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NYS Comptroller


External Equity Management


The Comptroller utilizes external investment managers to manage portions of the CRF portfolio to achieve optimum performance results in concert with diversification of CRF assets.  The External Equity Management Unit is responsible for recommending the selection and termination of external equity managers, as well as negotiating contracts and overseeing their performance.  In addition, the Unit is responsible for recommending structural changes to the domestic equity and international equity asset classes.

External equity managers are selected on the basis of past performance, investment style, organizational strength and complementary fit within the overall equity portfolio structure.  The CRF works in collaboration with its general consultant, Ennis Knupp & Associates, Inc. to select equity managers.  The consultant, with input from the CRF, conducts an extensive search and recommends a list of finalists for the CRF's review and consideration.  In addition, the CRF maintains a fund-of-funds program with Progress Investment Management, Inc. and FIS Funds Management, Inc. for emerging, minority-and woman-owned equity management firms.

All equity management firms are encouraged to contact the consultant in order to be included in any future searches.  The contact information is as follows:

R.V. Kuhns & Associates, Inc.
Tony Johnson
Joe Ledgerwood

(503) 221-4200
1211 SW 5th Avenue, Suite 900
Portland, Oregon 97204