People Moves
Slate Announces Partner, MD Promotions

The firm has promoted one new partner and five managing directors.

12.23.22
Administrator/Record Keeper
Western Education Board Slates Record Keeper RFP

The board has been working with its two incumbent record keepers for the plan since its inception in 1990.

12.23.22
Multi-Asset/Investment Advisor
West Coast City Issues Investment Advisor RFP

The city is seeking a firm to provide investment advisory services for its $173 million portfolio.

12.22.22
Small-Cap
Northeast Plan Taps New U.S. Small-Cap Mgr.; Makes Local Emerging Manager Hire

The plan hired a new domestic small-cap equity manager at its board meeting this month.

12.21.22
Large-Cap
Southeast Plan Launches Large-Cap Growth Search

The plan has issued an RFP seeking a domestic large-cap growth equity manager to handle $34 million.

12.20.22
Multi-Asset/Investment Advisor
West Coast City Makes Investment Manager Hire

The city, which has been reinvesting matured investments in the State of California’s Local Agency Investment Fund, hired a firm in September.

12.16.22
Multi-Asset/Investment Advisor
Southern School District Taps Meeder As Investment Mgr.

The plan hired Meeder Investment Management for its $529 million in funds.

12.15.22
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