Daily Feed

People Moves
Kinetic Investment Management Hires Regional V.P.

He will be responsible for working with existing adviser partners as well as help grow their overall wealth management capabilities.

02.22.22
Multi-Asset/Investment Advisor
Mid-Atlantic Fire Plan Seeking Mgr.

A Mid-Atlantic fire plan is searching for a firm to oversee its $15 million portfolio.

02.22.22
People Moves
Allspring Portfolio Manager To Retire

His responsibilities will be assumed by other team members.

02.22.22
People Moves
CalPERS Hires CIO

Nicole Musicco will join the nearly $500 billion plan as its cio in late March.

02.22.22
Multi-Asset/Investment Advisor
Southern Foundation Seeks Investment Advisor For Retirement Plan

A foundation in the South has issued an RFP seeking retirement plan consulting and investment advisory services for its 403(b) plan.

02.22.22
Multi-Asset/Investment Advisor
New England College Seeks Investment Advisor

A college based in New England is searching for an investment advisor to help develop and revise its investment policy, lead asset allocation and handle fund management.

02.22.22
MRI/Social Investments
West Coast Investment Board Issues ESG-Focused RFP

The investment board is searching for a balanced ESG-focused investment option as current investment option may cease to exist by end of 2022.

02.18.22
Consultant/OCIO/Discretionary
Southern State Plan Begins Investment Consultant Search

The search is due to the contract expiration of its incumbent consultant on June 30.

02.18.22
Administrator/Record Keeper
Southern School District Seeking Deferred Comp Administrator

The district is seeking a firm to administer its 457(b) and 401(a) plans.

02.18.22
Alternatives
Florida Plan Set For Educations

The plan is set to discuss private equity, infrastructure and private debt in either March or April.

02.18.22