Searches And Hires

Non-U.S. & Global Equity
West Coast Plan Conducting Global Equity Search

The plan is searching for a global equity manager after creating the new sub-asset class within its public equity portfolio.

12.17.21
Equity
New England Plan Begins EME, Passive Mgr. Searches

The plan issued two RFPs for managers to comply with procurement laws.

12.17.21
Real Estate
New England Plan Seeks Value-Add Real Estate Mgrs.

The search is due to the plan’s underweight to the asset class.

12.17.21
Administrator/Record Keeper
Calif. County To Launch DC TPA Search

The county expects to launch a third-party administrative services search on behalf of its 457(b) deferred compensation and 401(a) defined contribution plans.

12.16.21
Multi-Asset/Investment Advisor
Mid-Atlantic Nonprofit Seeks Portfolio Advisor

A nonprofit based in the Mid-Atlantic region is searching for an investment advisor for its portfolio of post-employment benefit accounts, which includes a 403(b) plan and retiree health reimbursement account.

12.16.21
Consultant/OCIO/Discretionary
New England College Seeks OCIO For New Endowment

A college based in New England has issued an RFP seeking an outsourced cio for a newly established $20 million endowment.

12.16.21
Multi-Asset/Investment Advisor
Maryland City Seeks Investment Advisor

A Maryland city is searching for a firm to manage its $137 million investment portfolio.

12.15.21
Multi-Asset/Investment Advisor
Mid-Atlantic Authority Issues Manager RFQ

A Mid-Atlantic utility authority is searching for a manager for its cash and fixed-income assets.

12.15.21
Consultant/OCIO/Discretionary
West Coast Plan Approves Private Credit Consultant RFP

The plan will issue an RFP seeking a maiden private credit consultant next month following approval today.

12.14.21
Real Estate
Southwest Plan Slates Value-Add Real Estate RFI

Plan is scheduled to issue an RFI for value-add real estate managers on Friday pending approval at this week’s board meeting.

12.13.21