Searches And Hires

Bank Loan
Mid-Atlantic Plan Eyes Bank Loan Mgr. Termination

The plan will receive a recommendation from its general investment consultant that will determine the fate of its bank loan manager.

01.04.22
Consultant/OCIO/Discretionary
Ohio City Seeks Investment Consultant

An Ohio city is searching for a firm to help the treasurer manage its $794 million investment portfolio.

12.23.21
MRI/Social Investments
Social Impact Investment Vehicle Searching For Fund Mgrs.

A social impact investment fund designed to support minority depository institutions and community development financial institutions has issued an RFP seeking firms to help manage the vehicle with a focus on minority- and women-owned fund management firms.

12.22.21
Small-Cap
Northeast Plan Seeking Maiden Small-Cap Growth Mgr.

The plan is searching for its first domestic small-cap growth equity manager to handle between $8 million and $10 million.

12.21.21
Infrastructure
Northeast Plan Launches Infrastructure Search

Plan is searching for investment management firms, or a pool of firms, to create and manage one or more portfolios.

12.21.21
Multi-Asset/Investment Advisor
Calif. County 457 Eyes Target-Date Fund Mgr. Search

The plan will conduct a target-date fund manager search to potentially replace an existing mandate.

12.20.21
Fixed-Income
Empire State 457 To Launch Core Fixed-Income RFP

The plan is searching for a firm to handle more than $1.6 billion due to the contract expiration of its incumbent manager.

12.20.21
Administrator/Record Keeper
Midwest 457 Seeking Plan Provider

The city is seeking a plan provider for its voluntary 457 deferred compensation plan.

12.20.21
Multi-Asset/Investment Advisor
Northeast City Issues Investment Mgr. RFP

A Pennsylvania city is searching for firms to manage short-term investment funds.

12.20.21
Consultant/OCIO/Discretionary
Northeast State Plan Relaunches Secondary Advisor Search

Relaunch is due to disruptions caused by COVID-19 pandemic.

12.17.21