Author Archives: Dale Kowacki

Mid cap managers selected for both value, and growth.

Posted on April 1, 2019 by Dale Kowacki

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.

Posted on February 28, 2019 by Dale Kowacki

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.

Posted on November 29, 2018 by Dale Kowacki

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.

Posted on September 10, 2018 by Dale Kowacki

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.

Posted on May 17, 2018 by Dale Kowacki

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

Posted on April 12, 2018 by Dale Kowacki

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

Posted on March 1, 2018 by Dale Kowacki

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.

Posted on January 16, 2018 by Dale Kowacki

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

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Fixed Income managers to be interviewed January 17, 2018

Posted on November 30, 2017 by Dale Kowacki

Congratulations to the following firms which have been selected as fixed income finalists for the Franklin Regional Retirement System.   Presentations are scheduled from 8:30 to 10:30 am for January 17, 2018 at the retirement board’s office located at 278 Main Street, Suite 311, … Continue reading →

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Office closed for severe weather June 19, 2017.

Posted on June 19, 2017 by Dale Kowacki

We are closed and have gone home before the severe weather hits (right at commute time). We also unplugged all our electronic equipment. We’ll be back tomorrow (6/20/2016) at 8:00 am. Stay safe.

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