Mid-Cap
Southwest Plan Makes Portfolio Changes

Plan moved a domestic small- to mid-cap equity mandate to a passive account and added a real estate commitment.

10.08.21
Consultant/OCIO/Discretionary
Northwest Plan To Reissue Consultant RFP

Plan elected to reissue the consultant RFP prior to finalist interviews in light of ownership changes at its incumbent.

10.07.21
Consultant/OCIO/Discretionary
Northwest Corporation Seeking Investment Consultant

Corporation is seeking an investment consultant on behalf of several retirement plans.

10.05.21
Multi-Asset/Investment Advisor
Texas County Posts Investment Advisor RFP

County is seeking a firm to provide investment advisory services

10.04.21
Alternatives
Windy City Plan Sets Private Debt, Private Equity Interviews

Plan will interview four finalists apiece in its private debt and private equity searches.

09.30.21
Alternatives
Texas Plan Bolsters Alts. Portfolios

Plan made several real estate, private equity and credit commitments in recent months.

09.30.21
Consultant/OCIO/Discretionary
Northeast County Seeking 457 Plan Consultant

County has issued an RFP for investment consulting services related to its more than $100 million in 457 plan assets.

09.29.21
Multi-Asset/Investment Advisor
West Coast City Posts Investment Advisor RFP

City has issued an RFP due to the impending contract expiration of its incumbent investment advisor.

09.28.21
Alternatives
West Coast Plan Hires Discretionary Private Markets Advisor

Plan selected a discretionary advisor for its private markets portfolio following a search process initiated earlier in the year.

09.27.21
Multi-Asset/Investment Advisor
New England Plan Selects New Investment Advisor

The plan selected a new investment advisor following a search launched earlier this year.

09.27.21