Searches And Hires

Consultant/OCIO/Discretionary
Southern Trust Company Issues Consultant RFP

The trust company has issued an RFP seeking investment consultants for its 11 endowment funds due to the contract expiration of its incumbent provider, which is allowed to rebid.

10.13.22
Consultant/OCIO/Discretionary
Northeast Plan Slates Consultant Search; To Interview 3 Int’l Equity Finalists

The plan expects to issue an RFP for a general investment consultant RFP later this month and will interview three finalists in an ongoing international equity search.

10.12.22
Multi-Asset/Investment Advisor
Great Lakes Authority Seeking Investment Advisor

The authority is seeking investment advisory services for two plans totaling $13 million.

10.12.22
Administrator/Record Keeper
Midwest City Posts 457 Consultant RFP

City is seeking a consultant to oversee its roughly $21 million deferred compensation plan.

10.11.22
Consultant/OCIO/Discretionary
Texas Hoses Plan Reviewing Consultant Options

Plan will continue an ongoing review of potential alternative consulting options at next week’s board meeting.

10.06.22
Multi-Asset/Investment Advisor
Mid-Atlantic College Foundation Seeks Investment Advisor

The college has issued an RFP seeking an investment advisor to manage its foundation’s portfolio after conducting a similar search in 2013.

10.06.22
Consultant/OCIO/Discretionary
Western 529 Plan To Issue Investment Consultant, 529 Industry Consultant RFPs

The college savings plan will conduct searches for both investment consulting and 529 industry consulting services due to the April 2023 contract expirations of its incumbent providers.

10.06.22
Alternatives
Meketa Posts Long Vol/Tail Risk Hedging RFI

The consulting firm is seeking long volatility and tail risk hedging managers on behalf of a $6 billion OPEB trust client.

10.05.22
Multi-Asset/Investment Advisor
Southern City Issues Advisor RFP

City is searching for a firm to provide non-discretionary management of its investment pool portfolio.

10.05.22
Consultant/OCIO/Discretionary
Wash. County District Seeking DC Plans Consultant

Hyas Group currently serves as general investment consultant for the district’s four retirement savings plans.

10.04.22