People Moves
CalSTRS Names Fixed-Income & Global Equity Directors

The plan promoted from within for the roles overseeing the $41.2 billion fixed-income portfolio and $144.9 billion global equity portfolio.

09.24.24
Profiles
Commonwealth Financial Network Growing To Meet Client Needs

The firm has seen record growth in recent years, including onboarding 292 advisors to both new and existing practices across its network in 2023.

09.19.24
Consultant/OCIO/Discretionary
Florida P&F Pension Plans Switch Consultants

The plans have both adjusted their asset allocations since moving to Mariner Institutional.

09.17.24
Small- to Mid-Cap
Florida City Pensions Approve Smid-Cap Value Search 

The general employees, police and firefighters pension funds will look to replace an underperforming manager. 

09.06.24
Passive Fixed-Income
Empire State Plans Begin Passive Fixed-Income Manager Search

The systems are looking for passive U.S. Treasury/Agency fixed-income managers.

09.03.24
International / Global / Emerging Markets
South Florida Pension Makes Int’l Equity Manager Change

The plan hired a new international equity manager to handle a nearly $90 million portfolio at its board meeting last week.

08.22.24
Profiles
Passing The Torch: New Wespath CIO Farhadieh Talks Transition, Looks To Future

The beginning of August was a passing of the torch both literally and figuratively at Wespath Investment Management as Johara Farhadieh took over the cio reins from long-time investment head Dave Zellner on Aug. 1. 

08.15.24
Real Estate
South Florida Plan To Evaluate Real Estate Options

The plan will receive information on three real estate managers at its November meeting, which will also see a presentation from an underperforming domestic equity manager.

08.12.24
Surveys/Studies
Callan Discloses Diverse Manager Hiring Activity

The details are part of the firm’s inaugural Diversity, Equity & Belonging Advancement Report that highlights efforts the firm is making in promoting the issues internally and in the institutional investment industry overall.

07.24.24
People Moves
CalSTRS Makes Investment Team Promotion

June Kim was promoted to senior investment director of total fund management.

07.18.24