Author Archives: Dale Kowacki

FRRS Board has good meetings with large cap managers.

Today the Franklin Regional Retirement Board had its annual meeting with its large cap managers and found both to be performing as expected. Polen Capital, being the board’s large cap growth manager has done exceptionally well in a period that … Continue reading

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Welcome to Fiera, and Chartwell as mid cap managers.

Today the Franklin Regional Retirement Board signed agreements with Fiera Capital (mid cap growth) and Chartwell Investment Partners (mid cap value) to manage its 2 mid cap allocations starting July 1, 2019 – each with about $7.3 million in assets … Continue reading

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Mid cap managers selected for both value, and growth.

Congratulations and welcome to Fiera Capital, and Chartwell Investment Partners. The Franklin Regional Retirement Board met on Monday April 1, 2019 and interviewed the two managers to provide management of its mid cap growth, and mid cap value allocations. As a … Continue reading

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Franklin Regional Retirement Board announces finalists for Mid Cap managers.

The Franklin Regional Retirement Board met on Wednesday, February 27, 2019 to review the submitted materials from 39 respondents to its Request for Proposals (“RFP”) to provide management of its mid cap growth, and mid cap value allocations. As a … Continue reading

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Search for mid cap value and mid cap growth investment managers to begin in December 2018.

The Board of the Franklin Regional Retirement System has voted to begin a search for a mid cap manager that tilts towards growth, as a complement to its existing allocation to mid cap core/value. To position to take advantage of … Continue reading

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Office closed – water line broken.

There is a chance that the office will be closed Tuesday, September 11, 2018 because the building has no water. Please call ahead and check before you make the trip. 413.774.4837

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Change: Loomis Sayles will be our Fixed Income investment manager.

The Board today (May 14, 2018) discussed again the relative performance of the four managers interviewed on April 12, 2018 over the last five years, and based on those numbers decided to switch to Loomis Sayles because its numbers were … Continue reading

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Congratulations to Income Research + Management – they will continue as our Fixed Income investment manager

Income Research + Management (IR+M) was one of the four managers interviewed today (April 12, 2018) from an initial pool of 31 submitted proposals. IR+M has been the manager of the Franklin Regional Retirement System’s fixed income allocation since 2003 … Continue reading

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Office possibly closed on March 2, 2018

There is a chance that the office will be closed tomorrow, Friday, March 2, 2018 because of foul weather. Please call ahead if you want to check before you make the trip. 413.774.4837

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January 17, 2018 meeting canceled.

Due to weather considerations, the interviews tomorrow with fixed income managers has been canceled and rescheduled to April 11, 2018.

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