Administrator - Bundled
Midwest State Department Hunting TPA For DC Plan

The selected firm will serve for an initial two-year term.

01.04.23
Asset Study/Review
Virginia System Tweaks A/A; Approves PE Commitments

The plan adjusted its asset allocation policy to reflect its progress toward an 11% long-term private equity target and also approved two commitments in September.

01.03.23
Real Estate
Northeast Plan Makes RE Commitment

The commitment represents a new relationship for the plan.

01.03.23
Consultant/OCIO/Discretionary
Wash. County 457 Plan Retains General Investment Consultant

The firm was first hired in 2016.

12.23.22
Fixed-Income
Southeast Plan Approves New FI Portfolio Structure

The new structure introduces a target to short-duration fixed-income and eliminates the plan’s passive core fixed-income target.

12.23.22
Non-U.S. & Global Equity
Northwest 457 Plan Axes Large-Cap Growth Mgr.

The firm had been on watch since the third quarter of 2019 due to underperformance.

12.23.22
Asset Study/Review
Rocky Mountain Plan Adopts A/A

The plan recently increased its domestic equity targets by reducing its floating rate corporate loans target.

12.23.22
People Moves
Guggenheim Partners CIO Dies

He had been with the firm for 23 years.

12.22.22
People Moves
American Pacific Group Promotes Managing Director

She joined the firm in 2020 as a principal.

12.20.22
Industry News
iM Global Partner, Berkshire Asset Mgmt. Enter Strategic Relationship

The transaction marks iM Global Partner’s ninth partnership.

12.19.22