voting Search |
Glass Lewis Proxy Voting Guidelines |
Bylaws & Policies
Bylaws |
Investment Policy |
Other Policies |
Deferred Compensation |
