Searches And Hires

Consultant/OCIO/Discretionary
Northeast Plan Issues Investment Consultant RFP

The contract of incumbent consultant is expiring.

03.30.23
Large-Cap
Florida Plan Makes Large-Cap Value Hire

The plan added a second value manager at its board meeting last week.

03.30.23
Administrator - Bundled
Texas School District Launches TPA Search

The district is seeking plan and administration services for its 403(b) and 457 deferred compensation plans.

03.30.23
Small-Cap
New England Plan Retains Small-Cap Growth Manager

The plan rehired its incumbent after interviewing four total firms today.

03.30.23
International / Global / Emerging Markets
Louisiana Plan Adjusts Int'l Equity Lineup

The plan moved to an ACWI ex-U.S. manager from an EAFE manager at its board meeting this month.

03.29.23
Alternatives
West Coast Plan Receives Pacing Plan; Terminates LCG Mgr.

The pacing plan calls for a total of $58 million to private debt and private equity over the next two years.

03.29.23
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