Global Tactical Asset Allocation Manager

Oklahoma Tobacco Endowment Settlement Trust

Posted: March 31, 2014

Location:  OK

The Oklahoma Tobacco Endowment Settlement Trust (“The Trust”) is seeking a Global Tactical Asset Allocation (“GTAA”) manager that will outperform both a relevant benchmark and a peer group of comparable funds. The benchmark will be jointly agreed to by the manager and the fund. Both separate accounts and commingled vehicles will be acceptable. The Board of Investors realizes it cannot dictate specific guidelines to commingled vehicles, including mutual funds and exchange traded funds. Therefore all investment managers are prohibited from purchasing securities directly issued by a tobacco company. This restriction does not apply to the underlying holdings of commingled funds, mutual funds, and/or exchange traded funds. The Trust currently has no GTAA managers. Approximately $60-$70 million will be awarded to one or more managers. Proposals are due by 4:30 pm on May 9th, 2014.

The questionnaire is currently available to download from the NEPC website.

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