Consultant/OCIO/Discretionary
Rocky Mountain 457 Plan Issues Consultant RFP

The search follows the plan’s approval of a one-year agreement with incumbent Innovest Portfolio Solutions.

07.06.22
Non-U.S. & Global Equity
Va. Plan Hires Emerging Markets Equity Manager

The new manager will complement the plan’s existing emerging markets core equity mandate with Wellington Management Company.

07.05.22
Asset Study/Review
Southern Plan Adds New A/A Targets, U.S. Mid-Cap Value Equity Mgr.

Plan introduced private credit and private infrastructure target allocations and hired a domestic mid-cap value equity manager to replace its existing mandate with Wellington Management Company this week.

06.30.22
Credit/Private Debt
Midwest Plan Makes Credit, Real Estate Commitments

Plan committed $100 million total to a new credit manager and an existing real estate manager yesterday.

06.30.22
Non-U.S. & Global Equity
UPDATE: Northwest Plan To Conduct Int’l Equity Search; Restructures Portfolios

Plan is seeking one to three global ex-U.S. equity managers and agreed to restructure its opportunistic and alternative fixed-income portfolios this month.

06.28.22
People
Eastern Plan To Lose Deputy Global Equity Director

The deputy director will leave the plan after 11 years.

06.27.22
Alternatives
Eastern Plan Mulls Private Markets Commitments

Plan’s private equity and real estate committees considered adding three commitments totaling $170 million last week.

06.24.22
Fixed-Income
Northeast Plan Adds Commitments

Plan hired a new fixed-income manager to handle an initial $350 million mandate and disclosed six other commitments last month.

06.24.22
Asset Study/Review
Mid-Atlantic Plan Tweaks A/A; Adds Commitments

Plan made asset allocation changes in an effort to move closer to its long-term policy and disclosed four commitments today.

06.23.22
Credit/Private Debt
Northwest Plan Approves Private Debt Search, New A/A

Plan is seeking private debt managers to each handle an up to $100 million mandate and approved new asset allocation policies last week.

06.23.22