Searches And Hires

Administrator - Bundled
Western 529 Plan Concludes Program Manager Search

The college savings plan selected a new program manager to provide investment management and account administration services following a search earlier in the year.

03.14.24
Fixed-Income
Midwest DC Plan Terminates TIPS Manager

The deferred compensation plan terminated its TIPS manager following a diversified inflation strategies search report in November.

03.13.24
Consultant/OCIO/Discretionary
Rocky Mountain City Seeking Consultant For DC Plans

The plans currently work with general investment consultant Cook Street Consulting.

03.13.24
Passive Equity
Northeast Pension Begins Passive Manager Searches

The plan is seeking managers to replicate domestic small-cap and mid-cap equity indexes.

03.13.24
Passive Equity
New England Pension Posts Passive Mid-Cap, Small-Cap RFPs

The plan’s current mid-cap and small-cap managers are under review.

03.13.24
Multi-Asset/Investment Advisor
Canadian Foundation Hires New Investment Manager

The hire follows a search launched last year as part of its strategy to review and assess the management of its portfolio every five years.

03.13.24
Consultant/OCIO/Discretionary
Mid-Atlantic College Foundation Issues Investment Consultant RFP

The foundation has issued an RFP seeking an investment consultant to oversee and advise its diversified investment portfolio.

03.13.24
Multi-Asset/Investment Advisor
Mid-Atlantic College Searching For Investment Manager

The college is searching for an investment manager to serve as a fiduciary and support its investment strategy.

03.13.24
Multi-Asset/Investment Advisor
State Commission Seeks Actuarial & Investment Consulting Services For 529 Plan

The institution is looking for a firm to conduct a third-party assessment of the appropriateness and use of a risk-based capital model adopted by the 529 plan.

03.13.24
Consultant/OCIO/Discretionary
Southern 529 Launches Investment Consultant Search

The college savings plan is searching for a general investment consultant to advise on its investment objectives, policies and asset allocation.

03.12.24