Asset servicing

New Mexico PERA lines up custodian search

New Mexico Public Employees Retirement Association is expected to launch an RFP for a custodian on Sept. 2.

August 28, 2014 | 04:10 pm

Erie, Pa., wants small- and midcap managers, custodian for 4 pension funds

Erie, Pa., is searching for a custodian, a midcap core equity manager to run approximately $26 million and a small-cap growth equity manager to run approximately $12 million for the city's four...

August 26, 2014 | 02:49 pm

Monroe, Conn., on lookout for pension fund consultant

Monroe, Conn., is searching for an investment consultant for its $20 million pension fund.

August 26, 2014 | 03:36 pm

Montana Board of Investments keeps State Street as custodian

Montana Board of Investments rehired State Street Bank as custodian, pending contract negotiations.

August 25, 2014 | 03:30 pm

Arizona reissues RFP for performance audit for 2 pension funds

Arizona Office of the Auditor General, Phoenix, reissued an RFP for a firm to conduct a performance audit of the $33.7 billion Arizona State Retirement System and $7.9 billion Arizona Public Safety...

August 25, 2014 | 11:46 am
Asset owners mull tightening control  on trade execution

Asset owners mull tightening control on trade execution

Asset owners are paying a lot more attention to where their money managers execute trades — decisions that have generally been left to the discretion of the managers — and some are...

August 18, 2014
No summer lull in transition management

No summer lull in transition management

July – a normally quiet month in transition management – was anything but this year.

August 14, 2014 | 10:03 am

Concord Contributory issues call for custodian

Concord (Mass.) Contributory Retirement System is searching for a custodian.

August 13, 2014 | 03:10 pm

J.P. Morgan promotes new head of global custody

Chris Rowland was named global head of custody for J.P. Morgan Chase's custody and fund services business, effective immediately, said a memo to company staff.

August 12, 2014 | 05:20 pm

Iowa Municipal Fire & Police seeks actuarial auditor

Iowa Municipal Fire & Police Retirement System issued an RFP for an actuarial audit services firm.

August 07, 2014 | 03:41 pm

Texas Prepaid changes provider for 3 plans

Texas Prepaid Higher Education Tuition Board hired NorthStar Financial Services Group as service provider for its $413 million Texas Tuition Promise Fund, $252 million Texas College...

August 06, 2014 | 02:37 pm

Longmont, Colo., switches bundled provider for 401(a) plan

Longmont, Colo., hired Great-West Retirement Services as bundled provider for the city's $65 million 401(a) plan.

August 06, 2014 | 02:17 pm

New York State Deferred Comp issues call for custodian

New York State Deferred Compensation Plan is searching for a custodian/trustee.

August 06, 2014 | 02:21 pm

Transition management transactions soar in July — Harbor Analytics

July saw a boom in transition management, based on Harbor Analytics data, with 31 transactions accounting for 27% of total transitions for the first seven months of the year.

August 06, 2014 | 01:10 pm

Evercore acquires ISI, remaining 40% of its equities business

Evercore Partners agreed to acquire International Strategy and Investment Group, a research and trading business.

August 04, 2014 | 02:35 pm