People Moves
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
Mid-Cap
Windy City Plan Places Firm On Watch

Plan placed its domestic mid-cap growth equity manager on watch due to an impending portfolio manager retirement.

08.26.22
Non-U.S. & Global Equity
Windy City Plan Reopens Int’l Large-Cap Search

Plan reached an impasse in contract negotiations with a firm originally selected in February.

08.25.22
Multi-Asset/Investment Advisor
Windy City Completes Transition Mgr. Search

Plan approved hiring three firms to make up a panel of transition managers.

08.24.22
Consultant/OCIO/Discretionary
Great Lakes Plan Seeking Investment Consultant

The plan is conducting a search for an investment consultant.

08.22.22
Credit/Private Debt
Windy City Plan Approves Private Debt Commitments

The plan committed up to $100 million across three strategies to fill a new target approved last year.

08.19.22