Searches And Hires

Consultant/OCIO/Discretionary
Western OPEB Issues Consultant RFP

A Western health trust fund has posted an RFP for investment consulting services.

11.18.21
Real Estate
Western Fund Begins Core Real Estate Search

A trust fund based in the West approved transitioning its investment in a core real estate debt strategy into another similar strategy next year at its board meeting this week.

11.18.21
Real Assets
Southern Plan Adds Farmland Mgrs.

The plan hired two farmland managers at today’s board meeting.

11.17.21
Small-Cap
New England Plan Slates U.S. Small-Cap Search

The plan will issue an RFP in the spring for domestic small-cap equity managers.

11.17.21
International / Global / Emerging Markets
New England Plan Approves EME, Passive Index RFPs

The plan will issue RFPs early next year for emerging markets equity and index managers.

11.17.21
Multi-Asset/Investment Advisor
West Coast City Posts Investment Mgr. RFP

A West Coast city is searching for a firm to manage its $75 million investment portfolio.

11.15.21
Searches And Hires
Northeast School District Seeks Advisor

A Northeastern school district is searching for a discretionary advisor for its $75 million investment portfolio.

11.15.21
Non-U.S. & Global Equity
New England Plan Issues EME RFP; Approves Credit Search

The plan does not have dedicated managers to either asset class.

11.12.21
Multi-Asset/Investment Advisor
Canadian University Issues Investment Mgmt. Services RFP

A university based in Canada has issued an RFP seeking a firm to manage its endowment.

11.11.21
Consultant/OCIO/Discretionary
Northwest Plan Issues Asset Study RFP

A plan based in the Northwest has issued an RFP seeking an investment advisor to review the current investment policies and practices for its investment portfolio.

11.10.21