Searches And Hires

Consultant/OCIO/Discretionary
Sooner City Trust Seeking Investment Consultant

The city last conducted a similar search in 2019.

05.16.24
Consultant/OCIO/Discretionary
UPS Defined Benefit Plan Hires OCIO

The plan’s internal investment team is also expected to join the firm this year.

05.16.24
Consultant/OCIO/Discretionary
Midwest Community Foundation Hires Outsourced CIO

The community foundation has hired a discretionary advisor to manage its portfolio following an RFP process.

05.16.24
ESG
New England University Weighs Global Equity Allocations To Reduce Fossil Fuel Exposure

The university will consider adding global equity strategies with two firms within its portfolio to eliminate fossil fuel exposures within the portfolio’s equity allocations.

05.16.24
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Seeks Consultant To Analyze Trust, ABLE Programs

The plan is searching for a consultant to identify and advise on best practices and trends in the prepaid college plan and ABLE landscape in order to help in setting the direction for its programs.

05.16.24
Consultant/OCIO/Discretionary
Mid-Atlantic Community College Launches Retirement Plan Consultant Search

The college has issued an RFP seeking a firm to provide investment advisory services for its retirement plan, including a review of its investment fund options.

05.16.24
Private Equity
Southern System Considers Buyout Commitment

The system is considering a private equity buyout commitment with a new manager within its endowment.

05.16.24
Alternatives
Great Lakes University Discloses Credit, Infrastructure, Real Estate Commitments

The university disclosed follow-on credit, infrastructure and real estate commitments made between October and April within its long-term portfolio.

05.16.24
High-Yield
Mid-Atlantic Pension Searching For High-Yield Bond Manager

The search is a result of a new asset allocation.

05.15.24
International / Global / Emerging Markets
West Coast Pension To Restart Global Unconstrained Equity Search

The retirement system could not come to an agreement with its previously hired manager.

05.15.24