Asset Study/Review
Midwest Plan Tweaks A/A

A Midwestern pension plan adopted a new asset allocation policy as recommended by its investment committee.

12.18.20
Non-U.S. & Global Equity
Midwest Plan Wraps Up Global Equity Mgr. Search.; Approves A/A

A Midwestern pension plan terminated its active large-cap equity managers to fund mandates with three new global equity managers hired following an RFP search.

12.17.20
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