Searches And Hires

Small- to Mid-Cap
Southern Plan Begins Smid-Cap Equity Manager Search

Contracts of the plan’s incumbent managers are expiring.

11.03.22
Consultant/OCIO/Discretionary
Southern 457 Plan Seeking Investment Consultant

The current consultant’s contract has expired.

11.03.22
Consultant/OCIO/Discretionary
Southern Healthcare System Narrows Consultant Search

The system will hear presentations from four finalists next week in its search for a consultant to oversee its defined pension, defined contribution and operating funds.

11.03.22
Multi-Asset/Investment Advisor
Midwest University Seeks Advisor To Handle Bond Proceeds

The university is seeking a firm to handle joint investment of bond proceeds services on behalf of itself, and two other universities in the state.

11.03.22
Administrator - Bundled
Southwest University System Seeks Record Keeping, Investment Services For Retirement Plans

The university system has issued an RFP seeking firms to provide lead record keeper, investment, administrative and participant services for its multi-billion retirement plans.

11.03.22
Cash/Currency
West Coast Trust Fund Posts Investment RFPs

The trust is seeking an investment manager and a money market provider.

11.02.22
Administrator/Record Keeper
Calif. 457 Plan Seeking Administrative Services

The plan is working with Benefit Financial Services Group and anticipates a selection in April.

11.02.22
Cash/Currency
Northeast State Plan Issues Cash Manager RFP

The selected manager will handle approximately $373 million.

11.02.22
Alternatives
West Coast Plan Sets Private Assets Pacing Plan

Pacing plan is set for private equity, real assets, real estate and direct lending for 2023.

11.02.22
Consultant/OCIO/Discretionary
New England Plan Begins Investment Consultant Search

The plan hired two firms following the issuance of an RFP in 2019 due to the contract expiration of its incumbent provider.

11.01.22