Searches And Hires

Multi-Asset/Investment Advisor
Western Foundation Seeks Advisor For Retirement Plans

The foundation has issued an RFP seeking a firm to provide investment, participant, provider/vendor and fiduciary status and compliance services for its retirement plans after conducting a search for an investment provider in the first quarter.

06.21.23
Venture Capital
Southwest Foundation Makes Mission-Related Venture Commitment

The foundation recently made an undisclosed mission-related commitment to a venture strategy focused on biomedical tech start-ups.

06.21.23
Consultant/OCIO/Discretionary
Southern City DC Plans Seeking Consultant

The consultant will advise a deferred compensation board created by city council last year.

06.21.23
Private Equity
Midwest Pension Plan Bolsters PE Portfolio

The pension plan’s investment committee approved a $75 million commitment to a middle market buyout strategy last week.

06.21.23
Asset Study/Review
Northwest Pension Plan Approves New A/A, Private Debt Commitment

The new fiscal year 2024 asset allocation policy will increase the fixed-income targets for four of the plan’s systems.

06.21.23
Multi-Asset/Investment Advisor
Texas City Posts Investment Advisor RFP

The city is conducting a search for non-discretionary and discretionary services after launching a similar search in 2021.

06.21.23
Multi-Asset/Investment Advisor
Midwest College Seeks Investment & Banking Manager

The college has issued an RFP seeking a firm to maintain a checking account and a separate operating, money-market account as well as manage an endowment fund.

06.21.23
Private Equity
Great Lakes University Discloses Follow On PE, VC Commitments

The university disclosed follow-on venture capital and private equity commitments made in the first and second quarters of 2023 within its long-term portfolio.

06.21.23
Administrator/Record Keeper
Midwest County 457 Rehires Record Keeper

The plan retained Nationwide Retirement Solutions as its record keeper in February.

06.20.23
Multi-Asset/Investment Advisor
Alabama Pension Posts Investment Mgmt. RFP

The Southern pension plan last conducted a search for the services in 2019.

06.20.23