Searches And Hires

Multi-Asset/Investment Advisor
Mid-Atlantic State Agency Seeks Investment Advisor

A state agency of a Mid-Atlantic state will issue an RFP for a firm to provide investment advisory and management services as early as tomorrow as its incumbent does not offer the investment options the board seeks.

01.07.21
Asset Study/Review
Canadian University Foundation Approves New AA Following Maiden Outsourced CIO Hire

A university foundation in Canada approved a new target asset allocation in September after hiring its first outsourced cio in the second quarter.

01.07.21
Multi-Asset/Investment Advisor
Mid-Atlantic Foundation Issues Investment Mgmt. RFP

A plan based in the mid-Atlantic region has issued an RFP seeking a firm to provide investment management services for its investment portfolio.

01.07.21
Industry News
Midwest Institution Seeks CFO

An institution based in the Midwest is looking to hire a cfo to oversee its finances and investments.

01.07.21
Industry News
Mid-Atlantic Organization Searching For CFO

An organization based in the Mid-Atlantic region is looking to hire a cfo to handle strategic financial management as well as all financial and accounting activities.

01.07.21
Asset Study/Review
West Coast Foundation Approves New Target A/A

A foundation-based on the West Coast approved a new target asset allocation increasing its targets to real estate, domestic large-cap equity and international equity in December.

01.07.21
Industry News
West Coast University Seeks Treasury Director

A university on the West Coast is looking to hire a director of treasury and risk management to oversee its treasury functions, including treasury operations, endowment, insurance, debt, credit and risk management.

01.07.21
Administrator - Bundled
Southern Plans Issue Retirement Services RFI

The RFI will be used to gather information for an upcoming RFP.

01.06.21
Consultant/OCIO/Discretionary
Northeast Plan Finalizing Consultant RFP

The Northeastern plan will issue an RFP “to see what else is out there.”

01.06.21
Multi-Asset/Investment Advisor
West Coast County Posts RFP To Establish Section 115 OPEB & Pension Trust

A West Coast county has issued an RFP seeking administration services for a combined Section 115 OPEB and Pension Prefunding Trust.

01.06.21