Searches And Hires

Alternatives
West Coast Plan To Relaunch Credit Search, Cancels Bank Loan Search

Plan will relaunch a search for private credit after reevaluating initial criteria and formally discontinued a bank loan search with no current plans to relaunch.

08.24.21
Administrator/Record Keeper
Texas 457 Plan Seeking TPA

Plan has issued an RFP seeking third-party administration services.

08.24.21
Multi-Asset/Investment Advisor
Midwest Sewer District Seeks Investment Advisor

A Midwestern sewer district is searching for an advisor for its $400 million portfolio.

08.23.21
Non-U.S. & Global Equity
Texas Plan Restructures Int’l Equity Portfolio

Plan approved a new international equity portfolio that will result in new managers.

08.23.21
Administrator - Bundled
Mid-Atlantic County Seeks Bundled Provider

A Mid-Atlantic county is searching for a bundled provider for its 457 deferred compensation plan.

08.20.21
Real Estate
Midwest Plan Considers Value-Add RE Mgr. Search

The search would be conducted in early 2022.

08.20.21
Consultant/OCIO/Discretionary
Southwest Board Selects Consultant and Seeks Executive Director

An education board in the Southwest has selected an investment consultant and is searching for an executive director to manage investment recommendations, record keeping, administration, sales and marketing services.

08.19.21
Industry News
Southern Hospital System Hiring Investment Staffers

A hospital system based in a Southern state is looking to hire investment-related staff.

08.18.21
Fixed-Income
Southeast Plan Launches Core-Plus Fixed-Income Search

The plan has issued an RFP seeking core-plus fixed-income managers to handle $10 million.

08.18.21
Consultant/OCIO/Discretionary
Southwest University Foundation Issues Consultant RFP

A university foundation in the Southwest has issued its RFP seeking an investment consultant for its endowment due to the impending contract expiration of its incumbent provider.

08.18.21