Extensive and timely coverage of the institutional industry.
The changes would result in manager searches across fixed-income, equity, real estate, private equity and infrastructure.
Plan elected to reissue the consultant RFP prior to finalist interviews in light of ownership changes at its incumbent.
The plan rehired its bundled provider at a meeting in August.
The plan selected a single record keeper for its 457(b) plans and two 401(a) plans, consolidating from its previous three.
The plan hired one firm following finalist interviews at a special meeting held today.
He will lead a newly created fundamental and quantitative equity platform.
He will be responsible for the strategic planning efforts of Callan’s clients.
The transaction is expected to close in December.
He will help source opportunities to provide capital to local businesses located in Louisiana, Mississippi, Texas and Oklahoma.
She will be responsible for firmwide strategy, product and corporate development.