Searches And Hires

Administrator/Record Keeper
Midwest Deferred Compensation Plan Posts Record Keeper RFP

The RFP is due to the incumbent firm’s impending contract expiration.

03.07.24
Venture Capital
Great Plains Fund Adds VC Commitments

The approved venture capital commitments to two new investment managers within its portfolio at its February board meeting as it finds artificial intelligence is creating opportunities for the next wave of innovations.

03.06.24
Administrator - Bundled
Midwest ABLE Plan Sticks With Program Manager, Record Keeper

The state disability savings plan selected its incumbent program manager and record keeper to continue to provide the services following a search launched last year.

03.06.24
Fixed-Income
Great Lakes Pension Swaps Bond Mgrs.

The retirement system made a change in fixed-income managers in the fourth quarter following a recommendation from its consultant.

03.06.24
Consultant/OCIO/Discretionary
Southern School Hires Outsourced CIO

The school has hired an outsourced cio to oversee and manage its portfolio as well as handle portfolio construction, asset allocation, manager due diligence and risk management following a search.

03.06.24
Consultant/OCIO/Discretionary
Southern College Searching For Investment Consultant

The college is looking to identify a single investment consultant for its portfolio as well as its foundation after conducting a similar search for the services in 2020.

03.06.24
Multi-Asset/Investment Advisor
Northeast Insurance Fund Issues Investment Manager RFP

The fund is looking to hire one firm to handle its approximately $841 million insurance program.

03.06.24
Consultant/OCIO/Discretionary
Southern Alumni Association Seeks Discretionary Manager

The alumni association affiliated with a Southern university has issued an RFP seeking a discretionary investment advisor for its two funds as it is required to put the services out for bid every five years.

03.06.24
Consultant/OCIO/Discretionary
Western Funds Seek Financial Advisors

The funds have issued an RFQ seeking firms to provide financial advisory, investment consulting and risk transfer advisory services for its portfolios.

03.06.24
Consultant/OCIO/Discretionary
Calif. 457 Plan Rehires Consultant

The consultant has worked with the plan since 2017.

03.06.24