Domestic Equity
Northeast Pension Terminates U.S. Equity Manager; Discloses Commitments

The pension plan liquidated its approximately $210 million domestic small- to mid-cap growth equity and made commitments totaling $120.5 million in November.

01.04.24
Consultant/OCIO/Discretionary
Rocky Mountain District Taps First DC Investment Advisor

The district issued an RFP in May as the plans had not previously utilized an advisor.

01.03.24
Consultant/OCIO/Discretionary
Calif. Pension Plan Issues Specialized Consultants RFP

The pension plan expects to conclude the search at its June 12 board of investments meeting.

01.02.24
Administrator/Record Keeper
Rocky Mountain Fire Authority Hires New DC Record Keeper

MissionSquare Retirement previously provided record keeping and administrative services for the authority’s plans.

01.02.24
Industry News
Franklin Templeton Completes Acquisition of Putnam

The transaction adds $142 billion in assets to Franklin Templeton.

01.02.24
Administrator/Record Keeper
Va. 457 Plan Taps New Record Keeper

The town has hired a new record keeper for its deferred compensation plan.

12.22.23
Private Equity
Rocky Mountain Pension Bolsters PE Portfolio

The pension plan made two private equity commitments in August for pacing purposes.

12.22.23
Hedge Funds
Eastern Pension Approves Hedge Fund Commitments, Termination

The pension plan’s hedge fund committee approved four commitments and a manager termination at its meeting in October.

12.22.23
Asset Study/Review
Midwest Pension Plan Tweaks A/A; Hires Associate Investment Officer

The pension plan created stand-alone target allocations for real estate and infrastructure and recently added a new member to its investment staff.

12.21.23
Non-U.S. & Global Equity
Southeast Plan Approves Int’l Small-Cap Core Search

The pension plan will consider potentially replacing its international small-cap core equity manager due to underperformance.

12.21.23