Searches And Hires

Large-Cap
Southern Endowment To Consider Large-Cap Growth Index Mgr. Search

The endowment will consider approving a search for a new domestic large-cap growth index manager at its board meeting next week due to the incumbent firm’s placement on an energy discrimination boycott list.

06.14.23
Administrator/Record Keeper
Midwest Tribe Seeks Retirement Plan Record Keeper, Administrator

The tribal nation is looking to hire an administrator and record keeper for its retirement plan as part of a due diligence review of its existing plan services.

06.14.23
Multi-Asset/Investment Advisor
Midwest University Seeks Investment Mgmt. Services For Retirement Plans

The university is seeking a firm to provide investment management services for its retirement plans, monitor plan assets and provide general market and regulatory updates, among other responsibilities.

06.14.23
Multi-Asset/Investment Advisor
Texas School District Seeking Investment Advisor

The district last conducted a search for the services in 2018.

06.14.23
Multi-Asset/Investment Advisor
New England College Foundation Issues Manager RFP

The foundation is looking for a firm to manage its investment portfolio and $62,000 cash and money market portfolio, including executing trades, providing custody of securities, collecting income and providing cash flow analysis.

06.14.23
Consultant/OCIO/Discretionary
New England Foundation Issues Consultant RFP Following RFQ Process

The foundation issued its RFP seeking an investment consultant to provide non-discretionary services for its portfolio last week after it received submissions from 15 firms during an RFQ process from April.

06.14.23
High-Yield
Northeast Pension Plan Concludes HY Bond Search

Pension division issued an intent to award notice in a high-yield fixed-income manager search launched in 2021.

06.14.23
Passive Fixed-Income
Northeast Pension Launches Index, Transition Advisor RFQs

The pension plan is seeking passive index and transition advisory services as it readies a long-awaited transition out of a larger fund.

06.13.23
Fixed-Income
Mid-Atlantic Pension Plan Conducting Core Bond Search

The retirement plan is looking to replace an existing core-plus fixed-income manager.

06.13.23
Domestic Equity
Calif. County 457 Eyes Domestic Equity Mgr. Hires

The plan will consider hiring two domestic equity managers to replace existing mandates with the same firm.

06.13.23