Searches And Hires

Consultant/OCIO/Discretionary
Midwest Plan Issues Divestment Services RFP

The plan has issued an RFP on behalf of itself and five state systems.

10.19.21
Searches And Hires
Mid-Atlantic School District Seeks Bundled Provider

A Mid-Atlantic school district is searching for a bundled provider for its 403(b) and 457(b) plans.

10.19.21
Consultant/OCIO/Discretionary
Southern Teachers Reissues Specialty Consultant RFP

The plan reissued an RFP for a consultant to assist with direct investments.

10.19.21
Passive Equity
Midwest Plan Begins Russell 3000 Index Manager Search

The plan intends to invest $4.8 billion in a passively managed broad-based market index fund.

10.18.21
Searches And Hires
Southeast Utility To Reissue Administrator RFP Following Cancellation

A Southeastern utility has cancelled its search for an administrator for its deferred compensation plans and intends to reissue the RFP at a later date.

10.15.21
Multi-Asset/Investment Advisor
Northeast Transportation Authority Issues Advisor RFP

A Northeastern transportation authority is searching for a firm to oversee its liquid assets.

10.15.21
Consultant/OCIO/Discretionary
Mid-Atlantic Community Foundation Eyes Investment Consultant

A community foundation based in the Mid-Atlantic region has issued an RFP seeking an investment consultant to oversee a portion of its investment portfolio.

10.14.21
Multi-Asset/Investment Advisor
Southwest Tribal Organization Seeks Advisor For Retirement Plan

A Southwestern tribal organization is searching for an investment advisor to help launch a defined contribution employee retirement plan.

10.14.21
Consultant/OCIO/Discretionary
Western College Foundation Seeks Discretionary Advisor

A college foundation in the West is searching for a firm to provide discretionary investment consulting services for its investment portfolio as part of standard due diligence.

10.14.21
Real Estate
New England Plan Slates Core-Plus Real Estate Search

The plan is looking to invest $20 million in the asset class.

10.13.21