Searches And Hires

Private Equity
Southeast Plan Begins PE Discussions

The plan is looking to build out its 10% target to the asset class.

12.16.20
International / Global / Emerging Markets
New England Concludes Core EME Search

The plan selected a winner today following interviews with three finalists.

12.16.20
Searches And Hires
Mid-Atlantic Utilities Plan Seeks Financial Advisor

A Mid-Atlantic utilities plan is searching for a financial advisor and portfolio manager for its $75 million portfolio.

12.16.20
Consultant/OCIO/Discretionary
Southern City Seeking 457 Plan Advisor

A Southern city is seeking investment advisory and consulting services on behalf of its two deferred compensation plans.

12.16.20
Consultant/OCIO/Discretionary
Rocky Mountain Agency Taps DC Consultant

A Rocky Mountain agency has hired Portfolio Evaluations to provide investment consulting services for its two defined contribution plans.

12.16.20
Mid-Cap
Southeast Plan Conducting Mid-Cap Growth Mgr. Search

The Southeastern pension plan will review a list of potential domestic mid-cap growth equity managers next year.

12.16.20
Equity
Southern Plan Axes Global Equity Mgr.

A Southern state plan terminated global active equity manager Longview Partners following a global equity restructure review.

12.15.20
Credit/Private Debt
West Coast Plan Sets Credit Pacing Plan

The plan will target three private credit funds each year for the next three years.

12.15.20
Asset Study/Review
West Coast Plan Approves New A/A

Pension fund increases its illiquid growth portfolio to 41% from 32%.

12.14.20
Daily Feed
Northeast Trust Seeking Investment Advisor

The trust is seeking an inaugural investment advisor after widening allowable investments.

12.14.20