Core-Plus
Midwest Plan Eyes Core-Plus RFP

The plan expects to issue an RFP this year seeking a core-plus fixed-income manager to handle between $100 million and $150 million.

05.17.23
Administrator/Record Keeper
Va. City 457 Plan Seeking TPA

The selected firm will also provide services for the city’s approximately $137.9 million 401(a) and $23.5 million Retirement Health Savings Plans.

05.16.23
Alternatives
Northwest Fund Eyes Alternatives Pacing Plans; Approves PE Commitment

The plan will consider three pacing plans at its board meeting this week and recently added a private equity commitment with an existing manager.

05.15.23
Asset Study/Review
Calif. Plan Approves New A/A, Portfolio Structure

The plan introduced a 5% target to private debt and restructured its U.S. fixed-income and both U.S. and non-U.S. equity portfolios last week.

05.15.23
Industry News
Ohio Senate Passes Anti-ESG Bill

The bill will now advance to the Ohio House of Representatives.

05.12.23
Real Assets
Calif. Plan Adds Private Markets Commitments

The plan made commitments totaling up to $321.4 million this week and was informed of a private equity co-investment.

05.12.23
Private Equity
Eastern Plan Mulls Commitments; Beefs Up PE Portfolio

The plan’s private equity committee received three investment recommendations last week and made two commitments in March.

05.12.23
Passive Equity
Virginia Plan Terminates Small-Cap Index Manager

The plan transferred the assets to an existing Standard & Poor’s 500 Index mandate last week.

05.11.23
Asset Study/Review
Calif. Plan Mulls New A/A, Portfolio Structure Changes

The recommended changes include introducing a 5% target to private debt and restructuring the plan’s U.S. fixed-income and both U.S. and non-U.S. equity portfolios.

05.10.23
People Moves
Midwest DC Plan Pauses Executive Director Search

The plan initially launched its search to replace Christina Elliott in January.

05.09.23