Searches And Hires

Consultant/OCIO/Discretionary
Calif. Pension Plan Concludes Specialized Consultant Search

The pension plan has selected one firm to provide hedge fund, credit and real assets consulting services.

06.13.24
Bank Loan
Midwestern Fund Considers Adding New Bank Loan Manager

The fund was slated to consider the addition of a new bank loan manager across its three portfolios this week to help complement existing bank loan manager allocations.

06.12.24
Consultant/OCIO/Discretionary
Western College Wraps Up Retirement Plan Consulting Services Search

The college recently concluded its search for a firm to provide investment and plan advisory service for its defined contribution plans, retaining its incumbent advisor.

06.12.24
Consultant/OCIO/Discretionary
Southwestern Healthcare Organization Seeks Consultant For Retirement Plans

The organization has issued an RFP seeking investment consulting services for its 403(b) and 457(b) retirement plans for standard due diligence purposes.

06.12.24
Consultant/OCIO/Discretionary
Western University Issues Investment Consultant RFP For Retirement Plans

The university has issued an RFP seeking an investment consultant for its retirement plans as it recognizes the importance of reviewing its processes for selecting and monitoring record keepers and investment options.

06.12.24
Private Equity
Northeast Pension Issues Private Equity FoF RFP

The search is open to North American-focused fund-of-funds managers.

06.12.24
ESG
Western University Inches Towards Climate Solutions Target, Adds Clean Energy Investments

The university is closing on its goal of allocating 2.5% of its endowment to climate solution investments after creating the target in 2022 as part of broader goals to achieve a net-zero carbon emissions endowment.

06.12.24
Multi-Asset/Investment Advisor
Midwest Plan Issues Investment Advisor RFP

The foundation has issued an RFP seeking an investment advisory firm to help manage its portfolio, including providing strategic and tactical investment advice, compliance-related monitoring and performance benchmarking.

06.12.24
Searches And Hires
Western State Fund Adds Core Bond, Int’l Equity & PE Secondaries Strategies

The fund approved the addition of core fixed-income, international equity and private equity secondaries investments during its board meeting last week and is slated to consider combining two of its ten investment pools later this month.

06.12.24
Multi-Asset/Investment Advisor
West Coast City Seeking Investment Management Services

The city first hired its existing investment manager in 2019.

06.12.24