Searches And Hires

Consultant/OCIO/Discretionary
New York Fund Begins Consultant Search

The fund hired its current investment consultant in 2016.

03.10.22
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisor RFP

A college in the South has issued an RFP seeking an investment advisor for its investment portfolio, which ranges in size depending on the amount of outstanding debt service, following a search from 2018.

03.10.22
Multi-Asset/Investment Advisor
Southern College Seeks Investment Advisor

A college in the South has issued an RFQ seeking an investment advisor to manage and oversee its operating portfolio.

03.10.22
Searches And Hires
West Coast Plan Seeks Mgr. For Retirement Plans

Search is for a firm to provide investment management and record keeping services for retirement plans due to the upcoming contract expiration of its current providers.

03.10.22
Infrastructure
Northeast Plan Begins Infrastructure Search

The plan is seeking North America-focused funds.

03.09.22
Domestic Equity
Southern Plan Slates U.S. Mid-Cap Value Search; Tweaks Int’l Equity Portfolio Structure

The plan will conduct an active domestic mid-cap value equity manager search as part of the second phase of its equity structure review.

03.08.22
Consultant/OCIO/Discretionary
Mid-Atlantic Plan Seeking Private Markets Consultant

The plan is searching for its first ever non-discretionary private markets consultant.

03.07.22
Multi-Asset/Investment Advisor
Southern Plan Issues Manager RFP

A Southern plan is searching for an investment advisor or asset manager to oversee its self-insurance fund investments.

03.07.22
Credit/Private Debt
Sooner State Plan To Begin Private Credit Search

The plan and its general investment consultant will present private credit search criteria for approval next month.

03.04.22
Multi-Asset/Investment Advisor
Southwest School District Seeking Investment Manager

A Southwest school district is searching for a firm to oversee its $1.8 million portfolio.

03.03.22