Daily Feed

People Moves
Fort Washington Adds Consultant Relations Lead

The newly created position was filled by a professional from RMB Capital Management.

03.07.23
Real Estate
Northwest State Plan Eyes RE Pacing Plan; Considering Global Equity Hire

The plan is set to review its real estate and global equity portfolios.

03.07.23
Daily Feed
Northeast Plan Makes PE Commitment

The plan committed to a fund jointly managed by its outsourced cio.

03.07.23
Large-Cap
Southeast County Approves Large-Cap Growth Search

The plan approved the search at a board meeting last month.

03.07.23
Consultant/OCIO/Discretionary
Windy City Deferred Comp Plan Taps New Consultant

The plan selected a new general investment consultant in the fourth quarter following a search initiated earlier in the year.

03.07.23
Consultant/OCIO/Discretionary
Midwest University Moves To Outsourced CIO Model

The university has moved to an outsourced cio model from its traditional non-discretionary investment consultant model to improve nimbleness and reduce risk.

03.07.23
Asset Study/Review
New England 529 Plan Removes Two Strategies From Advisor Plan

The plan removed an exchange traded fund and international equity fund from its advisor plan late last month after being notified of upcoming changes to the investment manager’s strategies.

03.07.23
Multi-Asset/Investment Advisor
Western Foundation Seeks Retirement Plan Provider Services

The foundation has issued an RFP seeking an investment provider to offer 457/403b products and services, including custodial, record keeping, investment and customer service.

03.07.23
People Moves
New England University Adds Investment Director

The university added a director to the investment team overseeing its endowment in the fourth quarter.

03.07.23
Asset Study/Review
New England Plan Adjusts Asset Targets

A university based in New England approved new allocation targets for two of its portfolios.

03.07.23