Searches And Hires

Consultant/OCIO/Discretionary
West Coast Agency Seeks Investment Consultant

The state agency is seeking a consultant to advise and manage investments related to its conservatorship program, which provides fiduciary services to manage assets on behalf of veterans.

04.16.26
Consultant/OCIO/Discretionary
Midwest State Launches Consultant Search

The state’s treasurer’s office is seeking an investment consultant focused on sustainability practices to advise its combined portfolio totaling nearly $70 billion.

04.15.26
Venture Capital
Midwest Consortium Selects Venture Consultants

A consortium promoting life-science start-up companies in the Midwest has partnered with two consultants to develop an angel investor education program to conclude its search from early 2025.

04.15.26
Consultant/OCIO/Discretionary
Washington D.C. Foundation Issues Investment Consultant RFP

The firm is seeking a mission aligned investment consultant to provide investment management and advisory services for its portfolio of cash and investments.

04.15.26
Administrator/Record Keeper
Mid-Atlantic Program Hires Record Keeper

The program hired a firm to provide administration, record keeping and responsive customer service for its portfolio after launching a search in late 2024.

04.15.26
Multi-Asset/Investment Advisor
Southern College Issues Investment Advisory RFP

The university is seeking a firm to provide investment advisory services for its endowment and public funds as well as advisory services related to capital project financing.

04.15.26
Large-Cap
Northeast Pension To Issue U.S. Large-Cap Equity RFP

The retirement system will release its statutorily required RFP later this month.

04.15.26
Alternatives
Texas Pension Bolsters Alts. Portfolios

The retirement fund disclosed $85 million in recent commitments across private equity and real assets.

04.15.26
Infrastructure
West Coast Pension Issues Global Listed Infrastructure RFPs

The plan is seeking active and passive funds to handle $1.35 billion.

04.15.26
Consultant/OCIO/Discretionary
Northeast Pension Concludes Consultant Search

The retirement system interviewed three finalists for its general investment consultant search.

04.14.26