Searches And Hires

Multi-Asset/Investment Advisor
Midwest College Foundation Seeks Investments Manager

The foundation has issued an RFP for an investment manager to oversee its portfolio as part of a due diligence review of the marketplace and its incumbent is allowed to rebid.

08.25.23
Passive Equity
Rocky Mountain 457 Plan Replaces Index Fund Managers

The plan replaced both its passive equity and fixed-income mandates with Vanguard Group as well as its sustainable equity mandate with Neuberger Berman in May.

08.25.23
Multi-Asset/Investment Advisor
Southeast County Retains Investment Advisor

The county received two proposals in response to an investment advisor RFP issued in March due to its incumbent’s contract expiration.

08.25.23
Credit/Private Debt
Mass. Pension Plan Eyes Private Debt RFP

The plan expects to conduct an RFP for private debt managers for pacing purposes.

08.24.23
Large-Cap
Southeast County Pension Shakes Up Large-Cap Portfolio

The pension plan hired two domestic large-cap growth equity managers as part of an ongoing shortlist search and terminated two existing managers.

08.24.23
High-Yield
Southern University Considering Adding HY Manager

The university will consider adding a new manager to its endowment to handle a high-yield bond mandate through partial redemptions of two domestic large-cap equity managers.

08.24.23
Multi-Asset/Investment Advisor
Canadian College Issues Investment Management RFP

The institution is seeking an investment manager to provide investment strategies and solutions to maximize investment returns for its operating, long-term, endowment and surplus funds.

08.24.23
Private Equity
Southern University Foundation Approves PE Commitment

The foundation approved a commitment to a buyout private equity strategy with a new investment manager in the second quarter.

08.24.23
Mid-Cap
Texas DC Plan Axes Mid-Cap Mandate

The plan approved the elimination of an active mid-cap equity mandate that had been on watch since last year.

08.23.23
Consultant/OCIO/Discretionary
Midwest Railway Seeking Trust Fund Investment Advisor

The railway’s board is searching for an investment advisor to help implement a trust fund, which will have an initial $1.6 billion allocation.

08.23.23