Searches And Hires

Non-U.S. & Global Equity
Midwest County 457 Swaps EME, Fixed-Income Mgrs.

The plan replaced its incumbent emerging markets large-cap core equity and global core fixed-income managers in the fourth quarter.

04.03.25
Consultant/OCIO/Discretionary
Northwest Pension Slates Consultant RFP

The retirement system expects to issue a general investment consultant RFP later this month.

04.03.25
Credit/Private Debt
Western State Fund Considering Private Credit Commitments

The public trust fund based is expected to consider new private credit commitments to a direct lending strategy and a special situations strategy at this week’s board meeting.

04.03.25
Administrator/Record Keeper
Midwest County DC Plans Seeking Record Keeper

Creative Planning is assisting with the search.

04.02.25
Multi-Asset/Investment Advisor
Rocky Mountain School District Posts Investment Advisor RFP

The district is seeking a firm to provide investment advisory services for its investment portfolio(s).

04.02.25
Alternatives
Mid-Atlantic Pension Plan Makes Commitments

The retirement system committed to three existing manager relationships and one new manager relationship in the first quarter.

04.02.25
Small- to Mid-Cap
Southeast Pension Swaps U.S. Small-Cap Managers

The plan hired a new domestic small-cap equity manager last month, replacing a terminated incumbent manager.

04.02.25
Credit/Private Debt
Southern Plan Hires Multi-Sector Credit Mgr.

The plan hired a multi-sector credit manager after increasing its target to the asset class last year.

04.02.25
International / Global / Emerging Markets
New England Pension Concludes Non-U.S. Equity Searches

The plan hired both incumbents in its international equity manager searches.

04.02.25
Multi-Asset/Investment Advisor
Western Tribal Organization Seeks 401k Advisor

The organization has issued an RFP seeking advisors to provide management advice and consultation for its employee retirement 401k account(s) on a non-discretionary basis as it puts the services out for bid periodically.

04.02.25