DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Manager

Systematic Financial Management

EIN 233367558
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
19
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
19 plans
Commitment rows
No rows.
What changed
  • Dec 31, 2024Manager relationship endedinferenceTeamster Affiliates Pension Plan
    Systematic Financial Management no longer appears on Teamster Affiliates Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedProducer-Writers Guild of America Pension Plan
    Systematic Financial Group appears on Producer-Writers Guild of America Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedMichigan Laborers' Pension Plan
    Systematic Financial Management appears on Michigan Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedOshkosh Corporation Hourly Employees' Retirement Plan
    Systematic Financial Management appears on Oshkosh Corporation Hourly Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Systematic Financial Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedPierce Manufacturing Inc. Pension Plan
    Systematic Financial Management appears on Pierce Manufacturing Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Systematic Financial Managementaskebsa.dol.gov