Searches And Hires

Consultant/OCIO/Discretionary
Mid-Atlantic University Reissues Investment Advisor RFP

The university reissued its RFP for non-discretionary investment advisory services for its endowment after canceling the search in the second quarter “due to a change in the requirements.”

08.25.22
Large-Cap
New England Plan Considering Watch For Large-Cap Mgr.

A partner and director of research left the plan’s domestic large-cap value equity manager this month.

08.24.22
Multi-Asset/Investment Advisor
Canadian College Searching For Investment Managers

The college is seeking investment managers for its institutional pooled funds in order to conduct a review of investment mandates, fees and services.

08.23.22
Consultant/OCIO/Discretionary
New England College Issues Investment Mgmt. RFP

The college is seeking a firm to advise and manage a portfolio that is expected to be $10 million initially.

08.23.22
Consultant/OCIO/Discretionary
Wash. County 457 Posts Consultant RFP

The search is due to the upcoming contract expiration of incumbent Hyas Group.

08.22.22
Consultant/OCIO/Discretionary
Great Lakes Plan Seeking Investment Consultant

The plan is conducting a search for an investment consultant.

08.22.22
Fixed-Income
New England Plan Slates Opportunistic Fixed-Income RFP

The plan is likely to introduce a 5% allocation to the new strategy.

08.18.22
Consultant/OCIO/Discretionary
Colo. County 457 To Reissue Consultant RFQ

The RFQ will be reissued “with a revised scope.”

08.18.22
Multi-Asset/Investment Advisor
Midwest Regional Agency Extends Investment Services Search Deadline

The regional public agency has extended the deadline for submissions in its search for a firm to deposit and invest funds in Federal Deposit Insurance Corporation-insured certificates of deposit, government securities or other fully collateralized assets.

08.18.22
Credit/Private Debt
Ohio Plan Discussing Private Credit

The plan received an education into private credit at its board meeting yesterday and will have further discussions in the fall.

08.17.22