Multi-Asset/Investment Advisor
Ohio School District Hires Investment Advisor

The district received four proposals in response to its investment advisor RFQ.

06.08.23
Passive Equity
Rocky Mountain 457 Plan Shakes Up Equity, FI Portfolios

The plan replaced both its passive equity and fixed-income mandates with Vanguard Group as well as its sustainable equity mandate with Neuberger Berman in February.

06.08.23
Private Equity
Eastern Plan Makes PE, Hedge Fund Commitments

The plan recently committed $245 million total to two private equity managers and one hedge fund manager.

06.07.23
People Moves
Percheron Capital Hires Portfolio Support Group President

He most recently served as a senior director in Butterfly Equity’s portfolio operations group.

06.06.23
Consultant/OCIO/Discretionary
Colo. County Seeking Consultant For DC Plans

The selected firm will serve for an initial one-year period beginning Jan. 1.

06.05.23
People Moves
Rocky Mountain Plan Launches Executive Director Search

CIO and COO Amy McGarrity will serve as the plan’s interim executive director while the search is conducted.

06.02.23
Administrator/Record Keeper
Rocky Mountain 457 Plan Issues Record Keeper RFP

The search is being conducted in anticipation of the Dec. 31 contract expiration of incumbent Nationwide Retirement Solutions.

06.02.23
Private Equity
Southern Plan Makes PE Commitment

The commitment represents a new relationship for the plan.

06.02.23
Passive Equity
Rocky Mountain 457 Plan Shakes Up Equity, FI Portfolios

The plan replaced both its passive equity and fixed-income mandates with Vanguard Group after receiving an annual share class review in February.

06.02.23
Non-U.S. & Global Equity
Northeast Plan Terminates Inhouse Global Equity Fund; Discloses Commitments

The plan liquidated its inhouse passive global equity mandate and made $1.6 billion in total commitments in April.

06.01.23