Searches And Hires
The university is seeking a firm to provide investment and plan advisory service for its 401(a) and 403(b) retirement plans as its incumbent advisor has reached its maximum portfolio duration.
The board of investments adopted new asset allocation policies for both the pension plan and OPEB trust at its meeting today.
The searches result from a new strategic asset allocation.
The retirement system hired three global equity managers to replace its dedicated international and emerging markets equity allocations in the first quarter.
The deferred compensation plan rehired its incumbent bundled provider to conclude a search launched last year.
The university has issued an RFP seeking an investment consultant to serve as a discretionary advisor for its foundation’s endowment.
The county issued an investment advisor RFP in September and most recently rehired the incumbent in 2019.
The plan is looking to invest with two open-end core real estate managers.
The plan also disclosed two recent private markets commitments.
The authority issued its annual RFQ for investment management services in December.