Juneteenth
DEI Metrics Increasing But Black Representation Lacks Growth, Transparency

Data around diversity within the investment industry is becoming increasingly available, however, specifics around Black representation are not often being broken out and figures that are available show relatively stagnant growth, according to a review of several reports issued this year.

06.20.22
Consultant/OCIO/Discretionary
Midwest County Retains Consultant

County will stick with the incumbent after receiving five proposals in response to an RFP for its 457(b) and 403(b) deferred compensation plans.

06.17.22
Credit/Private Debt
Calif. County Rejects Credit Fund Recommendation

Plan rejected the commitment after receiving additional information about the firm’s ongoing litigation yesterday.

06.17.22
Private Equity
Midwest Plan Discloses PE Commitments; Approves Pacing Plans

Plan disclosed commitments totaling $82 million and approved alternative investment pacing plans today.

06.16.22
Consultant/OCIO/Discretionary
N. Dakota System Renews Investment Consultant, Record Keeper Contracts

System initially hired Callan as general investment consultant for its defined contribution plans in December 2020 and last renewed its record keeping contract earlier that year.

06.14.22
Private Equity
Northeast Plan Discloses In-State PE Commitments

Plan committed an additional $350 million to its in-state private equity investment program, which was established in 2000.

06.13.22
Multi-Asset/Investment Advisor
Rocky Mountain Program Issues Investment Mgr. RFP

Program is seeking up to two firms to handle four investment options.

06.10.22
Industry News
Northwest Plan Launches PE Investment Officer Search

Investment officer will source, research and conduct due diligence on private equity investments for the plan.

06.10.22
Consultant/OCIO/Discretionary
Colo. County 457 Posts Consultant RFQ

Plan currently works with general investment consultant Innovest Portfolio Solutions.

06.10.22
Industry News
Midwest State Plan Seeking Investment Officers

Plan will expand its team with the addition of two senior investment officers to focus on private markets and an investment officer to assist in managing its public market portfolios.

06.10.22