Daily Feed

Consultant/OCIO/Discretionary
Calif. Plan To Conduct Consultant Search; Retains PE Advisor

The plan agreed to advance a general investment consultant RFP and retain its private equity advisor.

08.11.21
Bank Loan
Calif. Plan Seeking Bank Loan Managers

The plan is looking to refresh its pool of bank loan managers.

08.11.21
Consultant/OCIO/Discretionary
Great Lakes Plan Slates New Consultant RFP

Plan will issue an investment committee-approved general investment consultant RFP next week.

08.11.21
Private Equity
Northeast Plan Makes PE FOF Commitments

The plan has concluded a private equity search started in March.

08.11.21
People Moves
Walthausen & Co. Founding Partner To Retire

He left the firm on July 30.

08.11.21
People Moves
Franklin Templeton Hires U.S. Inst’l Services Head

He will oversee the firm’s U.S. institutional direct sales, consultant relations and relationship management teams.

08.11.21
Passive Equity
UPDATE: Mass Plan Issues Passive Index Manager RFP

Plan has issued a passive index manager RFP due to state procurement regulations.

08.11.21
Multi-Asset/Investment Advisor
Texas City Rehires Investment Advisor

A Texas city has rehired an advisor to manage its $272 million portfolio.

08.10.21
Non-U.S. & Global Equity
Northeast Plan Adds Global Equity Allocation, Mgrs.

The plan added an allocation to global equity through the liquidation of another portfolio.

08.10.21
People Moves
Colorado F&P Begins Executive Director Search

The current director is retiring in January.

08.10.21