Searches And Hires

International / Global / Emerging Markets
New England Plan Concludes EME Search

The plan made a hire this week following finalist interviews held over the last two months.

03.29.23
Multi-Asset/Investment Advisor
Mid-Atlantic Community College Foundation Retains Incumbent Advisor

The foundation opted to retain its incumbent investment advisor over three other finalists in a search from the third quarter.

03.29.23
Multi-Asset/Investment Advisor
Southwest University Seeks Investment Advisory, Mgmt. Services

The university has issued an RFP seeking a firm to help set its long-term investment and endowment strategy and develop an investment policy after conducting a similar search in 2021.

03.29.23
Consultant/OCIO/Discretionary
Mid-Atlantic Agency Seeks Retirement Plans Consultant

The commission has issued an RFP seeking a firm to provide retirement plan fiduciary consulting services for its 401(a) defined contribution, 403(b) deferred compensation, 403(b) supplemental and 457(b) deferred compensation plans.

03.29.23
Emerging/Diverse Managers
West Coast Foundation Eyes Diverse Mgrs., Approves New ‘Racial Equity Lens’ For IPS

The foundation is looking to add new diverse managers to its portfolio after adopting a new investment policy statement incorporating a racial equity lens.

03.29.23
Administrator - Bundled
Western University Issues Retirement Plans Admin. RFP

The university has issued an RFP seeking a bundled service provider for its 401(a) and 403(b) plans to review the market’s best practices regarding record keeping, plan sponsor and participant services, employee education and plan expenses.

03.29.23
Multi-Asset/Investment Advisor
Midwest College Hires Firm In Financial Advisor Search

The college hired a firm to provide financial advisory services for its general obligation bonds, including advising on the investment of bond proceeds, following the issuance of an RFP last summer.

03.29.23
International / Global / Emerging Markets
Southwest Plan To Issue Int’l Equity Manager RFP

The plan will look to hire maiden ACWI-ex U.S. large-cap core and small-cap equity managers.

03.28.23
Asset Study/Review
Midwest Plan Sets New Asset Allocation

The plan increased its target to international equity at the expense of long/short equity.

03.28.23
Consultant/OCIO/Discretionary
West Coast 457 Plan Posts Consultant RFP

The plan is seeking a firm to provide consulting services related to investments, record keeping and plan design and technical guidance.

03.28.23