Searches And Hires

Credit/Private Debt
Midwest Plan Issues Private Credit RFP

The plan expects that the selected firm will handle an up to $20 million mandate.

06.30.21
Administrator/Record Keeper
Northwest Utility District Launches DC Record Keeper RFP

The district is seeking a record keeper for its four retirement plans.

06.29.21
Searches And Hires
Canadian Town Seeks Investment Manager

A Canadian town is searching for a firm to oversee its $8 million portfolio.

06.28.21
Searches And Hires
Rocky Mountain City Launches Investment Advisor Search

A Rocky Mountain city is searching for a firm to provide discretionary or non-discretionary portfolio management services for its investment portfolio.

06.28.21
Administrator/Record Keeper
Va. County Schools Seeking DC Bundled Provider

The county has issued a bundled provider RFP on behalf of its 403(b) and 457(b) plans.

06.25.21
Small-Cap
New England Plan Begins Small-Cap Value Search

The plan is searching for domestic small-cap value equity managers as its incumbent underperforms.

06.23.21
Emerging/Diverse Managers
Calif. Plan Posts Emerging PE FoF RFP

The plan is seeking one or more fund-of-funds managers to handle a $400 million mandate.

06.23.21
Credit/Private Debt
Midwest Plan Launches Private Credit Search

Plan is seeking private credit management services for a $30 million to $65 million allocation.

06.22.21
Emerging/Diverse Managers
Calif. Plan Issues Emerging Global Equity Mgr. RFP

The plan is seeking managers to handle an up to $500 million mandate.

06.22.21
Administrator/Record Keeper
West Coast County Seeking Record Keeper

The search is due to the upcoming expiring contract of its incumbent.

06.21.21