Searches And Hires

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
Consultant/OCIO/Discretionary
Illinois 457 Plan Posts Consultant RFP

An Illinois city deferred compensation plan is searching for investment consulting services.

04.11.23
Multi-Asset/Investment Advisor
Florida County Posts Investment Mgr. RFP

The plan is seeking investment management services for operating funds that could run between $215 million and $230 million.

04.10.23
Emerging/Diverse Managers
Mid-Atlantic Pension Explores Emerging Manager Program

The plan is teaming up with a consultant to explore the creation of an emerging manager program.

04.06.23
Consultant/OCIO/Discretionary
Western System Extends Outsourced CIO Contract

The system approved extending its contract with its outsourced cio provider for one year through Dec. 31, 2024 after consolidating to one discretionary provider at the beginning of 2022.

04.06.23