Searches And Hires

Fixed-Income
Southwest Commission Opens Fixed-Income Search

Firm will establish and actively manage a fixed-income portfolio with core and intermediate strategies.

05.06.22
Administrator/Record Keeper
New England City Begins TPA Search

City is searching for a third-party administrator for its 403(b), 403(b)(7) and 457 deferred compensation plans.

05.05.22
Credit/Private Debt
Northeast Utility Plan Seeking Private Debt Mgrs.

The plan is looking to invest in private debt for the first time.

05.05.22
Multi-Asset/Investment Advisor
Midwest University System Seeks Advisor For Retirement Plans

Investment advisor will oversee the system’s 403(b) plan and two 401(a) defined contribution retirement plans totaling $5.8 billion in assets.

05.05.22
Manager-of-Managers
Northeast Plan Issues MoM/Discretionary Mgmt. RFP

The plan last conducted a search in 2015.

05.04.22
Consultant/OCIO/Discretionary
Calif. County Launches DC Consultant Search

The plan is conducting the search in anticipation of its incumbent’s contract expiration.

05.04.22
Credit/Private Debt
New England Plan Posts Private Debt Mgr. RFP

The plan is looking to invest $8 million in the asset class for the first time.

05.04.22
Infrastructure
Windy City Plan Slates Infrastructure RFP

Plan will seek infrastructure managers to complement its existing portfolio.

05.04.22
Consultant/OCIO/Discretionary
Southern City Begins General Investment Consultant Search

The plan last conducted a similar search in 2017.

05.03.22
Consultant/OCIO/Discretionary
Florida Plan Slates Investment Consultant Search

The plan has not conducted a search since it hired its incumbent consultant 20 years ago.

05.03.22