Consultant/OCIO/Discretionary
Rocky Mountain Agency Taps DC Consultant

A Rocky Mountain agency has hired Portfolio Evaluations to provide investment consulting services for its two defined contribution plans.

12.16.20
Equity
Southern Plan Axes Global Equity Mgr.

A Southern state plan terminated global active equity manager Longview Partners following a global equity restructure review.

12.15.20
Administrator/Record Keeper
Rocky Mountain State Launches DC Record Keeper Search

A Rocky Mountain state has launched a record keeper search on behalf of its defined contribution plans.

12.11.20
Consultant/OCIO/Discretionary
Northeast Plan Seeking Investment Consultant

A Northeastern pension plan issued an investment consultant RFP this week.

12.10.20
Consultant/OCIO/Discretionary
Midwest Plan Concludes Investment Consultant Search

A Midwestern employees pension system hired Callan to provide investment consulting services for its defined contribution plans at a board meeting today.

12.08.20
People Moves
Midwest Plan Expands Investment Team

A Midwestern employees’ pension plan hired a senior retirement investment officer for public equities and a quantitative investment officer in October.

12.04.20
Credit/Private Debt
Midwest Plan Approves Credit Commitment; Private Markets Pacing Plan

A Midwestern plan approved a private credit commitment with Raven Capital Management as well as a 2021 private markets pacing plan at its investment committee/board meeting today.

12.02.20
Administrator - Bundled
Northwest Transit Agency Concludes 457 Bundled Provider Search

A Northwestern transit agency has selected Empower Retirement to provide plan administration, record keeping, education and investment-related services for its deferred compensation plan.

12.01.20
Multi-Asset/Investment Advisor
Rocky Mountain Town Hires Deferred Comp Investment Advisor

A town within the Rocky Mountain region hired Equitable as investment advisor of its 401(a) and 457(b) retirement plans at yesterday’s town council meeting.

11.25.20
Infrastructure
Rocky Mountain Plan Creates Maiden Infrastructure Target; Axes MLPs

A Rocky Mountain-based pension plan added a maiden target to infrastructure and eliminated its target to MLPs as part of a new strategic asset allocation policy.

11.23.20