Daily Feed

Consultant/OCIO/Discretionary
Mid-Atlantic Agency Seeks Retirement Plans Consultant

The commission has issued an RFP seeking a firm to provide retirement plan fiduciary consulting services for its 401(a) defined contribution, 403(b) deferred compensation, 403(b) supplemental and 457(b) deferred compensation plans.

03.29.23
People Moves
Western University System Eyes Next Treasurer & CIO

The institution is searching for its next treasurer and cio to oversee its cash, debt and investments after its previous investment head left in late 2022 to pursue another opportunity.

03.29.23
Emerging/Diverse Managers
West Coast Foundation Eyes Diverse Mgrs., Approves New ‘Racial Equity Lens’ For IPS

The foundation is looking to add new diverse managers to its portfolio after adopting a new investment policy statement incorporating a racial equity lens.

03.29.23
Administrator - Bundled
Western University Issues Retirement Plans Admin. RFP

The university has issued an RFP seeking a bundled service provider for its 401(a) and 403(b) plans to review the market’s best practices regarding record keeping, plan sponsor and participant services, employee education and plan expenses.

03.29.23
Multi-Asset/Investment Advisor
Midwest College Hires Firm In Financial Advisor Search

The college hired a firm to provide financial advisory services for its general obligation bonds, including advising on the investment of bond proceeds, following the issuance of an RFP last summer.

03.29.23
Surveys/Studies
DC Plans Continue To Focus On Fees As CIT Funds Become Primary Investment Vehicle: Callan Survey

Two-thirds of defined contribution plan sponsors are likely to conduct a fee study in 2023, according to a new survey from investment consulting firm Callan.

03.28.23
People Moves
Wilshire Names CEO; Launches Index Business As New Operating Entity

Andy Stewart will take over as ceo of Wilshire following the launch of Wilshire Indexes, a new operating entity that will hold the firm’s indexing business, the firm announced.

03.28.23
International / Global / Emerging Markets
Southwest Plan To Issue Int’l Equity Manager RFP

The plan will look to hire maiden ACWI-ex U.S. large-cap core and small-cap equity managers.

03.28.23
Asset Study/Review
Midwest Plan Sets New Asset Allocation

The plan increased its target to international equity at the expense of long/short equity.

03.28.23
People Moves
Janus Henderson Adds Managing Director

New managing director will cover the Taft-Hartley client channel in the Midwest and on the West Coast.

03.28.23