Searches And Hires
The college is seeking an investment advisor to provide strategic advice and management of bond proceeds throughout the life of the bond.
The organization pivoted its asset allocation toward domestic large-cap equities as part of revisions and also added a real assets strategy.
The plan has terminated an international growth equity fund after placng the manager on watch due to upcoming leadership changes and reinvested the assets with an existing manager in the portfolio.
The university approved a new investment policy with asset allocation changes for its endowment, including increases to global equity and private equity, and its retirement plan, including an increase to private debt.
The university is seeking a firm to provide investment selection within its 403(b) plan as well as evaluate and monitor the plan’s record keepers.
The plan rehired its incumbents after receiving search reports in July.
The retirement system has terminated one of its global equity managers, which had underperformed.
The plan terminated two in favor of higher conviction managers.
The RFP follows an RFQ canceled following its April launch.