Searches And Hires

Consultant/OCIO/Discretionary
Western University Foundation Interviews Consultant Finalists

The university foundation heard finalist presentations from three investment consultants in its search for a firm to oversee its endowment from this summer.

11.05.21
Private Equity
Southern Teachers Plan To Launch Seven Mgr. Searches

The plan will conduct seven manager searches beginning in January.

11.05.21
Passive Equity
West Coast Plan Slates Passive Mgr. Search

Plan will see a firm for passive U.S. and non-U.S. equities, fixed-income and real assets investment management services.

11.05.21
Real Estate
New England Plan Seeking RE Managers

The plan has issued an RFP for value-add real estate managers.

11.04.21
Multi-Asset/Investment Advisor
Canadian Foundation Issues Investment Management RFP

A foundation in Canada has issued an RFP seeking investment management services for its long-term and endowed funds.

11.04.21
Multi-Asset/Investment Advisor
Southern Education Plan Seeks Advisor

A Southern education plan is searching for a firm to analyze and revise its investment strategies.

11.03.21
Multi-Asset/Investment Advisor
Ohio School District Seeking Investment Advisor

The district has issued an investment advisor RFP.

11.02.21
Alternatives
Midwest Plan Reviewing PE FoF, Private Debt Searches

The plan will receive two search book presentations at this week’s investment committee meeting.

11.02.21
Searches And Hires
Va. Plan Eyes Mgr. Searches

The plan expects to conduct several manager searches in 2022.

11.02.21
Fixed-Income
New England Plan Seeking Bond Manager

The plan is searching for a multi-sector fixed-income manager to handle $20 million.

11.02.21