Equity Trustees has appointed a new non-executive director to its superannuation trustee business as the company achieves a significant milestone, surpassing $60 billion in funds under supervision (FUS).
Earlier this week, we convened our 11th Annual Tri-State Institutional Forum in New York City, welcoming esteemed executives from various sectors including pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds, and consultants from across the region. Our Co-Head of Institutional Production, Morgan Lomas, spoke to some of our guests on a wide array of topics, covering everything from allocation strategies to climate risk impact on investments, fixed income discussions, portfolio construction insights, and the imperative for equitable savings initiatives.
The Oregon Retirement Savings Board, in collaboration with State Treasurer Tobias Read, has announced the allocation of $5 million from the American Rescue Plan Act (ARPA) to support Oregon’s Department of Early Learning and Care (DELC) in funding retirement accounts for over 900 childcare service providers in the state.