Searches And Hires

People Moves
Western Endowment Seeks Firms To Help With Board Recruitment

The institution is searching for a firm to support its board of directors with the identification and selection of new board members that align with its mission and strategic goals.

03.04.26
ESG
New England Institution Inks Low Cabon Index Fund Investment; Revises A/A

The institution approved an investment with a low carbon, global equity index fund within its pension and revised the target asset allocation for its largest pool of assets.

03.04.26
Emerging/Diverse Managers
Western Foundation Builds Out Of Diverse Mgr., Impact Investment Portfolios

The foundation is looking to increase its allocations to diverse asset managers and environmental sustainability and social impact strategies, including regionally focused investments, within its endowment.

03.04.26
Consultant/OCIO/Discretionary
Southwest City DC Plans Issue Investment Consultant RFP

The city is seeking help with investment performance reviews and fund manager searches.

03.04.26
International / Global / Emerging Markets
Pacific Northwest Pension Eyes New Global Equity Manager

The plan will look to add a new global equity manager at a board meeting next month.

03.04.26
Administrator/Record Keeper
Midwest Community College Issues Record Keeper RFP

The community college is searching for a firm to provide comprehensive administrative and record keeping services for its defined benefit 403(b) plan and deferred compensation 457(b) plan.

03.04.26
Administrator/Record Keeper
Midwest County DC Plans Tap New Record Keeper

The deferred compensation plans had worked with their incumbent record keeper since 2012.

03.04.26
Multi-Asset/Investment Advisor
Southern University Issues Investment Management RFP

The university is seeking a firm to review its investment-related policies, procedures, asset allocations and structures.

03.04.26
Multi-Asset/Investment Advisor
Southwest Authority Posts Investment Advisor RFP

The authority is seeking a firm to review investment transactions and provide performance reports.

03.03.26
International / Global / Emerging Markets
Mid-Atlantic Plan Hires Active Int’l Equity Mgr.

The plan’s investment consultant began a replacement search in the fourth quarter.

03.03.26