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A Southeast school board is searching for a firm to oversee its investment portfolio.
The plan retained its general investment consultant and hired two opportunistic credit managers at a special investment board meeting last week.
The selected firm will manage the county operational portfolio and bond proceeds.
The plan will hear detailed information on three core fixed-income finalists this week.
The plan will review alternatives to its incumbent international large-cap equity fund, which was placed on watch in May.
The plan rehired its incumbent provider this summer following an RFP issued in the first quarter.
The plan has issued its general investment consultant RFP due to its incumbent’s contract expiration.
He will lead all aspects of sales, consultant relations, client service and marketing.
A university in the South is conducting a national search for a cio as its first investment head retired this month after 15 years in the role.
David Randall has been the executive director of Baltimore’s city plan since 2019. Prior to that, he was deputy executive director of the city’s Fire and Police Retirement System.