Asset Study/Review
Midwest Plan Approves Equity Portfolio Restructurings

The plan approved its consultant’s recommendation to implement new equity asset class target weights approved in September.

12.12.22
Industry News
Traditional U.S. Asset Managers Continue On Revenue, Asset Decline: Study

Traditional publicly traded U.S. asset managers have continued on a steady decline in revenue and assets for a third consecutive quarter.

12.09.22
Administrator/Record Keeper
Western School District DC Plans Seeking TPA

The district is seeking third-party administrator services for its 403(b) and 457(b) plans.

12.09.22
Multi-Asset/Investment Advisor
Alaska City Rehires Investment Manager

The city decided to continue with its incumbent investment manager following a search launched in September.

12.09.22
Non-U.S. & Global Equity
Northwest Plan Wraps Up Global Equity Search

The plan hired a global equity manager to replace its incumbent, which was liquidated this summer.

12.08.22
Multi-Asset/Investment Advisor
West Coast City Concludes Investment Mgr. Search

The city, which has not employed an advisor in the last five years, made the hire last month.

12.07.22
People Moves
Hawaii Names Next CIO From New Mexico Plan

The plan will welcome Kristin Varela as its new cio next month.

12.07.22
Equity
Midwest Plan Eyeing Equity Portfolio Restructurings

The plan will receive a recommendation to restructure its equity portfolios at a meeting this week, including terminating managers.

12.06.22
Consultant/OCIO/Discretionary
Calif. Plan Begins General Consultant Search

The search comes as the plan’s initial five-year contract term with its incumbent is slated to expire on May 31.

12.06.22
Alternatives
Western State Plan Discloses Private Commitments

The plan disclosed several new private markets commitments in its December board meeting materials.

12.05.22