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The plan’s general investment consultant will report back on its due diligence meeting with the firm.
Incumbent consultant has been handling the plan’s services on a month-to-month basis since its three-year contract expired during the COVID-19 pandemic.
Davidson Investment Advisors is acquiring the mid-Atlantic based firm, which specializes in municipal and taxable fixed-income investments, in a deal that is expected to close in the first quarter of 2023.
The trust’s incumbent consultant is on a six-month contract.
The plan approved a commitment to one of its strongest asset class.
A major public pension in Canada aims to achieve a net-zero portfolio by 2050.
The plan will soon issue RFPs for a stable value fund manager and a record keeper.
The plan approved a consultant recommendation to replace its existing U.S. small-cap equity option.
A Florida school district has issued an intent to award notice in its investment advisor search.
Plan will review additional opportunities in January after rescinding a private equity fund-of-funds commitment approved in July.