Searches And Hires

Multi-Asset/Investment Advisor
New York Water Plan Seeks Manager

Plan is searching for a firm to oversee roughly $1.5 billion in assets.

06.06.22
Consultant/OCIO/Discretionary
Midwest Treasurer Posts Investment Consultant RFP

Consulting firm would oversee the state’s Secure Choice Savings investment program.

06.06.22
Multi-Asset/Investment Advisor
Midwest State Department Seeking Providers For DC Plans

The department is seeking investment providers for its voluntary retirement savings program, which consists of three defined contribution plans.

06.03.22
Consultant/OCIO/Discretionary
West Coast Plan Finalizes Credit Consultant Search Requirements

Search is for a consultant to oversee a 2% portfolio to private credit approved in August 2020.

06.03.22
Administrator/Record Keeper
Northeast Authority Seeks Admin For DC Plan

Authority is searching for a firm to oversee its $175 million deferred compensation plan.

06.02.22
Multi-Asset/Investment Advisor
Northwest County Seeks Advisor

County is searching for a firm to manage $20 million in its safekeeping account.

06.02.22
Multi-Asset/Investment Advisor
Midwest Foundation Issues Investment Mgmt. RFP

The foundation, formed from the recent acquisition of a regional hospice and palliative care provider, is searching for a firm to help update the governance and investment management process for its portfolio.

06.01.22
Multi-Asset/Investment Advisor
West Coast District Searching For Investment Advisor

District is searching for a firm to manage its $30 million portfolio.

06.01.22
Multi-Asset/Investment Advisor
Southern Water Plan Begins Advisor Search

Plan is searching for a non-discretionary manager for its $1.6 billion portfolio.

05.31.22
International / Global / Emerging Markets
Northeast Plan To Consider Int’l Equity Replacement

The plan’s incumbent manager will cease operations next month.

05.26.22