Searches And Hires

International / Global / Emerging Markets
New England Plan Watching Underperforming Mgr.

The plan’s global equity manager experienced recent underperformance.

08.10.22
Administrator/Record Keeper
New England Plan Issues Record Keeping RFP

The plan is looking to consolidate its services to one single provider.

08.10.22
Administrator/Record Keeper
Southern University Issues Retirement Plan Record Keeper RFP

The university is seeking a firm to provide record keeping, custodian, investment management, administration, communications, education and other related services for its 403(b) plan.

08.10.22
Private Equity
West Coast Plan Approves PE Search

The search follows the plan rescinding a January commitment to a blockchain-focused fund.

08.09.22
Alternatives
New York Plan Receives Private Equity/Credit Pacing Plan

The plan will commit up to $3.4 billion to the two asset classes.

08.08.22
Consultant/OCIO/Discretionary
West Coast City Launches Investment Advisor RFP

City is seeking a firm to provide discretionary investment advisor services on behalf of its $290 million in assets.

08.08.22
International / Global / Emerging Markets
New England Plan Issues EME Manager RFP

The plan is conducting the search due to underperformance from its incumbent.

08.04.22
Administrator - Bundled
Windy City Authority Issues Plan Administration RFP

A Midwestern authority is seeking plan administration services for its deferred compensation plans.

08.03.22
Multi-Asset/Investment Advisor
Southeast Government Department Seeking Investment Mgr.

The department is searching for a firm to help deploy its portion of funding from the State Small Business Credit Initiative.

08.03.22
International / Global / Emerging Markets
New England Plan To Hire 3 Int’l Value Managers

The plan will add three value managers to its international equity portfolio.

08.02.22