Multi-Asset/Investment Advisor
Colo. City Posts Retirement Plan Investment Advisor RFP

The city is seeking investment advisory services on behalf of its 457, 401, Roth IRA and Retirement Health Savings Funds.

12.01.22
Private Equity
Texas Plan Slates Private Equity Commitment

Plan will review a proposed commitment next month after its latest board meeting did not have a quorum for a vote.

11.30.22
Administrator - Bundled
Mich. 457 Plan Awards TPA Contract

The plan awarded a contract to a brand new third-party administrative services provider.

11.29.22
Industry News
Adams Street Closes 2022 Global Fund Program

Program closes with roughly $1.1 billion committed capital, 20% higher than initial internal targets.

11.29.22
Credit/Private Debt
Michigan Plan Adds Credit Commitment

The plan added a $10 million real estate credit commitment at an October board meeting.

11.29.22
Consultant/OCIO/Discretionary
Southern Plan Launches Consultant RFP

Incumbent consultant has been handling the plan’s services on a month-to-month basis since its three-year contract expired during the COVID-19 pandemic.

11.28.22
Small-Cap
Texas 457 Plan Swaps U.S. Small-Cap Mgrs.

The plan approved a consultant recommendation to replace its existing U.S. small-cap equity option.

11.23.22
Multi-Asset/Investment Advisor
Florida School District Selects Investment Advisor

A Florida school district has issued an intent to award notice in its investment advisor search.

11.23.22
Private Equity
Michigan Plan Rescinds PE Commitment

Plan will review additional opportunities in January after rescinding a private equity fund-of-funds commitment approved in July.

11.23.22
Industry News
Marquette MD Appointed To PBGC Advisory Committee

Kweku Obed was appointed to PBGC’s seven-member Advisory Committee by President Biden.

11.23.22