Alternatives
Calif. County Makes Alt. Commitments

The plan disclosed three commitments previously approved in closed session this week.

02.12.21
Hedge Funds
Rocky Mountain Plan Liquidates HFoF Investment; Increases Equities Exposure

A Rocky Mountain pension plan liquidated a hedge fund-of-funds investment and moved the assets to existing global equity managers at a board meeting last week.

02.09.21
Consultant/OCIO/Discretionary
East Coast County Retains 457 Plan Investment Consultant

An East Coast county has retained Marsh & McLennan Agency Retirement Services as the investment consultant for its 457 retirement savings plan.

02.08.21
Administrator - Bundled
West Coast DC Plan Launches Bundled Provider Search

A West Coast deferred compensation plan has launched a bundled provider RFP search.

02.08.21
Multi-Asset/Investment Advisor
West Coast Sanitation District Issues Section 115 RFP

A West Coast county sanitation district has issued an RFP for Section 115 pension trust administration and management services.

02.05.21
Equity
Midwest Plan Shakes Up Equity, Fixed-Income Portfolios

A Midwestern plan made several changes to its equity and fixed-income portfolios as part of its transition to a new long-term asset allocation policy.

02.05.21
People Moves
Midwest Plan Launches Executive Director Search

The search is due to the executive director’s upcoming retirement.

02.05.21
Administrator/Record Keeper
Rocky Mountain Authority Seeking DC Record Keeper

A Rocky Mountain authority is seeking a record keeper for its three defined contribution plans.

02.03.21
People Moves
Midwest Plan Executive Director To Retire

The executive director will retire after eight years with the plan.

02.03.21
Domestic Equity
Rocky Mountain Plan Terminates Smid-Cap Core Mgr.

A Rocky Mountain pension plan terminated its domestic small- to mid-cap core equity manager due to underperformance and personnel turnover. 

02.03.21