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The discretionary advisor is seeking an investment performance reporting manager to assist in data collection and analysis.
The plan will consider replacing a domestic large-cap equity fund on watch status and approving a new asset allocation for its portfolio at its December board meeting.
The managing director recently left their role to join the family office of a prominent investor as its investment head.
A new study shows growth of the outsourced cio industry is expected to continue through 2029.
The West Coast-based authority issued an RFP for the services in the first quarter.
The trust recently extended the contract of its incumbent investment advisor for four months as it looks to wrap up its search for the services in early 2026.
The firm has appointed a new regional v.p. for the Eastern territory to expand partnerships with registered investment advisors, financial advisors, family offices and institutions.
The plan conducted a search to replace an emerging markets equity mandate.
The senior portfolio manager had been with the plan since 2022.
The new hire has spent the past four years at investment consultant NEPC.