Insights
The Do’s And Don’ts Of Releasing An RFP For Your Municipal Defined Benefit Pension Plan

Christopher Englebert, founding partner and cio of Englebert Financial Advisers, provides key tips for pension trustees going through the RFP process.

04.29.20
Real Estate
UBS Looks To Rebuild Trumbull Property Fund

UBS Asset Management continues to take steps to climb out of the hole its Trumbull Property Fund finds itself in as poor performance has left the industry’s largest core real estate fund with redemption queues of more than four years.

04.27.20
Industry News Real Assets Trends
Institutions Take Stock Of Historic Oil Drop

A historic week for the oil markets has left institutional investors and consultants evaluating its impact on portfolios and opportunities.

04.24.20
Consultant/OCIO/Discretionary
Florida Plan To Interview Private Credit Consultant Finalists; Sets Non-Core RE Pacing Plan

A Florida pension fund will interview three private credit consultant finalists in May and approved a new non-core real estate pacing plan at its board meeting yesterday.

04.24.20
Domestic Equity
Florida Plan Makes Smid-Cap Hire

A Florida pension plan funded a domestic small- to mid-cap equity manager at the start of the month.

04.24.20
Industry News
Windy City Firm To Close; Fixed-Income Team To Join Mesirow

A Chicago-based investment manager is closing, according to industry sources. The firm’s fixed-income team is joining Mesirow Financial, while any plans for its equity business are unclear.

04.22.20
Large-Cap
Florida Plan Monitoring Large-Cap Value Manager

A Florida-based general employees retirement plan is monitoring its domestic large-cap value equity manager due to performance concerns.

04.22.20
People Moves
CalPERS Names Investment Committee Chair

Theresa Taylor has been elected the new chair of the California Public Employees’ Retirement System’s investment committee.

04.20.20
Large-Cap
Florida Pension Concerned With Large-Cap Value Manager

A general employees pension fund in Florida is concerned with the “significant underperformance” of its domestic large-cap value equity manager.

04.09.20
Real Estate
Florida City To Discuss Real Estate Portfolio

A Florida city pension fund will review its real estate portfolio and discuss recommendations at a board meeting later this month.

04.08.20