Equity
Rocky Mountain 457 Shakes Up Equity, FI Portfolios

The deferred compensation plan recently made several changes to both its equity and fixed-income portfolios.

12.21.23
Non-U.S. & Global Equity
Northeast Pension Plan Terminates Global Equity Manager; Makes Commitments

The pension plan liquidated an approximately $237 million global equity mandate and made commitments totaling $1.4 billion in October.

12.20.23
Asset Study/Review
Wisconsin Fund Adopts New Asset Allocation

The plan approved a new asset allocation for its Core Trust Fund last week.

12.19.23
People Moves
Wellesley Hires Portfolio Manager

He will help manage the firm’s convertible bond products and develop new products.

12.19.23
Fixed-Income
Va. Pension Plan Mulls Adding FI Mgr.; Slates Executive Director Hire

The pension plan is considering adding a domestic core fixed-income manager to its lineup and expects to select a new executive director next month.

12.18.23
Industry News
Denali Advisors To Acquire McKinley Capital

The transaction is expected to close by year-end.

12.18.23
Industry News
Argonaut Private Equity Closes Fifth Fund

The fund has deployed approximately 39% of its commitments across seven platform acquisitions.

12.18.23
Real Estate
Midwest Transit Plans Terminate Core RE Mgr.

The plans terminated their core real estate manager last month.

12.15.23
Private Equity
Midwest Pension Plan Adds PE Commitment

The pension plan disclosed a private equity commitment made last month at yesterday’s board meeting.

12.15.23
People Moves
Northwest Fund Seeking To Expand PE Team

The position will report to Director of Private Equity Allen Waldrop.

12.14.23