Searches And Hires

Multi-Asset/Investment Advisor
West Coast City Posts Investment Mgr. RFP

A West Coast city is searching for a firm to manage its $75 million investment portfolio.

11.15.21
Searches And Hires
Northeast School District Seeks Advisor

A Northeastern school district is searching for a discretionary advisor for its $75 million investment portfolio.

11.15.21
Non-U.S. & Global Equity
New England Plan Issues EME RFP; Approves Credit Search

The plan does not have dedicated managers to either asset class.

11.12.21
Multi-Asset/Investment Advisor
Canadian University Issues Investment Mgmt. Services RFP

A university based in Canada has issued an RFP seeking a firm to manage its endowment.

11.11.21
Consultant/OCIO/Discretionary
Northwest Plan Issues Asset Study RFP

A plan based in the Northwest has issued an RFP seeking an investment advisor to review the current investment policies and practices for its investment portfolio.

11.10.21
Asset Study/Review
Southeast Plan Approves New A/A

Plan added several new asset classes as part of asset allocation targets approved at today’s board meeting.

11.10.21
Consultant/OCIO/Discretionary
Midwest State Legislative Mgmt. Issues Consultant RFP

The plan has issued a consultant RFP seeking assistance in the development of a plan to close its state defined benefit plan to new hires.

11.10.21
Fixed-Income
Southwest Fund Rehires Fixed-Income Manager

A fund in the Southwest rehired a firm to provide investment management services for two separate externally managed fixed-income pools following a search from the second quarter.

11.10.21
Multi-Asset/Investment Advisor
HBCU Extends Investment Advisor RFP Deadline

A historically Black university has extended the deadline for proposals in its search for investment advisors for its investment portfolio, which includes endowment funds, to Nov. 12 from Nov. 8.

11.10.21
Non-U.S. & Global Equity
West Coast Plan Launches Emerging Markets Equity Search

Plan is seeking an emerging markets equity manager across the cap spectrum.

11.09.21