Searches And Hires

Domestic Equity
Southern Plan To Consolidate Passive U.S. Equity Positions

A Southern pension plan will consider a recommendation to consolidate portions of its passive domestic equity portfolio at its board meeting in March.

01.07.21
Commodities
West Coast Plan To Eliminate Commodity Asset Class

The plan will terminate its commodity manager and exit the asset class entirely due to low return expectations.

01.07.21
Asset Study/Review
Midwest Plan Adjusts Fund Manager Roster

A plan based in the Midwest has adjusted its investment manager lineup.

01.07.21
Administrator/Record Keeper
New England Fund Seeks Retirement Plans Record Keeper

A fund based in New England has issued an RFP seeking a record keeper for its retirement plans as it looks to implement a single provider configuration.

01.07.21
Administrator - Bundled
Southern Plans Searching For Program Manager

Plans based in the South are searching for a firm to provide program manager services due to the impending contract expiration of its current provider in the third quarter.

01.07.21
MRI/Social Investments
Great Plains University To Divest From Fossil Fuels

A university based in the Great Plains region has pledged to divest itself of all fossil fuel exposure within its investment portfolio over the next decade.

01.07.21
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