CONTRACTONGOING

Earnest Partners Continues Small Mid Cap Management

North Carolina Supplemental Retirement Board of Trustees | State of North Carolina logoNorth Carolina Supplemental Retirement Board of Trustees | State of North Carolina
Disclosed value
0.4700% investment management fee; estimated annual fee of $1,868,752
From report
Document date
Dec 31, 2024
Term
Ongoing as of December 31, 2024

The 30-second brief

What it covers

Earnest Partners continues managing a small- and mid-cap core equity allocation for the North Carolina Supplemental Retirement Plans. The report lists a 0.4700% fee and estimated annual fees of approximately $1.87 million.

Who holds it

Earnest Partners holds this financial services contract with North Carolina Supplemental Retirement Board of Trustees | State of North Carolina. Its other public contracts on record include work for Central Oklahoma Transportation and Parking Authority and Minnesota State Board of Investment.

What happens next

Term as filed: Ongoing as of December 31, 2024.

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Contract details

Contract type
Financial Services
Amount
0.4700% investment management fee; estimated annual fee of $1,868,752
Document date
December 31, 2024
Term
Ongoing as of December 31, 2024
Source document
The North Carolina Supplemental Retirement Plans Report Investment Measurement Service Quarterly Review 2024-12-31 (Report)

Earnest Partners's other public contracts

More North Carolina Supplemental Retirement Board of Trustees | State of North Carolina contracts

Questions about this contract

Who was awarded the financial services contract by North Carolina Supplemental Retirement Board of Trustees | State of North Carolina?

Earnest Partners was awarded this financial services contract by North Carolina Supplemental Retirement Board of Trustees | State of North Carolina, as recorded on December 31, 2024. The contract value is 0.4700% investment management fee; estimated annual fee of $1,868,752.

How much is the Earnest Partners contract with North Carolina Supplemental Retirement Board of Trustees | State of North Carolina worth?

The Earnest Partners contract with North Carolina Supplemental Retirement Board of Trustees | State of North Carolina is valued at 0.4700% investment management fee; estimated annual fee of $1,868,752, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in The North Carolina Supplemental Retirement Plans Report Investment Measurement Service Quarterly Review 2024-12-31 (Report), dated December 31, 2024 from North Carolina Supplemental Retirement Board of Trustees | State of North Carolina. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Earnest Partners hold?

Earnest Partners may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is North Carolina Supplemental Retirement Board of Trustees | State of North Carolina currently buying?

Explore North Carolina Supplemental Retirement Board of Trustees | State of North Carolina's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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