Consultant/OCIO/Discretionary
Northeast Medical Trust Sticks With NEPC

The plan rehired NEPC as its general investment consultant in April following a search launched in January.

07.13.23
Consultant/OCIO/Discretionary
Northeast School District Hires Investment Consultant

The firm will provide investment consulting services for approximately $80 million to $100 million in operating and capital funds.

07.12.23
Multi-Asset/Investment Advisor
Pacific Northwest City Rehires Investment Advisor

The city issued the RFP in April due to the incumbent’s contract expiration.

07.12.23
Administrator/Record Keeper
Southeast DC Plans Conducting Record Keeper Search

The town is seeking record keeping and administration services for its 401(a), 401(k), 457 and Roth IRA plans.

07.10.23
Multi-Asset/Investment Advisor
West Coast City Rehires Investment Advisor

The city issued an RFP late last year for due diligence purposes.

07.10.23
Consultant/OCIO/Discretionary
Southern 457 Plan Issues Consultant RFP

The city is searching for advisory and consulting services for its 457 plan.

07.10.23
Infrastructure
Calif. Pension System Concludes Infrastructure Search

The plan concluded a search both launched in 2021 and delayed since last year.

07.07.23
Private Equity
Northeast Pension Plan Not Moving Forward With PE Commitment

The plan confirmed it is “not moving forward” with its up to $130 million commitment to Insight Partners Fund XIII and related investment vehicles that was approved at a June 9 board meeting.

07.06.23
Administrator/Record Keeper
West Coast DC Plans Post Record Keeper RFP

The district is seeking a firm to provide administration and record keeping services for its 457 and 401(a) plans.

07.06.23
Multi-Asset/Investment Advisor
Calif. City Seeking Investment Advisor

The city is seeking an investment advisor to handle $31 million of its roughly $244 million portfolio.

07.05.23