Consultant/OCIO/Discretionary
Mid-Atlantic State Treasury Taps New Consultant

The firm will provide investment consulting services for the Treasury through June 30, 2027.

07.11.23
People Moves
GoldenTree Hires New Principal

The principal is responsible for business development and the hire establishes GoldenTree’s physical presence in California.

07.10.23
People Moves
Pretium Adds Managing Director & Portfolio Mgr.

The managing director focuses on the performance and expansion of Pretium’s single-family rental vehicles as a member of its real estate team.

07.10.23
Consultant/OCIO/Discretionary
Midwest State Department Posts Consultant RFP For DC Plans

The plans currently work with general investment consultant Advanced Capital Group, which was rehired in 2016 following a similar RFP process.

07.10.23
Industry News
Callan Releases Inaugural Private Credit Study

Private credit partnership terms have shifted since the asset class emerged after the global financial crisis of 2007-2008, a new study finds.

07.07.23
Fixed-Income
Rocky Mountain Pension Plan Hires Fixed-Income Mgr.

The pension plan hired a multi-sector fixed-income manager to replace a core-plus manager in March.

07.07.23
Consultant/OCIO/Discretionary
Mid-Atlantic Schools DC Plans Rehire Consultant

The retirement plans have been working with general investment consultant Bolton Investment since 2003.

07.06.23
Industry News
Altas Partners Raises $4 Billion For 3rd Buyout Fund

The firm’s latest fundraise will allow it to “target 5-7 businesses that the team is excited to own and build.”

07.05.23
Administrator - Bundled
Pacific Northwest City DC Plans Issue Bundled Provider RFP

The city expects to commence a contract on Nov. 1.

06.30.23
Small-Cap
Southeast Plans Watching Small-Cap Mgr.

The plans placed Wellington Management Company on watch this week due to the upcoming retirement of a partner and equity research analyst.

06.30.23