People Moves
MFS Snags Institutional Sales MD From Aristotle

Edward Rozell has joined MFS Investment Management as managing director for institutional sales.

10.10.25
Consultant/OCIO/Discretionary
Pacific Northwest DC Plan Eyeing Investment Advisor RFP

The plan is expected to issue the RFP ahead of its incumbent’s expiring contract.

10.10.25
Credit/Private Debt
Midwest Pension Nabs New Direct Lending Manager

The plan terminated its incumbent direct lending manager in November.

10.10.25
Industry News
Creative Planning To Acquire SageView

The acquisition will further expand Creative Planning’s presence in the wealth and retirement space.

10.09.25
Industry News
Callodine Group Acquires Corrum Capital Management

Callodine Group has entered into a definitive agreement to acquire a majority stake in Corrum Capital Management.

10.09.25
Administrator/Record Keeper
Midwest 457 Plan Rehires Record Keeper

City rehired the firm providing record keeping and administration services for its 457 and 401a plans this week.

10.09.25
Administrator - Bundled
Southeast DC Plan Seeking Provider

The plan currently utilizes three providers and is looking to hire a single provider.

10.08.25
Infrastructure
Manulife Closes Third Infrastructure Fund

The firm raised $5.5 billion for the oversubscribed flagship fund.

10.07.25
International / Global / Emerging Markets
Northeast Pension Terminates Global Equity Manager

The retirement system’s board also approved up to $250 million across private markets commitments at today’s meeting.

10.07.25
Multi-Asset/Investment Advisor
Northeast Pension Taps New Investment Advisor

The incumbent firm has served as advisor for the plan for 25 years.

10.06.25