Searches And Hires

Consultant/OCIO/Discretionary
N.J. 457 Plans Issue Consultant RFQ

The New Jersey city is seeking the services on behalf of its $9 million deferred compensation plan.

12.05.24
Consultant/OCIO/Discretionary
Midwest Plan Launches Outsourced CIO Search

The foundation has launched a search for an outsourced cio to oversee its portfolio and revise its investment policy statement.

12.05.24
Consultant/OCIO/Discretionary
Great Lakes University Foundation Issues Consultant RFP

The foundation has issued an RFP seeking an investment consultant to provide advice and counsel for its assets as it believes best practice is to search for the services periodically.

12.05.24
Consultant/OCIO/Discretionary
Midwest Foundation Conducting Invitation-Only Consultant Search

The foundation conducted a similar search in 2020 that resulted in rehiring its incumbent provider.

12.05.24
Alternatives
Southern University Foundation Adds Three Private Market Strategies

The foundation added private real estate, private equity and private credit strategies with new managers to its portfolio last month.

12.04.24
Consultant/OCIO/Discretionary
Texas 457 Plan Sticks With Consultant

The deferred compensation plan’s incumbent general investment consultant scored the highest of six total proposers.

12.04.24
MRI/Social Investments
Green Bank Seeks Investments To Accelerate Clean Power Projects

The nonprofit has launched its first open RFP to build partnerships and support investments that can accelerate U.S. clean power projects, seeking proposals from energy developers, commercial partners, community lenders and financial investors like private credit and private equity firms.

12.04.24
Consultant/OCIO/Discretionary
Western Savings Program Issues Investment Consultant RFP

The program is seeking a firm to provide general advice, counsel and recommendations related to investment personnel, investment strategy and investment portfolio, among other areas.

12.04.24
Administrator/Record Keeper
West Coast City DC Plans Seeking TPA

The plans have a total of $8 million in assets.

12.04.24
Credit/Private Debt
Mass. Pension Plan Names Private Credit Finalists

The retirement association also made real estate commitments and a hedge fund redemption this quarter.

12.04.24