Daily Feed

Searches And Hires
Southeast Utility Plan Seeks Administrator

A Southeast utility plan is searching for a single firm to oversee its 457(b) plan and its 401(a) plans.

09.08.21
Alternatives
Northeast Plan Makes Alts. Commitments

The plan made five alternatives commitments in July.

09.08.21
Searches And Hires
West Coast Plan Posts Investment Consultant RFP

A West Coast plan is searching for an investment consultant for its $966 million portfolio.

09.08.21
Surveys/Studies
Advisors Favor Active Management In Turbulent Markets: Study

62% of advisors allocated a majority of their client assets to active management.

09.08.21
Private Equity
RCP Advisors Adds DEI Principal, PM

She will oversee the firm’s diversity, equity and inclusion focused strategy.

09.08.21
Non-U.S. & Global Equity
Capital Group Loses Two Growth Equity PMs

They currently manage a EuroPacific growth fund and a world growth fund.

09.08.21
Consultant/OCIO/Discretionary
Northeast Plan Hires First Consultant

The plan hired its first investment consultant at a meeting last week.

09.08.21
Consultant/OCIO/Discretionary
Southern 457 Plan Seeking Investment Consulting Services

State’s retirement system is seeking a firm to perform consulting services related to the design, functionality and operational efficiency of an IRC 457(b) plan.

09.07.21
Consultant/OCIO/Discretionary
Great Lakes Plan Posts Investment Consultant RFP

Plan last conducted a search for the services in 2014.

09.07.21
Multi-Asset/Investment Advisor
New England Treasurer Conducting Trust Investment Services Search

The treasurer’s office has issued an RFP seeking trust investment services for its portfolio.

09.07.21