Asset Study/Review
Midwest Plan Approves A/A Changes

The plan made changes to its private risk assets and safe assets buckets at a meeting this week.

04.18.22
Multi-Asset/Investment Advisor
Northeast Plan Rehires Morgan Stanley

The plan rehired the firm for investment/custodial services on a three-year contract this week.

04.14.22
Asset Study/Review
Northeast Plan To Discuss A/A Changes

The plan is set to discuss potential changes to its strategic asset allocation, including decreasing private equity and traditional credit.

04.11.22
Multi-Asset/Investment Advisor
Northeast Plans Seeking Investment, Admin. Services

The plans are seeking a single firm to provide comprehensive services for their assets.

04.08.22
Large-Cap
Northeast Plan Sticking With PineBridge

Plan is keeping its domestic large-cap core manager following an RFP issued last year due to the firm’s performance.

04.07.22
Consultant/OCIO/Discretionary
New England Treasurer Sticks With Consultant

The treasurer has decided to stick with its incumbent investment consultant to oversee its cash pool.

04.06.22
Real Estate
Pa. County Plan Concludes Real Estate Search

The plan hired two real estate managers at its board meeting yesterday, completing a search launched last year.

04.01.22
Industry News
Manning & Napier Acquired By Callodine Group

Manning & Napier Advisors today announced that the firm will go private and be acquired by asset management platform Callodine Group.

04.01.22
Consultant/OCIO/Discretionary
New England Treasury Issues Investment Consultant RFP

The organization has issued an RFP seeking investment consulting services for its funds.

03.30.22
Consultant/OCIO/Discretionary
Midwest Plan Consultant RFP Delayed, Expected Soon

The RFP, which was initially expected to be out March 1, is still expected to be issued soon despite delays.

03.29.22