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
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