Consultant/OCIO/Discretionary
Midwest Plans Retain Consultant

The plans initially hired the firm in 2014.

03.11.22
Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Alternatives
Rocky Mountain Plan Adds Private Capital Commitments

The commitments were made for pacing purposes.

03.07.22
Passive Equity
Rocky Mountain Plan Shakes Up Equity Portfolio

The plan moved three of its index funds with Vanguard Group to index funds with Fidelity Investments.

03.07.22
Multi-Asset/Investment Advisor
West Coast City Concludes Section 115 Search

City selected a firm over the $488.1 billion California Public Employees’ Retirement System.

03.04.22
Credit/Private Debt
Calif. Plan Concludes Liquid Multi-Sector Credit Search

The new liquid multi-sector manager will handle a roughly $375 million mandate for the plan.

03.03.22
Real Estate
Virginia County Taps New RE Mgr.

The plan increased its real estate allocation to improve returns.

03.02.22
Industry News
Colo. County Seeking Retirement Plan Administrator

The current retirement plan administrator is retiring on Nov. 1.

03.02.22
Consultant/OCIO/Discretionary
Midwest State Concludes Project-Basis Consultant Search

The consultant will conduct an asset/liability study and develop an in-state equity program for the plan.

03.01.22
Administrator - Bundled
Midwest Transit Plans To Launch TPA Search; Hire Emerging Markets Mgr.

The plans expect to issue a third-party administrator RFP in the second quarter and recently decided to replace emerging markets core equity manager Lazard Asset Management.

02.28.22