Consultant/OCIO/Discretionary
Southeast School District Seeking Investment Advisor

The district is seeking the services for its retirement plans.

09.23.22
Emerging/Diverse Managers
San Antonio F&P To Terminate EM Program

Program had underperformed its custom benchmark net-of-fees since inception.

09.23.22
People
Southwest Plan Loses Investment Director

Deputy director of investments and operations left on Sept. 16 after 24 years with the plan.

09.21.22
Alternatives
Southwest Plan Slates Follow-On Commitment

Plan will look to increase a direct lending fund-of-one commitment to $500 million from $300 million this week.

09.20.22
Non-U.S. & Global Equity
Southwest Plan Hires Int’l Value Mgr.

Plan hired an international value mandate to fill replace a manager terminated at the end of 2021.

09.13.22
People
Southwest Plan Taps Executive Director

New executive director took over the position on Sept. 1.

09.12.22
Administrator - Bundled
Southwest 457 Plan Issues Bundled Provider RFP

Plan is seeking a firm to provide record keeping, plan administration and participant services.

09.09.22
Non-U.S. & Global Equity
Southwest Plan Terminates Emerging Markets Mgrs.

The plan terminated an emerging market debt firm as well as an emerging markets equity relationship within its emerging manager program last month.

09.07.22
Multi-Asset/Investment Advisor
Ohio Transit Authority Posts Investment Advisor RFP

Plan is seeking an investment advisor to oversee its approximately $80 million portfolio.

08.30.22
International / Global / Emerging Markets
Southwest Plan To Terminate Emerging Markets Mgrs.

Plan’s investment committee will recommend terminations of an emerging market debt and an emerging markets equity manager at next week’s board meeting.

08.26.22