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MissionSquare Retirement previously provided record keeping and administrative services for the authority’s plans.
The transaction adds $142 billion in assets to Franklin Templeton.
He has joined a woman-owned venture investment platform as a partner.
The plan hired two firms, including one incumbent, following a search launched in late 2022.
The plan is seeking bundled/platform passive management services for various portfolios.
The search comes as the plans were informed that their incumbent advisor was being acquired.
2023 was supposed to be a down year for foundations and endowments with a potentially recessionary environment, however, equity and bond returns came out in the green, thanks in part to strong fourth quarters, leaving investors and allocators with a more optimistic outlook for their portfolios entering 2024.
The new investment analyst joins from the state treasurer’s office.
The plan will consider a recommendation to conduct an RFP for one to two buyout/special situations fund commitments next year.
The town has hired a new record keeper for its deferred compensation plan.