Multi-Asset/Investment Advisor
Southeast Aviation Board Issues Investment Advisor RFP

The plan is seeking an investment advisor for proceeds related to its outstanding municipal bond portfolio.

04.30.21
Administrator/Record Keeper
Southwest City 457 Seeking Record Keeper

The city is seeking a firm to provide record keeping and related services for its deferred compensation plan.

04.30.21
Administrator - Bundled
Western Deferred Comp Plan Begins Bundled Provider Search

The fund is seeking a firm to provide record keeping/administration, communication/education, investment advisory, investment management and custodial trustee services.

04.29.21
Equity
Northeast Plan Adds Covered Calls, Micro-Cap Equity Allocations

The plan established new allocations to covered calls and domestic micro-cap equity within its overall equity portfolio at a meeting today.

04.28.21
Non-U.S. & Global Equity
New England Plan Discusses Non-U.S., Global Equity Changes

The plan may look to add international value equity, international small-cap core equity and global value equity managers as part of a public markets portfolio structure review.

04.26.21
Searches And Hires
Midwest Plan Launches Mid-Cap Growth Search

The plan has issued its RFP seeking domestic mid-cap growth equity managers to handle roughly $30 million.

04.26.21
Credit/Private Debt
Mid-Atlantic Plan Approves Credit Commitments

The plan approved two private credit commitments at a board meeting today to fulfill its pacing plan.

04.21.21
International / Global / Emerging Markets
Florida Police Plan Adds 2 Emerging Market Debt Mgrs.

The plan will invest $10 million each with the blended currency managers.

04.21.21
GTAA
Midwest Plan Approves GTAA Portfolio Consolidation

The plan approved consolidating management of its $51 million global tactical asset allocation portfolio yesterday.

04.20.21
Consultant/OCIO/Discretionary
Northeast Plan Slates Consultant Finalist Interviews

The plan expects to conduct interviews with three finalists at an upcoming meeting.

04.20.21