Earnest Partners Continues SMID Equity Management
North Carolina Supplemental Retirement Board of Trustees | State of North CarolinaState · Raleigh, NC- Disclosed value
- 0.4700% investment management fee; estimated annual expenses of $1,826,859
- From report
- Document date
- Sep 30, 2025
- Term
- Ongoing as of June 30, 2025
The 30-second brief
Earnest Partners continued managing a small- and mid-cap allocation in the North Carolina SMID Cap Core Fund. The report lists a 0.4700% investment management fee and estimated annual expenses of $1.83 million.
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.
Term as filed: Ongoing as of June 30, 2025.
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Contract details
- Contract type
- Financial Services
- Amount
- 0.4700% investment management fee; estimated annual expenses of $1,826,859
- Document date
- September 30, 2025
- Term
- Ongoing as of June 30, 2025
- Vendor
- Earnest Partners
- Source document
- The North Carolina Supplemental Retirement Plans Report Investment Measurement Service Quarterly Review 2025-09-30 (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 September 30, 2025. The contract value is 0.4700% investment management fee; estimated annual expenses of $1,826,859.
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 expenses of $1,826,859, 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 2025-09-30 (Report), dated September 30, 2025 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.