Searches And Hires

Consultant/OCIO/Discretionary
Southwest Water System Posts Consultant RFP

The system is seeking a retirement plan investment consultant on behalf of its several funds after awarding a maiden contract for the services in 2018.

10.18.22
Fixed-Income
Calif. Plan Eyes Potential Core Bond Search

Plan will consider a search for a complementary manager following a core fixed-income review scheduled for April.

10.18.22
Consultant/OCIO/Discretionary
West Coast Plan To Conduct General Investment, Public Markets Consultant Searches

The plan expects to issue RFPs for two investment consultants in November.

10.14.22
Alternatives
Texas Plan Targeting Private Markets Reengagement

Plan will begin addressing high-level considerations and formulating plans to begin redeploying assets in private markets investments after halting new commitments since 2016.

10.14.22
Fixed-Income
Northwest Plan Slates Core Fixed-Income Search; Terminates REIT Manager

The plan will seek a core fixed-income manager next year and recently terminated a REIT manager to fund a new private real estate mandate.

10.14.22
International / Global / Emerging Markets
Illinois Plan To Issue Global Factor Equity Manager RFP

The plan is looking to expand its existing $1.16 billion factor portfolio to a global all country equity mandate.

10.13.22
Fixed-Income
Western University Searching For Fixed-Income Mgr.

The university is seeking a manager for its fixed-income long-term portfolio and short-term cash reserves.

10.13.22
Consultant/OCIO/Discretionary
Southern Trust Company Issues Consultant RFP

The trust company has issued an RFP seeking investment consultants for its 11 endowment funds due to the contract expiration of its incumbent provider, which is allowed to rebid.

10.13.22
Consultant/OCIO/Discretionary
Northeast Plan Slates Consultant Search; To Interview 3 Int’l Equity Finalists

The plan expects to issue an RFP for a general investment consultant RFP later this month and will interview three finalists in an ongoing international equity search.

10.12.22
Multi-Asset/Investment Advisor
Great Lakes Authority Seeking Investment Advisor

The authority is seeking investment advisory services for two plans totaling $13 million.

10.12.22