Deals & People June 28, 2011

Multnomah Group Adds to Consulting Team

The Multnomah Group announced the addition of John Chavez as Regional Director for Southern California.
Reported by

Chavez will provide consulting services to many of the firm’s clients in the Southwest.  He joins the Multnomah Group most recently from TIAA-CREF where he served as Director of Consultant Relations. He has 16 years of retirement plans experience, including particular emphasis in the tax-exempt and governmental plan sectors.  

Multnomah Group is a provider of fee-only retirement plan and investment consulting services headquartered in Portland, Oregon, and has offices in Los Angeles and Oakland, California, Seattle, Washington, as well as Portland, Maine. For more information visit http://www.MultnomahGroup.com.   

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In addition, more about the firm can be found in the PLANSPONSOR 2011 403(b) Buyer’s Guide (see “2011 403(b) Plan Buyer’s Guide: Constant Change“).
Deals & People June 28, 2011

Investment Firm Expands Relationship with State Street

Brandes Investment Partners & Co. (BIPCo) has expanded its investment servicing relationship with State Street to include its Canadian pooled funds totaling $1 billion Canadian dollars in assets.
Reported by

State Street will provide custody, accounting, financial reporting and taxation services, securities lending and performance analytics, and will be the trustee and transfer agent for the Canadian pooled funds.  

State Street has an extensive relationship with Brandes and provides custody, fund accounting and fund administration services in addition to investment restriction reporting, performance and analytics, securities lending, commission recapture, investment management, transaction cost analysis and fair value pricing for its 14 retail mutual fund products in Canada, as well as for two funds in the United States.   

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Since establishing its first Canadian office in Toronto in 1990, State Street now has more than 1,200 employees in Toronto, Montreal and Vancouver and provides a broad array of services to many of Canada’s institutional investors.

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