Searches And Hires

Multi-Asset/Investment Advisor
Midwest Foundation Issues Investment Mgmt. RFP

The foundation, formed from the recent acquisition of a regional hospice and palliative care provider, is searching for a firm to help update the governance and investment management process for its portfolio.

06.01.22
Multi-Asset/Investment Advisor
West Coast District Searching For Investment Advisor

District is searching for a firm to manage its $30 million portfolio.

06.01.22
Multi-Asset/Investment Advisor
Southern Water Plan Begins Advisor Search

Plan is searching for a non-discretionary manager for its $1.6 billion portfolio.

05.31.22
International / Global / Emerging Markets
Northeast Plan To Consider Int’l Equity Replacement

The plan’s incumbent manager will cease operations next month.

05.26.22
Searches And Hires
Windy City Plan Posts Transition Mgr. RFP

Plan is seeking a respondent to join a panel of transition managers.

05.25.22
Searches And Hires
Southern Hospital Network Issues Banking, Investment Services Provider RFP

The RFP adheres to the Government Finance Officers Association’s recommendation to put out the services for bid every five years.

05.24.22
Non-U.S. & Global Equity
Calif. Plan Issues Global Equity Emerging Mgr. Program RFP

Plan expects to receive a recommendation at its Oct. 12 board of investments meeting.

05.23.22
Multi-Asset/Investment Advisor
Southern City Posts Advisor RFQ

City is searching for a non-discretionary manager for its $150 million portfolio.

05.23.22
Multi-Asset/Investment Advisor
Texas Water Plan Posts Advisor RFP

Plan is searching for a firm to oversee its $50 million in cash and investments.

05.20.22
Consultant/OCIO/Discretionary
Midwest Foundation Issues Investment Advisory RFI

RFI for non-discretionary investment advisory services will result in an RFP process this summer as the organization’s bylaws require a search for the services to be conducted every five years.

05.19.22