Searches

Consultant/OCIO/Discretionary
North Central Plan Begins Investment Consultant Search

The search is due to the upcoming expiration of contracts with two incumbents.

06.14.21
Passive Equity
Midwest Plan Slates Transition, Passive Mgmt. RFPs

A plan in the Midwest will seek board approval of scheduled transition and passive management RFPs next month.

06.11.21
Consultant/OCIO/Discretionary
Great Lakes District Posts Consultant RFP

District has issued an RFP in follow up to an RFI for investment consulting services issued in February.

06.10.21
Searches
Mid-Atlantic Organization Seeks Private Equity Advisors; Climate-Focused Private Funds

An organization in the Mid-Atlantic region has issued an RFQ seeking private equity advisors to provide due diligence of funds and direct equity investments as well as strategic planning, portfolio construction and other research.

06.10.21
Searches
Southern Fund Considering Consultant RFP; Receiving PE Education

A Southern endowment will discuss conducting an RFP process for an investment consultant at its board meeting next week.

06.10.21
Alternatives
New England Plan Receives Pacing Plans

The plan will commit a total of $3.4 billion to private equity, private credit, real estate and real assets in fiscal year 2022 starting July 1.

06.09.21
Administrator - Bundled
Great Lakes State Posts 457 Plan Bundled Provider RFP

State is seeking a fully bundled provider to handle responsibilities for its 457 and 401(k) plan assets.

06.09.21
Consultant/OCIO/Discretionary
North Central State Plan To Begin Investment Consultant Search

The search is due to the 2022 expiration of two incumbent contracts.

06.08.21
Consultant/OCIO/Discretionary
New England Plan Begins General Investment Consultant Search

The plan is searching for an investment consultant.

06.07.21
Administrator/Record Keeper
Southwest County Seeks Record Keeper

A Southwestern county is searching for a firm to provide record keeping and other services for its 457(b) and 401(a) plans.

06.07.21