Cash

Cash
Northwest Plan Concludes Overlay Mgr. Search

The hire concludes an RFI that was sent to seven overlay managers in September.

11.15.22
Cash
New England Plan Seeking Short-Term Cash Mgr.

The selected manager will handle up to $15 million.

10.31.22
Cash
West Coast Religious Order Hires Custodian

The religious institution hired a new bank custodian for its investment fund and socially responsible investment fund.

09.21.22
Multi-Asset/Investment Advisor
Rocky Mountain Program Hires Investment Mgrs.

The pilot program is expected to launch in mid-October and implementation is slated for January.

09.09.22
Cash
Northwest Plan Approves Futures Overlay Mgr. Search

The plan approved a futures overlay manager search to remove its cash drag and also hired a new infrastructure manager yesterday.

08.12.22
Cash
Midwest Plan Increases Cash Target Following Asset/Liability Study

The 529 plan increased its cash target in anticipation of significant cash outflows over the next two years with funding coming from reductions to fixed-income and public equities.

06.22.22
Multi-Asset/Investment Advisor
Rocky Mountain Program Issues Investment Mgr. RFP

Program is seeking up to two firms to handle four investment options.

06.10.22
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
Cash
California Plan Seeking CDI Manager

The plan is looking for a manager to implement a cash flow driven investing program.

10.26.21
Cash
Midwest Plan Issues Cash Overlay RFP

The plan is searching for a firm to provide cash overlay investment management services.

07.30.21