Searches And Hires

Passive Fixed-Income
Southern University Adds Passive Long-Term Fixed-Income Fund

The university added a passive, long-term fixed-income strategy within its endowment in the fourth quarter in response to the rise in bond rates.

04.12.23
Alternatives
Mid-Atlantic Plan Discloses Commitments

The plan recently committed approximately $2.2 billion total to nine funds.

04.12.23
Multi-Asset/Investment Advisor
Southern College Retains Investment Advisor

The college rehired its incumbent investment advisor to manage and oversee its investment portfolio following a search from last year that yielded five proposals.

04.12.23
Multi-Asset/Investment Advisor
Southern University Seeks Investment Advisor For Operating Funds

The university has issued an RFP seeking a firm to provide investment advisory and management services for its three-tiered operating funds portfolio, which typically ranges between $350 million and $550 million.

04.12.23
Consultant/OCIO/Discretionary
New England Foundation Issues Investment Consultant RFQ

The foundation has issued an RFQ seeking an investment consultant to provide non-discretionary services for its portfolio as part of its routine services review cycle.

04.12.23
Credit/Private Debt
Western State Trust Fund Adds New Private Credit Managers

The fund added two new private credit managers to its portfolio last week following a recommendation from its general investment consultant due to an expected recessionary environment and opportunities expected to arise from the recent regional bank crisis.

04.12.23
Consultant/OCIO/Discretionary
Canadian City Agency Seeking Outsourced CIO

The city agency has issued an RFP seeking an outsourced cio to manage its portfolio.

04.12.23
Multi-Asset/Investment Advisor
Colo. Public Schools Launches Investment Advisor Search

The district expects to issue an intent to award the week of June 30.

04.11.23
Consultant/OCIO/Discretionary
Rocky Mountain City Issues 457 Consultant RFQ

The investment consultant will provide services for the city’s deferred compensation plan as well as its three defined contribution plans.

04.11.23
Consultant/OCIO/Discretionary
Mid-Atlantic County Seeking 457 Plan Consultant

The county last issued a general investment consultant RFP for the plan in 2019.

04.11.23