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A West Coast county sanitation district has issued an RFP for Section 115 pension trust administration and management services.
The new CIO retains existing portfolio management duties.
A Midwestern plan made several changes to its equity and fixed-income portfolios as part of its transition to a new long-term asset allocation policy.
The search is due to the executive director’s upcoming retirement.
The plan disclosed commitments and hired a security analyst.
Midwestern deferred plans have issued an RFP seeking record keeping, administration and custodial services.
The new hire will help build the firm’s private equity, and private credit discretionary and advisory businesses.
The district rehired its administrator after issuing an RFP for the services in July.
The organization is seeking either an investment advisor or manager to provide services for its 401(a) and 457 plans.