Searches

Asset Study/Review
Northeast Plan Approves Asset Allocation

Plan approved a new asset allocation as continues work toward separating its assets from the state’s division of investment.

11.24.21
Emerging/Diverse Managers
New York Fund Issues Emerging MoM RFP

The fund is looking for emerging managers-of-managers to handle domestic small-cap and large-cap equity portfolios.

11.24.21
Multi-Asset/Investment Advisor
Southwest Tribe Seeks Investment Mgmt., Trustee Services

A tribe based in the Southwest is seeking an investment firm/financial advisor and trustee services firm to assist in managing its trust accounts and meet the accounts’ investment objectives.

11.23.21
Fixed-Income
Northeast Authority Seeks Trustee Services

A Northeastern educational authority has issued an RFP seeking trustee services, including investment of money, related to the sale of revenue refunding bonds for a state college.

11.23.21
International / Global / EAFE / Emerging Markets
Midwest Plan Approves Int’l Small-Cap Search

The plan will conduct the search to replace an underperforming incumbent.

11.23.21
Consultant/OCIO/Discretionary
New England Town Seeking Maiden Investment Consultant

The town is searching for its first ever investment consultant on behalf of two defined contribution plans.

11.19.21
Multi-Asset/Investment Advisor
New England Town Posts Investment Advisor RFP

A New England town is searching for a firm to help oversee its operating and capital funds.

11.19.21
International / Global / EAFE / Emerging Markets
Calif. County Authorizes EME Search, RE Pacing Plan

The plan approved an emerging markets equity manager search and new real estate pacing plan yesterday.

11.19.21
Multi-Asset/Investment Advisor
West Coast City Posts Section 115 RFP

The city is seeking a firm to establish and oversee a Section 115 trust.

11.18.21
Consultant/OCIO/Discretionary
Western OPEB Issues Consultant RFP

A Western health trust fund has posted an RFP for investment consulting services.

11.18.21