Searches And Hires

Credit/Private Debt
Western Fund Adds Special Situations Strategy

The fund approved the addition of a new opportunistic strategy within its portfolio during its April board meeting as recommended by staff and its general investment consultant.

04.09.26
Multi-Asset/Investment Advisor
Mid-Atlantic Trust Hires New Advisor

The trust hired a new investment advisor following the launch of a search in the fourth quarter of 2024 as part of “good fiduciary practice.”

04.09.26
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Retains Investment Advisor

The foundation retained its investment advisor after issuing an RFP last year that yielded 20 proposals.

04.08.26
Searches And Hires
Southern Foundation Adds Fixed-Income, Int’l Equity Investments

The foundation added fixed-income strategies with an existing manager and a new international large-cap equity manager to its portfolio in the second half of 2025.

04.08.26
Searches And Hires
Midwest ABLE Plan Adds Bond, Real Estate Strategies As Investment Options

The plan approved recommendations to add new international bond, real estate and high-yield bond funds as underlying investment options during a February board meeting.

04.08.26
Consultant/OCIO/Discretionary
Mid-Atlantic College Seeks Discretionary Advisor

The institution has issued an RFP searching for a firm to serve as a discretionary advisor and direct the investment, sale and reinvestment of all assets under management.

04.08.26
Multi-Asset/Investment Advisor
Mid-Atlantic Corporation Issues Investment Advisory RFP

The corporation has issued an RFP seeking firms to provide investment advisory services for its portfolio, which includes unrestricted funds, restricted funds and long-term assets.

04.08.26
Alternatives
Calif. Pension Discloses Alts. Commitments

The retirement fund disclosed $53 million in recent staff-led commitments.

04.08.26
Infrastructure
Southeast Municipal Plan Eyes Infrastructure Allocation

The retirement plan approved a private infrastructure manager search to handle a potential 4% target allocation in December.

04.08.26
Consultant/OCIO/Discretionary
Texas City Seeking Pension Fund Investment Advisors

The city is seeking the services related to its two defined benefit pension plans.

04.07.26