Daily Feed

People Moves
Avantis Investors Expands Relationship Team

They are responsible for building close working relationships with investment advisors, the firm said.

03.05.21
Consultant/OCIO/Discretionary
Northeast Plan Launches Investment Consultant Search

The plan has issued an RFP seeking investment consultants to manage its $23 million in assets.

03.05.21
ESG
UPDATE: Northeast Plan Posts Global Equity ESG Mgr. RFP

The plan has issued its RFP seeking a socially responsible global equity manager to handle an allocation.

03.05.21
Passive Equity
Southeast Plan Swaps Index Managers

The plan swapped its incumbent passive domestic and international equity manager with another at a December meeting.

03.05.21
Small-Cap
Windy City Plan To Consider Small-Cap Core RFP

Potential domestic small-cap core equity search would come in a decision to move away from a small-cap value manager.

03.04.21
Searches And Hires
Northeast Plan Initiates ESG Manager Search

The plan is seeking a firm to manage an allocation to ESG.

03.04.21
Searches And Hires
Southern City Seeks Investment Consultant

A Southern city is searching for a firm to help develop and implement spending and investment policies for a new $110 million operating fund.

03.04.21
Searches And Hires
Rocky Mountain Water District Seeks Investment Advisor

A water district in the Rocky Mountains is searching for a firm to help oversee its $20 million portfolio.

03.04.21
People Moves
Nuveen Chief Equity Strategist To Retire

His portfolio manager responsibilities will be assumed by other team members, the firm said.

03.04.21
People Moves
Thornburg Adds Two To Inst’l Distribution Team

The two will focus on promoting Thornburg’s global fixed-income and global equity capabilities to the North American institutional marketplace.

03.04.21