Daily Feed

People Moves
HilltopSecurities Names West Coast, Midwest Region Heads

The new heads will oversee wealth management recruitment in their regions.

10.19.20
Consultant/OCIO/Discretionary
New England City Issues Investment Consultant RFP

A city in New England has issued an RFP seeking a firm to provide investment consulting services on its more than 400 trusts.

10.19.20
Consultant/OCIO/Discretionary
West Coast Plan Begins General Investment Consultant Search

A West Coast plan has begun its general investment consultant search due to the expiring contract of its incumbent provider.

10.19.20
People Moves
CalSTRS Names Investment Services Director

The appointee replaces the plan’s outgoing Chief Operating Investment Officer.

10.19.20
Consultant/OCIO/Discretionary
Rocky Mountain Transportation District Retains Consultant

A transportation district deferred compensation plan in the Rocky Mountain region has retained its investment consultant following an RFP process.

10.19.20
Searches And Hires
Northwest City Seeks Investment Advisor

A city in the Northwest is seeking an investment advisor to manage its safekeeping account assets.

10.19.20
Consultant/OCIO/Discretionary
Northeast Plan To Issue Investment Advisor RFP

A Northeastern pension plan intends to issue an investment advisory services RFP as it intends to put all of its contracts out for bid.

10.19.20
People Moves
Barrow Hanley Portfolio Manager To Retire

His succession planning was planned years in advance, a spokesman said.

10.19.20
Non-U.S. & Global Equity
Southern California Plan Reviewing EME Allocation

A plan in Southern California  will review options in the emerging markets equity space after renewing a contract with its incumbent through the end of 2021.

10.16.20
People Moves
California County Hires CEO

The new ceo will join the retirement plan from the county’s administration office.

10.16.20