Searches And Hires

Consultant/OCIO/Discretionary
West Coast Fire Deferred Comp Seeking Consultant

The search is being conducted due to the upcoming contract expiration of incumbent Hyas Group.

02.23.24
Multi-Asset/Investment Advisor
Rocky Mountain City Rehires Investment Advisor

The city issued an RFP in October to comply with its procurement policy.

02.23.24
Multi-Asset/Investment Advisor
Midwest College Issues Banking & Investment Management Services RFP

The college is seeking a firm to provide banking and investment management services for its nearly $50 million cash and investments portfolio.

02.22.24
Venture Capital
Midwest University Approves Venture Commitment W/ New Mgr.

The university approved a venture capital commitment with a firm founded in 2023 at its February board meeting.

02.22.24
Consultant/OCIO/Discretionary
Southern University System Searching For Consultant

The system is seeking a consultant for its cash and endowment pools after conducting a similar search in 2019 for standard due diligence purposes.

02.21.24
Domestic Equity
Southern Pension Plan Hires Mid-Cap Growth Manager

The pension plan hired the manager as part of a new domestic equity structure.

02.21.24
Multi-Asset/Investment Advisor
Western Foundation Issues Investment Advisor RFP

The foundation is conducting the search to change investment advisors due to challenges surrounding the proximity of its incumbent advisor.

02.21.24
Multi-Asset/Investment Advisor
Southern College Foundation Issues Investment Mgmt. RFP

The foundation retained its incumbent provider following a similar search six years ago.

02.21.24
Private Equity
Calif. Pension Plan Discloses PE Commitments

The pension plan’s cio recently approved three private equity commitments.

02.21.24
Administrator - Bundled
Oregon 457 Plan Posts TPA Services RFP

The deferred compensation plan is searching for a firm to provide retirement plan administration and record keeping services.

02.20.24