Searches And Hires

Consultant/OCIO/Discretionary
Windy City Pension Postpones Consultant Decision

The retirement fund’s trustees asked for more information before hiring one firm as the primary consultant and a second for carve-out services following finalist interviews at today’s investment committee meeting.

08.06.26
Multi-Asset/Investment Advisor
Northeast Agency Seeking Investment Manager

The agency will be responsible for managing portfolios totaling more than $2.7 billion.

08.06.26
Consultant/OCIO/Discretionary
Mid-Atlantic County 457 Plan Taps New Consultant

The deferred compensation plan received five proposals in response to an RFP issued in March.

08.06.26
Multi-Asset/Investment Advisor
Southern Land Bank Issues Financial Services RFP

The fund is seeking financial service firms with bookkeeping, accounting, strategic financial advisory and accounting experience as it looks for the firm to provide strategic input on investment decisions, capital deployment timing and organizational growth projections.

08.06.26
Consultant/OCIO/Discretionary
Midwest University Issues Advisory RFP

A university based in the Midwest has launched a search for an investment advisor for its defined contribution plans.

08.05.26
Asset Study/Review
Southern Foundation Revises A/A, Updates Real Assets Manager Allocations

The organization revised the asset allocation for its Balanced Pooled Fund in the fourth quarter, removing its diversifying strategies allocations to increase real estate and real assets.

08.05.26
Consultant/OCIO/Discretionary
Midwest State Retains Sustainability Investment Consultant

The state treasurer’s office retained its incumbent sustainability-focused investment consultant following a search from earlier this year as the incumbent had reached its statutory 10-year maximum term.

08.05.26
Consultant/OCIO/Discretionary
Western Authority Seeks Investment Analytics, Accounting System

The authority has issued an RFQ seeking firms that provide investment accounting, investment performance and analytics and investment policy compliance software for its two portfolios totaling roughly $24 billion.

08.05.26
Multi-Asset/Investment Advisor
Southern University Reissues Investment Management RFP

The university has reissued an RFP seeking a firm to provide investment management services as well as review its investment policy and asset allocation after launching a search in the first quarter.

08.05.26
Multi-Asset/Investment Advisor
Texas Utility District Releases Investment Advisor RFQ

The selected firm will provide investment strategy and portfolio management, among other responsibilities.

08.05.26