Searches And Hires

Multi-Asset/Investment Advisor
Southwest County Seeking Investment Advisor

The selected firm will manage the county operational portfolio and bond proceeds.

08.09.21
Non-U.S. & Global Equity
Windy City Plan Posts Int’l Equity RFP

Plan has issued an RFP for international equity managers after approving the search last week.

08.05.21
Consultant/OCIO/Discretionary
New England Port Plan Issues Investment Consultant

The plan rehired its incumbent in two prior searches.

08.05.21
Multi-Asset/Investment Advisor
Southwest University Hires Fixed-Income Portfolio Advisor

A university in the Southwest hired a global advisor for its operating fixed-income portfolio at the beginning of the year.

08.05.21
Multi-Asset/Investment Advisor
Mid-Atlantic University Issues Investment Advisor RFP

A university in the Mid-Atlantic region has issued an RFP seeking a firm to provide investment advisory and custody services for its endowment.

08.04.21
Administrator - Bundled
Southern College Seeks TPA Services For Retirement Plans

A Southern college system has issued an RFP seeking third party administration services for its retirement plans.

08.04.21
Consultant/OCIO/Discretionary
Western ABLE Plan Issues Program Consultant RFP

A Western ABLE plan has issued an RFP seeking a program consultant to assist with the development and implementation of its program and make recommendations on program design and structure.

08.04.21
Multi-Asset/Investment Advisor
Florida City Issues Investment Advisor RFQ

A Florida city is searching for a non-discretionary investment advisor for its $977 million portfolio.

08.03.21
Consultant/OCIO/Discretionary
Great Lakes Plan Posts Investment Consultant RFI

Plan is seeking a firm to handle the services over an initial three-year contract period.

08.03.21
Consultant/OCIO/Discretionary
Northeast State Plan Seeking RE Consultant

The plan is seeking a non-discretionary supplemental real estate consultant firm.

08.02.21