Searches And Hires

Consultant/OCIO/Discretionary
Southwest Plan Pauses Impending Consultant RFP

Plan has paused the expected 2021 release of a general investment consultant RFP pending the hire of a new cio.

07.28.21
Consultant/OCIO/Discretionary
West Coast 457 Plan Posts Consultant RFP

Government association has issued an RFP for investment and advisory services on behalf of its deferred compensation plan.

07.28.21
Non-U.S. & Global Equity
Midwest Plan To Discuss Int’l Equity RFP

Plan will discuss a draft RFP for developed markets equity managers at this week’s board meeting.

07.26.21
Consultant/OCIO/Discretionary
West Coast DC Plans Seeking Consultant

Search was approved last year due to the expiring contract of its current investment consultant.

07.23.21
Real Estate
Northeast Plan Launches Real Estate Search

The plan is conducting the search as it looks to make its first investment in the space.

07.23.21
Consultant/OCIO/Discretionary
Southern Plan Hires Investment Advisor

A foundation based in a Southern state has hired an advisor for a portion of its investment portfolio.

07.22.21
Multi-Asset/Investment Advisor
Western Nonprofit Issues Investment Advisor RFP

A nonprofit in a Western state has issued an RFP seeking an investment advisor to review and monitor investments and offer financial expertise.

07.22.21
Administrator - Bundled
Western ABLE Plan To Issue Program Consultant RFP

An ABLE plan based in the West is expected to issue an RFP for a program consultant later this month or in early August.

07.22.21
Industry News
Mid-Atlantic Foundation Seeks Finance Director

A foundation in the Mid-Atlantic region is searching for a director of finance as its current director is leaving to pursue other professional opportunities.

07.22.21
High-Yield
Northeast Plan Slates HY Bond RFP; Hires New General Consultant

Plan will conduct a search for high-yield fixed-income managers due to impending contract expirations and hired a new general investment consultant.

07.21.21