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
Multi-Asset/Investment Advisor
Northeast Pension Plans Seeking Investment Mgr.

The borough is seeking a manager for about $5.7 million in investable pension fund assets.

06.30.23
International / Global / Emerging Markets
Midwest Pension Plan Taps New Int’l Value Equity Manager

The plan hired a new international value equity manager last month to replace its incumbent.

06.30.23
Multi-Asset/Investment Advisor
Midwest County Launches Investment Advisor Search

The county is seeking investment advisory services for its $34 million in non-pension funds.

06.29.23
Administrator - Bundled
Southeast City DC Plans Seeking Bundled Provider

The city is searching for record keeping, administrative, actuarial and compliance services for the plans.

06.29.23