Searches And Hires

Consultant/OCIO/Discretionary
New England Pension Plan Hires Investment Manager

The plan made a hire at a special board meeting last month.

06.14.23
Large-Cap
Southern Endowment To Consider Large-Cap Growth Index Mgr. Search

The endowment will consider approving a search for a new domestic large-cap growth index manager at its board meeting next week due to the incumbent firm’s placement on an energy discrimination boycott list.

06.14.23
Administrator/Record Keeper
Midwest Tribe Seeks Retirement Plan Record Keeper, Administrator

The tribal nation is looking to hire an administrator and record keeper for its retirement plan as part of a due diligence review of its existing plan services.

06.14.23
Multi-Asset/Investment Advisor
Midwest University Seeks Investment Mgmt. Services For Retirement Plans

The university is seeking a firm to provide investment management services for its retirement plans, monitor plan assets and provide general market and regulatory updates, among other responsibilities.

06.14.23
Multi-Asset/Investment Advisor
Texas School District Seeking Investment Advisor

The district last conducted a search for the services in 2018.

06.14.23
Multi-Asset/Investment Advisor
New England College Foundation Issues Manager RFP

The foundation is looking for a firm to manage its investment portfolio and $62,000 cash and money market portfolio, including executing trades, providing custody of securities, collecting income and providing cash flow analysis.

06.14.23
Consultant/OCIO/Discretionary
New England Foundation Issues Consultant RFP Following RFQ Process

The foundation issued its RFP seeking an investment consultant to provide non-discretionary services for its portfolio last week after it received submissions from 15 firms during an RFQ process from April.

06.14.23
High-Yield
Northeast Pension Plan Concludes HY Bond Search

Pension division issued an intent to award notice in a high-yield fixed-income manager search launched in 2021.

06.14.23
Passive Fixed-Income
Northeast Pension Launches Index, Transition Advisor RFQs

The pension plan is seeking passive index and transition advisory services as it readies a long-awaited transition out of a larger fund.

06.13.23
Fixed-Income
Mid-Atlantic Pension Plan Conducting Core Bond Search

The retirement plan is looking to replace an existing core-plus fixed-income manager.

06.13.23