09 January 22 SF/PSF item 11

 

Approval of the Selection of a Firm(s) to Provide Private Equity Specialist Advisor and/or Fund of Funds Manager for the Permanent School Fund and Authorization for Contract Execution by the Commissioner of Education

 

January 23, 2009

COMMITTEE ON SCHOOL FINANCE/PERMANENT SCHOOL FUND: ACTION
STATE BOARD OF EDUCATION: ACTION

SUMMARY:
This item provides an opportunity for the committee and board to review and approve the selection of a firm(s) to provide private equity specialist advisor and/or fund of funds manager for the Permanent School Fund and authorization for contract execution by the commissioner of education.

STATUTORY AUTHORITY: Texas Constitution, Article VII, §5(f).

PREVIOUS BOARD ACTION:
At the November 2008 meeting, the board postponed this item until the January 2009 meeting.

BACKGROUND INFORMATION AND SIGNIFICANT ISSUES: At the July 2006 meeting, the board approved a long-term strategic asset allocation which included a 6% allocation to the private equity class.

FISCAL IMPACT: The distribution of the Permanent School Fund is projected to be $1.4 billion during the 2008-2009 biennium.

PUBLIC AND STUDENT BENEFIT: The distribution of the Permanent School Fund will flow to the school districts and reduce the tax burden to the public and the state of Texas.

PROCEDURAL AND REPORTING IMPLICATIONS: Not applicable.

PUBLIC COMMENTS: None.

ALTERNATIVES: No alternative actions are proposed regarding this item.

OTHER COMMENTS AND RELATED ISSUES: None.

Respectfully submitted,



Robert Scott
Commissioner of Education

Staff Member Responsible:
Holland Timmins, Executive Administrator
and Chief Investment Officer of the
Texas Permanent School Fund

Separate Exhibit:
Information to be provided prior to the committee meeting.

Page last modified on 4/25/2010.