Searches And Hires

Administrator - Bundled
Northeast County 457 Plan Seeking Bundled Provider

The deferred compensation plan previously conducted a search for the services in 2020.

06.11.26
Consultant/OCIO/Discretionary
Mid-Atlantic Plans Issue Investment Consultant RFP

The plans expect to evaluate proposals by their Sept. 10 board meeting.

06.11.26
Fixed-Income
Southeast Pension Plan Hires Convertible Bond Manager

The pension plan hired a convertible bond manager to handle $35 million last month.

06.11.26
Multi-Asset/Investment Advisor
Southern College Foundation Seeks Investment Advisory Services

The foundation last conducted a search for the services in late 2018.

06.11.26
Large-Cap
Midwest Foundation Replaces Active Large-Cap Strategies

The foundation added a new passive large-cap equity fund to replace two active large-cap strategies within its portfolio to diversify traditional momentum strategies and reduce fees.

06.11.26
Alternatives
Western University Foundation Considering Alts Allocation After Hiring New Advisor

The foundation is considering introducing alternatives investments within its portfolio after hiring a new firm to provide non-discretionary investment consulting services to conclude an RFP process from last year.

06.10.26
Multi-Asset/Investment Advisor
Northeast Nonprofit Seeks Investment Advisory Services

The nonprofit is seeking firms to provide discretionary investment management services for its up to $40 million in assets.

06.10.26
Consultant/OCIO/Discretionary
N. Dakota System Issues Investment Consultant RFP

The search is being conducted due to incumbent Callan’s upcoming contract expiration.

06.10.26
Multi-Asset/Investment Advisor
Midwest University Extends Contract For Operating Funds Manager

The university recently rehired its incumbent investment manager to oversee its operating fund portfolios, extending its contract with the firm through July 2029.

06.10.26
Non-U.S. & Global Equity
Virginia Pension Terminates Global Large-Cap Growth Mgr.

The retirement system terminated its global large-cap growth equity manager last month.

06.10.26