Searches And Hires

Fixed-Income
Conn. Plan Names Core Fixed-Income Finalists

The plan will interview three government/credit bond managers next month.

03.16.23
Consultant/OCIO/Discretionary
West Coast Plan To Revisit PE Consultant Finalists

The plan could not reach enough votes to approve rehiring its incumbent private equity consultant.

03.16.23
Small-Cap
New England University Seeking Investors For Smaller U.K. & European Listed Companies

The institution is seeking investors with experience investing in smaller listed companies in the U.K. and Europe as it finds the opportunity set interesting.

03.16.23
Consultant/OCIO/Discretionary
Midwest Public Trust Selects Discretionary Investment Mgrs.

A public trust fund affiliated with a Midwest metropolitan airport has selected two discretionary investment managers following an RFQ process from the start of the year.

03.15.23
Commodities
West Coast Plan Monitoring Underperforming Mgr.

The manager has trailed its benchmark for two consecutive quarters.

03.15.23
Credit/Private Debt
New England Plan To Interview Three Credit Managers

The plan may hire two direct lending managers next month.

03.15.23
Fixed-Income
Southeast Plan Makes Core-Plus Fixed-Income Selection

The selection will conclude a core-plus fixed-income search for a replacement manager.

03.15.23
Multi-Asset/Investment Advisor
Southern Trust Fund Sticks With Incumbent Advisor

The fund decided to stick with its existing investment advisor to handle its portfolio following a search from last summer as part of standard procurement process to put contracts out for bid periodically.

03.15.23
Consultant/OCIO/Discretionary
Midwest University Extends Discretionary Consultant Contract

The university has approved extending the contract of its discretionary investment consultant for an additional three years through June 2026.

03.15.23
Consultant/OCIO/Discretionary
Southern Hospital System Conducting Investment Consultant Search

The health system has issued an RFP for an investment consultant for its defined benefit plan and defined contribution plan after rehiring its incumbent in late 2018.

03.15.23