Asset Study/Review
Southeast Plan Adopts New Asset Allocation

The plan added a 3% target to global infrastructure as part of a new asset allocation that was adopted yesterday.

03.17.23
Industry News
CAPTRUST Financial Advisors Acquires Monroe Vos

The firm acquired an advisory team that oversees more than $5.8 billion in client assets.

03.16.23
Consultant/OCIO/Discretionary
Northeast Plan Issues Real Estate Consultant RFP

The plan expects to issue a notification of award on Sept. 11.

03.13.23
Non-U.S. & Global Equity
Northwest Plan Eyes International Equity Mgr. Hires

The plan will consider hiring two international equity managers to handle up to $700 million total this week following a search from last year

03.13.23
Credit/Private Debt
Calif. City Plan Hires Multi-Asset Credit Managers

The plan hired five multi-asset credit managers today as part of its previously approved return-seeking fixed-income structure.

03.10.23
Private Equity
Calif. Plan Makes Private Markets Commitments

The plan made private equity commitments totaling $60 million this week.

03.10.23
Administrator - Bundled
Calif. Authority Retains DC Plan Admin.

The incumbent submitted the sole proposal in response to the authority’s RFQ.  

03.10.23
Real Estate
California Plan Adds RE, PE Commitments

The plan committed $911 million total to a core real estate strategy and three buyout funds yesterday.

03.09.23
Asset Study/Review
Rocky Mountain Plan Tweaks Asset Allocation

The plan increased its floating rate debt and real estate targets to 20% each in the third quarter.

03.08.23
Private Equity
Virginia Plan Bolsters PE Allocation

The plan committed to a new private equity manager last week.

03.08.23