Searches And Hires

Multi-Asset/Investment Advisor
Western University Issues Investment Mgmt. RFP

The university is seeking a firm to provide investment advisory, management, custodial and reporting services for a portion of its endowment initially.

06.09.22
International / Global / Emerging Markets
Northeast 457 Seeking Int’l Value Mgrs.

The plan’s incumbent is underperforming and will see its contract is expire this year.

06.08.22
Multi-Asset/Investment Advisor
New England City Seeking Investment Advisor

City is searching for a firm to manage roughly $30 million in assets.

06.07.22
Multi-Asset/Investment Advisor
New York Water Plan Seeks Manager

Plan is searching for a firm to oversee roughly $1.5 billion in assets.

06.06.22
Consultant/OCIO/Discretionary
Midwest Treasurer Posts Investment Consultant RFP

Consulting firm would oversee the state’s Secure Choice Savings investment program.

06.06.22
Multi-Asset/Investment Advisor
Midwest State Department Seeking Providers For DC Plans

The department is seeking investment providers for its voluntary retirement savings program, which consists of three defined contribution plans.

06.03.22
Consultant/OCIO/Discretionary
West Coast Plan Finalizes Credit Consultant Search Requirements

Search is for a consultant to oversee a 2% portfolio to private credit approved in August 2020.

06.03.22
Administrator/Record Keeper
Northeast Authority Seeks Admin For DC Plan

Authority is searching for a firm to oversee its $175 million deferred compensation plan.

06.02.22
Multi-Asset/Investment Advisor
Northwest County Seeks Advisor

County is searching for a firm to manage $20 million in its safekeeping account.

06.02.22
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