Your source for institutional marketplace intelligence
Public Plan IQ is the leading research service for aggregating the competitive intelligence of U.S. state and local government pension plans. Public Plan IQ gives clients access to relevant, publicly disclosed information such as board materials/videos, meeting notes and minutes, annual reports, fee disclosures, client and prospect presentations, asset allocations and investment policies. Clients can easily search across 30+ document attributes as well as the underlying text of over 16,000 documents in the database, gaining valuable industry intelligence and early insights into global money movement.
Five Ways to Capitalize on Valuable Public Intelligence
“Public Plan IQ provides high quality competitive intelligence that is a valued tool in our business development and client servicing.”
– Managing Director, Los Angeles Capital
“Public Plan IQ is critical to identifying potential prospects and better positioning ourselves.”
– Executive VP & Director of Institutional Services, Loomis Sayles
Search Thousands of Documents
Use the Public Plan Explorer to search through a comprehensive database of materials from U.S. State and Local Public Fund Sponsors. The database covers traditional asset classes along with alternatives including hedge funds, fund of funds, private equity and real assets.
Access Actual Plan Materials
Review board presentation materials including actual pricing information on management and performance fees. By collecting this information from hundreds of public plans, Public Plan IQ provides insights in one place that would be difficult and time consuming for a firm to collect on its own.
Stream Footage From Recorded Meetings
Watch actual board presentations as soon as they are released. Learn what issues are top of mind for the plans and consultants you are already working with or considering working with in the future – and listen to the discussion around those topics.
Receive Custom Email Alerts
Relevant new content is sent straight to your inbox, sourced from the information you’re interested in seeing. Get an early glimpse of when a plan may be signalling reallocation intentions – while you have an opportunity to engage before the search is announced.
Access Public Plan IQ content by public fund, consultant and investment manager within Salesforce.